Folloze vs. PathFactory

Folloze is a solid tool for creating personalized experiences and micro-targeted campaigns. Being able to deliver a ton of information, content, and/or useful links based on specific segments or personas. Folloze makes it easy to bring together content around a specific narrative so we can speak impactfully to specific market segments.

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If you are in an industry where content drives pipeline through engagement and education, Pathfactory is an invaluable tool to help people consume more of what you are producing and offers additional entry and interaction points on your website. It also creates very specific and personalized paths through your assets.

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• Plug into Salesforce. We live in Salesforce, so it's a must!
• Ease of use when designing boards. We love to all feel like graphic designers.
• Dashboards showing activity levels of all types.
• Storing assets within folloze. Makes it super easy to build a board fast.
• Cloning boards. Time saver!!

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• Create Visually appealing performance report
• Give more in-depth information about performance metrics than most alternatives
• Ability to track performance over time and compare this performance across time periods
• Provide and send auto-run reports to top level management based on predefined criteria and timeframes

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• Integrating the contact form with our CRM has been a lengthy and on-going process
• We use iframe for some of our content pieces and I think it could look better than it does now
• We need licenses for our salespeople for them to get access to insights of a board. An easier way to send them this info without them needing licenses would be nice

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• Evolving into a more sales-focused UX. While the tool is great for marketing, there are some areas to improve the functionality of PathFactory for Sales in regards to navigating and sending out content as a salesperson.
• GA goal reporting. I can't speak to this specifically, but I know our web team has run into some issues creating GA goals when we lead to a PathFactory track.
• Evolved reporting. Reporting is great, but for some use cases, we have had to ask for custom reports that the team is always happy to create! But it would be great if this was self-serve.

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Without Folloze, the marketing team would not be able to pivot as quickly as we do to support sellers with deal acceleration and drive executive engagement.

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We have seen a lot of value from our team's use of Path Factory. We also like working with this vendor as they actually take our feedback and implement it on their roadmap. A great vendor with a great product

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Usability is good, but it does take some patience at times. You need to refer to your CSM or the Folloze resource library when stuck, which is relatively standard. Once you get the hang of things, I feel it's easy to remember and duplicate your efforts over and over. Just be patient and learn all you can about the product.

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Overall, I think the tool is fairly easy to use to get a basic content uploaded to create a track and even the more complicated features become easier once you become familiarised with the process

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sometimes its not loading pages proper, sometimes some functions are not working within or you need a long time to find out image sizes etc

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I think there was only one time where we had issues reaching our account manager, otherwise PathFactory was always willing to hop on the phone to talk through strategy, to work through issues, and help build custom solutions to fit our needs. Customer service is a big selling point of PathFactory.

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pages load slow sometimes

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The analytics and reports feature is fairly new and have proved very popular with many areas of our business and is growing in popularity. The metrics that are attainable are very insightful and provides a clear picture on the performance of the track.

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Folloze has a very intuitive user interface and designer. Their integrations have been seamless, and their team has been extremely helpful and responsive in getting features added or any gaps addressed. We have been leveraging the tool to its full capability, and people are happy both internally as well as externally.

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We meet weekly with Jennifer and I can't say enough about her. When issues have happened or we need help, she jumps on it quickly. If she doesn't know the answer, she pulls in Reggie or another on her team that can help. She goes above and beyond and has been very supportive, even when we had a lot of hard questions to answer from higher-ups. All this is on top of just being an awesome person.

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I was able to browse around the tool quite easily once some basic training was given. I learnt much from using those method and only needed further help when wanting to learn about Reports, External codes and adding forms.

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5 as we did it with our own people in house and not with Folloze

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The customer service, from technical through to customer success, is one of the biggest reasons I'd recommend PathFactory. This is true of their training. It can be as bespoke as you like, at least in my experience, and the team is always willing (where possible) to incorporate your suggestions.

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I was not involved with the implementation of Folloze. This project was executed before I was hired

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The PathFactory team was very helpful when implementing the product. They gave us a lot of recommendations on best moving forward. As a note to new users, when implementing I would make sure that you create with your team a system to make sure that the platform is scalable. My team was able to do this through creating a foldering structure, naming conventions for tracks and assets, and ensuring tagging is used on all content uploads. I would also make sure when implementing that you have an understanding of how your team will track success and that your brand team is involved to make sure that there is consistency in the look and feel of the tracks

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Folloze does so much more than the other tools we evaluated, like PathFactory and Uberflip. Those other solutions are more of a content repository with AI to help guide the visitor's experience. While this is powerful, Folloze goes a step further by making a full web page experience. It allows you to provide context and a story along with the content itself. When paired with their personalization, Folloze is the clear choice

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I wasn't involved in the purchase decision, but I am glad we chose them! Their team is helpful and knows how to help you accomplish what you're trying to do. If there's a feature you see isn't working right or that you need their technical team will listen and make actual changes.

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cannot disclose

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there are still a lot of things that need to be made available within the product

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Pathfactory is growing in popularity amongst individuals from different parts of the organisation and it would be difficult to forecast how scalable this can become

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• A sales were able to give valuable presentations which aided in earning key accounts in O&G & utility industries.
• A sales exec was able to close a million-dollar sale that she had been working on closing for a year. This board was a great visual to the customer, which helped in closing.

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• We saw ROI within the first 9 months of using PathFactory.
• Our onboarding team saw quicker adoption of our product while using PathFactory to engage them during the onboarding process.
• We've been able to more accurately understand our content needs and what works best when prospecting for specific segments. (eg. SMB, mid-market, and enterprise)

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