Eltropy Review
What is Eltropy?
Eltropy is a client management software that integrates core functionalities of financial services, sales and marketing, and solar buying into a single, comprehensive platform. As a financial services solutions provider, Eltropy helps businesses retain clients by deepening and improving customer relations via better communication, information management, and automation of time-intensive tasks such as follow-up phone calls and emails.
Eltropy helps improve sales and marketing efforts and results by simplifying the management and dissemination of information within the organization as well as making it easy for customers and prospects to access beautiful and branded content. The software provides a specific module for solar energy customers, delivering a customer portal for solar buyers that greatly improves and streamlines their buying experience.
Show MoreOverview of Eltropy Benefits
Eltropy helps businesses and organizations manage their clients and their experiences better and effectively address ordinary and unique challenges that hamper their customer management processes. The software is designed to reduce the time needed for phone calls, emails, and face to face meetings and instead engage customers through better and trackable communication channels.
Eltropy leverages modern messaging apps but doesn’t shun from using traditional email if their clients prefer it. The software keeps their clients engaged via secure 2-way digital communications plus real-time notifications are immediately sent whenever there are updates and interactions, enabling you to retain and serve your clients more effectively than ever.
Content management is a walk in the park with Eltropy as it allows you to bring your all your content together and enjoy full control over access and version. The software plays well with popular cloud-based storage and sharing apps such as Box, Dropbox, SharePint, Google Drive, and Salesforce, making storing and sharing easy and painless.
Solar buying becomes an enjoyable experience with Eltropy. The platform offers a specific functionality for sellers and installers in the solar market – their own customer portal. The portal functions much like Amazon where customers can browse and make the purchase on their own terms while business owners have absolute control over their branding and enoy automated lead generation and increased lead conversion.
Show MoreOverview of Eltropy Features
- Content Management
- Document Management
- Lead Management
- Meeting Management
- Performance Management
- Presentation Management
- Proposal Management
- Training Management
What Problems Will Eltropy Solve?
1. Eltropy allows Corporate Product & Marketing teams to curate & publish product content to Sales, Channel and In-Branch teams (Wealth Managers / Relationship Managers) at Banks and other financial institutions.
2. Sales, Channel, and In-Branch teams can use this content to engage in digital conversations with prospects and clients via email or text messaging. Eltropy tracks the consumption of content by prospects or clients and uses predictive analytics to identify the most promising opportunities and notify Sales teams.
3. Eltropy also allows Corporate Product & Marketing teams to directly reach out to customers via personalized emails or text messages to keep them informed of new products and offers, measure customer satisfaction, and more.
Eltropy Position In Our Categories
Since companies have particular business requirements, it is practical that they avoid getting a one-size-fits-all, “perfect” software product. Just the same, it is almost impossible to discover such an app even among recognizable software systems. The right thing to do is to write down the various vital aspects that require research like important features, packages, skill competence of staff members, organizational size, etc. Then, you should conduct the research systematically. Go over some of these Eltropy evaluations and look into each of the software programs in your shortlist in detail. Such well-rounded research ensures you circumvent poorly fit apps and buy the system which offers all the tools your company requires for optimal results.
Position of Eltropy in our main categories:
TOP
200
Eltropy is one of the top 200 Communications Software products
TOP
100
Eltropy is one of the 100 Content Management Systems products
If you are interested in Eltropy it might also be a good idea to check out other subcategories of Content Management Systems listed in our base of SaaS software reviews.
It is important to note that virtually no app in the Content Management Systems category will be an ideal solution able to fulfill all the requirements of different business types, sizes and industries. It may be a good idea to read a few Eltropy Content Management Systems reviews first as specific software may perform well only in a very narrow set of applications or be designed with a really specific type of industry in mind. Others can operate with a goal of being easy and intuitive and as a result lack complicated features desired by more experienced users. You can also find software that support a large group of customers and provide a powerful feature base, but that usually comes at a higher cost of such a software. Be certain that you're aware of your requirements so that you get a service that has exactly the elements you look for.
How Much Does Eltropy Cost?
Eltropy Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
What are Eltropy pricing details?
Eltropy Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
Contact Eltropy for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.
User Satisfaction
Positive Social Media Mentions
2
Negative Social Media Mentions
0
We know that when you choose to purchase a Content Management Systems it’s crucial not only to learn how experts rank it in their reviews, but also to find out whether the actual clients and companies that bought this software are genuinely happy with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Eltropy reviews across a broad range of social media sites. The information is then presented in a simple to digest form showing how many clients had positive and negative experience with Eltropy. With that information at your disposal you will be equipped to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Eltropy?
Eltropy integrates with the following business systems and applications:
- Salesforce
- Microsoft Dynamics
- iMessage
- Microsoft Outlook
- Dropbox
- Box
- Microsoft SharePoint
- Google Drive
- Microsoft OneDrive
- Docusign
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