MACAW CRM vs. ReferenceEdge

MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Absolutely the best for managing customer references/ advocacy. Comprehensive functionality and attentive and responsive support model, and they don't charge extra to use value-add functionality, such as the automated check-in on reference status, contacts, etc. They know this field and need thoroughly and have thought of everything. Native to Salesforce streamlined deployment and up-leveled cross-company support, and also were my full partner in educating me on how to use Salesforce reporting, which is a valuable professional advantage.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Blending of CRM within an insurance flow
• Great Lead Management, Quotation and Underwriting
• High level support for marketing campaigns and setting up successful content strategies
• Great support for legacy back-office system

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Simplifies and streamlines complex matrixed customer information
• Enables strategic engagement through easy access to customer reference accounts, contacts, content, and activities they've participated in as well as are interested in participating in
• Cross-company adoption and visibility through native Salesforce integration
• Load balancing and protection from over-use/ burnout - critical.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Not very user friendly
• Configuration with older back-office system is a bit of a hassle
• Searches and uploads sometimes take a long time

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Ability to pre-populate a 'win wire' with deal info from SF. I believe this is being developed now.
• Standard organization of 'attributes' so it's easier to break out that report column into per-attribute columns.
• I like that they have an active Trello board for user suggestions and incorporate requests with each update.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We also evaluated ReferenceView from ROInnovation/ Upland. ReferenceEdge from Point of Reference was lower cost for complete functionality, plus their ongoing support model is second to none. SlapFive has great video functionality, which we may use at some point, but isn't a customer reference/ advocacy management platform. And its comprehensive marketing functionality was more than our team needed. ReferenceView was a failure, unfortunately. Way more expensive. limited functionality, and an abysmal support model.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Allowed work from home due to its web UI
• Made using legacy back-office system easier, except for more complex cases
• Not user friendly and a bit hard to onboard into

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Faster access to critical customer references
• 360 degree view of customer engagement
• Full visibility through comprehensive pre-built reports

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info