Salesforce Sales Cloud vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce
Score 8.2 out of 10
N/A
Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce brings together all your data, from any source. Customer 360, a complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products,…
$25
per month
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 Sales CloudZywave Sales Cloud - Agency Management
Editions & Modules
Essentials
$25.00
Per User/Per Month
Professional
$75.00
Per User/Per Month
Enterprise
$150.00
Per User/Per Month
Unlimited
$300.00
Per user/Per month
No answers on this topic
Offerings
Pricing Offerings
SalesforceZywave Sales Cloud - Agency Management
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Salesforce Sales CloudZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
Salesforce Sales CloudZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesforce Sales Cloud
7.1
210 Ratings
8% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management7.9210 Ratings00 Ratings
Workflow management7.3201 Ratings00 Ratings
Territory management6.9160 Ratings00 Ratings
Opportunity management7.7204 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)6.9193 Ratings00 Ratings
Contract management6.7164 Ratings00 Ratings
Quote & order management6.5149 Ratings00 Ratings
Interaction tracking7.1176 Ratings00 Ratings
Channel / partner relationship management7.3142 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Salesforce Sales Cloud
8.6
56 Ratings
14% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management9.056 Ratings00 Ratings
Call center management8.442 Ratings00 Ratings
Help desk management8.346 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesforce Sales Cloud
6.9
191 Ratings
9% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management6.9187 Ratings00 Ratings
Email marketing6.9158 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesforce Sales Cloud
7.1
192 Ratings
6% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management7.0183 Ratings00 Ratings
Billing and invoicing management6.737 Ratings00 Ratings
Reporting7.5147 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesforce Sales Cloud
7.2
206 Ratings
5% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting6.7177 Ratings00 Ratings
Pipeline visualization7.1194 Ratings00 Ratings
Customizable reports7.8204 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesforce Sales Cloud
7.3
198 Ratings
3% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields7.3196 Ratings00 Ratings
Custom objects7.5187 Ratings00 Ratings
Scripting environment6.7137 Ratings00 Ratings
API for custom integration7.5161 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Salesforce Sales Cloud
8.4
199 Ratings
1% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability8.5167 Ratings00 Ratings
Role-based user permissions8.3172 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesforce Sales Cloud
6.5
124 Ratings
11% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data6.6123 Ratings00 Ratings
Social engagement6.3120 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesforce Sales Cloud
7.7
171 Ratings
7% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation7.5167 Ratings00 Ratings
Compensation management8.0109 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesforce Sales Cloud
7.1
181 Ratings
4% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access7.1181 Ratings00 Ratings
Best Alternatives
Salesforce Sales CloudZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10

No answers on this topic

Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce Sales CloudZywave Sales Cloud - Agency Management
Likelihood to Recommend
8.0
(342 ratings)
5.0
(2 ratings)
Likelihood to Renew
9.0
(55 ratings)
-
(0 ratings)
Usability
7.4
(118 ratings)
-
(0 ratings)
Availability
9.8
(27 ratings)
-
(0 ratings)
Performance
9.0
(18 ratings)
-
(0 ratings)
Support Rating
6.0
(90 ratings)
10.0
(1 ratings)
In-Person Training
7.9
(11 ratings)
-
(0 ratings)
Online Training
9.1
(15 ratings)
-
(0 ratings)
Implementation Rating
1.0
(17 ratings)
-
(0 ratings)
Configurability
10.0
(2 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.8
(9 ratings)
-
(0 ratings)
Product Scalability
10.0
(2 ratings)
-
(0 ratings)
Professional Services
9.3
(8 ratings)
-
(0 ratings)
User Testimonials
Salesforce Sales CloudZywave Sales Cloud - Agency Management
Likelihood to Recommend
Salesforce
Salesforce is great for any business that is building to scale YoY; even with a very low spend amount you can get so much out of the tool and really tailor it to your liking. Any business that's GTM strategy includes a dedicated Sales team and Marketing team should utilize Salesforce in some capacity. However, Salesforce can work for small businesses, but the marketplace has became so fragmented with easy to use industry specific CRMs that are lightweight and built for an exact purpose. The downside to Salesforce is the initial lift and to configure it how you want it....it's not the most difficult thing out there, but it definitely takes time and thought, typically more than a smaller business owner would be willing to put it for a business with sub 15 employees or so
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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
  • Customer Relationship Management is made so much easier by using Salesforce. I love the ability to move between customer contacts easily and to chatter with my other teammates.
  • It’s so beneficial to have more industry data and to store it in Salesforce. From comparing my customers, I can make better recommendations as to what practices will be most beneficial and productive for them to use.
  • I love the integrations that I can use with Salesforce. It will document the communication I’ve had between customer contacts. It also documents tasks for me to complete regarding their implementations. I find it so easy to navigate to find good data.
  • In Salesforce I can also see the files and contractual agreements customers signed, and I love that it’s easy to find in their profiles. It’s helpful because sometimes my coworkers do not add the files to the google drive folders we use for storing customer facility data, so this is a great backup resource.
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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
  • The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories
  • Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor
  • Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization
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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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Likelihood to Renew
Salesforce
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
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Zywave
No answers on this topic
Usability
Salesforce
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
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Zywave
No answers on this topic
Reliability and Availability
Salesforce
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
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Zywave
No answers on this topic
Performance
Salesforce
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
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Zywave
No answers on this topic
Support Rating
Salesforce
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
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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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In-Person Training
Salesforce
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
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Zywave
No answers on this topic
Online Training
Salesforce
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
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Zywave
No answers on this topic
Implementation Rating
Salesforce
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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Zywave
No answers on this topic
Alternatives Considered
Salesforce
I've used Act CRM by Xperience previously. Salesforce is way more robust and intuitive and meets the needs of an enterprise company with enterprise clients way more effectively. I don't think there is another CRM in the market with the overall functionality and usability that can complete with the Salesforce platform for someone in my role.
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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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Contract Terms and Pricing Model
Salesforce
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
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Zywave
No answers on this topic
Scalability
Salesforce
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
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Zywave
No answers on this topic
Professional Services
Salesforce
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
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Zywave
No answers on this topic
Return on Investment
Salesforce
  • It requires a lot of time to manage but does a good job keeping everything in one place
  • Managers! Quit having sales professionals create spreadsheets and reports ad hoc. The information is in SFDC. Build a report so you can get it yourself.
  • If used properly and not restricted and overmanaged, SFDC will provide huge ROI
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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 Screenshots

Screenshot of Salesforce CRM - More than just a contacts database, Salesforce CRM is a centralized repository of customer information in the cloud.Screenshot of Salesforce Dashboards - Advanced reporting for Sales Executives, Sales Managers, or Service Managers to keep a pulse on customer acquisition and satisfaction.Screenshot of Force.com Platform - More than a CRM or Service Application, Salesforce is a full cloud-based development environment supported by a rich ecosystem of integrated third-party application providers.

Zywave Sales Cloud - Agency Management Screenshots

Screenshot of