140 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Likelihood to Recommend

Oracle CRM

Oracle CRM is incredibly well suited to handle the customer service needs of a growing business. It is capable of scaling with your company. We can monitor every step of the ordering process and provide quick and accurate information to our customers if they request it. We can easily handle returns and replacements as well.
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

Oracle CRM
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
Oracle CRM
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
Oracle CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
Oracle CRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
Oracle CRM
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
Oracle CRM
7.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
Oracle CRM
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
Oracle CRM
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
Oracle CRM
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
Oracle CRM
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

Oracle CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
Oracle CRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
Oracle CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
Oracle CRM
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

Oracle CRM
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
Oracle CRM
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
Oracle CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

Oracle CRM
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
Oracle CRM
6.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
Oracle CRM
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
Oracle CRM
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

Oracle CRM
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
Oracle CRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
Oracle CRM
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
Oracle CRM
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

Oracle CRM
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
Oracle CRM
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
Oracle CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
Oracle CRM
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
Oracle CRM
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

Oracle CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
Oracle CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
Oracle CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

Oracle CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
Oracle CRM
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
Oracle CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

Oracle CRM
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
Oracle CRM
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
Oracle CRM
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

Oracle CRM
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
Oracle CRM
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

Oracle CRM

  • 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.
Joseph R. Sweeney | 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

Oracle CRM

  • The Oracle 11.5.10 CRM forms are not easily or intuitively customizable to facilitate speed or ease of use. Custom forms are not supported by Oracle support, but call center functions require throughput velocity that the standard forms do not provide. The forms are also inflexible when it comes to selection-driven information or in-procedure guidelines. Data selections in one field should allow the limitation of data selection in other fields and should permit additional information to be made available for the users of the forms.
  • The CRM administrator setups such as groups and territories as well as the dispatch center functionality are painfully slow and cumbersome to use. Not all reasonable filters are made available to ensure that the technician with the right skills is assigned to tasks. More flexibility in this area would improve Oracle 11.5.10 usability tenfold.
  • Overall, the main issue when it comes to sales or service CRMs is always a question of flexibility. "When this customer calls, collect x data." "When a service request is created for that site, include information y for the technician." "Remember to ask the caller for z measurement when they open a service request for the other product type." More intuitive and elastic tools for the ebbs and flows of real service situations would certainly put a feather in Oracle's cap.
R. Daniel Knapp | 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

Usability

Oracle CRM

Oracle CRM 8.6
Based on 2 answers
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.
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Reliability and Availability

Oracle CRM

Oracle CRM 9.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Performance

Oracle CRM

Oracle CRM 8.1
Based on 2 answers
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.
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Support Rating

Oracle CRM

Oracle CRM 7.6
Based on 2 answers
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.
Mary Hunnicutt | 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

Oracle CRM

Oracle CRM 9.0
Based on 1 answer
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
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Implementation Rating

Oracle CRM

Oracle CRM 7.7
Based on 2 answers
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.
Mary Hunnicutt | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Alternatives Considered

Oracle CRM

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.
Viktor Mulac | 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

Scalability

Oracle CRM

Oracle CRM 9.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Return on Investment

Oracle CRM

  • 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.
Simon Vargas | 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

Oracle CRM

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

Pricing Details

Oracle CRM

General

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

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

Rating Summary

Likelihood to Recommend

Oracle CRM
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Usability

Oracle CRM
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Reliability and Availability

Oracle CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Performance

Oracle CRM
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

Oracle CRM
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

Online Training

Oracle CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Implementation Rating

Oracle CRM
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Scalability

Oracle CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Add comparison