Insightly vs. TIBCO Integration (including BusinessWorks and Flogo) vs. Zoho CRM

There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do

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In BusinessWorks it is quite easy to develop applications and monitor where as it is not similar with Scribe. The data which successfully processed in Scribe is quite difficult to view. I think the Scribe console tool should have better view for the data it has processed.At times we founds some of our sales orders are missing which are unable to update/insert in the DB, after investigation found the issue is in Scribe tool. A case has been raised 02129657 for the same and as per the guidelines from the Scribe support engineer we did changes in the shutdown interval to zero. ''update SCRIBEINTERNAL.SCRIBE.KSYNC
set keyvalue= 0 where KEYNAME = 'SETTINGS.SHUTDOWNINTERVAL''. Later this change we started getting alert emails like ''Fatal error 325 occurred: Message processor shutting down
- defined maximum memory usage (900MB) exceeded. Please contact Scribe support
at support@scribesoft.com if this
problem persists''. We found this issue is a critical one as the occurrences of it is decreased but still it is persist.

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Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.

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• The ability to set up filters to generate lists based on just the categories I am interested in.
• It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
• The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.

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• The UI is easy to navigate and map flows are intuitive and easy to build upon after some basic training. However, a user should have some basic knowledge of writing nested statements.
• Very responsive customer support.
• The debug feature is a great tool for troubleshooting. You can easily identify where the issue is in your flow. At each debug step, it returns the expected value, and when there isn't the expected value, you know when to modify your flow.

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• Hooks into our website and can import data from forms.
• Has great automation tools built in.
• Reporting features are great.
• Easy to learn, makes it easy for us to onboard new users onto it.
• Fairly customizable. We have fine tuned it to work the way we need it to.

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• Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
• The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
• Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.

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• Missing functionality: We like to run all the files available in the FTP when clicking the run button. Right now, we have to click the run button several times (or have multiple solutions) in order to run files from our FTP site one at a time.
• Generating column fields every time a file changes from the source in the FTP is very tedious. Working in integrations makes me have to go back and forth a lot of the time, and doing this is incredibly annoying.
• The security is horrendous. We installed an on-premise agent on the customer side, but we don't want them even touching the ETL tool at all. The only knowledge we are fine with knowing and being able to see is that they installed the agent, not the solutions themselves.
• Our company's connector would have to point to the dataset name rather than dataset ID. It was very frustrating because we change the dataset name a lot, and then we'd have to repoint it.
• It's very difficult to monitor the different integrations that go on because there isn't a consolidated dashboard.

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• Need some way to switch a field type without losing the pre-existing data.
• The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
• Frustrating that only 3 custom lookup fields are allowed per module in our license.

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Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers

We are deeply entrenched in using Tibco Scribe capabilities, and we are only expanding our usage. It would be one thing if we used it only for a one-time data load, but we have several Scribe maps running constantly, keeping business-critical data up to date. And the ease of use for the occasional, mass data update or upload is simply icing on the cake. I'm a big Microsoft fan, so there is potential down the road to convert our Scribe data integrations to Microsoft Flow (or Power Automate as it is now called). But for now, the functionality just isn't there with Flow (Power Automate), plus the work involved to change all our current integrations would be a large undertaking. So for now and the foreseeable future, Scribe will remain our data integration tool of choice.

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i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.

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Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program

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As mentioned in the previous sections, setup and maintenance is extremely easy. We don't have many issues for which we need support and there is no need for deep technical skills to use Tibco Cloud Integration platform. The solution provides everything we need for our specific use case, being the replication of our Microsoft Dynamics 365 CRM data to our on premise database for reporting.

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The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.

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The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.

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We have not had any issues with TIBCO not being available when needed. I have only had to contact support less than 5 times in about 5 year time frame due to syncing issues or a problem with the agent. Support is very quick to respond as well as very helpful.

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In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.

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Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.

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TIBCO Cloud Integration (including BusinessWorks and Scribe)'s performance of the user interface are not to be complained about. The user interface is swift and is a pleasant user experience. The replication jobs take some time to finish but that is because the number of records to be updated/created on a daily basis is quite big. I did split up the jobs between highrunners (entities with a lot of changes) I update on a daily basis and quite stable entities that I update weekly. That solved my issue of a way to long replication.

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I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.

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We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.

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For creating new process, you have lots of palettes to do every develop you need. For created process it is easy to understand even if you have ever seen before it. You can analyze your process in all their detail. User Experience is positive for beginner and expertise people. Just debug mode is still raw, but better in TIBCO BusinessWorks 6.x than TIBCO BusinessWorks 5.x .

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We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.

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Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.

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Before using TIBCO Businessworks, I participated an official training with a specialized instructor. In this training, I learned what I needed to know to build some applications or web services and how to manage its. It was been very important to me. I understood many technical stuff to familiarize with this powerful platform. I can advice TIBCO Educational Services.

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I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable

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I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable

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really good resources

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There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.

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did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product

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If we don't design the process correctly, it can do lot of damage (like deleting files or data etc.,) and might assume product issue rather than a design flaw. So it is always recommended to do thorough unit testing , QA and a design review even for a small process to avoid major problems.

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When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer

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Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.

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Used TIBCO for migration of our data for our learning management system.TIBCO, succesful Content ,data migration(courses, classes, registrations, transcripts etc.) ,User migration(Internal users and Partner migration)and Report migrationIntegrations with different applications Workday,Single Sign-On,CertTracker,Okta,Partner contact sync and Questionmark is succesful.LOD: Learn on demand is a third party vendor application where all Virtual classes are delivered by the vendor application. Learning management system sends the class and registration events to learn on demand via real time web service call through TIBCO

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Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.

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I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.

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I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end

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(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.

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We could easily add multiple agents and new systems. This had no impact on the performance. We had some issues because flows cannot be splitted and called by each other. So you have lots of flows which are the same. It would be great if this was improved. Also transferring values via variables between flows seems to be impossible. You can only use global lists with dictionaries.

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We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.

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Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements

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In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.

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• Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.

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• Startup time - the quick time in which we can provision integrations means we can deliver requirements quickly, which is what our departments need
• The online training means we can easily get users up and running without the need for the internal cost of training
• Development time - The development that was needed to create connectors for our custom application was large

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• because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
• we have found a much higher customer engagement rate and ROI
• we used to "lose" customers in our makeshift process. Now, all customers are being attended to.

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