EngageBay vs. Klaviyo

I would absolutely recommend EngageBay to any customer looking to switch from Marketo or Salesforce that wanted a cheaper solution while still highly effective. Those platforms require hands-on integration consultants and full-time employees that know how to handle those CRMs. This CRM is easy to use for any beginner marketer.

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Klaviyo is a leader in the space, but I might recommend it to a colleague for its price point. There are other options that are more affordable and provide most of the tools Klaviyo offers. I also think it can be complicated to use for a new user.

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• Lead / customer tracking
• Automated emails
• Automations

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• Klaviyo's template builder is very intuitive yet straightforward enough that an inexperienced user can catch on quickly.
• Their flow builder is also quite intuitive and allows us to build intricate, highly targeted flows.
• I appreciate their built-in compliance warnings & checks as they apply to opt-out methods, SMS compliance, and overall deliverability.

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• Landing pages
• Livechat feature
• Lead/customer integration

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• Needs more visible critical notifications as we once exceeded our monthly email limit right during the Black Friday campaign. The notification was not visible enough for us to catch it on time, as a result, some emails scheduled to be sent over the weekend were never sent
• Better library of dynamic values available for use inside emails

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Klaviyo is simply a great solution for e-com email marketing & customer relationship management:

1. User journey visibility: We can see our clients' customers on their individual user journeys (open email, site visits) to better understand and accommodate your customers.
2. Flow automation: Creating automated emails that follow up with new leads, those who abandoned carts, purchased.
3. Email design: So easy to use, and more friendly than some other visual builders that we've used.
4. Metrics visibility: We can see our clients' metrics very easily and adjust efforts accordingly.

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EngageBay's incredibly easy to use. I was able to pick up the CRM and start using right away with little issues. Anyone with basic CRM knowledge should be able to get started on EngageBay easy. Their customer service team also makes onboarding very easy and will work with you on any issue.

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The only reason why I did not give it a 10/10 is that it cannot distinguish purchases that came through subscription recharges instead of purchases that were driven directly by email sends. Other than that, the automation qualities, design features, and segmentation options make this an incredible email platform, and I am very happy with it

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Their support team is incredibly response, with a livechat option anytime during business hours. I was able to work with them on a variet of issues and they were extremely hands-on. The same reps are always there and friendly and ready to work with. There isn't a CRM that has better customer service.

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Their support is always quick and we have recurring meetings with our advisor. they were great when we first started at walking us through the platform and helping us understand how to do the overall setup. They also have a wide variety of articles that cover must issues in a very clear manner that will get you out of a predicament really fast.

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Don't cut corners, do it right the first time, if you take your time to build everything the way you want it then it will run itself. The platform will help you increase revenue as long as you use the tools it provides. Don't be scared to ask questions, the support team will help you get to the next level

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Salesforce and Marketo are the strongest CRM products out there in the space. The drawback they have is that they are immensely expensive and complex to set-up / use. Salesforce is extremely complex, especially when using in conjunction with Pardot. EngageBay is simple, easy to use, and easy to build from. And their customer service is far more responsive than those platforms.

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Klaviyo's ability to really tackle the entire marketing contact ecosystem on one platform is what really won us over. The price for everything was competitive, not necessarily the cheapest but competitive, and the ability to see that data flow from every interaction was what was crucial to us. Additionally, Klaviyo is the core of our B2C business. We were not focused on anything other than how we interact with customers directly, and Klaviyo was a direct win for us. The one negative is Klaviyo's ability to work with our B2B side of our business, because it doesn't integrate with platforms like HubSpot. That is a massive downside, but the upside justified the investment.

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• Improved lead management and helped build lead data by 4-5x in size
• Helped improve investor base with 100-150% growth in investors by year 1
• Generated dozens of calendar invites to call potential investors in first year

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• Klaviyo brought our email channel to the top performing channel over Paid Ads several times (according to G Analytics), before Klaviyo Paid Ads were always top and the email channel struggled to even stay in 2nd place.
• Klaviyo did cost quite a bit more than our old email platform but the ROI was much higher so it paid for itself.
• Klaviyo implemented tools that allowed us to have a higher customer satisfaction with things like letting customers choose to receive less emails instead of unsubscribing.

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