Dynamic Yield vs. Optimizely Web Experimentation vs. Salesforce Agentforce Marketing

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Dynamic Yield
Score 9.0 out of 10
N/A
Dynamic Yield is presented as an AI-powered Experience Optimization platform that delivers individualized experiences at every customer touchpoint: web, apps, email, kiosks, IoT, and call centers. The platform’s data management capabilities provide for a unified view of the customer, to allow the rapid and scalable creation of highly targeted digital interactions. Marketers, product managers, and engineers use Dynamic Yield for: Launching new personalization…N/A
Optimizely Web Experimentation
Score 8.7 out of 10
N/A
Whether launching a first test or scaling a sophisticated experimentation program, Optimizely Web Experimentation aims to deliver the insights needed to craft high-performing digital experiences that drive engagement, increase conversions, and accelerate growth.N/A
Agentforce Marketing
Score 7.7 out of 10
N/A
Marketing 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
Dynamic YieldOptimizely Web ExperimentationSalesforce Agentforce Marketing
Editions & Modules
No answers on this topic
No answers on this topic
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
Dynamic YieldOptimizely Web ExperimentationAgentforce Marketing
Free Trial
YesYesYes
Free/Freemium Version
NoNoNo
Premium Consulting/Integration Services
YesYesYes
Entry-level Setup FeeNo setup feeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
Dynamic YieldOptimizely Web ExperimentationSalesforce Agentforce Marketing
Considered Multiple Products
Dynamic Yield
Chose Dynamic Yield
Better Product Recommendations, Ease of Use, Affinity based Personalisation, Predictive Targeting and out of the box templates.
Chose Dynamic Yield
Dynamic Yield provides far more capability and ready-to-go templates for small-medium sized businesses, as well as decent API implementation for businesses who want to have a deeper integration. The ease of implementation and faster time-to-market is why we chose Dynamic Yield.
Chose Dynamic Yield
DY is easier to understand, has much better support than any of the other products i've used, and much easier to setup / integrate
Chose Dynamic Yield
Dynamic Yield is leaps-and-bounds beyond other platforms when it comes to advanced capabilities. If all you want is to A/B tests two separate landing pages, it is probably overkill. If you want to optimize your customer's digital experience across audience-types, including …
Chose Dynamic Yield
Dynamic Yield has proven to surpass my experiences with both Optimizely and Braze in many ways - notably with contact time and support from the team, which has made a huge difference to the success of the tool for us. But also in my experience, I've found there to be a much …
Chose Dynamic Yield
DY can be linked to the product feed allowing use cases that are not possible on a simple testing solution.
Also, DY is simple to use for the marketing team, there is no need for technical knowledge to set most of the experiences. To conclude, DY can be used as a CDP with a …
Chose Dynamic Yield
  • Oracle Maxymiser is very clunky and hard to code with. Previewing changes was a challenge and development for fixes were slow
  • Optimizely - Great for coding. Fast and efficient. Everything worked great. They were limited at personalization triggers though and their costs were …
Chose Dynamic Yield
Better capabilities. More user-friendly.
Chose Dynamic Yield
Pretty similar, I have not used Optimizely for a bit now but it's basically the same.
Chose Dynamic Yield
We found that Dynamic Yield offered the best balance of features, pricing, and support to launch and grow our testing program.
Chose Dynamic Yield
Dynamic Yield was very easy to set up and the people working at Dynamic Yield where very helpful (and not just a programmer somewhere in India).
Chose Dynamic Yield
We previously employed Qubit as our personalisation partner - Dynamic Yield have out performed in all areas, but especially; ease of use, simplicity of implementation, account and customer support responsiveness, and price. I have also used Maxymiser, Optimizely and Monetate in …
Chose Dynamic Yield
Now I have a single centralized tool for several things while before we had to maintain at least 3 tools to do what we are currently doing with Dynamic Yield. Having a single tool helped us a lot also in increasing our level of precision and to avoid fixes across different …
Chose Dynamic Yield
I haven't used Optimizely personally, but I know other people prefer Optimizely over DY. DY was not my choice to bring on. Most people think that Optimizely is the best in the industry, but I don't have enough experience to say I agree.
Chose Dynamic Yield
[It has] the most confident functionality of use cases. It's hard to implement something and it does not work because of something wrong on the Dynamic Yield side.
Chose Dynamic Yield
DY is cheaper and allows for more customization for AB testing
Chose Dynamic Yield
Dynamic Yield offered the platform most similar to what we were hoping for (a unified A/B testing and personalization/marketing platform that kept everything in one place) at a price point we were looking for.

