Upland Kapost helps you create and distribute meaningful content to support the buyer journey for B2B companies.
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PathFactory
Score 8.2 out of 10
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PathFactory enables you to unlock B2B revenue with AI-powered content intelligence which allows you to generate personalized, engaging, and conversion-focused experiences across the entire B2B buyer journey. Per the vendor, you can accelerate deal velocity and grow your pipeline by recommending the next-best assets for individual buyers and target accounts alike.
As compared to others Pathfactory is the result of breaking down departmental silos, focusing on clients, and automating as much as possible to allow teams to SEIZE EVERY OPPORTUNITY
Kapost has potential to be a great asset in small and large orgs. If you're not producing a great deal of content, or coordinating across a large team, there's still tremendous value, but it scales as your org scales because it makes it easier to coordinate and manage large teams and large content archives.
If you are in an industry where content drives pipeline through engagement and education, Pathfactory is an invaluable tool to help people consume more of what you are producing and offers additional entry and interaction points on your website. It also creates very specific and personalized paths through your assets.
Filtering: If you make the most out of your custom details and custom fields, you can gain newfound access to materials that may have long been lost in the ether. It's really easy for us, for instance, to see all of our videos at once. Or everything targeting a certain buying stage. Or you can keyword search to see everything on one topic.
Workflows: It's really nice to lay out "who sees what when" in a digital way, because everyone involved on an asset can easily see what stage things are at. You can also set deadlines to tasks, which seems a bit more firm than a casual email, because you can visually see how meeting your deadline fits within the whole timeline.
Calendars: The calendar feature is nice for us because we have a blog, so we can see when everything is (supposed) to go live. It's easy to see when I, as a copy editor, should be expecting work, so I can align my day accordingly. Way better than the old-fashioned "mental note" system.
Social media distribution needs improvement. Specifically a calendar for planned Tweets and a better way to schedule multiple shares of the same content.
System performance is somewhat slow.
Should be an easier way to make changes, like adding custom fields or publication destinations, to all content types, rather than one at a time.
Evolving into a more sales-focused UX. While the tool is great for marketing, there are some areas to improve the functionality of PathFactory for Sales in regards to navigating and sending out content as a salesperson.
GA goal reporting. I can't speak to this specifically, but I know our web team has run into some issues creating GA goals when we lead to a PathFactory track.
Evolved reporting. Reporting is great, but for some use cases, we have had to ask for custom reports that the team is always happy to create! But it would be great if this was self-serve.
We are using some other systems that might have replaced Kapost, but none of them had the workflow functionality we were looking for. So, we're sticking with Kapost for now.
We have seen a lot of value from our team's use of Path Factory. We also like working with this vendor as they actually take our feedback and implement it on their roadmap. A great vendor with a great product
The calendar view is a great feature and so are the custom views. It is relatively easy to see a clear view of what content the user is responsible for and then the due dates associated to it. The ability to create and update workflows for the team is easy to navigate and keeps us on track.
Overall, I think the tool is fairly easy to use to get a basic content uploaded to create a track and even the more complicated features become easier once you become familiarised with the process
I think there was only one time where we had issues reaching our account manager, otherwise PathFactory was always willing to hop on the phone to talk through strategy, to work through issues, and help build custom solutions to fit our needs. Customer service is a big selling point of PathFactory.
The analytics and reports feature is fairly new and have proved very popular with many areas of our business and is growing in popularity. The metrics that are attainable are very insightful and provides a clear picture on the performance of the track.
The reputation of the product matches up to its reputation as one of the leaders in the space. I love that you can share and access content at your fingertips from anywhere. The downside is that it does not have the prettiest interface but you can get over this with its functionality.
We meet weekly with Jennifer and I can't say enough about her. When issues have happened or we need help, she jumps on it quickly. If she doesn't know the answer, she pulls in Reggie or another on her team that can help. She goes above and beyond and has been very supportive, even when we had a lot of hard questions to answer from higher-ups. All this is on top of just being an awesome person.
I was able to browse around the tool quite easily once some basic training was given. I learnt much from using those method and only needed further help when wanting to learn about Reports, External codes and adding forms.
The customer service, from technical through to customer success, is one of the biggest reasons I'd recommend PathFactory. This is true of their training. It can be as bespoke as you like, at least in my experience, and the team is always willing (where possible) to incorporate your suggestions.
The PathFactory team was very helpful when implementing the product. They gave us a lot of recommendations on best moving forward. As a note to new users, when implementing I would make sure that you create with your team a system to make sure that the platform is scalable. My team was able to do this through creating a foldering structure, naming conventions for tracks and assets, and ensuring tagging is used on all content uploads. I would also make sure when implementing that you have an understanding of how your team will track success and that your brand team is involved to make sure that there is consistency in the look and feel of the tracks
Workfront has a lot of great features, but Kapost was the right tool for what we needed at the time. With a team of our size, we had to make sure we weren't biting off more than we could chew and the project never got off the ground. We had to be thoughtful with how we rolled it out.
I wasn't involved in the purchase decision, but I am glad we chose them! Their team is helpful and knows how to help you accomplish what you're trying to do. If there's a feature you see isn't working right or that you need their technical team will listen and make actual changes.
Pathfactory is growing in popularity amongst individuals from different parts of the organisation and it would be difficult to forecast how scalable this can become
We saw ROI within the first 9 months of using PathFactory.
Our onboarding team saw quicker adoption of our product while using PathFactory to engage them during the onboarding process.
We've been able to more accurately understand our content needs and what works best when prospecting for specific segments. (eg. SMB, mid-market, and enterprise)
