Monetate vs. Salesforce Agentforce Marketing

Monetate is a fully functional space to generate multiple marketing campaigns for your company on the web, many of the functions found in this program are a contribution to manage your content correctly and give it the space you are looking for, we We recommend it one hundred percent. We feel very comfortable with everything we have been able to achieve thanks to this program.

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

• Audience segmentation is relatively painless. They provide a robust way to granularly target visitors by device type, location, weather, demographics, etc.
• Our CSM has been very engaged and detailed in supporting our partnership. She provides very prompt responses and clearly works hard to push the Kibo team when possible.
• The User Interface to develop new actions is not terrible.
• Supports Single Sign On, which is the preferred method of managing users at my organization.

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

• The learning curve is a little steep, especially if you're unfamiliar with HTML/CSS. The tool is so powerful but can be overwhelming at first. The intro instructional videos/content is helpful but it doesn't cover everything. We needed to partner with an optimization company to better understand the tool and get started.
• Setting up an experiment for the first time isn't simple when you're a marketer who is inexperienced with any sort of web development or even just HTML/CSS. While you can easily select the area you want to create a test with, you don't have a way to easily manipulate that section without the use of HTML/CSS.
• The first optimization company Monetate recommended us to was horrible - it really was awful working with them. We had dedicated (paid for!) hours that got wasted after the company wasted our time in each meeting (when we did have one - they often needed to reschedule) and they barely knew what our company even did despite multiple meetings. Those hours, despite the awful experience, were never fulfilled, never reimbursed, never carried over to the new (and far better) company. This left a bad taste in my mouth. While I really like this product and it does everything we need, this awful experience and lack of ownership on their end was highly disappointing. We are moving forward though - and happy with our results.

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

I had never worked within a company that had a tool like this. It made my life as a designer and a creative manager much easier with it's easy to use interface and limitless possibilities in terms of creative. I would highly recommend taking Monetate for a test drive, you will not be disappointed.

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.

Part of what I love about Monetate is how intuitive the tool is. Very very easy to use - based on the basics - Who/What/When/Where concept. Anyone can jump right in and start using the tool. And very easy to copy campaigns and tweak to continue to build experiences. We recently added Monetate on mobile and similar experience - easy to jump back and forth between platforms. Also love the analytics dashboard...easily quantifiable and easy to get tidbits that are digestible for others not as familiar with tool.

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.

Monetate support team meets with use weekly, answers emails daily and promptly. They are proactive about getting answers for us when we need it and offering suggestions based on observations they have or learnings they want to share from other partners. Monetate's support is top notch.

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.

Monetate installs easily and sets up personalization with just a few clicks. We never used the recommendation engine but the multivariant testing was great.

Incentivized

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.

At the time of selection, it was the best tool to fit our business needs. The day-to-day users were able to create some experiences on their own and did not require much oversight. We also had developer support built into our contract along with internal developer support so most experiences were achievable. We believed it was as good and in some ways better than the other comparable tools on the market.

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

• We've had great results with our tests! We've seen a solid ROI on most, and we've been able to identify areas we shouldn't be investing resources into.
• Our teams have really pulled together to come up with ideas and test them. Putting a monetary amount on new features has helped the company understand the value of web dev, CX/UX, and marketing campaigns.

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