Looker Studio vs. Salesforce Agentforce Marketing

Fantastic for detailed data, especially for tracking user journeys from social media onto the website, for example. Great for use across multiple people in teams, even where only one or two people have a full understanding of the tool, as it is user-friendly once set up. Not hugely appropriate for presenting in and of itself, best as a source of raw data versus a tool to convey findings.

Incentivized

I rated this a seven because I love Salesforce, and it is excellent on the sales side. However, the marketing side has some pros and cons. It is terrific for keeping track of lead, customer, and dealer information, but it is not easy to automate workflows, integrate other software, or create well-designed emails. It is also straightforward to generate reports, which is very helpful in keeping track of lead progression to better market those leads and turn them into customers.

Incentivized

• Self-service
• Easy to use, point and click
• Little to no training required
• Easy to share internally and externally
• Rich visualizations
• Canned reports
• Easy to copy/paste/dupe existing reports
• Ability to join data sets
• Easy integration with various data sources
• Flexible data integrations, including lowest common denominator (CSV, XLS, G-Sheets)
• Wide range of APIs
• Secure / authentication via Google SSO
• Easy to share / re-assign ownership of reports and data sources

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

• There are several limitations to data manipulation - especially with different scopes.
• Limited functionality on pivoting data, etc - ie, cannot create segments.
• Data has to be refreshed if new dataLayer elements are added often manually.
• A limited number of charts, graphics, etc.
• Limited design abilities (cannot bring in custom fonts, etc).

Incentivized

• Automation studio is very hard to use. We need to create a Data extension with all required fields before we can run SQL. So it takes a lot of time.
• Query Studio is much easier to use but it often gives an error while running the same SQL in Automation Studio works fine.
• We were not able to set up SMS messages as SFMC is not supporting MMS which is a big problem.

Incentivized

It is the simplest and least expensive way for us to automate our reporting at this time. I like the ability to customize literally everything about each report, and the ability to send out reports automatically in emails. The only issue we have been having recently is a technical glitch in the automatic email report. Sadly, there is almost no support for this tool from Google, but is also free, so that is important to take into consideration

Incentivized

We are happy with Pardot. It has made our jobs easier and installed some reporting functions that have increased our ROI with the company. We have worked hard to set-up the functions in Pardot and it has taken time, but paid off.

Looker Studio is easy to use, and it offers a sufficient variety of predefined visualizations to choose from. It's easy for us, and anyone can set up basic reporting without extensive data visualization skills. The interface layout is easy to understand, and it doesn't take long to get used to.

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

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.

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.

I give it a lower support rating because it seems like our Dev team hasn't gotten the support they need to set up our database to connect. Seems like we hit a roadblock and the project got put on pause for dev. That sucks for me because it is harder to get the dev team to focus on it if they don't get the help they need to set it up.

Incentivized

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

Training program is not very well established. There is very little documentations. More often than not it's in-person training. I wish there were more video tutorials so that somebody can learn the system quickly. Their documentation is very much like an RFP. Long and very technichal. They should definitly improve on this area.

Incentivized

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.

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.

Looker Studio is great for free, simple Google-centric dashboards, while Power BI offers strong Microsoft integration, AI, and deep data prep (Power Query/DAX) for corporate users. Tableau excels in advanced visual exploration for complex data, though often much pricier. Fullstory is a different beast, focusing on user experience (UX) session replay for product teams, not traditional BI

Incentivized

The only other product we’re currently evaluating is on the Veeva side — Veeva Campaign. It’s a relatively new product that Veeva has released; it’s only been about six or seven months since it went into general availability. So time will tell whether it can compete with Salesforce Marketing Cloud or not.

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

• It has reduced the manual reporting effort we were putting into compiling Excel spreadsheets. It saved us hours of our daily work.
• Given its cost-effectiveness, time savings, and operational viability, we can say it has a positive ROI with minimal overhead.

Incentivized

• We have been able to create mature lead generation opportunities using Salesforce Marketing Cloud in conjunction with CRM.
• We have had to spend much more in technical support
• We have been able to save on costs of daily maintenance emails through automation.

Incentivized