Oracle CRM vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Oracle CRM
Score 8.1 out of 10
N/A
Oracle's integrated Customer Relationship Management (CRM) solution is a set of applications that give users information-driven sales, service, and marketing. Oracle CRM is built on an open, standards-based architecture to streamline business processes, improve data quality, and allow key divisions to draw from the same source of data.N/A
Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
Oracle CRMZywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Oracle CRMZywave Sales Cloud - Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Oracle CRMZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
Oracle CRMZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Oracle CRM
8.8
25 Ratings
11% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management8.925 Ratings00 Ratings
Workflow management9.025 Ratings00 Ratings
Territory management8.424 Ratings00 Ratings
Opportunity management8.523 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.923 Ratings00 Ratings
Contract management8.621 Ratings00 Ratings
Quote & order management9.322 Ratings00 Ratings
Interaction tracking8.724 Ratings00 Ratings
Channel / partner relationship management8.821 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Oracle CRM
8.7
24 Ratings
11% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management8.724 Ratings00 Ratings
Call center management8.822 Ratings00 Ratings
Help desk management8.524 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Oracle CRM
9.0
22 Ratings
14% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management8.922 Ratings00 Ratings
Email marketing9.020 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Oracle CRM
9.0
23 Ratings
15% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management9.523 Ratings00 Ratings
Billing and invoicing management8.719 Ratings00 Ratings
Reporting8.722 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Oracle CRM
8.8
24 Ratings
13% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting8.823 Ratings00 Ratings
Pipeline visualization8.622 Ratings00 Ratings
Customizable reports9.024 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Oracle CRM
8.5
24 Ratings
8% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields8.824 Ratings00 Ratings
Custom objects8.124 Ratings00 Ratings
Scripting environment8.522 Ratings00 Ratings
API for custom integration8.723 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Oracle CRM
8.8
25 Ratings
4% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability8.922 Ratings00 Ratings
Role-based user permissions8.824 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Oracle CRM
8.7
18 Ratings
15% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data8.818 Ratings00 Ratings
Social engagement8.718 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Oracle CRM
8.7
20 Ratings
16% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation9.120 Ratings00 Ratings
Compensation management8.317 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Oracle CRM
9.3
19 Ratings
21% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access9.319 Ratings00 Ratings
Best Alternatives
Oracle CRMZywave Sales Cloud - Agency Management
Small Businesses
vCita
vCita
Score 9.5 out of 10

No answers on this topic

Medium-sized Companies
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10

No answers on this topic

Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Oracle CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
9.5
(25 ratings)
5.0
(2 ratings)
Usability
10.0
(3 ratings)
-
(0 ratings)
Availability
9.0
(2 ratings)
-
(0 ratings)
Performance
8.1
(4 ratings)
-
(0 ratings)
Support Rating
9.0
(5 ratings)
10.0
(1 ratings)
Online Training
9.0
(1 ratings)
-
(0 ratings)
Implementation Rating
7.7
(4 ratings)
-
(0 ratings)
Configurability
10.0
(1 ratings)
-
(0 ratings)
Product Scalability
9.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
9.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Oracle CRMZywave Sales Cloud - Agency Management
Likelihood to Recommend
Oracle
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.
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Zywave
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.
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Pros
Oracle
  • 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.
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Zywave
  • 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.
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Cons
Oracle
  • Oracle CRM is incredibly complex making it fairly difficult to learn from scratch
  • The original implementation of Oracle CRM was a lengthy and involved process
  • We have had outages where we cannot connect to Oracle CRM which leaves us at a loss. I'm not sure what the solution to this is, but less outages would be ideal.
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Zywave
  • 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.
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Usability
Oracle
I give this rating because I personally don't have any difficulty using the system. I didn't have any difficulty learning the system either. I know that in my position I am taking complaints from users who are having issues with the oracle sites but most of the time it is user error or a technical issue and they need to be using it in the best way possible. I do think it is one of the easiest sites for applying online and hiring candidates. In my 10 years of dealing with so many other recruiting and career sites like Kenexa Brassring, Erecruit or Peoplesoft, I don't recommend any of those at all. Oracle CRM/Taleo is by far the easiest site for applicants to apply, the easiest site for recruiters to hire and the easiest site to manage your hires.
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Zywave
No answers on this topic
Reliability and Availability
Oracle
I give this rating because we have had no issues in the area of the product's overall availability. In my opinion the resources are there when we need them and the features serve the purpose they are set to do. I feel things have gone really well as far as the availability of the product.
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Zywave
No answers on this topic
Performance
Oracle
I give this rating because I don't have any complaints in the area of performance. In my opinion the product's performance is right on the mark. In comparison to other systems I have used for the same purpose - recruiting, hiring and managing hires, I have found Oracle's performance to be the best. Oracle system flows better than any other recruiting system out there.
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Zywave
No answers on this topic
Support Rating
Oracle
Generally, if you log an SR, it will get resolved rather quickly. If they need to contact you for more information, the resolution process gets drug out because you have to usually go back and forth with several messages. Some customization involving web-links, java script, and HTML, Oracle does not officially support, so they will not assist you if your links stop working.
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Zywave
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.
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Online Training
Oracle
It was a great training tool and provided all of the necessary information we needed to implement the sites for our clients. We were provided with a great deal of resources in regards to Oracle CRM. We didn't have any issues with the training at all. The only thing I would say would that there could be more FAQ's for users to read through
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Zywave
No answers on this topic
Implementation Rating
Oracle
If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.
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Zywave
No answers on this topic
Alternatives Considered
Oracle
I have used PowerHelp in the past for field service and contact center applications with a startup company and it had proved extremely flexible for process accommodation. I was not part of the selection team who evaluated and chose the CRM for Diebold, though I am fairly certain that it was an Enterprise software decision more than a module-driven choice.
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Zywave
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.
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Scalability
Oracle
In my opinion I rate this high because we have had no issues in this area and so that is why I give it such a high rating. There is no issue with the product's overall scalability. In my opinion this has been a positive from my team and client's view.
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Zywave
No answers on this topic
Return on Investment
Oracle
  • Until a certain point in time, the solution was responsive and provided support for productive work. With more integrations and a growing product base, the application started to be barely usable due to delays (excessive response times) and prolonged the product configuration tasks.
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Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
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ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

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