Ion Interactive vs. Optimizely Web Experimentation vs. Salesforce Agentforce Marketing

If you want to choose a quick start template and fill in the fields with your content, Ion will be fantastic for you. We've done this with whitepapers and quizzes and it's been great and extremely easy to use. If you have an exact idea of what you want, and a background in web development, you may get frustrated. Ion has some quirks that make it tricky to fully customize - everyone once in a while I really just want to go into the HTML and make some changes, but can't. If you are looking to reuse a piece of content for specific targeting (industry or account-specific), Ion is great. The dynamic substitutions are great and very helpful.

Incentivized

I think it can serve the whole spectrum of experiences from people who are just getting used to web experimentation. It's really easy to pick up and use. If you're more experienced then it works well because it just gets out of the way and lets you really focus on the experimentation side of things. So yeah, strongly recommend. I think it is well suited both to small businesses and large enterprises as well. I think it's got a really low barrier to entry. It's very easy to integrate on your website and get results quickly. Likewise, if you are a big business, it's incrementally adoptable, so you can start out with one component of optimizing and you can build there and start to build in things like data CMS to augment experimentation as well. So it's got a really strong a pathway to grow your MarTech platform if you're a small company or a big company.

Incentivized

I think the product, by definition, is meant for marketing — and we use it exactly for that, for running campaigns. That’s the best-suited use case for the product. I don’t think it’s really meant to be used for anything else — that’s just not how it’s designed.

Incentivized

• Quick Starts make it so easy to get started.
• Real-time updates are awesome and save a ton of wasteful process.
• The combination of user friendliness for simple things and the flexibility to do more complex things is great.
• Chat support is excellent and deeper-dive support has been super helpful.
• The ability to use these tools in the cloud or embedded has given us tactic flexibility.

Incentivized

• The Platform contains drag-and-drop editor options for creating variations, which ease the A/B tests process, as it does not require any coding or development resources.
• Establishing it is so simple that even a non-technical person can do it perfectly.
• It provides real-time results and analytics with robust dashboard access through which you can quickly analyze how different variations perform. With this, your team can easily make data-driven decisions Fastly.

Incentivized

• Filter relevant content so you can priorize those that are more relevant and resolve it first
• Measure the traffic in the different social networks, as well as the response rate, average response time and other relevant metrics
• Configure automation rules to order the work of those who must interact with the customer

Incentivized

• Ion University, while stacked with a wealth of information, is difficult to navigate from a troubleshooting perspective. The tutorial videos are all very helpful, but they are also very long. Sometimes I would want to search for how to address a particular issue I was struggling with and it would be a two-minute segment buried in a 45-minute video.
• Again, getting back the self-guidance side of things. I think a lot of the tutorials are set up in a way that makes sense to Ion, but not as much to the end user.
• I think the controls admins use when creating new users could be a bit more straightforward.

Incentivized

• JavaScript is hard to implement sometimes especially for JQuery elements
• ROI reporting should be part of the overall experimentation reporting
• CMP integration: where we can easily show status of test on the HPT request
• CMS integration
• More widgets like social proof banners, etc.

Incentivized

• The email builder does not offer any way to catch/check bugs across different email service providers
• Creating SQL is not as easy as drag-and-drop; a lot of technical knowledge is required
• Salesforce Marketing Cloud is sold as a marketing tool, but to be honest, you need a LOT of technical IT support to run the tool
• Einstein metrics are across the board; if you have multiple audiences in one instance of Salesforce Marketing Cloud you can't segment the data.

Incentivized

We use it for every landing page and we plan on only doing more dynamic content creation. We dont see that option coming in-house any time ever in the future. ION has a very robust platform for us to work with that really allows us to do more for our customers in regards to having the one-to-one conversation.