We would have been more limited in A/B testing with some of the other …
Chose Dynamic Yield
It really came down to Certona & Dynamic Yield. We felt that while Certona was the leader in the space, Dynamic Yield was forward thinking. We were impressed with the UI, features and attention to detail. Having a small team, we also felt that Dynamic Yield offered us the …
Chose Dynamic Yield
When we've compared solutions, Dynamic Yiled impressed us as better in terms of their focus on e-commerce, built-in features, durability, value for money and agility.
Chose Dynamic Yield
First of all, the other tools we looked at was more focused on A/B testing and personalization but one of the that we loved immediately of Dynamic Yield was the recommendation engine: given that we were missing such a feature in our e-commerce, that really made the difference.

An…
Chose Dynamic Yield
I have used Optimizely in the past but the out of the box features Dynamic Yield offers really is a cut above.

The use of custom actions have been invaluable in enabling us to really bridge the gap between our online and offline worlds. I haven't come across any other tool that …
Optimizely Web Experimentation
Chose Optimizely Web Experimentation
I have used tools in various spaces that have all the flashy bells and whistles, and is, but lacks some basic features - Optimizely isn't this. While other tools, such as Adobe Target, Evergage, Dynamic Yield, Google Optimize, or even Taplytics may make more sense for your …
Chose Optimizely Web Experimentation
We preferred Dynamic Yield for their in-house personalization capabilities but preferred the A/B testing and analytics results through Optimizely
Chose Optimizely Web Experimentation
> Adobe's pretty cool for its recomentation / AI / ML engine > VWO's wysiwyg is pretty solid and the heatmapping is nice > abtasty's consent features are pretty cool to launch patch and AB Test Consent Rate > Monetate & Dynamic Yield's pre-built personalization features help …
Chose Optimizely Web Experimentation
Optimizely is my favorite due to its ease of use and exceptional testing capabilities. It is not the cheapest tool, but the other tools that could be compared are not cheap—you get what you pay for. Some of the smaller tools are making gains, though!
Chose Optimizely Web Experimentation
Optimizely has the best combination of all the best features of all the personalization platforms I've ever evaluated or used on a regular basis.
Chose Optimizely Web Experimentation
Overall, the tools we compared against were great, but we went with Optimizely because it has all the features we needed and has the market leadership that gave us trust we would be successful in our experimentation efforts.
Agentforce Marketing
Chose Salesforce Agentforce Marketing
We evaluated most other marketing automation products and Pardot was best for us because of the SFDC integration.
Features
Dynamic YieldOptimizely Web ExperimentationSalesforce Agentforce Marketing
Testing and Experimentation
Comparison of Testing and Experimentation features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
8.0
163 Ratings
5% below category average
Salesforce Agentforce Marketing
-
Ratings
a/b experiment testing00 Ratings9.0163 Ratings00 Ratings
Split URL testing00 Ratings8.5135 Ratings00 Ratings
Multivariate testing00 Ratings8.4139 Ratings00 Ratings
Multi-page/funnel testing00 Ratings7.9126 Ratings00 Ratings
Cross-browser testing00 Ratings8.197 Ratings00 Ratings
Mobile app testing00 Ratings8.175 Ratings00 Ratings
Test significance00 Ratings8.4147 Ratings00 Ratings
Visual / WYSIWYG editor00 Ratings8.1133 Ratings00 Ratings
Advanced code editor00 Ratings8.0125 Ratings00 Ratings
Page surveys00 Ratings6.217 Ratings00 Ratings
Visitor recordings00 Ratings8.418 Ratings00 Ratings
Preview mode00 Ratings7.6145 Ratings00 Ratings
Test duration calculator00 Ratings7.8112 Ratings00 Ratings
Experiment scheduler00 Ratings8.2112 Ratings00 Ratings
Experiment workflow and approval00 Ratings7.890 Ratings00 Ratings
Dynamic experiment activation00 Ratings7.674 Ratings00 Ratings
Client-side tests00 Ratings7.896 Ratings00 Ratings
Server-side tests00 Ratings7.250 Ratings00 Ratings
Mutually exclusive tests00 Ratings8.180 Ratings00 Ratings
Audience Segmentation & Targeting
Comparison of Audience Segmentation & Targeting features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
8.2
152 Ratings
7% below category average
Salesforce Agentforce Marketing
-
Ratings
Standard visitor segmentation00 Ratings8.4147 Ratings00 Ratings
Behavioral visitor segmentation00 Ratings7.7122 Ratings00 Ratings
Traffic allocation control00 Ratings9.1144 Ratings00 Ratings
Website personalization00 Ratings7.8111 Ratings00 Ratings
Results and Analysis
Comparison of Results and Analysis features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
8.3
149 Ratings
4% below category average
Salesforce Agentforce Marketing
-
Ratings
Heatmap tool00 Ratings9.313 Ratings00 Ratings
Click analytics00 Ratings8.833 Ratings00 Ratings
Scroll maps00 Ratings8.517 Ratings00 Ratings
Form fill analysis00 Ratings8.072 Ratings00 Ratings
Conversion tracking00 Ratings8.744 Ratings00 Ratings
Goal tracking00 Ratings8.2127 Ratings00 Ratings
Test reporting00 Ratings7.9137 Ratings00 Ratings
Results segmentation00 Ratings7.7103 Ratings00 Ratings
