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Salesforce Sales Cloud vs Zywave Agency Management: Which is best for you?
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Pricing available upon request
and Demo
Features
- Salesforce Sales Cloud is great because it centralizes all sales data like how much has been made, seller data like phone numbers and address and also tracks time spent on projects.
- Salesforce may feel overwhelming and expensive compared to simpler dental CRMs. If implementing for front of house staff, it can be overwhelming to train and add this piece of software to staff who already juggle phones, scheduling, insurance, and patient interactions.
- 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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