Vertafore AMS360 vs Zapier: Which is a better fit?

Andrew: Hello, I'm Andrew. I'm a Director of Sales. I'm reviewing Vertafore AMS360. I would give it three out of five stars. And for more reviews like this, click below. Before using Vertafore, we were using a combination of Salesforce and a internal data tracking tool. Vertafore has made it much simpler on us to be able to condense all our data into one central platform and be able to reach out to customers easier. In terms of choosing Vertafore, it was pretty easy for us. It's one of the most well-known products on the market. We were able to get a price for the product in terms of what our budget was able to allow. And the onboarding process was very easy for us, so it was a no-brainer to sign up with them. In terms of getting started with Vertafore, the onboarding process was very simple. We were able to condense all of our contacts between Salesforce and our internal CRM into one central location and get everything set up within one to two days. The support staff on the backside was great as well. When it comes to recommendations for Vertafore, I would suggest just making sure you look at all the other alternative CRMs and competitors on the market. Vertafore is, as I mentioned, one of the more popular options out there. It does tend to be a little bit pricier, so just make sure that you will get the value out of Vertafore that you're putting in, from a cost perspective.

Allen E.: Hey, my name's Allen and I'm the president of a small rehab company and I give Zapier a five. Before using Zapier, I was doing a lot of manual work, just pulling data from one app to another and it depended on my employees being on top of things. Once I got Zapier implemented, it easily connects a lot of my apps together, automates a lot of my workflow. As soon as I enter data in one place, it populates multiple other apps and areas and reduces a lot of the redundancies and inefficiencies ahead of my company. Brought in Zapier because we were having a lot of inefficiencies as far as entering the same data in several different either Google Sheets or CRM or other places and keeping things in sync. When things would change in one software, we had to remember to change in another software and Zapier just simplified all that and automated it so all the data was synced across the apps and services that we use. Using Zapier was very easy to integrate and start using. It's very intuitive. It just asks you for which apps you want to connect, your login info, where the data is stored, what format you want it to be pulled and what data you want it to be inputted into the next app. It takes a couple minutes to set up each of those apps and pretty simple. If you're planning to try Zapier, they have a free trial. It doesn't hurt to just try it. I think you'll love it. I know there are other connectors out there. But Zapier I found to be just very easy, intuitive and they give you a lot, even on their free tier trial. But you're probably going to want to expand past that if you're going to be a heavy user.