Salesforce Starter vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce Starter
Score 8.2 out of 10
Small Businesses (1-50 employees)
Salesforce Starter (formerly Salesforce Essentials) is a small business CRM that replaces the former SalesforceIQ product. It is priced at $35 per user, on a monthly basis, or at $25 per month for if billed annually ($300) and can be tried free for 14 days on a trial.
$35
per month per user
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
Salesforce StarterZywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Salesforce StarterZywave Sales Cloud - Agency Management
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Salesforce StarterZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
Salesforce StarterZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesforce Starter
9.1
3 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management10.03 Ratings00 Ratings
Territory management8.03 Ratings00 Ratings
Opportunity management10.03 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)10.03 Ratings00 Ratings
Quote & order management8.02 Ratings00 Ratings
Interaction tracking8.03 Ratings00 Ratings
Channel / partner relationship management10.02 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesforce Starter
7.0
3 Ratings
8% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management7.03 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesforce Starter
9.0
2 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management10.02 Ratings00 Ratings
Billing and invoicing management7.02 Ratings00 Ratings
Reporting10.02 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesforce Starter
10.0
2 Ratings
27% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting10.02 Ratings00 Ratings
Pipeline visualization10.02 Ratings00 Ratings
Customizable reports10.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesforce Starter
10.0
3 Ratings
28% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields10.03 Ratings00 Ratings
Custom objects10.02 Ratings00 Ratings
Scripting environment10.02 Ratings00 Ratings
API for custom integration10.02 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Salesforce Starter
10.0
3 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability10.03 Ratings00 Ratings
Role-based user permissions10.03 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesforce Starter
5.0
2 Ratings
37% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social engagement5.02 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesforce Starter
5.0
2 Ratings
35% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation6.02 Ratings00 Ratings
Compensation management4.02 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesforce Starter
10.0
3 Ratings
28% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access10.03 Ratings00 Ratings
Best Alternatives
Salesforce StarterZywave 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 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce StarterZywave Sales Cloud - Agency Management
Likelihood to Recommend
10.0
(3 ratings)
5.0
(2 ratings)
Support Rating
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Salesforce StarterZywave Sales Cloud - Agency Management
Likelihood to Recommend
Salesforce
If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.
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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
Salesforce
  • Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
  • SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
  • SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
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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
Salesforce
  • Price point for smaller startups. Not budget friendly.
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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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Support Rating
Salesforce
No answers on this topic
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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Alternatives Considered
Salesforce
Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in
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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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Return on Investment
Salesforce
  • We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
  • We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.
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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

Salesforce Starter Screenshots

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Zywave Sales Cloud - Agency Management Screenshots

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