CSV export00 Ratings7.9102 Ratings00 Ratings
Experiments results dashboard00 Ratings8.049 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
-
Ratings
Salesforce Agentforce Marketing
7.5
171 Ratings
2% below category average
WYSIWYG email editor00 Ratings00 Ratings7.7122 Ratings
Dynamic content00 Ratings00 Ratings7.9153 Ratings
Ability to test dynamic content00 Ratings00 Ratings6.9112 Ratings
Landing pages00 Ratings00 Ratings7.7121 Ratings
A/B testing00 Ratings00 Ratings7.4151 Ratings
Mobile optimization00 Ratings00 Ratings6.9111 Ratings
Email deliverability reporting00 Ratings00 Ratings7.6132 Ratings
List management00 Ratings00 Ratings8.2129 Ratings
Triggered drip sequences00 Ratings00 Ratings7.595 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
-
Ratings
Salesforce Agentforce Marketing
8.1
124 Ratings
4% above category average
Lead nurturing automation00 Ratings00 Ratings8.5109 Ratings
Lead scoring and grading00 Ratings00 Ratings8.1110 Ratings
Data quality management00 Ratings00 Ratings7.6116 Ratings
Automated sales alerts and tasks00 Ratings00 Ratings8.3101 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
-
Ratings
Salesforce Agentforce Marketing
7.5
114 Ratings
1% above category average
Calendaring00 Ratings00 Ratings7.7103 Ratings
Event/webinar marketing00 Ratings00 Ratings7.497 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
-
Ratings
Salesforce Agentforce Marketing
7.6
88 Ratings
3% above category average
Social sharing and campaigns00 Ratings00 Ratings7.683 Ratings
Social profile integration00 Ratings00 Ratings7.639 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
-
Ratings
Salesforce Agentforce Marketing
7.8
124 Ratings
6% above category average
Dashboards00 Ratings00 Ratings8.2118 Ratings
Standard reports00 Ratings00 Ratings7.7123 Ratings
Custom reports00 Ratings00 Ratings7.5100 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Dynamic Yield
-
Ratings
Optimizely Web Experimentation
-
Ratings
Salesforce Agentforce Marketing
7.6
124 Ratings
2% above category average
API00 Ratings00 Ratings6.990 Ratings
Role-based workflow & approvals00 Ratings00 Ratings7.089 Ratings
Customizability00 Ratings00 Ratings7.1111 Ratings
Integration with Salesforce.com00 Ratings00 Ratings7.9113 Ratings
Integration with Microsoft Dynamics CRM00 Ratings00 Ratings8.714 Ratings
Integration with SugarCRM00 Ratings00 Ratings8.211 Ratings
Third-party software integrations00 Ratings00 Ratings7.324 Ratings
Best Alternatives
Dynamic YieldOptimizely Web ExperimentationSalesforce Agentforce Marketing
Small Businesses
Bloomreach - The Agentic Platform for Personalization
Bloomreach - The Agentic Platform for Personalization
Score 8.9 out of 10
Convert Experiences
Convert Experiences
Score 9.9 out of 10
Vbout
Vbout
Score 9.9 out of 10
Medium-sized Companies
Bloomreach - The Agentic Platform for Personalization
Bloomreach - The Agentic Platform for Personalization
Score 8.9 out of 10
Dynamic Yield
Dynamic Yield
Score 9.0 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.0 out of 10
Enterprises
Bloomreach - The Agentic Platform for Personalization
Bloomreach - The Agentic Platform for Personalization
Score 8.9 out of 10
Dynamic Yield
Dynamic Yield
Score 9.0 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.0 out of 10
All AlternativesView all alternativesView all alternativesView all alternatives
User Ratings
Dynamic YieldOptimizely Web ExperimentationSalesforce Agentforce Marketing
Likelihood to Recommend
9.5
(107 ratings)
8.7
(253 ratings)
8.0
(328 ratings)
Likelihood to Renew
10.0
(5 ratings)
9.4
(51 ratings)
8.1
(114 ratings)
Usability
9.1
(26 ratings)
10.0
(58 ratings)
8.3
(37 ratings)
Availability
-
(0 ratings)
10.0
(7 ratings)
10.0
(11 ratings)
Performance
-
(0 ratings)
7.3
(6 ratings)
9.6
(9 ratings)
Support Rating
10.0
(47 ratings)
10.0
(16 ratings)
7.0
(36 ratings)
In-Person Training
-
(0 ratings)
-
(0 ratings)
5.0
(4 ratings)
Online Training
-
(0 ratings)
3.0
(1 ratings)
8.1
(7 ratings)
Implementation Rating
-
(0 ratings)
8.0
(11 ratings)
3.0
(17 ratings)
Configurability
-
(0 ratings)
6.0
(1 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
-
(0 ratings)
5.0
(1 ratings)
Ease of integration
-
(0 ratings)
-
(0 ratings)
7.0
(2 ratings)
Product Scalability
-
(0 ratings)
8.0
(162 ratings)
7.3
(39 ratings)
Vendor post-sale
-
(0 ratings)
-
(0 ratings)
8.0
(3 ratings)
Vendor pre-sale
-
(0 ratings)
-
(0 ratings)
7.0
(3 ratings)
User Testimonials
Dynamic YieldOptimizely Web ExperimentationSalesforce Agentforce Marketing
Likelihood to Recommend
Dynamic Yield by Mastercard
For us, it is well suited for personalization. Since we are hospitality brand, we have different rooms sales inclusion based on different segmentation like Mem or Non-mem, Global or UAE, we have to personalize our landing pages accordingly so that we show the relevant information to relevant audience. The inactivity pop up box and newsletter signup popups work good for us. It does not work well in some scenario like Dynamic Yield offers built-in analytics focused on campaign and test performance, but it’s not a replacement for tools like GA4, Adobe Analytics. It lacks deep funnel tracking or complex reporting capabilities.
Read full review
Optimizely