Incentivized

I rated this question because at this stage, Optimizely does most everything we need so I don't foresee a need to migrate to a new tool. We have the infrastructure already in place and it is a sizeable lift to pivot to another tool with no guarantee that it will work as good or even better than Optimizely

Incentivized

As of right now we have not seen any other program that integrates as seamlessly into our Salesforce platform. We have barely scratched the surface of all the features and use cases. It would be irresponsible to make a move to another platform in the near future. We have not come up against any limitations that would prompt a need to switch

Usability is straightforward, with extensive documentation and tutorials provided to ensure landing pages are built to specifications and can be optimized for performance. Built-in platform funnels give insight into customer dropoff, success/failures, and conversions (at a glance). Setting up a landing page can be done quickly and easily, with numerous integrations (CRMs like SalesForce, for instance) supported

Incentivized

Optimizely Web Experimentation's visual editor is handy for non-technical or quick iterative testing. When it comes to content changes it's as easy as going into wordpress, clicking around, and then seeing your changes live--what you see is what you get. The preview and approval process for sharing built experiments is also handy for sharing experiments across teams for QA purposes or otherwise.

Incentivized

You won't find another solution that has as many features as Salesforce Marketing Cloud Interaction Studio. We all know Salesforce, we all know how big they are and it's not for nothing... Their tools do most of the things you want, need and even imagine. Using it is complicated, but the usability is infinite.

Incentivized

I would rate Optimizely Web Experimentation's availability as a 10 out of 10. The software is reliable and does not experience any application errors or unplanned outages. Additionally, the customer service and technical support teams are always available to help with any issues or questions.

Incentivized

Upgrades and timing of the upgrades were communicated well and planned during off hours for our work. If we did have a campaign scheduled during that time, it would kick-off after the system was back active. There were a few unplanned system down times, but it was a rare occurrence and those times were also short in duration.

Sometimes the editor can be a little slow.

I would rate Optimizely Web Experimentation's performance as a 9 out of 10. Pages load quickly, reports are complete in a reasonable time frame, and the software does not slow down any other software or systems that it integrates with. Additionally, the customer service and technical support teams are always available to help with any issues or questions.

Incentivized

Though the make up of MA apps is not built this way today, it would be nice to see them become more real-time. The integration between Salesforce and Pardot is not a true real-time integration. If I modify something in Salesforce, those changes are not automatically reflected in Pardot immediately. There is a delay of about 15 minutes before the systems sync. This delay, although not long, is less than ideal We would love the systems to be integrated real time such that changes are propagated from one system to the other immediately.

The ION support team is amazing. There has not been a single issue they they could not solve for me. If there is a feature or request that they do not have, they have even, on occasion, created custom scripts for our team. *Update 6/5/17 - ION has continued to delight on multiple occasions. I appreciate their attention to detail and ability to solve whatever issue I have. After 3+ years of use and support, ION still has my full endorsement.

Incentivized

They always are quick to respond, and are so friendly and helpful. They always answer the phone right away. And [they are] always willing to not only help you with your problem, but if you need ideas they have suggestions as well.

They are really responsive and more than not solve the problem or give you insight to how you can manage the solution yourself. I do find however sometimes a long delay on the more complex issues when they need to loop in other departments. but overall a good experience with support

Incentivized

The trainers at the Pardot user conference (Elevate and Connections) were very knowledgeable and presented the material well. Again, the content was targeted to more of a new user audience, and was not really relevant for folks who had been using the product for 2+ years.

They offer a great amount of online training, videos, articles, etc. There is usually an answer available if you run into an issue. I would recommend taking advantage of the online training they offer. I wish I would have done it sooner.

Incentivized

The tool itself is not very difficult to use so training was not very useful in my opinion. It did not also account for success events more complex than a click (which my company being ecommerce is looking to examine more than a mere click).

Pardot's online training touches on all topics briefly and vaguely without much indepth exploration into how a final outcome could look, such as Nurturing Campaigns, Email templates, landing page templates, etc... The only true way to uncover Pardot's full capabilities is to have Front End design and coding experience. Without this key skill set, I would not recommend Pardot to another business.

There were a lot of things we learned about the tool once we really got in and got our hands dirty. Being hands-on was essential for our team to be able to utilize ION in the most effective manner.

