Autoklose headquartered in Toronto provides an SEP solution, presenting a combined package of sales email automation and tracking, contact and email campaign management with sequence templates and optimization, sales intelligence with contact verification, follow-up tracking, and integration with commonly used CRMs (e.g. Salesforce), marketing suites (e.g. Hubspot), and email marketing tools (Mailchimp) to coordinate activites between them.
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Salesforce Marketing Cloud
Score 7.7 out of 10
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Marketing Cloud is an AI-powered, cloud-based digital marketing platform within the Salesforce Customer 360 ecosystem. Marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights.
If someone only runs a campaign using email and telephone communication, Autoklose is perfect, and I highly recommend it. If someone uses a more diverse set of tools and wants a more complex type of sequence, Autoklose does not allow their users to program communication tools that some other tools and software allow.
I rated this a seven because I love Salesforce, and it is excellent on the sales side. However, the marketing side has some pros and cons. It is terrific for keeping track of lead, customer, and dealer information, but it is not easy to automate workflows, integrate other software, or create well-designed emails. It is also straightforward to generate reports, which is very helpful in keeping track of lead progression to better market those leads and turn them into customers.
AutoKlose uses your own email, (e.g. Microsoft Outlook), so it runs the risk of exceeding the Microsoft Message Rate Limit, which can be problematic for your Outlook account.
Additional throttling limits for the SMTP Authentication protocol are:
30 messages per minute
Recipient rate limit of 10,000 recipients per day.
Exceeding these limits will cause the following issues:
Exceeding the per minute limit causes email delivery delays, any excess in message submission will be throttled and successively carried over to the following minutes.
Exceeding the per day limit causes the following error message:
As of right now we have not seen any other program that integrates as seamlessly into our Salesforce platform. We have barely scratched the surface of all the features and use cases. It would be irresponsible to make a move to another platform in the near future. We have not come up against any limitations that would prompt a need to switch
Whether it's setting up integrations, creating email campaigns, managing conversations with prospects, Autoklose is a well-designed tool that provides clarity along the way for users to find their bearings, and understand what to do. The help documentation is excellent, the support is great, but the tool is built in a way that simply makes sense when you're using it.
You won't find another solution that has as many features as Salesforce Marketing Cloud Interaction Studio. We all know Salesforce, we all know how big they are and it's not for nothing... Their tools do most of the things you want, need and even imagine. Using it is complicated, but the usability is infinite.
Upgrades and timing of the upgrades were communicated well and planned during off hours for our work. If we did have a campaign scheduled during that time, it would kick-off after the system was back active. There were a few unplanned system down times, but it was a rare occurrence and those times were also short in duration.
Though the make up of MA apps is not built this way today, it would be nice to see them become more real-time. The integration between Salesforce and Pardot is not a true real-time integration. If I modify something in Salesforce, those changes are not automatically reflected in Pardot immediately. There is a delay of about 15 minutes before the systems sync. This delay, although not long, is less than ideal We would love the systems to be integrated real time such that changes are propagated from one system to the other immediately.
Our Autoklose rep is amazing! Jelena has always gotten back to us within 24 hours, despite living on a different continent. She is completely proficient with the tool and is usually able to answer our questions with a brief email or short virtual meeting.
They are really responsive and more than not solve the problem or give you insight to how you can manage the solution yourself. I do find however sometimes a long delay on the more complex issues when they need to loop in other departments. but overall a good experience with support
The trainers at the Pardot user conference (Elevate and Connections) were very knowledgeable and presented the material well. Again, the content was targeted to more of a new user audience, and was not really relevant for folks who had been using the product for 2+ years.
Pardot's online training touches on all topics briefly and vaguely without much indepth exploration into how a final outcome could look, such as Nurturing Campaigns, Email templates, landing page templates, etc... The only true way to uncover Pardot's full capabilities is to have Front End design and coding experience. Without this key skill set, I would not recommend Pardot to another business.
From an IT perspective, once you set up the Javascript beacon and start collecting data there is a waiting game. During this time you can start labeling your site actions which can be labor intensive for a single person, but you don't really have the final end-users on the platform yet. We did a lot of training so users were experienced, but it wasn't until they had their first tasks to accomplish that they started using the system and had questions. I'd recommend setting up some immediate goals for an end-user to start segmenting for the purpose of displaying message campaigns so you can jump start end-user action.
I think that I have already said it, Autoklose has much better support and is really quick to set up and use compared with any of the other systems that I have used over the years.
I think that all of the marketing platforms I have evaluated and used in the past serve different markets and purposes. Salesforce Marketing Cloud was more palatable to our team because of our existing tech stack where we had Salesforce CRM already deployed and in use. Compared to Marketo and Hubspot, Salesforce Marketing Cloud is a bit dated in terms of the UI/UX and the overall experience but still meets the needs of our organization. Mailchimp, however, isn't even playing in the same arena and is meant for small organizations and companies that don't have a need for a full fledged offering that SFMC brings to the table.
Prior to this, we had no solution and literally were doing things on paper in a world where technology is outpacing paper. Having this process optimized has made it easier for the sales and marketing people to change information. From the training perspective, it has allowed us to see holes in where we could create additional support training, so the ROI here has been a lot more than just the optimization of a process.
I feel the increased prospect engagement and business opportunities created supported the cost. In my industry 1 customer can support positive ROI.
I saw an overall increase in mass emailing effectiveness and we were able to automate majority of our campaigns which increased productivity for marketing & sales.
Salesforce Marketing Cloud allows us to more efficiently reach out to a higher number of prospects.
Salesforce Marketing Cloud allows us to nimbly communicate important messages in a timely fashion to facilitate conversion.
Salesforce Marketing Cloud allows us to track who is opening our messages so that we can stop sending to those not interested and focus on the most engaged audiences.
