CallidusCloud LeadRocket (discontinued) vs. ClickDimensions

We have really enjoyed the personal level of customer service with CallidusCloud and the quick turn around on any concerns and issues. CallidusCloud works well as an integrated instance with Salesforce and also as a stand alone instance that can send to csv files. We have been able to build campaigns, track success of said campaigns and manage automation. The level of integration has been key to our success and to the ability to create professional, personalized templates that are true to our brand but allow us to innovate. We also are pleased with the way that we can add blocks of emails on during our busy times so that service is not interrupted.

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ClickDimensions is great for SMB companies looking for an easy to use, robust platform especially in situations where there are only a few people within the Marketing Department.

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• Reporting - we can send out emails all day, but if we don't have something to report to the client after-the-fact it voids the entire process. Genius provided a visually stimulating reporting tool.
• Tracking - Genius was great at tracking opens, clicks, bounces, hard bounces, etc. This helped us clean up our system as we sent campaigns out.
• CRM Integration - Genius was great about tracking each contact (in Salesforce) and their activity via emails.

• The nurture campaign builder was great. Easy to use and to follow along with.
• The drop and drag editor was easy to use and you could start using it with no training.
• I always like when a service offers a certification for their product. ClickDimensions training was easy to follow, gave good content/tips/tricks and really helped me learn the platform.

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• One area of LeadFormix that could be improved is the way it schedules out an email to multiple lists. It can get problematic when an email scheduled to ten lists takes ten hours (one list per hour) to go out. It also isn't efficient to make us schedule individual emails instead of this process. I would like to be able to send out an email to ten lists and have it arrive in everyone's mailboxes at the time I scheduled it for.
• The email design platform could use work. I've resorted to coding my emails using html, since the WYSIWYG platform seems to add unwanted and un-needed style codes throughout the email (it's not a platform for people unfamiliar with coding).

• Creating lists based on customer email behaviour was technically possible, but in practise nearly impossible
• Managing customer preferences and subscriptions felt extremely convoluted
• Interfaces generally not intuitive
• Reporting was not in the class of competitors
• Deliverability - seems like in onboarding basic things weren't checked off. We really needed a platform expert to implement.

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Since the company has grown, the personal touch has dispatched and it's more difficult to get a rep. There is no longer a phone call that can be made but the responses don't take as long as others and the glitches are becoming more and more frequent.

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I see no reason for us to deprecate use at this point. It is important for us as a business to maintain our partnership with them and keep on the pulse of leading technology. ClickDimensions is a marketplace leader for the world of marketing automation, and in coordination with CRM, it's all the more relevant.

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Very easy to use and designed well.

I want to stay neutral. It's not that this product doesn't have appealing features or capabilities, it's that they aren't consistent and stable. So you lose data or your data is not accurate. Or some connection fails and the workflow doesn't trigger as it is supposed to, or the visits or clicks or other metrics contain bad data one month, then the next they're back to normal. This company needs to focus on getting their core product right and not on new features.

It has declined since we started with this company and it could be better.

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You submit a ticket and they will always come back asking for more information. So the next time you try to be proactive and add that information to the original ticket, but then they come back and ask for something else. It gets to the point where you have to believe it is a stall tactic. You ask for more detail into their processes and you get the runaround. 9 times out of ten they will point the finger at Dynamics 365 as the culprit. It is like pulling teeth to get to Tier 2 support and then the questions start all over again, even if you send screenshots.

We selected CallidusCloud (Genius) based on the level of service for the price. It was more cost effective then Silver Pop which was another tool recommended to us. On the other hand, mail chimp did not provide the level of integration needed with our CRM - Salesforce. We need to be able to connect the response to an email campaign to the individual contact (student) record and determine the success of the campaign.

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Clickdimensions is severely impeded by its integration into Dynamics CRM. Consequently it lacks the Intuitiveness of HubSpot, and the straightforward usability of MailChimp. It is a perfect system if you want to exist entirely within Dynamics, but it requires a high degree of expertise in Dynamics to get maximum value out of it. We're currently migrating to HubSpot, and while the initial integration is proving challenging, I already sense we will be able to deliver a lot more of our marketing goals much more easily, and see an ROI.

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• We have had problems with our emails landing up in spam which was hampering out marketing efforts.
• Too many features that add very little value to business
• You spend too much of time on the tool because the UI is very confusing

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• Tracking Email Engagement by customer is much easier. Real Time Stats/Email Engagement Report already built in.
• Lead scoring helps develop more qualified leads.

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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