Proximity : Data vs BenefitsGuide — Salesforce

Proximity vs BenefitsGuide

Side-by-side comparison · 24 data points

Proximity

5.0·29reviews

The Retail Super-App, transforming how you engage with your customers. Increase efficiency, personalise every interaction, empower your associates to quickly organise their day, curate every customer moment, and transact wherever your customers are.

Shopifypaid

1. Listing metadata

Field-level data

	Proximity	BenefitsGuide
Tagline	“The Retail Super-App, transforming how you engage with your customers. Increase efficiency, personalise every interaction, empower your associates to quickly organise their day, curate every customer moment, and transact wherever your customers are.”249 chars	“Stop managing spreadsheets. Start growing your agency. BenefitsGuide automates commission tracking, syncs with Employee Navigator & Ease, and creates benefit booklets instantly. Built by brokers, for brokers. 100+ agencies trust BenefitsGuide.”243 chars
Description	991 / 2000 chars50% used	1199 / 2000 chars60% used
Screenshots	—	—
Languages	nlenfifrde+10 more	en
Platforms	Shopify	Shopify
Developer	Proximity	BenefitsGuide

At a glance

9 metrics · auto-computed

Feature comparison between Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting and BenefitsGuide: Employee Benefits Broker Automation Platform
Metric	Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting	BenefitsGuide: Employee Benefits Broker Automation Platform
Rating	5.0 ★	5.0 ★
Total reviews	★ 29	25
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	1 tier	1 tier
Listed features	4	★ 8
Languages	15 supported	1 supported
Listed since	Aug 2014	May 2012

Listed	August 7, 2014	May 31, 2012

Last updated	—	—

3. Features

As listed by each developer

Proximity

Increasing efficiency and personalisation with every interaction, our all in one app empowers your associates to quickly organise their day, easily curate every customer moment, and seamlessly transact wherever your stock and customers are.
TANGIBLE RESULTS: +150% data capture 30% increase in ATV 50-70% email open rate 15% conversion rate
Proximity is a revenue generator. ROI is easily measured and quickly realised, typically within 3-9 months of going live.
“Clienteling is an enabler for our teams to deliver a highly personalised, specialised and intuitive customer experience, whilst maximising sales and strengthening relationships with existing clients and new.” David Jones

BenefitsGuide

Robots download commission statements from carrier websites while you sleep. Auto-maps to policies. What took 20+ hours monthly now takes 30 minutes. Stop wasting your time doing work the robots can do for you.
The only AMS with true bi-directional sync. Push or pull accounts, policies, employees, dependents, classes, and elections. Sync your Salesforce with Employee Navigator instead of copy and pasting. Also syncs with Ease. Zero redundant data entry.
Using our proven methodology, we work with you to document the tasks performed in your office as part of typical insurance broker processes so the system automatically creates and assigns tasks to the different people on your team based on your rules
Track renewals, implementations, and open enrollments with Projects, Milestones, and Checklist Items. See every ball your team is juggling from one dashboard. Pre-built templates for common insurance workflows. Know who's doing what and when.
Click a button, get a polished employee benefit guide in 30 seconds. No more 30-minute arts and crafts sessions for each client. Uses policy data already in the system—zero redundant data entry. Professionally branded and client-ready instantly.
Run your agency from anywhere. Access client info, complete tasks, update records, and stay connected on the go. Everything syncs in real time. Never miss a renewal or client request because you're out of the office. Your agency in your pocket.
Built by brokers, for brokers. We've spent 20 years customizing Salesforce specifically for employee benefits agencies. Over 100 agencies trust BenefitsGuide. You're working directly with the product managers—not waiting on a corporate bureaucracy.
Connects with Employee Navigator, Ease, Zywave Broker Briefcase, Bernie Portal, Formstack, and 3,000+ apps on the Salesforce AppExchange. Eliminate scattered systems. Enter data once, use it everywhere - even in your pocket!

