TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Dovetail

    Score8.6 out of 10
    Mid-Size Companies (51-1,000 employees)
    Dovetail, headquartered in Sydney, aims to enable the world to create better products and services through deep customer understanding. Dovetail states they empower 45,000+ people, from agencies to universities to Fortune 100 companies, to make sense of their customer research in one collaborative research platform.

    $0

    for a single individual, channel, and research project

    Agentforce Marketing

    Score7.6 out of 10
    N/AMarketing Cloud is a cloud-based digital marketing platform, used by marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights.

    $1,250

    per month per installation

    Pricing
    DovetailAgentforce Marketing
    Editions & Modules
    Free
    $0
    for a single individual, channel, and research project
    Professional
    $15
    per month
    Enterprise
    Contact Sales
    per year
    Account Engagement
    $1,250
    per month
    Engagement
    $1,250
    per month
    Intelligence
    $3,000
    per month
    Loyalty Management
    $20,000
    per month
    Personalization
    $100,000
    per year
    Data Cloud for Marketing
    $108,000
    per year
    Offerings
    Pricing Offerings
    DovetailAgentforce Marketing
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsDiscount available for annual billing on the Professional plan.—
    More Pricing Information
    Community Pulse
    DovetailAgentforce Marketing
    Considered Both Products
    Dovetail
    No answer on this topic
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    90%
    Would buy again
    45 Answers
    88%
    Would buy again
    84 Answers
    Delivers good value for the price
    89%
    Delivers good value for the price
    33 Answers
    89%
    Delivers good value for the price
    72 Answers
    Happy with the feature set
    90%
    Happy with the feature set
    45 Answers
    93%
    Happy with the feature set
    89 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    22 Answers
    88%
    Lived up to sales and marketing promises
    58 Answers
    Implementation went as expected
    91%
    Implementation went as expected
    32 Answers
    84%
    Implementation went as expected
    54 Answers
    Features
    DovetailAgentforce Marketing
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Dovetail and Salesforce Agentforce Marketing
    Feature
    Dovetail
    -
    Ratings
    Salesforce Agentforce Marketing
    7.3
    171 Ratings
    6% below category average
    WYSIWYG email editor00 Ratings7.4122 Ratings
    Dynamic content00 Ratings8.1153 Ratings
    Ability to test dynamic content00 Ratings6.3112 Ratings
    Landing pages00 Ratings7.6121 Ratings
    A/B testing00 Ratings7.0151 Ratings
    Mobile optimization00 Ratings6.7111 Ratings
    Email deliverability reporting00 Ratings7.3132 Ratings
    List management00 Ratings8.1129 Ratings
    Triggered drip sequences00 Ratings7.295 Ratings
    Lead Management
    Comparison of Lead Management features of Dovetail and Salesforce Agentforce Marketing
    Feature
    Dovetail
    -
    Ratings
    Salesforce Agentforce Marketing
    8.1
    124 Ratings
    2% above category average
    Lead nurturing automation00 Ratings8.9109 Ratings
    Lead scoring and grading00 Ratings8.1110 Ratings
    Data quality management00 Ratings7.3116 Ratings
    Automated sales alerts and tasks00 Ratings8.2101 Ratings
    Campaign Management
    Comparison of Campaign Management features of Dovetail and Salesforce Agentforce Marketing
    Feature
    Dovetail
    -
    Ratings
    Salesforce Agentforce Marketing
    7.3
    114 Ratings
    3% below category average
    Calendaring00 Ratings7.3103 Ratings
    Event/webinar marketing00 Ratings7.497 Ratings
    Social Media Marketing
    Comparison of Social Media Marketing features of Dovetail and Salesforce Agentforce Marketing
    Feature
    Dovetail
    -
    Ratings
    Salesforce Agentforce Marketing
    7.4
    88 Ratings
    2% below category average
    Social sharing and campaigns00 Ratings7.283 Ratings
    Social profile integration00 Ratings7.539 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Dovetail and Salesforce Agentforce Marketing
    Feature
    Dovetail
    -
    Ratings
    Salesforce Agentforce Marketing
    7.6
    124 Ratings
    1% above category average
    Dashboards00 Ratings8.1118 Ratings
    Standard reports00 Ratings7.3123 Ratings
    Custom reports00 Ratings7.3100 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Dovetail and Salesforce Agentforce Marketing
    Feature
    Dovetail
    -
    Ratings
    Salesforce Agentforce Marketing
    7.5
    124 Ratings
    2% below category average
    API00 Ratings6.790 Ratings
    Role-based workflow & approvals00 Ratings6.689 Ratings
    Customizability00 Ratings6.9111 Ratings
    Integration with Salesforce.com00 Ratings7.6113 Ratings
    Integration with Microsoft Dynamics CRM00 Ratings8.914 Ratings
    Integration with SugarCRM00 Ratings8.611 Ratings
    Third-party software integrations00 Ratings7.524 Ratings
    Best Alternatives
    DovetailAgentforce Marketing
    Small Businesses
    No answers on this topic
    Vbout
    Score9.9 out of 10
    Medium-sized Companies
    Optimal
    Score8.5 out of 10
    Bloomreach
    Score9.2 out of 10
    Enterprises
    Optimal
    Score8.5 out of 10
    Iterable
    Score8.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    DovetailAgentforce Marketing
    Likelihood to Recommend
    8.4
    (50 ratings)
    8.2
    (329 ratings)
    Likelihood to Renew
    8.1
    (4 ratings)
    8.1
    (114 ratings)
    Usability
    6.7
    (49 ratings)
    8.5
    (37 ratings)
    Availability
    9.0
    (2 ratings)
    10.0
    (11 ratings)
    Performance
    7.1
    (2 ratings)
    9.6
    (9 ratings)
    Support Rating
    6.9
    (2 ratings)
    7.0
    (36 ratings)
    In-Person Training
    -
    (0 ratings)
    5.0
    (4 ratings)
    Online Training
    8.2
    (1 ratings)
    8.1
    (7 ratings)
    Implementation Rating
    -
    (0 ratings)
    3.0
    (17 ratings)
    Configurability
    5.6
    (2 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    5.6
    (2 ratings)
    5.0
    (1 ratings)
    Ease of integration
    9.0
    (1 ratings)
    7.0
    (2 ratings)
    Product Scalability
    6.9
    (2 ratings)
    7.5
    (40 ratings)
    Professional Services
    5.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    5.9
    (2 ratings)
    8.0
    (3 ratings)
    Vendor pre-sale
    5.2
    (2 ratings)
    7.0
    (3 ratings)
    User Testimonials
    DovetailAgentforce Marketing
    Likelihood to Recommend
    Dovetail
    Well suited for: A product team with one FT person dedicated to research and operations to ensure the DT stays up to date, since its automated connectors are not that robust for lower plans. Eg., Salesforce doesn't work great without an enterprise plan, and you have to use outside automated workflows to feed in data from other sources of user feedback (e.g., Google Docs, Sheets). An enterprise team with more engineering time to dedicate to customizing their user research workflows.
    Incentivized
    Read full review
    Salesforce
