Odoo vs. Zywave Sales Cloud - Agency Management

The software is really good for managing inputs and inventory as well as maintaining traceability. The "track picking moves" functionality lets you look into a specific lot or serial numbers and view all the product moves that occurred with that lot. However, some navigation is not intuitive. For example, if I click on an item in the BoM of an assembly, then click the back button to go back to the assembly, the site goes all the way back to the home screen. Some of these quirks mean that there is a learning curve for the software, but overall the tracking is very good.

Incentivized

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.

Incentivized

• Ignore requests for support
• continue to collect money from users through micro-charges; apps, supports, etc.
• Offer no support when they do finally respond, saying that it's the app developer's duty.
• Creates a system that forces people that are good with software systems to pay for support

• 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.

Incentivized

• Community version is sometimes hard to maintain, needs some on-premise knowledge (IT) or having business with an Odoo partner that is sometimes expensive and unreliable.
• Enterprise version is as expensive as other ERP in the market.
• Reporting is horrible, not a lot of possibility to integrate seamlessly with a third party BI platform.

Incentivized

• 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.

Incentivized

I would give it an average rating despite being easy to use, but the user interface is very poor and not intuitive at all which makes the whole experience not that good. Also, the system is not mobile friendly at all which is annoying if you want to check something on the go.

Incentivized

Easy - there is NO SUPPORT (like in ABSOLUTELY NOTHING!!!!!!!). Even for legally mandatory requirements where the system MUST work, they will gladly take a month to get back to you with a NON-answer. We couldn't even get our bank statements correctly into Odoo for 2 months - leading to no reconciliation and the company accounts were a mess (still are!!) as a result - Completely irresponsible. Have not EVEN had an apology from Odoo - they couldn't care less !!

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.

Incentivized

I selected Odoo because it is all in the cloud online and it is very easy to conect from everywhere, but then it did nos suit what we wanted in other fields and the service was poor,so we deceided to cancel the contract, but never get our money back since november 2020.

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.

Incentivized

• The integration of the support department in the sales processes was easily carried out by implementing Odoo.
• Improved functionality and UI of the sales and logistics related processes in the company.

Incentivized

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

Incentivized