Folloze in Foster City provides their Personalized B2B Marketing Platform, which they describe as the best way to generate credible pipeline that will convert - from focused ABM to broad-based nurture. An ABM focused solution, the Folloze platform provides personalization and marketing campaign orchestration. For channel marketing, Folloze allows users to have a “leg in two places," so users and partners can work in parallel and in partnership - from entirely different organizations - on one…
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ZiftONE
Score 9.2 out of 10
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Zift Solutions Through Partner Marketing Automation Platform is a suite of applications meant to streamline interactions with channel partners, amplify demand, and ease cooperation on co-branded campaigns.
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.
Very helpful in Marketing Actions, Marketing Decision Support, Sales Action Support, Customer Preference Analysis, Inbound Marketing Strategy Implementation, and Sales and Marketing Tool Integration. It's a comprehensive resource for helping customers make choices. All the years we have used this tool to communicate with our trading partners, there have been zero issues.
Partner tracking and communication - Relayware allows a holistic view of a partner. Since the tool tracks everything a user does, you can easily see when the partner has sent or received emails, participated in trainings, download files, etc. You can also see how and when back-office users such as admins, partner managers, etc. have communicated with partners, updated dashboards, downloaded reports, and much more. The granularity of the history and tracking is exception for seeing how you and a partner are engaging. It's also very helpful for companies who require an audit trail for activities.
Training/eLearning/onboarding - I've worked with a number of eLearning/LMS platforms over the years and I'm stunned by the learning system built into Relayware. It's hands down far and above many existing standalone products and if Relayware was smart, they would offer this as a standalone item. The system supports the typical eLearning/LMS basics- SCORM support, grading, training by module, etc. but it also allows for custom training paths based on learning modules which can be SCORM, video, HTML, files, and any combination of these. The grading system is separated from the training content which allows for highly flexible user cases. You can created quizzes, tests, and certifications based on individual content modules or a full learning path.
Since the LMS is part of the overall Relayware system which is intended for partner management, you can create a range of onboarding processes/paths which are customized to particular types of partners. The system can support both online and offline activities so you can require xxx to be done online, followed by in-person training, etc. It really is an impressive system. I liked it so much, I decomissioned my instance of a Moodle LMS and I now use the Relayware LMS to serve as both partner eLearning and general customer eLearning through a separate portal.
Flexibility - It's hard to believe the Relayware can do so much in a single SaaS. The system allows for connection to SFDC so working leads and opportunities is simple. A manager or admin can add, edit, and remove web pages with ease. Data can be placed on any webpage using a number of "Relayware tags" which are special HTML tags to pull data from the system and use on a page. Customizable workflows for most any part of the system can be handled via a workflow engine. This could be onboarding, partner signup and registration, lead/deal/opportunity management and routing to appropriate users, Legal and Export compliance checking of documents and files, and on and on.
The only real drawback is that the system is so flexible, it helps to have good training and support so you don't get lost. Luckily this is only an issue for those who administer the system and Relayware is keen to provide good support for their product.
Licensing & cost - My observation is that Relayware has several good options for licensing and overall cost. They break the system down into several key modules so if you don't need something, you can remove it and not pay for it. However, that also makes it easy for the product to grow as your needs do. One of their license modules is by back-office users, not front-office. The benefit of this is when coupled with SFDC, you only need a single SFDC license for all of your field personnel and front end users. Since one of the Relayware models is to not charge by the number of front end users, you can save thousands in SFDC licenses. Ie: A user works through Relayware to report/edit/manage leads, deals, and opportunities. The system uses a single SFDC license to connect to SFDC so rather than every front end user needing an SFDC license, you only need one. Depending on the size of your organization, this alone could easily pay for the Relayware system.
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
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.
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.
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.
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
At the same time that I started using ZiftONE, we worked in a test mode with the GetResponse platform. We select ZiftONE as support on platforms that require content syndication since the information it provides us is more accurate than that of GetResponse. However, GetResponse has a more intuitive sales funnel for a person who has never worked with these types of tools.
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.
In our personal opinion, we can say that this tool has not generated negative aspects in our work, so we can say that we are comfortable because I can keep all my potential clients organized and make sure that nothing is lost.