Incentivized

In retrospect: - I think I should have stressed more demo's / workshopping with the Optimizely team at the start. I felt too confident during demo stages, and when came time to actually start, I was a bit lost. (The answer is likely I should have had them on-hand for our first install.. they offered but I thought I was OK.) - Really getting an understanding / asking them prior to install of how to make it really work for checkout pages / one that uses dynamic content or user interaction to determine what the UI does. Could have saved some time by addressing this at the beginning, as some things we needed to create on our site for Optimizely to "use" as a trigger for the variation test. - Having a number of planned/hoped-for tests already in-hand before working with Optimizely team. Sharing those thoughts with them would likely have started conversations on additional things we needed to do to make them work (rather than figuring that out during the actual builds). Since I had development time available, I could have added more things to the baseline installation since my developers were already "looking under the hood" of the site.

From an IT perspective, once you set up the Javascript beacon and start collecting data there is a waiting game. During this time you can start labeling your site actions which can be labor intensive for a single person, but you don't really have the final end-users on the platform yet. We did a lot of training so users were experienced, but it wasn't until they had their first tasks to accomplish that they started using the system and had questions. I'd recommend setting up some immediate goals for an end-user to start segmenting for the purpose of displaying message campaigns so you can jump start end-user action.

I was not the decision maker to choose this over Uberflip, but the UI is much more appealing to me. It's incredibly easy to use, clean, and from a backend standpoint, it requires little to no tech savvy'ness. Our team has really enjoyed using it and has required no training what-so-ever.

Incentivized

The ability to do A/B testing in Optimizely along with the associated statistical modelling and audience segmentation means it is a much better solution than using something like Google Analytics were a lot more effort is required to identify and isolate the specific data you need to confidently make changes

Incentivized

We use Salesforce Marketing Cloud for lead management, generating reports, tracking customer and dealer information, inputting orders, and more. I prefer HubSpot for email marketing and automation because it is easier to use and the emails are designed much better. We currently use Salesforce and HubSpot, and we are very happy to have both, as they have different pros/cons.

Incentivized

was not involved with this part but i have not heard about clompaints

Incentivized

Separate client portfolios enable scalability, however, some elements are still grouped for all accounts so it's difficult to scale for an ad agency with multiple clients. Would prefer totally separate sections of the platform for all clients with each element housed separately.

Incentivized

We can use it flexibly across lines of business and have it in use across two departments. We have different use cases and slightly different outcomes, but can unify our results based on impact to the bottom line. Finally, we can generate value from anywhere in the org for any stakeholders as needed.

Incentivized

Prior to this, we had no solution and literally were doing things on paper in a world where technology is outpacing paper. Having this process optimized has made it easier for the sales and marketing people to change information. From the training perspective, it has allowed us to see holes in where we could create additional support training, so the ROI here has been a lot more than just the optimization of a process.

Incentivized

• Though we have not had the service long enough to see any measurable outcomes, we've been able to create interactive web content faster than ever before
• The speed with which we can build interactive pages and re-use assets has been critical as projects we've done with Ion have made their way around and more and more internal clients have said "me too" for their own projects
• It is very pricey at $28K for the base annual subscription (dropping to $24k after the first year), so depending on your budgetary situation, that may make no sense for your team--but we had contract money set aside for a company to build us a microsite for around the amount, so we just used it for Ion instead and will now be building the microsite ourselves using it

Incentivized

• We're able to share definitive annualized revenue projections with our team, showing what would happen if we put a test into Production
• Showing the results of a test on a new page or feature prior to full implementation on a site saves developer time (if a test proves the new element doesn't deliver a significant improvement.
• Making a change via the WYSIWYG interface allows us to see multiple changes without developer intervention.

Incentivized

• Salesforce Marketing Cloud allows us to more efficiently reach out to a higher number of prospects.
• Salesforce Marketing Cloud allows us to nimbly communicate important messages in a timely fashion to facilitate conversion.
• Salesforce Marketing Cloud allows us to track who is opening our messages so that we can stop sending to those not interested and focus on the most engaged audiences.

Incentivized