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Proximity	BenefitsGuide
employee	Not ranked	#4
employees	Not ranked	#9
customer relationships	#11	Not ranked
retail	#12	Not ranked
experience and efficiency	#12	Not ranked

9. App details

Long-form description · keyword frequency

Proximity

CLIENTELING Cultivate customer relationships at scale. Proximity makes it easy to personalise your engagement, with omni-channel and integrated clienteling tools. APPOINTMENT BOOKING Book appointments with your local and international customers. Integrated with the entire customer journey, this step seamlessly connects the digital and physical customer experience. EVENT MANAGEMENT Plan, build, and manage exceptional in-store events. The app helps you engage new audiences, and nurture relationships long after. MOBILE POS & ENDLESS AISLE Make sourcing inventory and payment time completely frictionless. Take Proximity’s mobile POS anywhere, transforming how and where your customers can transact. DASHBOARD REPORTING Welcome to the wonderful world of insights. Report and analyse metrics based on the KPIs that matter to you. INTEGRATIONS & APIS Supercharge your solutions with Salesforce and bespoke APIs. Our team will help you build the most functional app for your environment.

Top keywords

customer3×2.19%
apis2×1.46%
build2×1.46%
clienteling2×1.46%
customers2×1.46%
integrated2×1.46%
mobile2×1.46%
mobile pos2×1.46%
pos2×1.46%
proximity2×1.46%
relationships2×1.46%

BenefitsGuide

The Problem: You're drowning in manual work. Commission statements take 20+ hours every month. Renewals fall through the cracks. Your team spends more time firefighting than growing the business. The Solution: BenefitsGuide is the Salesforce Platform pre-customized for employee benefits brokers. We've spent 20 years building what you need so you don't have to reinvent the wheel. What Makes Us Different: Automated Commissions – Robots download statements from carrier websites while you sleep. 20 hours → 30 minutes. Employee Navigator & Ease Sync – The only AMS with true bi-directional sync. Create groups in 5 minutes, not an hour. Project Management – Track renewals with Projects, Milestones, and Checklists. See every ball your team juggles. Instant Benefit Booklets – One click, polished guide. No more 30-minute arts and crafts. Workflow Automation – Tasks auto-assigned based on your rules. Mobile App – Run your agency from anywhere. Real Results: "Putting out 50% less fires." – Courtney Gaston "No more overtime." – Nisha Pravinchandra Integrates With: Employee Navigator, Ease, Zywave, Bernie Portal, Formstack, plus 3,000+ AppExchange apps. Ready to stop managing and start growing?

Top keywords

203×1.73%
employee3×1.73%
20 hours2×1.16%
ease2×1.16%
employee navigator2×1.16%
employee navigator ease2×1.16%
growing2×1.16%
hours2×1.16%

Frequently asked

Common questions about this comparison

Is Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting or BenefitsGuide: Employee Benefits Broker Automation Platform cheaper?

Both Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting and BenefitsGuide: Employee Benefits Broker Automation Platform offer paid plans only. Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting starts at paid; BenefitsGuide: Employee Benefits Broker Automation Platform starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting or BenefitsGuide: Employee Benefits Broker Automation Platform?

Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting (5.0★, 29 reviews) and BenefitsGuide: Employee Benefits Broker Automation Platform (5.0★, 25 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting or BenefitsGuide: Employee Benefits Broker Automation Platform?

It depends on what you're optimizing for. Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting fits better if you prioritize broader integrations; BenefitsGuide: Employee Benefits Broker Automation Platform is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Proximity vs BenefitsGuide

Proximity

1. Listing metadata

BenefitsGuide

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting or BenefitsGuide: Employee Benefits Broker Automation Platform cheaper?

Which has better reviews, Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting or BenefitsGuide: Employee Benefits Broker Automation Platform?

Should I choose Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting or BenefitsGuide: Employee Benefits Broker Automation Platform?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which is faster to set up, Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting or BenefitsGuide: Employee Benefits Broker Automation Platform?

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting and BenefitsGuide: Employee Benefits Broker Automation Platform?