Contentsquare is a digital experience analytics cloud designed to help companies understand hidden customer behaviors, and use those insights to drive more successful experiences. It includes functionality from the former Clicktale heatmap, session recording, and A/B testing tool and now boasts a suite of customer journey analytic capabilities.
N/A
Salesforce Sales Cloud
Score 8.4 out of 10
N/A
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
ContentSquare [(Clicktale)] is best suited to deep dive understanding of how web users truly consume your web pages. For example, when a traditional analytics software informs you on exit rates, ContentSquare [(Clicktale)] helps you to understand if users left without interacting with their last page or if they in fact spent time reading, scrolling, clicking it.
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
Heat Maps - we used and liked CrazyEgg in the past, and it was a cheaper tool that was easy to use. ClickTale gives us additional capabilities with better data about scroll reach, mouse movements, clicks and a summary report that shows what parts of our pages are getting attention. A product manager asked us yesterday for insights on how his product page was performing, and we were easily able to send him the reports in the heat map section.
Visitor recordings - We get good data on our website using analytics tools like GA, HubSpot and ClickTale, but it is very helpful to watch actual visitor recordings for certain visitor segments. If we add a new page or new feature to our website and notice a trend, we can easily drill down and watch visitors and see how they are interacting with the page.
Conversion funnels - We do a lot of our analysis in Google Analytics and you can set up conversion funnels in GA if you know how to do it. The problem is you can't segment the data and the aggregated data is not as helpful. ClickTale makes it very simple to do conversion funnels, and you can segment them with just a few clicks.
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
It's a bit difficult to navigate form heatmaps of one page on my sites to those of another.
It would be useful to have data on what percentage of clicks for each link are bounces. If this is available already, it is not very easy to find.
I have slight doubts about the accuracy of ClickTale's data based on some industry related articles I've read (i.e. http://redant.com.au/tool-reviews/clicktale-review-technology/). For the most part I feel like the data I'm getting is accurate, because it roughly corresponds to what I'm able to see on Google Analytics. It would be nice to see ClickTale address some of these issues.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
At my former company I was able to upgrade our initial subscription level from bronze to gold without any problems after the first year. Unfortunately, the company I am presently with doesn't have a Clicktale subscription. I would have absolutely no hesitation in strongly recommending Clicktale to my current company if I ever get even a remote chance to do so. Clicktale is used in some of the statistics I use on my resume in an effort to quantify my results as a certified usability analyst. Clicktale has made a significant difference in my value to any team I work with.
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day." Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
ClickTale is now a step ahead of the competition since it delivers insights based on pre-defined business KPIs and customer journeys that we have set up. We can also segment our traffic and easily sift through the many recordings finding the ones that match our lookup criteria. This paired with a good and reliable PII masking helps us with insight collection and drive business decisions which other solutions don't have. The new non-Flash interface is clean and simple to use and has all the functionalities centralized.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Rarely was actionable insight taken from the ClickTale tool that resulted in a better user experience on our website. We made small changes on different aspects of our webpages that typically did not show an improvement over the previous versions.
The dedicated time and resources in the ClickTale tool did not justify the investment. The heat maps can be helpful but they are based on mouse clicks (Google Analytics can help with that). Watching recordings can get time consuming and don't always provide enough data for an actionable takeaway.
If you take the approach of identifying a potential problem on your website first, then using the ClickTale tool to dig deeper in the issue, you might find the tool helpful. However, make sure you gather enough data on the potential issue before making changes to your site (and monitor the changes afterward).
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