    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
    Read full review
    Pros
    Dovetail
    • I really like the User Interface, how easy it is to have all your research data in one project and how visual it is to understand where are things. It does have a good User Experience.
    • I like how nice and easy it is to create categories or use the ones auto generated as a starting point. It is very easy to create a color coded set of categories that help make sense of the data.
    • I like how easy it is to see the video snippet of a specific highlight.
    Incentivized
    Read full review
    Salesforce
    • 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
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    Cons
    Dovetail
    • As mentioned up top, the contextual errors that occur in AI analysis.
    • Your IA and discovery routes were better before; this overhaul was unnecessarily complex and frustrating to navigate.
    • I find assigning names clunky. Batch uploading data, or even agentic API plugins for drive or user testing, would make this more seamless.
    Incentivized
    Read full review
    Salesforce
    • 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
    Read full review
    Likelihood to Renew
    Dovetail
    Because we are really happy with the tool and it’s capabilities at the moment. The price increase is the main issue we can have but the features are getting better and better. It really saves a lot of time for our team and allow us to collaborate more efficiently with certain stakeholders that often did not réalise how much research we conduct. Now they can just have a look to it by themself!
    Incentivized
    Read full review
    Salesforce
    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
    Read full review
    Usability
    Dovetail
    it is relatively intuitive but it does take some practice to get used to the platform and understand the capabilities and limitations. There are also times that we have run into issues where the people we are sharing reports with either cannot view them or access is not provided. Additionally, the ability to export any of the video clips or snippets has created some frustration since we want to include the great findings that Dovetail helps put together, but need to bounce between screens or share after-the-fact rather than embedding it directly into a readout deck.
    Incentivized
    Read full review
    Salesforce
    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
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    Reliability and Availability
    Dovetail
    I’ve never had any access issues with Dovetail, so I don’t see any problems in that area.
    Incentivized
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    Salesforce
    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.
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    Performance
    Dovetail
    Regarding performance, I would say it’s satisfactory. Adding data and transcriptions is really fast and efficient, and can be done in the background, so I’m never hindered by these aspects. However, all the new AI-generated features are still somewhat slow to run. It’s nothing major, but it should improve in the future.
    Incentivized
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    Salesforce
    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.
    Read full review
    Support Rating
    Dovetail
    Support was good, especially when it comes to the capability of your support agents and engineers. But as i am located in Europe, the difference in the time zone made it hard to communicate with your offices and kept my work way back
    Incentivized
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    Salesforce
    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
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    In-Person Training
    Dovetail
    No answers on this topic
    Salesforce
    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.
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    Online Training
    Dovetail
    The training went very well, and we co-built it to really address our needs. I also think it was beneficial to have feedback coming from someone other than myself (since I manage the tool), as it helped reinforce the points I wanted to highlight. The team’s feedback on the training was very positive.
    Incentivized
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    Salesforce
    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.
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    Implementation Rating
    Dovetail
    No answers on this topic
    Salesforce
    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.
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    Alternatives Considered
    Dovetail
    We looked at a few other options, Marvin and Reforge Insight. They were both pretty cool platforms that operate largely or entirely on AI, but neither quite fit our needs. Reforge Insight was cool, but it did not have all the features we needed from Dovetail, and switching to Marvin felt like a massive undertaking. We have so much data in Dovetail that the "cost" of leaving feels monumental. Besides, Dovetail fits our needs right now.
    Incentivized
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    Salesforce
    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
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    Contract Terms and Pricing Model
    Dovetail
    It’s very expensive, and we use a lot of features in beta. I think we could also be rewarded for our usage and frequent feedback on the tool.
    Incentivized
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    Salesforce
    was not involved with this part but i have not heard about clompaints
    Incentivized
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    Scalability
    Dovetail
    Management is quite straightforward; it’s easy to change access if certain stakeholders need to use it. The repository features are accessible to all teams, making it a good entry point into the tool. The more people use it, the more powerful the tool becomes, so it seems truly scalable to me. The limits are more financial, in terms of accessing additional features.
    Incentivized
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    Salesforce
    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
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    Return on Investment
    Dovetail
    • Having a centralized research space is a game changer. Makes it so much easier to hand over research if working with new people and have system in place (using the templates). Saves so much time. We don't have hard numbers on the hours saved but we are much more efficient using Dovetail than without.
    • The tagging system in general is amazing and allows for consistency in topic marking. This was non-existent for our team before Dovetail and now we can do much more granule reports with exact # of times something was said with accuracy.
    Incentivized
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    Salesforce
    • 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
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    ScreenShots