I think it can serve the whole spectrum of experiences from people who are just getting used to web experimentation. It's really easy to pick up and use. If you're more experienced then it works well because it just gets out of the way and lets you really focus on the experimentation side of things. So yeah, strongly recommend. I think it is well suited both to small businesses and large enterprises as well. I think it's got a really low barrier to entry. It's very easy to integrate on your website and get results quickly. Likewise, if you are a big business, it's incrementally adoptable, so you can start out with one component of optimizing and you can build there and start to build in things like data CMS to augment experimentation as well. So it's got a really strong a pathway to grow your MarTech platform if you're a small company or a big company.
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.
Read full review
Pros
Dynamic Yield by Mastercard
  • Provide fantastic support, both in relation to strategy/best practice and troubleshooting.
  • An easy to use interface, as a user who is relatively new to Dynamic Yield I find that it is an intuitive platform to use.
  • The ability to segment and drill down on data allows for really specific insights which, whilst not necessarily being leveraged on a testing basis, can be super valuable from a greater marketing perspective.
Read full review
Optimizely
  • The Platform contains drag-and-drop editor options for creating variations, which ease the A/B tests process, as it does not require any coding or development resources.
  • Establishing it is so simple that even a non-technical person can do it perfectly.
  • It provides real-time results and analytics with robust dashboard access through which you can quickly analyze how different variations perform. With this, your team can easily make data-driven decisions Fastly.
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
Read full review
Cons
Dynamic Yield by Mastercard
  • Brand templates could need complex CSS/custom code.
  • We'd like to see a little "i" next to specific labels, which elaborates on what is meant. For example, when I hover over "Dynamic allocation," I get something like "An advanced form of A/B testing where the best-performing variations receive higher traffic."
  • Jargon (for example, for audience targeting) can be overwhelming for new users; therefore, clearer, user-friendly explanations are needed.
Read full review
Optimizely
  • JavaScript is hard to implement sometimes especially for JQuery elements
  • ROI reporting should be part of the overall experimentation reporting
  • CMP integration: where we can easily show status of test on the HPT request
  • CMS integration
  • More widgets like social proof banners, etc.
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.
Read full review
Likelihood to Renew
Dynamic Yield by Mastercard
implementation took a long time but also, DY has really proven that they are transforming and adapting their platform to be more user friendly and the right technology choice for their brand or company
Read full review
Optimizely
I rated this question because at this stage, Optimizely does most everything we need so I don't foresee a need to migrate to a new tool. We have the infrastructure already in place and it is a sizeable lift to pivot to another tool with no guarantee that it will work as good or even better than Optimizely
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
Dynamic Yield by Mastercard
Setting up strategies, audiences, and experiences is simple and fast. It is incredibly easy to modify the appearance of your site and optimize every aspect with the Dynamic Yield Personalizations. However, while the data visualization on an experience level is easy to modify and analyze, exporting the data in meaningful ways is time consuming.
Read full review
Optimizely
Optimizely Web Experimentation's visual editor is handy for non-technical or quick iterative testing. When it comes to content changes it's as easy as going into wordpress, clicking around, and then seeing your changes live--what you see is what you get. The preview and approval process for sharing built experiments is also handy for sharing experiments across teams for QA purposes or otherwise.
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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.
Read full review
Reliability and Availability
Dynamic Yield by Mastercard
No answers on this topic
Optimizely
I would rate Optimizely Web Experimentation's availability as a 10 out of 10. The software is reliable and does not experience any application errors or unplanned outages. Additionally, the customer service and technical support teams are always available to help with any issues or questions.
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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
Dynamic Yield by Mastercard
No answers on this topic
Optimizely
I would rate Optimizely Web Experimentation's performance as a 9 out of 10. Pages load quickly, reports are complete in a reasonable time frame, and the software does not slow down any other software or systems that it integrates with. Additionally, the customer service and technical support teams are always available to help with any issues or questions.
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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.
