126 Ratings
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Score 7.4 out of 100
1 Rating
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Score 8 out of 100

Likelihood to Recommend

NetSuite CRM

NetSuite [CRM] is a fantastic platform where the merging of a CRM and ERP system is desired. This allows you to track orders, bookings and shipments to have a complete birds eye view of your pipeline and sales processes. The Marketing capability is also there with full capability for mass email campaigns and tracking of those who opened, clicked or unsubscribed.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
Jessica Gardner | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

NetSuite CRM
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
NetSuite CRM
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
NetSuite CRM
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
NetSuite CRM
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
NetSuite CRM
6.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
NetSuite CRM
6.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
NetSuite CRM
6.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
NetSuite CRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
NetSuite CRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
NetSuite CRM
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

NetSuite CRM
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
NetSuite CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
NetSuite CRM
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
NetSuite CRM
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

NetSuite CRM
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
NetSuite CRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
NetSuite CRM
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

NetSuite CRM
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
NetSuite CRM
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
NetSuite CRM
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
NetSuite CRM
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

NetSuite CRM
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
NetSuite CRM
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
NetSuite CRM
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
NetSuite CRM
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

NetSuite CRM
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
NetSuite CRM
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
NetSuite CRM
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
NetSuite CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
NetSuite CRM
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

NetSuite CRM
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
NetSuite CRM
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
NetSuite CRM
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

NetSuite CRM
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
NetSuite CRM
6.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
NetSuite CRM
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

NetSuite CRM
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
NetSuite CRM
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
NetSuite CRM
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

NetSuite CRM
6.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
NetSuite CRM
6.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

NetSuite CRM

  • It has a great UI for ERP and provides in-depth reporting and budget planning. NetSuite allows alot of flexibility to build the system out to how your company does business. Our accounting department really likes the Adaptive Planning module as well, as they can provide and quickly turn around presentation-worthy reports.
  • Due to the robust features and functionality of NetSuite, it is easy to customize and put workflows and formulas into practice when necessary to create efficiencies.
  • NetSuite provides the full solution to a business, by tying all systems together for one source of the truth.
Stephanie Locke | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • 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.
Jessica Gardner | TrustRadius Reviewer

Cons

NetSuite CRM

  • NetSuite is very good at customization, but sometimes it's hard to make the right customization that we need for particular situations
  • NetSuite likes to change the layout without notifying it's users, so you might go home one day, and come back the next day to the office and have to do some searching to find what you're looking for in NetSuite.
  • If you have an issue with NetSuite, it's really difficult to understand the technical support staff as they're from India and don't speak clear English.
Paul Mills | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
  • There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
  • It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.
Jessica Gardner | TrustRadius Reviewer

Likelihood to Renew

NetSuite CRM

NetSuite CRM 6.5
Based on 10 answers
Our company is looking for more advanced ecommerce and internet marketing features that are not currently present in NetSuite. We feel there are too many additional costs to NetSuite to make it "our own" and understand at the same time that no software is perfect out of the box. Not having complete control of our customer data worries us, and the slowness or "lag" in the shopping cart is effecting our checkout flow. For the investment, we would not recommend businesses of our size to migrate to NetSuite but rather build in house.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Usability

NetSuite CRM

NetSuite CRM 7.5
Based on 5 answers
I am not involved with a lot of the reports and additional functions NetSuite CRM provides, I am more familiar with the day to day use when placing orders and preforming customer tasks. Day to day functions are amazing and easy to navigate.
Chrissie Nelms | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Support Rating

NetSuite CRM

NetSuite CRM 7.8
Based on 8 answers
For simple issues (that can be answered by reading the documentation) NetSuite support seems to have a good ability to resolve our issues. Unfortunately, anything beyond that ability requires escalation into the black hole of their Tier II / Tier III Support.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) 10.0
Based on 1 answer
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.
Jessica Gardner | TrustRadius Reviewer

Online Training

NetSuite CRM

NetSuite CRM 6.7
Based on 2 answers
Netsuite has comprehensive features, allow full customization plus KPI performance matrix. Over the years we have logged more than 15000 cases.
Paul Yeh | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Implementation Rating

NetSuite CRM

NetSuite CRM 5.9
Based on 9 answers
The implementation was very poor and very costly. In the end we had to reconfigure mostly everything over the next year to get it working in a desirable fashion.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Alternatives Considered

NetSuite CRM

This year 2015 we will be looking for a new product like Magento. We are still exploring the idea also if we are going to be building our own system or have a consultant to work with us
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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.
Jessica Gardner | TrustRadius Reviewer

Return on Investment

NetSuite CRM

  • Support can see what services is doing and vice versa. Finance can see both too.
  • Support can provide leads to sales when a power user leaves a current customer and joins the team at a lead.
  • We can see NPS and CSat near time on the account which has increased our ability to mitigate at-risk accounts and increase retention
Jeremy Stephens | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
  • Having two systems was a challenge for our agency and led to use changing to one combined system.
  • The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.
Jessica Gardner | TrustRadius Reviewer

Screenshots

NetSuite CRM

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pricing Details

NetSuite CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

$999 per month

NetSuite CRM Editions & Modules

Edition
Netsuite$999.001
  1. per month
Additional Pricing Details

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Starting Price

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

NetSuite CRM
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Likelihood to Renew

NetSuite CRM
6.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Usability

NetSuite CRM
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

NetSuite CRM
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

Online Training

NetSuite CRM
6.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Implementation Rating

NetSuite CRM
5.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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