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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Zoho CRM Plus
Score9.1 out of 10
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Zoho Corporation offers Zoho CRM Plus, a customer experience management platform that features a virtual AI assistant, process automation and business rules engine, and customer behavior analytics.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost.
Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs.
The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually.
You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact.
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.
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.
I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Monetate installs easily and sets up personalization with just a few clicks. We never used the recommendation engine but the multivariant testing was great.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I utilize HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design. HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions
I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The ROI is significantly positive due to the comprehensive set of modules available.
Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier.
Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media,
