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
Knowing that companies have distinctive business wants, it is only prudent that they steer clear of deciding on an all-encompassing, ideal software product. Nevertheless, it is hard to pinpoint such an app even among sought-after software systems. The right thing to undertake should be to jot down the various significant aspects that require analysis such as major features, packages, skill capability of staff members, organizational size, etc. Next, you should do your research comprehensively. Read these Eltropy review articles and check out each of the software systems in your shortlist in detail. Such all-encompassing product investigation makes sure you drop poorly fit applications and select the system which includes all the tools your company requires.
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 considering Eltropy it may also be sensible to analyze other subcategories of Content Management Systems gathered in our database of B2B software reviews.
Since each enterprise has particular business requirements, it is prudent for them to refrain from seeking a one-size-fits-all perfect software application. Needless to say, it would be futile to try to find such a system even among widely used software platforms. The clever thing to do would be to catalog the various important aspects that require consideration such as main features, budget, skill levels of workers, company size etc. Then, you should do your research thoroughly. Read some Eltropy Content Management Systems reviews and investigate each of the other apps in your shortlist in detail. Such in-depth groundwork can ensure you discard ill-fitting applications and zero in on the app that offers all the features you require for business success.
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 get a Content Management Systems it’s important not only to see how experts rank it in their reviews, but also to discover if the actual people and businesses that use it are indeed happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Eltropy reviews across a broad array of social media sites. The data is then displayed in a simple to digest way showing how many people had positive and negative experience with Eltropy. With that information available you will be ready to make an informed purchasing decision that you won’t regret.
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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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