Custify vs. Sitecore Digital Experience Platform vs. Zendesk Suite

Two big use cases where it's very well suited: onboarding of our clients and churn prevention. It just saves me so much time and helps me recommend more strategic suggestions. At the end of the day I can see my productivity being a lot higher than before having Custify.

Having worked with other DXP platforms, I find Sitecore to be the most suitable for enterprise-level clients. The platform is highly flexible - both customizable and extendable - making it adaptable to any customer needs or requirements. The platform focuses on the success of both marketing and technical teams, which I don't see on other platforms.

Incentivized

Benefits of Zendesk Suite:
Support across channels In the case of a retail company with chat, email, WhatsApp and social DMs all piling up together, agents do not have to change tabs - everything comes into one screen in the Suite.
An example could be a representative for this e-commerce company on a sale weekend when they have live chat up, and also must deal with emails and complaints on social. Zendesk Suite handled all of this interaction seamlessly.
Knowledge base + self service: A SaaS platform receiving constant flow of "how do I reset my password" questions. You set up a help centre once, and are able to deflect hundreds of tickets for months and years.
Even better when combining with Answer Bot, where the bot begins suggesting articles without even a human interacting with the tickets.
Scaling customer service teams: A startup that has just expanded from 5 customer service representatives to 50 customer service representatives. Zendesk Suite automates routing, SLAs, macros, and analytics, when it could never work with Google Workspace + sticky notes.
This is especially helpful when managers want to be able to report or analyze ticketing conversations to see trends in perhaps their backlog, or a customer service representative is running into consistent workflows.
Globalization: A company with support teams that are spread across time zones and languages. Zendesk Suite enables for business hours, language packs, and localized help centers. It even comes with routing either by skill or region

Incentivized

• 360 degree view of anything that has to do with a single account, including health score history across many elements, all the lifecycles of that account, different usage and adoption trends on multiple users in the same account, and more.
• Getting multiple health scores and trends on one screen.

• Customer Profiles - the ability to identify key features on the site and flag those interactions to tie customer visits back to specific persona types.
• Lead Scoring - the ability to establish a funnel for leads and use this funnel to assign a score or qualification within the sales funnel.
• Personalization - the ability to tailor experiences to unique customer segments based on their needs, identifiying and optimizing the experience in real-time.

Incentivized

• UI/UX; mature macros and automations, slick and well thought out UI.
• Reporting, reporting, reporting. With user, org, and ticket level tags, we can track every aspect of our ticket flow.
• Extensibility; the app marketplace is a great resource for expanding functionality from the baseline offering.

Incentivized

• My biggest surprise was that we needed to dedicate more time than I thought at the beginning to learn the software more deeply. The interface is the easiest I've used, but there are just many possibilities this software opened up for us, and we wanted to make sure we're familiar with them.

• Sitecore is complicated. Software developers need (costly) training to get the most value out of it and business users do not find it intuitive to use. Concepts like the content tree can be difficult for the business users to grasp.
• Despite everything being possible in Sitecore, virtually nothing comes out of the box - you need to develop every component and do so within a defined process and framework, which can be a fairly big development overhead.

Incentivized

• The development of messaging out of the earlier Chat module is clunky and still has limitations for multi language flows.
• When creating queries in Explore, you can't search for 'or' conditions, only 'And', meaning you have to build multiple queries and manually add them.
• You can't download the charts in the reports, they come down as tables and then you have to make your own charts.

Incentivized

Sitecore has proven that it can deliver on its promise of a robust, reliable enterprise CMS solution with plenty of features. Also, they keep updating it with more and better features. Now that we are highly trained on it we have started on getting the most out of it and we plan to keep doing more of that in the future.

Zendesk is super easy to use and navigate. I really enjoy the sleek layout, the ability to tailor tickets, the macro option, and the quick key guide they have to make your use of time even more effective. My whole team loves working with Zendesk and rarely ever has problems.

Incentivized

Overall a great tool with very useful features. It's UI seems a bit clunky and there is no full dashboard. Without these it takes a bit of work to find what you need and get an overview of current activity. Also, implementing everything takes a bit of work. I would recommend it to any saas that is serious about scaling and has a customer success dept

Once you learn how to use the platform and can put a solid strategy in place to manage it long-term, it becomes a lot easier to use. The tricky part is working with resources who are familiar with the platform to navigate some of the common implementation and configuration pitfalls. Although Sitecore has worked very hard to overcome some of these from their earlier product versions by creating wizards and improving their support documentation, at the end of the day it is still a very complex and powerful system that needs to be implemented carefully in order to foster the best possible user experience for authors. So it could be rated very usable or not usable at all based on how much planning took place and the quality of the implementation.

