AMS360 Connect vs Contacto — Salesforce

AMS360 Connect - Insurance Agency Management vs Contacto

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

	AMS360 Connect - Insurance Agency Management	Contacto
Tagline	“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	“Plivo CX is an omnichannel customer service platform designed for B2C companies. Customer-preferred communication channels, AI bots to automate CS, no-code automation builder, live dashboards and reporting, and a simple, user-friendly agent workbench.”251 chars
Description	880 / 2000 chars44% used	788 / 2000 chars39% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Vertafore, Inc.	Plivo, Inc.
Listed	April 30, 2020

At a glance

8 metrics · auto-computed

Feature comparison between AMS360 Connect - Insurance Agency Management and Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS
Metric	AMS360 Connect - Insurance Agency Management	Contacto — Omnichannel Contact Center \| Call Center \| Voice, Chat, WhatsApp, SMS
Rating	—	5.0 ★
Total reviews	0	25
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	★ 6 tiers
Listed features	3	3
Languages	1 supported	1 supported
Listed since	Apr 2020	Aug 2022

Last updated	—	—

Keyword	AMS360 Connect - Insurance Agency Management	Contacto
your customer	Not ranked	#6
customer	Not ranked	#7
user-friendly	Not ranked	#9

6. App details

Long-form description · keyword frequency

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%
information2×1.56%
invoice2×1.56%
opportunity2×1.56%

Contacto

Plivo CX is a cloud customer service platform designed for SMBs, mid-market customer-obsessed companies to simplify omnichannel customer service and delight their customers at scale. The elegant user interface integrates with popular CRM, order management, or ticketing systems to display relevant customer information and inquiry tracking details in a single-page, user-friendly agent workbench. Grow your customer support beyond phone calls and emails with Whatsapp, SMS/MMS messaging, and live chat. Plivo CX's intuitive IVR workflow builder, live dashboards, and historical reports empower customer support leaders with data-driven performance insights. Say no to technical complexity and implementation headaches. Say yes to simplicity and scale when you need it - with Plivo CX!

Top keywords

customer5×4.50%
plivo3×2.70%
customer service2×1.80%
customer support2×1.80%
cx2×1.80%
live2×1.80%
plivo cx2×1.80%
say2×1.80%
scale2×1.80%
service2×1.80%

Frequently asked

Common questions about this comparison

Is AMS360 Connect - Insurance Agency Management or Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS cheaper?

Both AMS360 Connect - Insurance Agency Management and Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS offer paid plans only. AMS360 Connect - Insurance Agency Management starts at paid; Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose AMS360 Connect - Insurance Agency Management or Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS?

AppRanks cannot separate these two on rating, because neither publishes one. Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS does carry the larger published review base (25 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, AMS360 Connect - Insurance Agency Management or Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS?

Both apps are one-click installs from the Salesforce AppExchange. Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS has the deeper published review base (25 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?

AMS360 Connect - Insurance Agency Management typically suits early-stage and growth-mode teams based on its published review base (0 reviews). Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS typically suits early-stage and growth-mode teams based on its published review base (25 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 Contacto

AMS360 Connect - Insurance Agency Management

1. Listing metadata

Contacto

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is AMS360 Connect - Insurance Agency Management or Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS cheaper?

Should I choose AMS360 Connect - Insurance Agency Management or Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS?

Which is faster to set up, AMS360 Connect - Insurance Agency Management or Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS?

Which works better for small vs large Salesforce AppExchange admins?

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Can I migrate data between AMS360 Connect - Insurance Agency Management and Contacto — Omnichannel Contact Center | Call Center | Voice, Chat, WhatsApp, SMS?