    Dovetail Screenshots

    Screenshot of an automate workflow with AI: Agents track every customer signal and act on what’s important before they turn into problems.Screenshot of an example of an automated transcript with structured note-taking that anchors insights in the voice of the customer. This uses AI-powered Chat and Search to offer instant answers grounded in data—whether it is in Dovetail, Slack, or Teams.Screenshot of the AI Dashboards that help spot risks before they escalate, act on new opportunities.Screenshot of the dashboard to connect Dovetail to an existing tech stack, including Slack, Linear, and various meeting recording tools.Screenshot of where to automatically clustering customer issues into prioritized themes and trends. Useful for surfacing actionable product opportunities from high-volume ticket data.Screenshot of real-time dashboards that aggregate sentiment, NPS, and app reviews into a unified view of the customer experience.

    Agentforce Marketing Screenshots

    Screenshot of Pardot Analytics - Pardot's reporting and analytics can be used to perform true revenue impact analysis and closed-loop reporting.Screenshot of Pardot Email Analytics - The reach and impact of  email marketing efforts are displayed in real-time with advanced reporting and analytics by device, and email client.Screenshot of Pardot Forms and Landing Pages - Pardot's form and landing page builders are used to turn online traffic to leads with targeted offers and content marketing.Screenshot of Pardot Email Marketing - Lead nurturing flows are defined via an interface that enables definition of the simplest or most complex segmented and targeted campaigns.