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Top Rated
67 Ratings

Creatio

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Top Rated
67 Ratings
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Score 9 out of 100
2 Ratings
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Score 5.1 out of 100

Feature Set Ratings

    Low-Code Development

    9.2

    Creatio

    92%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Creatio ranks higher in 6/6 features

    Visual Modeling

    9.1
    91%
    27 Ratings
    N/A
    0 Ratings

    Drag-and-drop Interfaces

    9.3
    93%
    29 Ratings
    N/A
    0 Ratings

    Platform Security

    9.4
    94%
    28 Ratings
    N/A
    0 Ratings

    Platform User Management

    9.1
    91%
    30 Ratings
    N/A
    0 Ratings

    Reusability

    8.9
    89%
    28 Ratings
    N/A
    0 Ratings

    Platform Scalability

    9.1
    91%
    29 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Creatio is rated higher in 1 area: Likelihood to Recommend
    • Zywave Sales Cloud - Agency Management is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    9.1

    Creatio

    91%
    52 Ratings
    5.1

    Zywave Sales Cloud - Agency Management

    51%
    2 Ratings

    Likelihood to Renew

    9.1

    Creatio

    91%
    2 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Usability

    9.1

    Creatio

    91%
    36 Ratings

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Support Rating

    9.1

    Creatio

    91%
    35 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    Likelihood to Recommend

    Creatio

    Contracts are a big part of our business, and being able to create tracking and dashboards for this has made our contracts process so much smoother. Also, being able to integrate docu-sign means you can do everything through the system, rather than having to go back and forth and duplicate things.
    Read full review

    Zywave

    prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
    Read full review

    Pros

    Creatio

    • Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged.
    • Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements.
    • Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.
    Read full review

    Zywave

    • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
    • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
    • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
    • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
    Read full review

    Cons

    Creatio

    • Documentation could sometimes be more intuitive
    • Lots of third-party applications, so frustrating when only the connector you need is missing
    • The possibilities are very large, so it is difficult to properly channel resources and needs within the company regarding this platform
    Read full review

    Zywave

    • Training for new employees and follow up for all employees.
    • Importing into agency management system is several steps.
    • Not all information on prospects is given, although most have adequate information.
    Read full review

    Pricing Details

    Creatio

    Starting Price

    $0 per month per user

    Editions & Modules

    Creatio editions and modules pricing
    EditionModules
    Studio Creatio Enterprise251
    Studio Creatio Free02
    Studio Creatio Free03
    Studio Creatio Enterprise254
    Sales Creatio Team Edition305
    Sales Creatio Commerce Edition356
    Sales Creatio Enterprise Edition607

    Footnotes

    1. per user/per month
    2. per user/per month
    3. per month per user
    4. per month per user
    5. per month per user
    6. per month per user
    7. per month per user

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Pricing Info

    Zywave Sales Cloud - Agency Management

    Starting Price

    Editions & Modules

    Zywave Sales Cloud - Agency Management editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      Creatio

      I don't think we could be without it now.
      Read full review

      Zywave

      No answers on this topic

      Usability

      Creatio

      The user interface of Creatio is quite friendly. It is intuitive for new users to start using the software. It is also fairly straightforward to setup. Business users are able to become productive with Creatio in a short amount of time due to an easy to use design. I find the design intuitive overall.
      Read full review

      Zywave

      No answers on this topic

      Support Rating

      Creatio

      Support is really good. Maybe it is because we had a dedicated support manager. But still, all issues were resolved timely. There were too many at the beginning, but now when we solved most of the problems we contact our support manager mostly before the updates. We have a testing platform to test all updates.
      Read full review

      Zywave

      The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
      Read full review

      Alternatives Considered

      Creatio

      The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With Salesforce, unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far outweighed the ROI. These are all things Creatio offers, out-of-the-box.
      Read full review

      Zywave

      We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
      Read full review

      Return on Investment

      Creatio

      • Communication between sales representatives, vendors, and customers helps improve sales.
      • Automating the sales process has allowed us to land more deals via opportunity management tools.
      • No coding or manual sales processes are involved, hence we make zero errors when enhancing sales procedures.
      Read full review

      Zywave

      • Sales team reluctant to use.
      • Initial training was fine but could use some follow-ups.
      • ROI has not been measurable.
      Read full review

      Screenshots

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