Email-to-anything vs AMS360 Connect — Salesforce

AMS360 Connect - Insurance Agency Management vs Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update

Side-by-side comparison · 24 data points

AMS360 Connect - Insurance Agency Management

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Seamless bi-directional integration of Salesforce and AMS360 helps you drive growth and client experience, save time and improve data accuracy. Producers have better renewal and cross-sell conversations; CSRs are more productive with less data entry.

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1. Listing metadata

Field-level data

	Email-to-anything - Send & Capture Replies \| Sync From Outlook \| Create & Update	AMS360 Connect - Insurance Agency Management
Tagline	“Automated Email Processing, converting sales inquiries into leads & opportunities instantly. Enable timely follow-ups with AI-powered email routing, triage and data extraction (from emails and attachments), allowing sales reps to focus on closing deals.”253 chars	“Seamless bi-directional integration of Salesforce and AMS360 helps you drive growth and client experience, save time and improve data accuracy. Producers have better renewal and cross-sell conversations; CSRs are more productive with less data entry.”250 chars
Description	1199 / 2000 chars60% used	880 / 2000 chars44% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Ortoo	Vertafore, Inc.

At a glance

8 metrics · auto-computed

Feature comparison between Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update and AMS360 Connect - Insurance Agency Management
Metric	Email-to-anything - Send & Capture Replies \| Sync From Outlook \| Create & Update	AMS360 Connect - Insurance Agency Management
Rating	5.0 ★	—
Total reviews	94	0
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	★ 9	3
Languages	1 supported	1 supported
Listed since	Sep 2010	Apr 2020

Last updated	—	—

3. Features

As listed by each developer

Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update

AI-DRIVEN EMAIL-TO-LEAD CONVERSION: Automatically convert sales inquiries into Salesforce leads. Prioritize high-value leads with AI triage. Seamlessly update lead records from email data.
AUTOMATED SALES OPPORTUNITIES: Instantly create opportunities from incoming emails. Track and manage email conversations within Salesforce. AI-powered actions to streamline sales workflows.
SEAMLESS SALESFORCE INTEGRATION: Centralize sales communications in Salesforce. Eliminate manual data entry with automated record creation. Maintain complete email histories for each lead and opportunity.
ADVANCED EMAIL PROCESSING: Extract key information from emails and attachments. Populate Salesforce fields automatically. Reduce manual tasks and boost productivity.
REAL-TIME EMAIL TRIAGE: AI-powered categorization and prioritization. Ensure timely follow-up on critical emails. Automate workflow initiation based on email content.
ENHANCED COLLABORATION: Share drafts and email histories within Salesforce. Ensure all team members have access to the latest communications. Improve coordination and efficiency.
AI-POWERED ACTIONS: Leverage AI for intelligent email processing. Automate categorization, prioritization, and follow-ups. Enhance efficiency with AI-driven workflows and actions.
CUSTOM OBJECT INTEGRATION: Convert emails to any custom Salesforce object. Automate creation and updating of custom records. Support for complex workflows and unique business needs.
REAL-TIME NOTIFICATIONS Keep sales reps and/or other agents promptly informed with instant alerts on new or updated leads and opportunities via email, Slack, Teams and other channels

AMS360 Connect - Insurance Agency Management

GROW SALES, BETTER CLIENT EXPERIENCE, IMPROVED DATA ACCURACY & INSIGHTS GROW SALES Relationships: informed & timely conversations with insight on client needs Proactive: informed cross-sell recommendations Capacity: process more quotes faster
BETTER CLIENT EXPERIENCE Free-up time to build stronger client relationships and concentrate on advising Eliminate duplicate data entry, saving hours per policy Faster response time on quotes Be a better advisor with more complete client info
CLEANER DATA - FEWER ERRORS Mitigate potential for manual entry error Eliminate potential E&O risk More holistic reporting from both systems Prepare for AI and analytics, more and cleaner data.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Email-to-anything - Send & Capture Replies \| Sync From Outlook \| Create & Update	AMS360 Connect - Insurance Agency Management
maggie your ai-powered	#3	Not ranked
and automate	#4	Not ranked
streamline lead	#4	Not ranked

6. App details

Long-form description · keyword frequency

Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update

Transform your sales operations with Email-to-Anything (E2A), the AI-powered email automation solution for Salesforce. E2A revolutionizes email management by converting incoming inquiries into leads, opportunities or custom objects. With advanced AI, E2A triages, categorizes and prioritizes emails, letting your team focus on closing deals & improving productivity. Key Features: ① Automated Record Creation: Instantly create Salesforce records from emails. ② AI-Powered Triage: Prioritize and categorize emails for timely follow-ups. ③ Data Extraction: Populate Salesforce fields with email content. ④ Seamless Integration: Maintain a complete email history within Salesforce. ⑤ Automated Actions: Streamline sales workflows and reduce manual tasks. While primarily for sales teams, E2A also supports customer service & marketing by converting emails into cases or tasks, ensuring efficient email management across your organization. Experience AI-driven email automation & transform your Salesforce environment with Email-to-Anything. Enhance productivity, operational efficiency, and customer satisfaction with this powerful tool, making your sales process more efficient. www.ortooapps.com

Top keywords

email6×4.08%
salesforce5×3.40%
e2a4×2.72%
emails4×2.72%
sales4×2.72%
ai-powered2×1.36%
automated2×1.36%
automation2×1.36%
converting2×1.36%
customer2×1.36%
efficient2×1.36%
email automation2×1.36%

AMS360 Connect - Insurance Agency Management

HOW IT WORKS Insurance agencies can sync Salesforce data with their AMS360 agency management system Sync Salesforce data: Accounts Contacts Opportunities Policy Information Tasks Sync AMS360 data: Customer Contact Submission Shell Policy Policy Transactions, Details, Commissions Invoice and Invoice Transactions Activity After setup, the initial data sync populates customer policy data from AMS360 into SFDC. When a producer creates a new opportunity, the connector transfers to AMS360 as a prospect. When a CSR needs to create a quote, Salesforce prospect data populates a submission shell in AMS360. The client prospect agrees to the policy purchase, the opportunity is closed-won in Salesforce, and the CSR is notified to create a policy. The policy appears in Salesforce where a producer can use the information as a reference for client engagement.

Top keywords

policy7×5.47%
data6×4.69%
ams3605×3.91%
salesforce5×3.91%
sync4×3.13%
prospect3×2.34%
client2×1.56%
csr2×1.56%
customer2×1.56%
information

Frequently asked

Common questions about this comparison

Is Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update or AMS360 Connect - Insurance Agency Management cheaper?

Both Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update and AMS360 Connect - Insurance Agency Management offer paid plans only. Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update starts at paid; AMS360 Connect - Insurance Agency Management starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update or AMS360 Connect - Insurance Agency Management?

AppRanks cannot separate these two on rating, because neither publishes one. Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update does carry the larger published review base (94 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update or AMS360 Connect - Insurance Agency Management?

Both apps are one-click installs from the Salesforce AppExchange. Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update has the deeper published review base (94 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update typically suits early-stage and growth-mode teams based on its published review base (94 reviews). AMS360 Connect - Insurance Agency Management typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AMS360 Connect - Insurance Agency Management vs Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update

AMS360 Connect - Insurance Agency Management

1. Listing metadata

Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update or AMS360 Connect - Insurance Agency Management cheaper?

Should I choose Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update or AMS360 Connect - Insurance Agency Management?

Which is faster to set up, Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update or AMS360 Connect - Insurance Agency Management?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Email-to-anything - Send & Capture Replies | Sync From Outlook | Create & Update and AMS360 Connect - Insurance Agency Management?