Salesboom vs. Zywave Sales Cloud - Agency Management

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

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

• 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.

• 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

• 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.

• 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

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

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

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.

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

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

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

Incentivized