Freshsales vs. Iterable vs. Klaviyo

Generally speaking for small to mid sized team I really cannot recommend it enough. It has an excellent feature set, good amount of integrations, fairly customisable and backed by solid support. And the pricing is very competitive too. I feel like if your team is larger than that, you might want to look at other alternatives but for teams that size, its really perfect.

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- Scalability: as I mentioned, Stayforlong serves more than 3 Million travellers in 40 markets and 32 languages. We managed to build a robust CRM strategy with only 2 members on the CRM team, which helped us expand the channels with a really small, lean team. - Real-time relevance: for us, having the latest available offer is a must; we need to offer the rooms that are available in real time, because the inventory is live.

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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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• It helps you automate your onboarding process for new leads.
• It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
• It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.

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• Customer Journey creation - the platform easily creates a visual path for the marketing team to curate messaging based around timing, channel, behavior as well as add split testing logic and exit criteria so we target only the audiences we want.
• Customer Success - one of the best teams I've ever had the pleasure of working with. I'm able to move so much quicker because they really create a helpful partnership.
• Audience segmentation, the platform is easy to work with even if you're a first time user, they do a great job of visually showing the logic and the and/or/none type rules.

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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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• Leads and Contacts do not seem to be adequately defined.
• Reporting is not as robust as we would like it to be
• Integration with FreshDesk is one way - we can see information from FreshDesk to FreshSales but not vice versa

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• In-app channel, although it works, has some shortcomings in UI functionality or system backend logic, which suggests it is built on an email send-out architecture.
• Drag and drop editor has its own limitations - it isn't perfect. You can't create some basic designs.

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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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Its a robust platform that can serve complex business needs. Current and futures. It tries to adapt an newest trends and has good CS and CSM specialists.

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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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I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve

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Iterable very easy to learn and use. It's a great platform for both a new email marketer and a marketer that's been working in email for 20+ years.

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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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Iterable is there like 99.9% of the time. However, when it goes down, it grinds us to a halt. Most of the time, outages are an hour or less, but if that's at a peak time, it can be a nightmare. That said, when the worst does happen, there are frequent updates and an easy situation tracker that give you an estimate of how much longer you'll have to wait for the issue to be resolved.

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The API is super quick. The UI can be a little sluggish depending on what you're loading, but overall Iterable performs great. Iterable appears to do a good job of making processes async so that one action isn't blocking another.

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When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...

I've never experienced any issues with Iterable. As I and my colleagues have learnt the system and it's features, response to questions and advice from our account manager is always quick. Kevin knows the product well, and with the few tricky questions has hasn't been able to answer he's been quick to get back to us.

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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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We selected FreshSales because we needed something cheaper and more user-friendly than Salesforce, but we're now in the process of switching to HubSpot because it gives you the best of both worlds - ease of use + scale and reliability

My understanding is that Mailchimp has evolved a lot since we moved to Iterable 4 years ago, so any comparison is legacy. Keeping that in mind, Iterable is far more sophisticated, especially the journey builder, personalised STO by user and segmentation.

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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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We've definitely tested scalability, and it's no line - it works. The process is pretty easy. Most of the times it goes off without a hitch. Any time we do encounter issues, our support team is quick to get on the job and very communicative as they work us through a successful launch.

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• Increased visibility of open deals, as well as encouraging 'clean' data
• Faster data updating (if Freshsales is used as our sole source of data)
• Some follow-ups are missed, as sales staff forget to create new tasks after each follow up, depending on if the call was answered or not (for example)

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• I do not have hard numbers, as I am not in the department that deals with those kinds of quantifications of impact. However, I do believe the use of Iterable has been a positive thing for us in providing more comprehensive data that is useful when dealing with customer tickets.

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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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