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Dynamics 365 vs Zywave Agency Management: Which is best for you?
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Pricing available upon request
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Features
- For salespeople, it removes a lot of the usual admin - meetings are quick to log, and the Microsoft 365 integration makes a real difference, allowing calls to be made directly from the platform while automatically capturing and recording meetings.
- There is nothing I would say I dislike about dynamics 365, however we do have some intermittent problems with certain add ins we use such as the CRM to Genesys softphone not loading for our advisers and contact centre agents which can cause some operational issues from time to time.
- We brought this to their attention and did not get a reply for several days. When they did reply, they stated the new AMS needed to 1st verify that the files were actually missing, which the new AMS did. After that was completed, which took a week and verified the files folders referenced were empty folders (sending screen shots to Zywave) so not a complete data backup, Zywave then ignored the follow up requests to send the full backup copy. When asked again and again for a new complete data backup of our agency data, Zywave customer service, [sensitive content hidden] at Zywave (SIS) just ignored the requests to resend the full data backup.
- Now I am stuck paying for one system that does not work for my agency and a management system for 5 users when I only have 3 now but they will not adjust the price.
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