Kissmetrics vs. Salesforce Agentforce Service

[Kissmetrics is well suited for the] abandon cart scenario to re-engage users on the purchase journey. Engaging users to personalized content using the visit metrics derived from the data captured at each digital touch points. [Implementing] website campaign and journey orchestration is easy. You get visitor profile to segment upon using different visit metrics and action.

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I think Service Cloud is best suited for medium to large operations that require both proactive and reactive service. It’s a great fit for post-sales support. However, I wouldn’t recommend it for very small companies because it can be quite costly, and many of the features may go unused. Salesforce also performs best when you have a capable team managing it, so it’s important to consider your organization’s size and readiness before starting. Once you do, I recommend exploring other parts of the Salesforce ecosystem—Service Cloud works even better when integrated with Sales Cloud, since it allows better visibility across teams.

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• The more events you track and properties you send along, the more you can see how specific users use your product/service. The user based timeline gives you a perfect start point to get in touch with users, because you can see where they get stuck.
• Tracking your traffic sources and how they influence conversions is awesome. You can get a perfect view of how much a traffic source contributes to revenue.
• Funnel reports give you more insights into micro and macro conversion steps and give you actionable data to work with.
• Customer support!

• Email to case is an interesting piece of it. The threading is very strong, sometimes too strong, but it does very well at handling the incoming emails.
• The omnichannel routing, using skill-based routing is really effective.
• Pathing. So making the workflow and helping the team understand what it is that they're trying to do, what they have to accomplish, those step-by-step pieces. That's really helpful.

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• Installing.... yes this is also a negative. While you can install and have the program running in minutes, if you use Unbounce, the form tracking process is quite complicated!
• Updates... I feel like the product updates have slowed a lot lately. Thankfully, the product functionality is so amazing that it hasn't impeded the use of it. However, it is still disappointing to see less frequent software updates.
• Occasionally clunky UI... there are a few reports that are really easy to mess up and leave you scratching your head on why it isn't showing you any data.

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• We had a principle initially to try and use Omni as much as we can from the user experience perspective, but have found that fairly restrictive. It was very difficult to actually get the right customer experience and customer engagement going. So we're actually on a journey at the moment to replace all of our Omni with Lightning web components that gives us that flexibility. That's probably one area where we've had some challenges in terms of how we've used the product out of the box.

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Price sensitivity and the different choices that now exist in the Analytics industry. I think it makes sense for us sometime this year to rethink our analytics strategy to see how we may leverage the best of GA (which has included lots of new features and updates the past years_, Kiss and other tools as need be

Professional edition works best for a small company with lower call volumes and is very useful but as you grow exponetially I think it has limited ability to do all the things we want to - SLA management, defect, release management to name a few. Reports and dashboards being available in real time.

Right after login, you'll get to a dashboard which shows you a quick view on how your business is doing across the events you are tracking. There is no need to dig deeper than that unless you want to, in which case it's very easy to do so just by clicking on the metric on which you want more information. The interface is very intuitive.

I had Salesforce experience prior to using Service Cloud which made it a little easier to learn and navigate, but overall my team (some who had no Salesforce experience) caught on very quickly and found Service Cloud to be easy to use.

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The application was very rarely down; during the period we used the application, I can think of only two or three occasions in which the site was down. Notably, at no time was the the performance of our own site compromised as a result.

Working on an application that caters to customer needs requires a platform that acts as a mediator between the actual person and the client. This mediator handles the customer and resolves many of their doubts, helps them map through the entire process, and automates the processes. Such a platform is Salesforce Service Cloud. For queries that cannot be serviced by the platform, it creates a separate ServiceNow ticket for us, and it is assigned.

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Speed improved dramatically as the service matured. Early iterations of the publicly-released application would occasionally provide slow processing of results, but those delays became much rarer occurrences during the last year that we used KISSmetrics. One of the more impressive views (which started out feeling more like a toy) is the live view of visits. Knowing that you could see, in real time, what events a user triggered, was gratifying and instructive.