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Support Rating
Dynamic Yield by Mastercard
Overall, the support is very good. If you are a partner (my case), they assign you a customer success manager, that helps a lot. Also, there is a technical person to provide support to the partners, again a great help.
My only "complain" is that with some complex issues, the support may delay in providing you with a solution. Sometimes that can cause some tension with your client.
Read full review
Optimizely
They always are quick to respond, and are so friendly and helpful. They always answer the phone right away. And [they are] always willing to not only help you with your problem, but if you need ideas they have suggestions as well.
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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
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In-Person Training
Dynamic Yield by Mastercard
No answers on this topic
Optimizely
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
Dynamic Yield by Mastercard
No answers on this topic
Optimizely
The tool itself is not very difficult to use so training was not very useful in my opinion. It did not also account for success events more complex than a click (which my company being ecommerce is looking to examine more than a mere click).
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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
Dynamic Yield by Mastercard
No answers on this topic
Optimizely
In retrospect: - I think I should have stressed more demo's / workshopping with the Optimizely team at the start. I felt too confident during demo stages, and when came time to actually start, I was a bit lost. (The answer is likely I should have had them on-hand for our first install.. they offered but I thought I was OK.) - Really getting an understanding / asking them prior to install of how to make it really work for checkout pages / one that uses dynamic content or user interaction to determine what the UI does. Could have saved some time by addressing this at the beginning, as some things we needed to create on our site for Optimizely to "use" as a trigger for the variation test. - Having a number of planned/hoped-for tests already in-hand before working with Optimizely team. Sharing those thoughts with them would likely have started conversations on additional things we needed to do to make them work (rather than figuring that out during the actual builds). Since I had development time available, I could have added more things to the baseline installation since my developers were already "looking under the hood" of the site.
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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
Dynamic Yield by Mastercard
Dynamic Yield provides far more capability and ready-to-go templates for small-medium sized businesses, as well as decent API implementation for businesses who want to have a deeper integration. The ease of implementation and faster time-to-market is why we chose Dynamic Yield.
Read full review
Optimizely
The ability to do A/B testing in Optimizely along with the associated statistical modelling and audience segmentation means it is a much better solution than using something like Google Analytics were a lot more effort is required to identify and isolate the specific data you need to confidently make changes
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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.
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Contract Terms and Pricing Model
Dynamic Yield by Mastercard
No answers on this topic
Optimizely
No answers on this topic
Salesforce
was not involved with this part but i have not heard about clompaints
Read full review
Scalability
Dynamic Yield by Mastercard
No answers on this topic
Optimizely
We can use it flexibly across lines of business and have it in use across two departments. We have different use cases and slightly different outcomes, but can unify our results based on impact to the bottom line. Finally, we can generate value from anywhere in the org for any stakeholders as needed.
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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.
Read full review
Return on Investment
Dynamic Yield by Mastercard
  • Most tests have had a positive impact on either revenue or conversion rate - quite often in double digits.
  • Dynamic Yield has also helped us to stop some particular initiatives through direct interaction with the customer base via questionnaires or by a test proving negative quicker than rolling out a permanent feature.
Read full review
Optimizely
  • We're able to share definitive annualized revenue projections with our team, showing what would happen if we put a test into Production
  • Showing the results of a test on a new page or feature prior to full implementation on a site saves developer time (if a test proves the new element doesn't deliver a significant improvement.
  • Making a change via the WYSIWYG interface allows us to see multiple changes without developer intervention.
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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.
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ScreenShots

