Likelihood to Recommend 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.
Read full review I think it is wel suited for a business with a lot of one on one relations in the database. For example a supermarket that sells products to a client and gives a reduction on that product. It is nice if the selection process is not to complex and does not involve to many calculations. It is also nice if it is very clear what you want to follow up. In our environment we have lots of many-to-many relations. for example one product is held by more then one client. And that client might have more of those products with other clients. These kind of situation demands for a lot of calculations with derived fields(*), and there things go far too slow. Unica is probably not such a good solution for us, because our environment is too complex, and so is to process of creating the selection, we often have to change things in the selection flows. Because of the complexity it is difficult to see what the flow is exactly doing afterwoods, it also takes to much time to modify existing campaigns. The interface is not handy to work with, if you have long lists of variables, of tables or derived fields(*) you have to scroll through trough them, you can not really search them or reorder them. You can not drag and drop fields or other objects like derived fields in the flow, what would be easy if you have to make frequent changes to the proces flow. When you copy objects something the content of the object changes because the links with other objects or lost. (*) derived field: field to calculate something
Read full review Pros 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. Read full review Ability to translate Multiple SQL queries into a very easy to use visual GUI. Provides the ability to pre-define segments, run them once in off hours, store them in their own system tables for quick youth and a significant reduction in CPU utilization on the database. It’s use of Reusable objects. Including user variables to pre-define calculations one time, macros that you can create and pass values to parameterize the SQL code And the creation of templates to easily replicate work. It’s ability to bring in external data on the fly that can very easily be mapped into any flowchart. It’s flexibility and creating UNIX script via triggers to automate sending of files to multiple vendors with different FTP sites It’s flexibility in the output layouts that it can create. Read full review Cons 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). Read full review Greater integration of real time (Interact) capabilities with outbound channels, in particular IBM eMessage Email & SMS delivery. Additional outbound channels to be integrated into eMessage, including Facebook Fanpage & Twitter DM broadcasts. At the moment these are possible only through custom additional integration. Support for additional marketing database technology, e.g. MySQL, Exasol, ParAccel, WX2. Provision of database technology with software purchase, as Web technology (IBM WebSphere Express) is supplied for free, but no database is supplied - since IBM also market DB2, which is a supported technology it seems a shame. Read full review Likelihood to Renew 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.
Read full review There are three main factors to renew a licence: 1) Cost to migrate to another platform would be rather expensive and time consuming, plus the requirement of retraining employees to use a new tool 2) It has been proven time and time again that it is a market leader in the space (10 years +) 3) It can be built upon, with the addition of additional IBM EMM modules - despite theories it does have very strong digital capabilities.
Brent Banning Most recently Senior Client Services Manager & Client Services Team Leader
Read full review Usability Very easy to use and designed well.
Read full review I think it is easy to use, if you don't have to do to complex selections.
Read full review Support Rating It has declined since we started with this company and it could be better.
Read full review I didn't use the Unica support since it is with IBM, only before.
Read full review Implementation Rating - We had to rebuild a part of the datamart afterwards to tighten up and simplify the selection process. But as it was too time consuming to rebuild all the existing campaigns, we no run campaigns on different versions of the datamart. - The response tracking of the campaigns never worked out well, it was impossible to implement a direct response where there is a link between the lead and the response in our operational process
Read full review Alternatives Considered 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.
Read full review The contact history and the response history are so powerful. You can track whatever you want to help the call center to push relevant offers to our customer. In addition, predictive models can be built, with patience, in IBM Campaign. If you have some complaints from the call center about any campaigns, you can easily validate it into the contact or response history.
Read full review Return on Investment 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 Read full review It helps my clients drive their business which in turn, drives more profit for them. It helps my clients determine what works, and what doesn't work, in terms of their social marketing campaigns. It helps navigate proper budgeting through determining what clients' users respond to, and what they find unique. Read full review ScreenShots CallidusCloud LeadRocket (discontinued) Screenshots