Microsoft Dynamics 365 Customer Insights vs. Pendo.io

The best B2B tool. For lead management and email marketing well enabled. Best working in corporate leads. It works well for many sales automation processes. Well in integration with all kind of tools. Suits the budget given by working with features you pay for. Always a good customer client relationship maintenance.

Incentivized

Pendo is very well suited for startups and mid size product companies who are looking for -

• Help in user experience building
• Measuring the impact of a feature on the requirement phase itself
• Advanced analytics to get a sense of how the product is working
• Insights about necessary changes that are required to make the product better

Incentivized

• Centralize customer data
• Help us understand client's behavior
• Efficient and reliable information

Incentivized

• Track usage across our platform (new and existing features) - where each customer clicks, how long they stay at certain areas within the software, etc.
• To promote new features.
• To train customers on how to use new features.
• To survey our customers within the software.

Incentivized

• Difficult to integrate with other microsoft tools

Incentivized

• I find the reporting and analytics to be a little light. They could improve custom reporting capabilities.
• Would like to see the capabilities of the Pendo tagging tool built into the platform. (don't launch a separate product). I find the tagging tool does a much better job at selecting the components to be tagged than the platform does.
• Sometimes takes a while to refresh counts when adding a new tag.

Incentivized

We have had an excellent experience with Pendo. When we've had questions or concerns, Pendo is very quick to respond and communicate with us. We have experienced top-notch customer support and customer engagement. We have actually modeled some of our implementation and product processes after Pendo's examples.

Overall, Pendo provides a smooth interface, especially with the most recent update, and I couldn't imagine using or learning any other platform so product focused. From the moment I log into Pendo, I know where I'm going and what I'm looking for and I'm able to find that, through the interface, in as little time as possible. This helps keep me focused on doing other tasks at work so I'm not overburdened with hunting things down in the system

They've been great anytime that we have needed help with something. They also have some really great help articles. We're able to figure most things out through their articles, but when we've had to call in they've been very helpful and we haven't had any problems. I'd highly recommend working with them.

Incentivized

The training schedule was well thought out and tailored to meet our needs. Chantelle stayed with us through the whole implementation and made sure that we were good to go.

Use Segment to install and cut developers out of the work cycle!

Incentivized

I believe this is the only product I have used in this category. I've used different CRM platforms (Microsoft Dynamics, HubSpot, Salesforce); however, none of these stack up against Microsoft Dynamics 365 Customer Insights. Information in CRM is more informational than insightful and customer-driven. CRM [has] been used more to house client data and not in any reports that are beneficial.

Incentivized

WalkMe is an industry leader, but they charge an arm and a leg. Working with them you get a lot of support and CSM time, but is it really worth that price tag? Pendo.io was an easy choice for that simple reason.

Incentivized

• Great customer activities tracking.
• Creating invoices is quick.
• Profitable marketing reports creation has improved.

Incentivized

• We have had an ROI in reduced support contacts.
• We have had increased NPS scores due to our ability to target messaging for the right reasons to the right audience members rather than blanket distribution of information.
• Delayed deployment in certain environments (being worked through) has led to a delay in one business area, but it is not public facing yet so we aren't heavily impacted by that yet.