Microsoft Dynamics 365 Marketing vs. PathFactory

Having used both Salesforce and Microsoft Marketing, the integration is much tighter and the automation and workflow is much tighter using PowerAutomate. Reporting on tasks is better in Salesforce, but the ability to fully and quickly integrate into the Microsoft Azure stack is well worth the hassle of quickly generating reports.

Incentivized

It's a great tool if you want to create experiences on web and share content with your audience - especially if you want to create bingeable content. For a microsite, I would like to see more modules that build up a page, and great examples for inspiration

Incentivized

• Builds dynamic audiences using real-time CRM and behavioral data without manual list maintenance.
• Triggers communications based on actions such as purchase, visit date, or post-visit timing.
• Manages high-volume transactional and lifecycle emails with consistent governance and compliance.

Incentivized

• Create Visually appealing performance report
• Give more in-depth information about performance metrics than most alternatives
• Ability to track performance over time and compare this performance across time periods
• Provide and send auto-run reports to top level management based on predefined criteria and timeframes

Incentivized

• Currently marketing is more contact centric, should add the flexibility of doing segmentation as well as customer journey on leads without associating with contact
• Pricing is based on number of contact, even if you are not marketing all of them.
• Cannot reuse the existing marketing lists created in CRM for marketing as seamlessly as in ClickDimensions, even though both uses the same Dataverse

Incentivized

• Microsite was very hard to build ourselves. Changing the site can be really confusing and is not always intuitive. We have trouble knowing how to update items to get it to work the way we want it to.
• Better instructions on how to customize tracks and use the different tools.
• Users that come in without UTM parameters should still be included in all data reporting.
• The reporting is confusing.

Incentivized

I wouldn't even think of renewing our use of Marketing 365. It's worthless

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

Incentivized

Microsoft Dynamics 365 Marketing is extremely usable in order to manage all of my organization's customer information across the organization. Further we use Microsoft Dynamics 365 Marketing to manage all of our marketing campaigns from beginning to end. Microsoft Dynamics 365 Marketing makes my organization more able to run a professional marketing strategy.

Incentivized

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

Incentivized

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.

Incentivized

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.

Incentivized

Like all Microsoft corporation products, Microsoft Dynamics 365 Marketing comes with the extremely high-quality customer support that Microsoft corporation has become well known for. Whether it is the availability of twenty-four/seven customer support or the highly-trained, very friendly customer support personnel, Microsoft Dynamics 365 Marketing has the support you are looking for.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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

Incentivized

While the cost was significantly more than other vendors we looked at, the tools are similar to our previous tool so conversion would be (somewhat) easy. We chose it because it directly integrates with Microsoft Dynamics CRM - which we integrated at the same time.

Incentivized

I used Uberflip in a past company. I think they are pretty comparable. From what I remember, Uberflip was more intuitive to use, but I think PathFactory might have more capabilities. Although this was years ago, I am not aware of Uberflip's functionality now. I have had good experiences with both.

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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

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• It took a few months to get things in order and I believe I could’ve gotten started sooner, but I had to learn about it first

Incentivized

• 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)

Incentivized