Dynamic Yield Screenshots

Screenshot of The Dynamic Yield Dashboard, which offers a high-level overview of personalization campaigns, site performance, audiences, product updates, and more. With customers building and managing dozens, sometimes even hundreds of concurrent campaigns, the Dynamic Yield dashboard provides a snapshot of key information and surfaces items for potential optimization from campaigns that require action.Screenshot of Dynamic Yield's customer segmentation engine, used to unify customer data across digital and offline touchpoints. Data can be onboarded from multiple sources to create one cohesive dataset from which to power experiences. Users can collect, store, categorize, and synchronize data from a CRM, ESP, DMP, APIs, or POS.Screenshot of The interface to create cross-touchpoint personalization campaigns and experiments at scale. Users can coordinate independent personalization experiences to deliver a cohesive, consistent customer journey from start-to-finish.Screenshot of Dynamic Yield's Predictive Targeting capabilities, which provides machine-learning optimization. Dynamic Yield’s Predictive Targeting engine will continuously analyze and identify opportunities to serve the most relevant content for each audience segment.

Optimizely Web Experimentation Screenshots

Screenshot of AI-Powered Experimentation with Opal:

- Instant Test Ideas: Generates high-quality A/B test ideas based on any goals and audience insights.
- Smarter Experimentation: The AI can suggest impactful variations, reducing guesswork and increasing test velocity.
- More Than Just Ideas: From hypothesis generation to analyzing results, Opal helps optimize every stage of the experimentation process.Screenshot of the Web Experimentation Visual Editor :

- Tweak experiments using the visual editor or dive into custom code when needed.
- Modify elements, update styling, or add dynamic behaviors.
- Ensure perfect variations while keeping control over every detail of the experiment.Screenshot of AI Content Suggestions:

- Generates copy variations to supercharge experiments.
- The AI suggests high-impact messaging for tests when hovering over a field.
- AI-powered content suggestions help skip the brainstorming process.Screenshot of Advanced Audience Targeting:

- Delivers personalized experiences by targeting users based on behaviors, attributes, and real-time conditions.
- Defines precise audience segments using first-party data, geolocation, and device type.
- Can test and optimize for different audience groups to maximize impact and engagement.Screenshot of Custom Templates in the Visual Editor:

- Offers pre-built templates for common test setups.
- Standardized variations and maintains brand integrity with reusable templates.
- Templates can be customized visually or tweak them with code for full flexibility.Screenshot of the Web Experimentation Results Page:

- Data visualizations help interpret experiment performance.
- Displays which variations are winning with built-in statistical significance calculations.
- Results can be filtered by audience segments, events, and conversions to uncover key trends.

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.