The Salesforce Service Cloud generally has very good performance, however the overall new Lightning user experience can bring that down. For example, if you have too many tabs open, then it can take a while for the Lightning UI to load. This UI is probably not well equipped to handle loading of all of that information at once, but Users tend to leave their tabs open all day long. It can also be fickle depending on which browser you use, what extensions you have installed, and whether you've cleared your cache. This can be the downfall with any software as a service though, not just Salesforce

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Our front-line product support person (Mika) is great. She is responsive and great to work with.

However, the data accuracy issue described earlier is the reason for the low score here. This issue was escalated from front-line to support to level 2 technical support and then it disappeared into a black hole. Escalations, in general, do not go well. We get no response for days, or I have to chase things down. This is not acceptable. Marketing metrics are critically important to me and I need answers quickly. I cannot afford to wait around for days / weeks for a response.

Just to be clear, these comments only apply to escalated support issues.

Salesforce offers support, although it generally gets routed to overseas support teams first, and once they are unable to help, it gets escalated up the chain to higher tiers. Frequently, the answer back from support is that there is no native solution, and we either have to turn to the AppExchange for some solution provided by another developer, or custom build our own solution.

Again, we were fortunate to work with KISSmetrics as they built their application, but Hiten, their CEO and founder, was incredibly helpful to me personally, and to our metrics-driven business as a whole, as we adopted their tool.

Our in-person training was provided by our implementation partner and it was quite good. This was in part because we were already working with them and so it naturally leant itself to a good training relationship. And because they were building our customizations and configuring things, they could then provide training on those things naturally.

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I loved this aspect of the product. It wasn't just that the documentation and online tutorials are great - which they are - the on-boarding process though was really stellar. Once you have set everything up, you get a welcome message followed by a step-by-step guide to get you started that is built right into the product interface. For example, the UI asks you to first do X, and then copy this code snippet and send it to your developer who will know what to do with it. When you come back after the first interaction with the product, it continues the process by explaining right in the UI how to track events etc. This kind of step-by-step approach is incredibly efficient. Although there are various forms of supporting documentation (PDFs videos etc) to support every step, you don't really need them. This approach means that you are up and running very quickly with virtually no training time or documentation consultation. Highly efficient process.

Trailheads are great but it was often unclear what actually applied to our organization. This made it difficult to get a whole lot out of it. Part of it is that because the basic Salesforce features didn't quite work for us, we had to add customizations, which then nullified a lot of the training.

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In order to build trackability down to revenue, there was quite a lot of work to integrate Kissmetrics with our software and internal process. We had to build the hooks so that Kissmetrics could call back into our software and billing system, etc.. However, we didn't need additional expertise to do this. Once you understand the API, and you own systems, making it work is not too difficult. We did not require an outside consultant or anything like that

I would go through an implementation very differently knowing what I know now. It was difficult coming from systems we liked in post-sales service and having to adapt to the clunky and underwhelming feature set in Salesforce. I would trim back our expectations

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Kissmetrics is a next-level step up for people who are used to getting their tracking and reporting from Google Analytics or Shopify's CMS. While HubSpot arguably has a better user interface, Kissmetrics certainly has the power and usability necessary to track important conversion data and help you make better marketing decisions.

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We selected this product because we already had some competencies in Salesforce. We own a Salesforce partner with expertise in this area, and on top of that, Salesforce purchased it — it was originally called Velocity. When Salesforce decided to acquire it, that finalized the decision for us.

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The product has scaled up with our company growth just fine. No issues here other than slowness in clicking around and running reports

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• Unfortunately for this client (small business) the cost of Kissmetrics was just too prohibitive. But it's obvious that for a larger company that can afford it, the data would be invaluable to gain more insight in how to gain more active users and orders for a funnel.
• The data provided really increases an understanding of how best to provide the right experience for the users...happy users equals increase in ROI.

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• We have cut our service team in half over the past 5 years due to the efficiency of the tool
• The amount of direct inquiries to our technical team is less than 10% compared to the number support tickets that get entered in the system for them to work in a more organized manner
• Responses are 100% more timely because tickets can be responded to by any individual in the queue or on the team, as opposed to direct emails to just one person

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