Salesboom vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesboom
Score 8.5 out of 10
N/A
Salesboom is a cloud-deployed customer relationship management (CRM) software with integrations into Microsoft Outlook and QuickBooks.N/A
Zywave Sales Cloud - Agency Management
Score 9.0 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
SalesboomZywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
SalesboomZywave 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
SalesboomZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
SalesboomZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesboom
8.4
2 Ratings
9% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management9.12 Ratings00 Ratings
Workflow management8.22 Ratings00 Ratings
Territory management7.92 Ratings00 Ratings
Opportunity management9.12 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.92 Ratings00 Ratings
Contract management7.31 Ratings00 Ratings
Quote & order management9.12 Ratings00 Ratings
Interaction tracking9.12 Ratings00 Ratings
Channel / partner relationship management7.62 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Salesboom
7.5
2 Ratings
0% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management7.92 Ratings00 Ratings
Call center management7.31 Ratings00 Ratings
Help desk management7.32 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesboom
9.1
2 Ratings
19% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management9.12 Ratings00 Ratings
Email marketing9.12 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesboom
9.0
2 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management9.12 Ratings00 Ratings
Billing and invoicing management8.82 Ratings00 Ratings
Reporting9.12 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesboom
8.9
2 Ratings
16% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting9.12 Ratings00 Ratings
Pipeline visualization8.82 Ratings00 Ratings
Customizable reports8.82 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesboom
8.6
2 Ratings
13% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields9.12 Ratings00 Ratings
Custom objects8.82 Ratings00 Ratings
Scripting environment7.31 Ratings00 Ratings
API for custom integration9.11 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Salesboom
8.2
1 Ratings
2% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability7.31 Ratings00 Ratings
Role-based user permissions9.11 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesboom
8.0
2 Ratings
10% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data8.22 Ratings00 Ratings
Social engagement7.92 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesboom
8.6
1 Ratings
19% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation9.11 Ratings00 Ratings
Compensation management8.21 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesboom
7.3
2 Ratings
3% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access7.32 Ratings00 Ratings
Best Alternatives
SalesboomZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.2 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
SalesboomZywave Sales Cloud - Agency Management
Likelihood to Recommend
8.5
(2 ratings)
5.0
(2 ratings)
Support Rating
8.2
(1 ratings)
10.0
(1 ratings)
User Testimonials
SalesboomZywave Sales Cloud - Agency Management
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
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

Zywave Sales Cloud - Agency Management Screenshots

Screenshot of