Incentivized

I used to work without a ticketing service, and everything was handled on an email provider, this made it very difficult to track, no integrations to the software complicating the use of internal tools or other software like Guru, Zendesk Suite wasn't hard to learn, in fact it was very easy, very straightforward, and I was an admin learning to use several tools at the same time.

Incentivized

In the past year, I'd say I have only noticed maybe two hours total of downtime in my own usage. Very minimal.

There has been minor performance degradation on a very few days out of the two years I have been using the product.

I personally have never used their support but i know our business has had multiple calls with them and they have always been helpful. I would imagine they are helpful as they have always had responses for our questions and have never left us hanging. Highly rate their support team

Incentivized

1. Customized software development & maintenance. 2. Technology Consulting - Consulting-based services for technology solutions data engineering or cloud solutions. 3. Used for tapping into multiple data sources such as CRM and marketing automation systems and, creating automated data extracts with a high-end visual representation of data. 4. Implemented for scheduling an existing report to automatically refresh and be delivered to specific users at a specific regular interval.

Incentivized

We rarely need to contact their support team, but when we do they are responsive. However there have been notable times when communication between myself and the support rep was challenging despite me providing clear explanation of the issue, screenshots, and a thorough explanation of the goal we hope to achieve. It took several back and forth attempt, on a few occasions, to get resolution on an otherwise simple request

Sitecore captures and remembers every single interaction your customers and prospects have in any part of the system, allowing you to build comprehensive, ever-learning profiles of each individual. From email marketing, to social media, to online shopping, Sitecore remembers where each interaction left off so you can automatically continue the conversation. Sitecore helps you manage your content for each and every experience your customers enjoy. Customize what content you want and the system will take care of how it's displayed.

Zendesk has tons of available material for training - videos, webinars, articles, etc. The only reason this is not a 10 is because it can be hard to figure out how to navigate to these things and find what you are looking for.

We implemented Sitecore on an Agile project team, which worked very well. We worked closely with the stakeholders for each feature and all features and user stories were prioritized outside of the development team. Anyone trying to implement a website of this magnitude should definitely attempt to do so in as much an Agile fashion as possible.

There is not a lot of implementation, it's all setup and you just start using it. We did do some email to ticket setup and that worked really well. The only thing that didn't work for us was the Salesforce integration, maybe your mileage will vary.

Hubspot is defintiely more robust in what you can do with it, but Custify is great for customer success specific activities. We do use hubspot in line with custify, but we wouldn't be able to use one without the other. Custify can measure some product engagement metrics that hubspot cannot

Incentivized

Adobe Marketo Engage is a fantastic product for managing campaigns and audience segmentations syncing with Adobe Audience Manager. It also has OOTB connectivity to very popular CRM platforms. Adobe Analytics and Adobe Target are pretty similar to Sitecore CDP/Personalize. Any custom/extension implementation required in the Adobe space has the same complexity as Sitecore.

Incentivized

Even these two have a ticketing system but that I also used previously but Zendesk Suite has a very clear ticketing system - it does not take much time to understand and use it, the interface is easy and the automation system also works up to the expectation, it is not just easy for the users but for us from the backed support as well, it is so user-friendly.

Incentivized

WHY we will use Zendesk in HR and PD internally

Incentivized

• Connecting all these data points has been a game-changer. We're seeing higher conversions both from free trials and from starter plans to premium plans. We're now developing an upsell offering for our most premium plan and figuring out how to integrate it into Custify. We're ambitious and want to see what's possible to pull off.

• Headless capabilities have enabled us to use our favorite frontend framework for rapid development and faster feature rollouts.
• Our team's productivity have improved significantly and we have no hassle to deploy new features.
• We are able to extend the feature set as per our own needs which gives us great flexibility and competitive advantage.

Incentivized

• Customer Success looks at ticket resolution surveys as part of their CSAT scores and either thanks their customer for a positive review or reaches out if it's a negative review.
• Sales uses Zendesk to make sure their new prospects are getting POCs properly set up quickly and fix any issues while they do a trial of our tool.
• Onboarding uses Zendesk to quickly make sure new customers implementations and user access are set up to help them start implementation faster.

Incentivized