| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 BlueMind | Score10 out of 10 | N/A | BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy… | $19.99 per user/per month |
 Microsoft Dynamics 365 | Score7.4 out of 10 | N/A | Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products. | $44 per month |
| BlueMind | Microsoft Dynamics 365 | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules |
| No answers on this topic | ||||||||||||||
| Offerings |
| |||||||||||||||
| Entry-level Setup Fee | Optional | No setup fee | ||||||||||||||
| Additional Details | There is an additional 25%+ discount for annual licensing | — | ||||||||||||||
| More Pricing Information | ||||||||||||||||
| BlueMind | Microsoft Dynamics 365 | |
|---|---|---|
| Considered Both Products | Chose BlueMind BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info | No answer on this topic |
| Key User Insights | ||
| Would buy again | ||
No answers on this topic | No answers on this topic | |
| Delivers good value for the price | ||
No answers on this topic | No answers on this topic | |
| Happy with the feature set | ||
No answers on this topic | No answers on this topic | |
| Lived up to sales and marketing promises | ||
No answers on this topic | No answers on this topic | |
| Implementation went as expected | ||
No answers on this topic | No answers on this topic | |
| BlueMind | Microsoft Dynamics 365 | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales Force Automation |
| |||||||||||||||||||||||||||||||
| Customer Service & Support |
| |||||||||||||||||||||||||||||||
| Marketing Automation |
| |||||||||||||||||||||||||||||||
| CRM Project Management |
| |||||||||||||||||||||||||||||||
| CRM Reporting & Analytics |
| |||||||||||||||||||||||||||||||
| Customization |
| |||||||||||||||||||||||||||||||
| Security |
| |||||||||||||||||||||||||||||||
| Social CRM | ||||||||||||||||||||||||||||||||
| Integrations with 3rd-party Software |
| |||||||||||||||||||||||||||||||
| Platform |
| |||||||||||||||||||||||||||||||
| BlueMind | Microsoft Dynamics 365 | |
|---|---|---|
| Likelihood to Recommend | 6.0 | 6.3 |
| Likelihood to Renew | - | 8.0 |
| Usability | - | 6.3 |
| Support Rating | - | 8.0 |
| Online Training | - | 7.5 |
| Implementation Rating | - | 9.2 |
| Contract Terms and Pricing Model | - | 3.8 |
| Professional Services | - | 9.0 |
