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 unique business-related wants, it is only reasonable they avoid deciding on a one-size-fits-all, ideal business application. Just the same, it is nearly futile to try to stumble on such a software solution even among widely used software products. The practicable thing to do is to write down the numerous critical factors that call for a investigation including important features, price plans, skill aptitude of the users, company size, etc. After which, you should do your research fully. Browse over some of these Eltropy evaluations and check out the other software products in your shortlist more closely. Such well-rounded research ensures you circumvent unfit apps and choose the one which delivers all the features your business requires in growing the business.
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 analyze other subcategories of Content Management Systems collected in our base of B2B software reviews.
Every enterprise has its own characteristics, and might call for a specific Content Management Systems solution that will be designed for their company size, type of clients and staff and even specific industry they support. We advise you don't count on finding an ideal solution that is going to work for each company regardless of their history is. It may be a good idea to read a few Eltropy Content Management Systems reviews first and even then you should remember what the software is intended to do for your business and your staff. Do you require a simple and intuitive app with just essential functions? Will you actually use the complex functionalities needed by experts and big enterprises? Are there any specific tools that are especially beneficial for the industry you work in? If you ask yourself these questions it is going to be much easier to get a trustworthy service that will fit your budget.
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 are aware that when you choose to buy a Content Management Systems it’s important not only to see how experts evaluate it in their reviews, but also to discover if the actual users and companies that purchased this software are actually happy with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Eltropy reviews across a wide array of social media sites. The information is then displayed in a simple to digest format indicating how many users had positive and negative experience with Eltropy. With that information available you should be prepared to make an informed buying decision 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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