Klaviyo vs. Progress ShareFile

Klaviyo is a leader in the space, but I might recommend it to a colleague for its price point. There are other options that are more affordable and provide most of the tools Klaviyo offers. I also think it can be complicated to use for a new user.

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When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.

• Klaviyo's template builder is very intuitive yet straightforward enough that an inexperienced user can catch on quickly.
• Their flow builder is also quite intuitive and allows us to build intricate, highly targeted flows.
• I appreciate their built-in compliance warnings & checks as they apply to opt-out methods, SMS compliance, and overall deliverability.

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• Secure File Storage and Sharing.
• Workflows to get customer/affiliate responses to comments on documents.
• I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
• I love the upload notifications and reports on user activity.
• The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
• Integrations with Microsoft 365 - FANTASTIC - thank you.

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• Needs more visible critical notifications as we once exceeded our monthly email limit right during the Black Friday campaign. The notification was not visible enough for us to catch it on time, as a result, some emails scheduled to be sent over the weekend were never sent
• Better library of dynamic values available for use inside emails

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• The web console is not the most user friendly site to use to get to, and send my files.
• We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
• That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.

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Klaviyo is simply a great solution for e-com email marketing & customer relationship management:

1. User journey visibility: We can see our clients' customers on their individual user journeys (open email, site visits) to better understand and accommodate your customers.
2. Flow automation: Creating automated emails that follow up with new leads, those who abandoned carts, purchased.
3. Email design: So easy to use, and more friendly than some other visual builders that we've used.
4. Metrics visibility: We can see our clients' metrics very easily and adjust efforts accordingly.

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It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.

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The only reason why I did not give it a 10/10 is that it cannot distinguish purchases that came through subscription recharges instead of purchases that were driven directly by email sends. Other than that, the automation qualities, design features, and segmentation options make this an incredible email platform, and I am very happy with it

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ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.

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The software has never been down when I needed to use it.

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Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again

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Their support is always quick and we have recurring meetings with our advisor. they were great when we first started at walking us through the platform and helping us understand how to do the overall setup. They also have a wide variety of articles that cover must issues in a very clear manner that will get you out of a predicament really fast.

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Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.

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Don't cut corners, do it right the first time, if you take your time to build everything the way you want it then it will run itself. The platform will help you increase revenue as long as you use the tools it provides. Don't be scared to ask questions, the support team will help you get to the next level

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Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well

Klaviyo's ability to really tackle the entire marketing contact ecosystem on one platform is what really won us over. The price for everything was competitive, not necessarily the cheapest but competitive, and the ability to see that data flow from every interaction was what was crucial to us. Additionally, Klaviyo is the core of our B2C business. We were not focused on anything other than how we interact with customers directly, and Klaviyo was a direct win for us. The one negative is Klaviyo's ability to work with our B2B side of our business, because it doesn't integrate with platforms like HubSpot. That is a massive downside, but the upside justified the investment.

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ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.

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I am a one person office. I have no idea how this software would scale to a larger office.

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• Klaviyo brought our email channel to the top performing channel over Paid Ads several times (according to G Analytics), before Klaviyo Paid Ads were always top and the email channel struggled to even stay in 2nd place.
• Klaviyo did cost quite a bit more than our old email platform but the ROI was much higher so it paid for itself.
• Klaviyo implemented tools that allowed us to have a higher customer satisfaction with things like letting customers choose to receive less emails instead of unsubscribing.

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• All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
• Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
• ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info