The Invoca platform delivers the inbound call intelligence required for marketers to capture and optimize customer engagement and sales beyond the click. From attribution to intent, marketers gain a complete understanding of the customer's journey across digital, mobile and offline touchpoints so they can optimize their marketing spend, drive quality inbound calls and deliver a better customer experience.
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Kickserv
Score 9.3 out of 10
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Kickserv is a field service management solution, headquartered in Austin, Texas. It includes features such as dynamic scheduling optimization, invoicing and online payments, and detailed reporting.
Management of campaigns is easy with it. It is a great tool if someone [wants to know] which of his campaigns is doing well and getting the most calls. It is quite favorable for all kinds of marketing campaigns and tracking calls is also convenient with Invoca. We are having a wonderful experience of call tracking with Invoca and its functioning and efficiency are beyond our expectations.
We use KickServ for nearly every aspect of our operation and cannot think of a scenario when it is "inappropriate" or "less appropriate". It is the backbone of our operation and is used for everything from data gathering to estimates to invoices to payments and accounts receivables to reports to tracking to storage of photos and past invoices. Better searching abilities would be good instead of having to create tags for things we don't know we are going to need later.
From an accounting perspective, Invoca makes it easy for us to determine where our call revenue is coming from and what call type generated the paid call.
Their dashboard is very user-friendly. I like how you can see everything from the top level and see total call volume, commission paid, and conversion rate. But you can easily drill down into each campaign level too.
Lastly, you can easily create call campaigns and create individual phone numbers. I especially like how we're able to create a ring pool that allows us to track exactly where the call is coming from, and it's not difficult to setup.
Organization - keeps everything organized nicely and has several different filters that you can use to view only the information you need.
Simple website - this was important because you want it to load quickly when you are in the office and on the road.
Database - keeps track of the things that you enter. This is nice when trying to get information on a product or a price when requested by the customer.
It is intuitive enough, but there is some training that will be necessary because of a perceived redundancy within their workflow. It can be hard to distinguish which stage a customer is in (thus what the most important thing to be working on, if you are in sales, for instance) without some training.
Invoca's client success team is great to work with, which is a nice value proposition for their business (many SaaS providers struggle with this). Their support team is very talented and fully capable of addressing the vast majority of questions that they receive. I haven't encountered any negative experiences when requesting assistance.
Very good technical help. The team is well-versed in their product and what to look for, particularly when interacting with other software platforms. You nearly always get a live person when you call, and if you don't, they will return your call promptly. This is another factor in my client's decision to move forward with their solution.
Invoca is very user-friendly. It was easy to learn how to navigate and has a very user-friendly interface. It's hard to compare it against SaaS solutions like Five9 because their functions are different. Originally we selected Invoca because we were unaware of any SaaS solutions that accommodated all types of campaigns. We've found that now in LeadsPedia, but have still found that many partners prefer going through Invoca, so we still use it. It's an excellent platform for partners to access.
We are essentially paper free. No paper work orders.
We've been able to avoid a layer of middle management by supplementing this layer with technology. KickServ is a part of that layer.
Negatively speaking, like all technology, it has created a void of human level connection. Because we know that we can deliver work orders to our foremen remotely, we are less likely to drive up to the shop and shake a hand or see someone face to face. We had to learn that lesson the hard way, that both technology and human connection are necessary to maintain our culture.
