We like AgencyBloc and it is good
Updated June 15, 2022
We like AgencyBloc and it is good
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with AgencyBloc
It is a great way to keep track of sales and other CRM work. It is a great CRM and sales record tool. Very cost-effective and easy to use.
- CRM
- SALES
- Customer Service
- data repository
- More on line webinars.
- The training is good but would like more application based rather than general.
- Would like training to be more tools based rather than general training.
- Sales.
- Customer Service.
- Decent ROI and efficient work flow.
- Low cost of entry and quick to roll out.
- Effective and efficient.
- Five9
It is a good efficiently priced solution we like the cloud-based aspect of the software and is a relatively good value.
Do you think AgencyBloc delivers good value for the price?
Yes
Are you happy with AgencyBloc's feature set?
Yes
Did AgencyBloc live up to sales and marketing promises?
Yes
Did implementation of AgencyBloc go as expected?
Yes
Would you buy AgencyBloc again?
Yes
Using AgencyBloc
200 - We work in the insurance field.
150 - Sales admin and customer serivce.
- CRM
- Customer Service
- casemanagement
- Connectivity.
- Automated reports.
Evaluating AgencyBloc and Competitors
Not Sure
- Price
- Product Features
It does what we need it to do
not really
AgencyBloc Implementation
- Implemented in-house
Change management was a big part of the implementation and was well-handled - it was a large team effort
- some data issues
AgencyBloc Support
| Pros | Cons |
|---|---|
Quick Resolution Knowledgeable team Kept well informed Immediate help available Support cares about my success | Poor followup Problems left unsolved Escalation required Need to explain problems multiple times Slow Initial Response |
No did not think we would need it
Yes they provided links to training and other useful items
Using AgencyBloc
| Pros | Cons |
|---|---|
Like to use Easy to use Well integrated Quick to learn Feel confident using | Unnecessarily complex Requires technical support Inconsistent Cumbersome Lots to learn |
- running reports
- analysis
- commisions
- some data is hard to find
Yes, but I don't use it