2 Ratings
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Score 8.5 out of 100
2 Ratings
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Score 5 out of 100

Feature Set Ratings

    Sales Force Automation

    8.4

    Salesboom

    84%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 9/9 features

    Customer data management / contact management

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Workflow management

    8.2
    82%
    2 Ratings
    N/A
    0 Ratings

    Territory management

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Opportunity management

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Contract management

    7.3
    73%
    1 Rating
    N/A
    0 Ratings

    Quote & order management

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Interaction tracking

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    7.6
    76%
    2 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    7.5

    Salesboom

    75%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 3/3 features

    Case management

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Call center management

    7.3
    73%
    1 Rating
    N/A
    0 Ratings

    Help desk management

    7.3
    73%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.1

    Salesboom

    91%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 2/2 features

    Lead management

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Email marketing

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.0

    Salesboom

    90%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 3/3 features

    Task management

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.8
    88%
    2 Ratings
    N/A
    0 Ratings

    Reporting

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.9

    Salesboom

    89%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 3/3 features

    Forecasting

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.8
    88%
    2 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.8
    88%
    2 Ratings
    N/A
    0 Ratings

    Customization

    8.6

    Salesboom

    86%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 4/4 features

    Custom fields

    9.1
    91%
    2 Ratings
    N/A
    0 Ratings

    Custom objects

    8.8
    88%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    7.3
    73%
    1 Rating
    N/A
    0 Ratings

    API for custom integration

    9.1
    91%
    1 Rating
    N/A
    0 Ratings

    Security

    8.2

    Salesboom

    82%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 2/2 features

    Single sign-on capability

    7.3
    73%
    1 Rating
    N/A
    0 Ratings

    Role-based user permissions

    9.1
    91%
    1 Rating
    N/A
    0 Ratings

    Social CRM

    8.0

    Salesboom

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 2/2 features

    Social data

    8.2
    82%
    2 Ratings
    N/A
    0 Ratings

    Social engagement

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.6

    Salesboom

    86%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 2/2 features

    Marketing automation

    9.1
    91%
    1 Rating
    N/A
    0 Ratings

    Compensation management

    8.2
    82%
    1 Rating
    N/A
    0 Ratings

    Platform

    7.3

    Salesboom

    73%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    Salesboom ranks higher in 1/1 features

    Mobile access

    7.3
    73%
    2 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Salesboom is rated higher in 1 area: Likelihood to Recommend
    • Zywave Sales Cloud - Agency Management is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    8.5

    Salesboom

    85%
    2 Ratings
    5.0

    Zywave Sales Cloud - Agency Management

    50%
    2 Ratings

    Support Rating

    8.2

    Salesboom

    82%
    2 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    Likelihood to Recommend

    Salesboom.com

    Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.
    Read full review

    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.
    Read full review

    Pros

    Salesboom.com

    • As a customer of Salesboom we get a dedicated CRM consultant that helps out with customizations, data importing, etc.
    • Customer support is great.
    • The CRM gets updated quarterly without user intervention.
    Read full review

    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.
    Read full review

    Cons

    Salesboom.com

    • The billing and invoicing needs a bit of improvement.
    • We would like to see more ERP-like features.
    • The customer self service portal needs improvement.
    Read full review

    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.
    Read full review

    Pricing Details

    Salesboom

    Starting Price

    $0

    Editions & Modules

    Salesboom editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Zywave Sales Cloud - Agency Management

      Starting Price

      Editions & Modules

      Zywave Sales Cloud - Agency Management editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        Support Rating

        Salesboom.com

        We have a dedicated account manager and support. Whenever we need help we get it.
        Read full review

        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.
        Read full review

        Alternatives Considered

        Salesboom.com

        Salesboom worked with us from day one before purchasing our requirements. Once we rolled out the CRM implementation, their customer support is very helpful. The system is very user friendly, feature rich and the prices are very competitive.

        Another Important advantage for Salesboom.com CRM is that they have a service level agreement, with an up time guarantee.
        Read full review

        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.
        Read full review

        Return on Investment

        Salesboom.com

        • Less sales opportunities slip through the cracks.
        • Reduces sales redundant tasks and saves time.
        • Makes customers.
        Read full review

        Zywave

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

        Screenshots

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