Convert Experiences vs. Salesforce Agentforce Marketing

Definitely well suited for budget conscious companies that want a solid array of functionality but without having to pay an exorbitant amount. Great for marketing and analytics team members that need the ability to get in and set up tests w/o dev assistance. But, functionality is there for developers to get in and set up more complicated tests.

I think the product, by definition, is meant for marketing — and we use it exactly for that, for running campaigns. That’s the best-suited use case for the product. I don’t think it’s really meant to be used for anything else — that’s just not how it’s designed.

Incentivized

• Over the top powerful Javascript enabled targeting. This feature is called DMP Profiling and is available in the Pro Plan, currently only +$100 more than the plus plan. An article explaining this feature is here for further reading: https://convert.zendesk.com/hc/en-us/articles/206631623-Target-experiment-based-on-a-custom-Javascript-condition-that-evaluates-true-at-a-later-stage. I wrote up a much longer explanation but TR broke it up weirdly. The gist is that you can powerfully use JS to target. This allows me to target users in our SPA in incredibly advanced ways. I can walk their entire history model and assign them an audience value, or I can exclude them. It's MUCH more powerful than just a "Site Area" tool. We recently used it against 900K users to check if they had written a review of their apartment or not yet. This allowed me to only expose the user on the homepage to an experiment that prompted them to write a review while excluding users that couldn't write a review from the experiment (because they had already written one). The experiment converted 50% better than what we do now, generating 9k reviews in a matter of hours.
• Audience targeting IN ADDITION to all that fancy DMP targeting. This means I can define demographics or other data as a qualifier AS WELL as the previously mentioned qualifier. This can be setup in so many ways: Traffic source, Visitor Data, Include / Exclude users part of a current experiment (!!), Date/Time, Device/Browser/OS, JS Conditon
• Real-time reporting that makes sense to the whole company to view. Seriously, I can share a Convert Report to any level of intelligence on my team and they understand what's happening.
• Audiences and Goals are saved as presets, so your entire team can use them. Using the example above, we have an audience called "Wrote a Review" that we exclude from the Review Prompt treatments.
• Their customer support is seriously fast at answering questions. I've never had to wait more than a day.

• Filter relevant content so you can priorize those that are more relevant and resolve it first
• Measure the traffic in the different social networks, as well as the response rate, average response time and other relevant metrics
• Configure automation rules to order the work of those who must interact with the customer

Incentivized

• We are aggressive testers and have demanding clients, and if there was any part of the Convert platform where I'd like to see improvement, it would be in the reporting section where I feel a vertical report could present in a more readable fashion to the users.

• The email builder does not offer any way to catch/check bugs across different email service providers
• Creating SQL is not as easy as drag-and-drop; a lot of technical knowledge is required
• Salesforce Marketing Cloud is sold as a marketing tool, but to be honest, you need a LOT of technical IT support to run the tool
• Einstein metrics are across the board; if you have multiple audiences in one instance of Salesforce Marketing Cloud you can't segment the data.

Incentivized

Couldn't live without this, no other tool does precisely what we need them to do

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

To use the platform in the context of developing enhanced tests that stretch the platform there is as with most things a learning curve. However, if you're a casual user or have standard experiments that you wish to run you would be easily able to hit the ground running.

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.

Incentivized

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.

I use support only in very emergency cases. The support hasn't been very helpful and suggests the problem is on my site

Incentivized

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

Incentivized

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.

Convert was selected based on price point, feature set, and UI/UX. All three are very friendly to new testers and small to mid-market size companies. Their UI and tool workflow is the best out of all of the non-enterprise solutions that I have tried. There is some small room for improvement, but that only really affects power users or tests that require significant coding/development work to execute.

We use Salesforce Marketing Cloud for lead management, generating reports, tracking customer and dealer information, inputting orders, and more. I prefer HubSpot for email marketing and automation because it is easier to use and the emails are designed much better. We currently use Salesforce and HubSpot, and we are very happy to have both, as they have different pros/cons.

Incentivized

was not involved with this part but i have not heard about clompaints

Incentivized

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.

Incentivized

• Using Convert has allowed us to make quick decisions on site edits and price changes. Seeing and sharing quick results makes our operations much more profitable.
• Connecting the tests with Shopify has produced very valuable and timely results that we can act upon as soon as we see statistically significant results.

• 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.

Incentivized