Followup CRM vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FollowUp CRM
Score 9.5 out of 10
N/A
FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.N/A
Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
Followup CRMZywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
FollowUp CRMZywave Sales Cloud - Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Followup CRMZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
Followup CRMZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Followup CRM
9.1
12 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management10.012 Ratings00 Ratings
Workflow management10.010 Ratings00 Ratings
Territory management6.18 Ratings00 Ratings
Opportunity management10.010 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)10.08 Ratings00 Ratings
Contract management10.010 Ratings00 Ratings
Quote & order management8.96 Ratings00 Ratings
Interaction tracking10.09 Ratings00 Ratings
Channel / partner relationship management7.27 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Followup CRM
10.0
8 Ratings
29% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management10.08 Ratings00 Ratings
Call center management10.05 Ratings00 Ratings
Help desk management10.06 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Followup CRM
10.0
8 Ratings
28% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management10.08 Ratings00 Ratings
Email marketing10.05 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Followup CRM
9.5
10 Ratings
23% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management10.010 Ratings00 Ratings
Billing and invoicing management8.43 Ratings00 Ratings
Reporting10.09 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Followup CRM
9.7
11 Ratings
24% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting9.06 Ratings00 Ratings
Pipeline visualization10.09 Ratings00 Ratings
Customizable reports10.09 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Followup CRM
9.8
7 Ratings
26% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields10.07 Ratings00 Ratings
Custom objects9.04 Ratings00 Ratings
Scripting environment10.05 Ratings00 Ratings
API for custom integration10.04 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Followup CRM
10.0
10 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability10.08 Ratings00 Ratings
Role-based user permissions10.07 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Followup CRM
10.0
3 Ratings
32% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data10.03 Ratings00 Ratings
Social engagement10.02 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Followup CRM
7.7
3 Ratings
7% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation10.03 Ratings00 Ratings
Compensation management5.52 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Followup CRM
10.0
4 Ratings
29% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access10.04 Ratings00 Ratings
Best Alternatives
Followup CRMZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Followup CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
10.0
(12 ratings)
5.0
(2 ratings)
Support Rating
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Followup CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
FollowUp Power
One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.
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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.
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Pros
FollowUp Power
  • We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
  • The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
  • Every task is date stamped to insure proper work flow and holds the team accountable to each other.
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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.
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Cons
FollowUp Power
  • It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
  • It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
  • It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.
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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.
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Support Rating
FollowUp Power
No answers on this topic
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.
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Alternatives Considered
FollowUp Power
My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales
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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.
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Return on Investment
FollowUp Power
  • I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
  • The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
  • Payments or what the current status of the job is.
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Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
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ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

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