Coveo Relevance Cloud vs. Maxio

Coveo Relevance Cloud is a great solution to implement into Salesforce to provide Knowledge-Centered Support, Enhancements to a Customer Community, to provide sales aids, or to complement your customized app in Salesforce.

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In my opinion, Maxio is well suited for a large company with simple products/billing scenarios and 10s of thousands of dollars available to waste on implementation, learning curve, and mistakes. For any other company, I do not advise purchasing Maxio.

• Coveo is fast, search results come up quick (though it's not always great).
• Not much complexity to run.
• Coveo is implemented within our portal and doesn't require extra steps to use it.

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• Managing deferred revenue.
• Contract management is flexible and allows us to see data that we never had before.
• Billing is painless and is now done within a couple hours. Previously it would take at least 1-2 days.
• Business Metrics and Reporting.

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• It would be great if Coveo 6 allowed you to rebuild indexes from a certain subtree instead of needing to rebuild the entire tree to see changes. This functionality was added in Coveo 7 and is very useful.
• In Coveo 6, integration with Sitecore is more difficult than one would expect. This integration is much improved in Coveo 7.
• I have seen cases where an exception thrown when crawling a specific document will cause the indexing to stop completely. I believe this only happens in implementations using custom faceting but it could be handled more efficiently if the trouble document was skipped and the indexing could continue.
• Relevancy ranking editor is good but not as powerful as GSA. GSA offers a self-learning scorer which automatically analyzes user behavior and the specific links that users click on for specific queries to fine tune relevance and scoring.
• We've ran into issues on multiple clients with Sitecore items being indexed multiple times in Sitecore 7 and Coveo 7. The fix Coveo suggested was to upgrade our Sitecore version and Coveo but unfortunately this didn't resolve our issue. After months of testing we were finally able to resolve this by implementing our own CoveoItemCrawler to get around the issue (based on https://developers.coveo.com/display/public/SC201404/Items+in+the+Same+Language+Gets+Indexed+Multiple+Times;jsessionid=3C1A2AE33540E0A0B8BB52BA3A64AF70).
• Integration with RabbitMQ in Coveo 7 seems error prone. We often see the error "The AMQP operation was interrupted" and on occasion, need to restart the Coveo service to get this operating again. In some extreme cases, we have also had to restart the server because of issues when attempting to restart the Coveo service.

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• Options for Cash-based businesses. While it's not GAAP compliant and most users are accrual, many SaaS start ups are still small and operating on a cash basis.
• Commissions Module since SO already has all our data intergrations
• So many different features and data entry points that manual data entry errors are common

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This question is not applicable to me

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They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come.

There is definitely a learning curve - to me the UI for reporting was not intuitive and often required me to ask our RevOps to pull data for me

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They are willing to help with most challenges and are pretty easy to get ahold of by phone. They are limited in their reach, when it comes to bulk cancellations, along with some other bulk edits. It is no fault to them, Chargify is just a system that hasn’t been upgraded much over the years.

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I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, and financial projections. Unfortunately, I don't have the time or the team to be able to successfully complete the transition to new software at this time, so I feel like I'm stuck with SaaSOptics at this point

• Quick to find things in a massive database when needed.
• Results need to be more concise - sometimes we spend more time looking for the right file than if we were to just search amongst our own networks instead.
• Coveo is not always the most useful but does its job when general information is needed.

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• Limitations in Chargify's invoicing capability has resulted in our finance team having to manually send invoices from our accounting system. This has resulted in 10-15 hours a week of resource wasted on something that Chargify should automatically do. If this isn't addressed, then the wasted time will increase as we scale.

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