involve.ai vs. Pendula

Customer health monitoring Identifying growth opportunities Identifying churn risk Developing CS playbooks based on health score

Incentivized

We used Pendula as part of our re-engagement program. This was valuable, as we were able to connect with 40,000 or more names. Knowing that either a significant telesales team effort--too expensive and not enough people--would be implausible. We designed an interactive SMS journey that allowed us to begin the process of taking the 40.000 and discovering those who were willing to shop with us again automatically. We also found that promotions and blasts worked really well, were very easy to set up and run, and then the automation on the back to create the Salesforce opportunity. We have also engaged with custom objects and were able to trigger events on internal activities and sales status, such as shipping notifications.

• Task management
• Team workflows
• Insights around churn risk
• Upsell opportunities

Incentivized

• EOFY campaigns that drove limited time, limited release offers. We could segment our targets and engage those most likely to respond well.
• Limited release wine offers, again targeting the right buyers, and then designing a series of interactions with them. This enabled sales reps to speak to those most warm.
• Customer re-engagement. We have very many historical customers. We were able to reach 30,000 or so people and then lead them through several steps towards re-engagement.
• Targeting smaller customer segments was made easy due to the deep integration with Salesforce. We could create campaigns to account owners of contacts that met criteria--which provided a deeply personal experience.

• GMAIL integration
• More than surface level insights

Incentivized

• Navigating a variety of journeys can get tricky. They have been steadily improving the interface here.
• Managing launch times and turning campaigns on and off can be cumbersome.
• Naming, tagging, and cross-journey reporting would be great.

involve.ai's low-touch, AI-based approach was judged as a faster "time to value" versus competitors. Incredible service was also a major differentiator.

Incentivized

We found the user interface, the customer service, and the feature sets worked very well for us. Pricing was also affordable.

• Company focus on customer health & holistic view

Incentivized

• We were able to activate a large number of old customers
• We generated significant revenues and fast sales
• We have been able to run multichannel campaigns to great effect