Custify vs. Smaply

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.

The solution is suitable for complex journeys with many touchpoints.
The tool has the advantage of being easy to use.
On the other hand, I have not found any data import solutions avoiding re-entering all the data from Excel for example. It could save a lot of time. Indeed, for me, the tool is a tool for formalizing discoveries but other solutions can be used before

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.

• User journey map
• Personas templates
• Stakeholder maps
• Free online courses

Incentivized

• There was a problem integrating our CRM at first, and to be honest, I almost switched to another product because it's a big deal for us, but they got it worked out significantly faster than any of us guessed it would take, so we stayed, and I'm glad it worked out.
• The main data point still missing is global revenue. I reached out and they said it's in the works. The software is making us money, so we're staying and hope this works out as fast as the CRM issue.

• Global look and feel
• Export format
• Text formating in sticky notes

Incentivized

I like custify because it does exactly what you think it would. It's reliable and delivers quality organization and analytics for our usage. It's only downfall is it's lack of specific analytics and combination with sales tools that make customer transferring easy. Overall highly recommend using custify and are in a smaller business.

Incentivized

Philipp has been there for us throughout the process. Very nice guy and a great help. He guided us in setting KPIs, goals, healthscores. Really gave us a lot more than we wanted. We also had some custom integrations and even though they did not support them, their team released a patch for our CRM so we could integrate it

This software makes it easy to analyze your data and optimize your onboarding - maybe the easiest I've seen, but you've got to be willing to dig into its features and setting. And of course without their Concierge Onboarding this is not so easy.

It’s [easier] to deal with user journey and persons thanks to Smaply. Templates and already created and there is a lot of functionalities to make a complete journey map. It’s very intuitive and we can send it easily to our team. Stakeholder map is a feature that [not many software] have and that is very useful so I’m happy to have it in Smaply

Incentivized

• Free to paid conversions have gone up, and we see more customers choosing premium options than before, since we're using the automatic workflows to make sure the trial is a lot more focused on helping them see results before they pay a single dollar.

• Time saving
• Clarity for stakeholders
• Sharing best practices

Incentivized