Monetate (formerly Kibo Personalization, powered by Monetate and Certona) is an ecommerce personalization software for consumer-facing brands. Monetate enables brands to create individualized experiences for site visitors, with the goal of improving engagement and business performance. Founded in 2008, Monetate services Adidas, Lufthansa, Office Depot, Reebok, Wolseley, and other companies.
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Agentforce Sales
Score 8.7 out of 10
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Salesforce' Agentforce Sales (formerly Salesforce Sales Cloud) is the company's flagship CRM platform. The AI CRM for Sales features data built right in.
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 …
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.
Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.
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.
The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.
We'd like to be able to use the Monetate resources to help us set up tests that require web dev (to get it out of our backlog), but they also have wait times similar to our internal ones. I realize resources are hard to come by, but this is an area we'd love to be able to utilize more if the turnaround were quicker.
IE is always a problem. I know it's not Monetate-specific though, and many tools struggle with IE.
We have a large percentage of our users who use IE, and I'd like to provide more experiences in IE without and additional hassle.
We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.
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.
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
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.
Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day." Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
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.
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Monetate installs easily and sets up personalization with just a few clicks. We never used the recommendation engine but the multivariant testing was great.
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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.
So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
We are really starting to understand our audience and what they prefer on our website. One example is on our product display pages, we learned that our visitors convert about 35% more when content is laid out in one fashion versus another. Another example is our promotional banners perform better when it takes up the width of the page versus the margins pulled in more.
At first, Monetate was a negative ROI - we were paying for a service we weren't getting, and not understanding the full power of the program. With the new optimization firm however, we are now really able to churn out more tests, have a clean and direct test plan, and finally seeing tangible results.
As an aside, Monetate has helped us just save time and money on creating our promotional banners now so we don't have to get with our development team each time we want to put one up. Even without running a test, it has let us add content to our site when we need to (as we already have the experiments set up as we need it to and we can quickly duplicate it) without our developers getting in there to make those short-lived changes.
It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.
