ConvertFlow vs. Salesforce Agentforce Marketing vs. Wunderkind

I'd say just about every marketing application can benefit from ConvertFlow's features and flexibility. Some step-by-step logic form builders limit what you can have on each step, ConvertFlow leaves that totally up to you which is a huge plus. If you use Keap as your CRM, it is especially helpful as not all systems have a direct connection like this does. If there's an area it may be less suited than other specific tools, I'd say maybe survey forms. You certainly CAN build them, but there are other tools for that which create an easier experience building and for the user.

Incentivized

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.

Incentivized

BounceX is well suited if you want to boost list/customer base growth, but a tricky aspect of it for me is that I don't know the benefit smaller companies would get from BounceX to accelerate growth without having an existing customer base.

Incentivized

• step-by-step forms
• CRM integration
• logic-based user interface
• lead data

Incentivized

• 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

• Collect email addresses
• Identify visitors across device and channel
• Impact consumer behavior via email and browser push
• Reduce exit rate on site

Incentivized

• lead source from Google - can't tell paid vs organic
• Some custom fields in forms require duplicating or re-setting up across forms - could used custom saved questions library
• From landing pages, opening a pop-up requires building a pop-up outside the page. this is good when multiple pages use the same pop-up but in other cases can be time-consuming to exit the page, build, then go back and finish the page. small detail really but worth knowing about
• you can set up custom URLs, but so far no option to integrate, for instance, into WordPress and give a landing page your actual URL. So instead of "domain.com/page" you have to use "go.domain.com/page" or something like that. would be nice to keep it within my URL in some cases.

Incentivized

• Automation studio is very hard to use. We need to create a Data extension with all required fields before we can run SQL. So it takes a lot of time.
• Query Studio is much easier to use but it often gives an error while running the same SQL in Automation Studio works fine.
• We were not able to set up SMS messages as SFMC is not supporting MMS which is a big problem.

Incentivized

• Flexibility with iterating versions of behavioral email sequences - currently running into some issues with emails being inflexible when we think we have room to grow
• Designing emails within brand standards
• Identifying new areas for intent nurturing and improvement without making a site seem too cluttered

Incentivized

We are happy with Pardot. It has made our jobs easier and installed some reporting functions that have increased our ROI with the company. We have worked hard to set-up the functions in Pardot and it has taken time, but paid off.

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.

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

Beware if you buy from them you are committed for a year. It is too expensive for the offering and they offer no solutions for you to manage the process/tool at a discounted rate. Will not renew my contract, that’s for sure.

Training program is not very well established. There is very little documentations. More often than not it's in-person training. I wish there were more video tutorials so that somebody can learn the system quickly. Their documentation is very much like an RFP. Long and very technichal. They should definitly improve on this area.

Incentivized

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.

All of these I used for different, specific purposes. ConvertFlow accomplishes ALL of those purposes and does them well. There might be an area or two where others excel, but you end up needing more than one tool to accomplish the same results as ConvertFlow can do in one tool.

Incentivized

The only other product we’re currently evaluating is on the Veeva side — Veeva Campaign. It’s a relatively new product that Veeva has released; it’s only been about six or seven months since it went into general availability. So time will tell whether it can compete with Salesforce Marketing Cloud or not.

Incentivized

We haven’t had a chance to do a thorough analysis but believe BounceX had a greater ability to reach a larger audience of customers with email

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

• Saves my team a TON of time. we've used form tools before that generated results but took a whole afternoon to properly set up. My team can set up new forms or a/b test designs in minutes.
• Signup optimization is now attainable for many team members. Even my designers can easily test their own work, you don't have to have a deep data analysis to see what's working

Incentivized

• We have been able to create mature lead generation opportunities using Salesforce Marketing Cloud in conjunction with CRM.
• We have had to spend much more in technical support
• We have been able to save on costs of daily maintenance emails through automation.

Incentivized

• Loss substantial amount in estimated revenue from Black Friday sale issues
• Loss substantial amount in brand equity due to Black Friday sale issues