Likelihood to Recommend Oracle CRM is reliable and it fits well in a scenario where a company aims to grow their customer base and improve their relationship with their clients and ensure that all customer services are offered in an efficient manner. Oracle CRM is accessible from any device and this ensures easy usage of the platform and assure all staff to execute their various business processes.
Read full review 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.
Read full review Pros Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards. It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt. Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise. Read full review 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. Read full review Cons The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system. The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited. Michelle Prand Director of Information Systems & Information Management
Read full review 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. Read full review Usability Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
Read full review Support Rating 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.
Read full review Implementation Rating With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
Michelle Prand Director of Information Systems & Information Management
Read full review Alternatives Considered MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
Read full review 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.
Read full review Return on Investment This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation. Read full review Sales team reluctant to use. Initial training was fine but could use some follow-ups. ROI has not been measurable. Read full review ScreenShots Zywave Sales Cloud - Agency Management Screenshots