Pendo.io vs. Salesforce Agentforce Service

Pendo.io is useful in generating great dashboards that present user analytics in the best possible view that could be used for analysis & derive key insights on what could be done if there's a feature that's not being recognized by end users or if there are any pain points where users are struggling more around a workflow which is technically not that difficult. Pendo.io also can be used to create impactful guides where intercatoin of a user with the Guide can be created in less steps & have relevant information about that workflow that the user is completing. Pendo.io's resource center can act as a one stop hub to present any sidewide updates which could be information of Prod releases, New KB Articles, Register to any event, & much more. Segments can be created in as many variation as one can. In fact, Segments are the ruling property or feature that works so handy, which reduces a lot of iterative work.

Incentivized

I think Service Cloud is best suited for medium to large operations that require both proactive and reactive service. It’s a great fit for post-sales support. However, I wouldn’t recommend it for very small companies because it can be quite costly, and many of the features may go unused. Salesforce also performs best when you have a capable team managing it, so it’s important to consider your organization’s size and readiness before starting. Once you do, I recommend exploring other parts of the Salesforce ecosystem—Service Cloud works even better when integrated with Sales Cloud, since it allows better visibility across teams.

Incentivized

• NPS Surveys
• Feature usage insights
• Identifying user behaviors using Replay feature
• Clearly segmenting users in a way we want it to be
• Identifying time spent on a feature/product to better understand what customers actually use
• Documentation, in-app guides and help section

Incentivized

• Email to case is an interesting piece of it. The threading is very strong, sometimes too strong, but it does very well at handling the incoming emails.
• The omnichannel routing, using skill-based routing is really effective.
• Pathing. So making the workflow and helping the team understand what it is that they're trying to do, what they have to accomplish, those step-by-step pieces. That's really helpful.

Incentivized

• Dashboard is sometimes very slow to load
• Preview is problematic if the Pendo.io user doesn't have access to the target environment or application where the guide is going to display
• It would be ideal to have a gallery of thumbnail images of previously used guides to select from, either to pull a screen capture or to use as a template. It's cumbersome to go to the guides, find the one you want, click on Preview, etc.

Incentivized

• We had a principle initially to try and use Omni as much as we can from the user experience perspective, but have found that fairly restrictive. It was very difficult to actually get the right customer experience and customer engagement going. So we're actually on a journey at the moment to replace all of our Omni with Lightning web components that gives us that flexibility. That's probably one area where we've had some challenges in terms of how we've used the product out of the box.

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.

Professional edition works best for a small company with lower call volumes and is very useful but as you grow exponetially I think it has limited ability to do all the things we want to - SLA management, defect, release management to name a few. Reports and dashboards being available in real time.

It is intuitive for core tasks like tracking feature usage, building Guides, and viewing dashboards. The interface is clean and well structured, making it easy for product managers and operational teams to get value quickly without heavy technical support. However, there is a noticeable learning curve when setting up advanced custom events, reports, or integrations, which can take some time and internal knowledge-sharing to master.

Incentivized

I had Salesforce experience prior to using Service Cloud which made it a little easier to learn and navigate, but overall my team (some who had no Salesforce experience) caught on very quickly and found Service Cloud to be easy to use.

Incentivized

Every time I have logged into Pendo, the service has been available for me to use. The page has never been down when I am trying to get info from there.

Incentivized

Working on an application that caters to customer needs requires a platform that acts as a mediator between the actual person and the client. This mediator handles the customer and resolves many of their doubts, helps them map through the entire process, and automates the processes. Such a platform is Salesforce Service Cloud. For queries that cannot be serviced by the platform, it creates a separate ServiceNow ticket for us, and it is assigned.

Incentivized

Everything loads fairly quickly and it's not slow. I don't use an integration, I log in straight in the webpage.

Incentivized

The Salesforce Service Cloud generally has very good performance, however the overall new Lightning user experience can bring that down. For example, if you have too many tabs open, then it can take a while for the Lightning UI to load. This UI is probably not well equipped to handle loading of all of that information at once, but Users tend to leave their tabs open all day long. It can also be fickle depending on which browser you use, what extensions you have installed, and whether you've cleared your cache. This can be the downfall with any software as a service though, not just Salesforce

Incentivized

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

Salesforce offers support, although it generally gets routed to overseas support teams first, and once they are unable to help, it gets escalated up the chain to higher tiers. Frequently, the answer back from support is that there is no native solution, and we either have to turn to the AppExchange for some solution provided by another developer, or custom build our own solution.

Our in-person training was provided by our implementation partner and it was quite good. This was in part because we were already working with them and so it naturally leant itself to a good training relationship. And because they were building our customizations and configuring things, they could then provide training on those things naturally.

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.

Trailheads are great but it was often unclear what actually applied to our organization. This made it difficult to get a whole lot out of it. Part of it is that because the basic Salesforce features didn't quite work for us, we had to add customizations, which then nullified a lot of the training.

Incentivized

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

Incentivized

I would go through an implementation very differently knowing what I know now. It was difficult coming from systems we liked in post-sales service and having to adapt to the clunky and underwhelming feature set in Salesforce. I would trim back our expectations

Incentivized

I have just very superficial experience with Google Analytics but I do believe that Pendo.io is a much much better tool in pretty much all aspects of it. It has a ton more features and capabilities and even for the capabilities where there is overlap, Pendo seems to come out ahead easily. There are aspects that Pendo could improve for sure such as what metadata it captures from the users; an example of this is screen resolution which Google Analytics captures but Pendo does not.

Incentivized

We selected this product because we already had some competencies in Salesforce. We own a Salesforce partner with expertise in this area, and on top of that, Salesforce purchased it — it was originally called Velocity. When Salesforce decided to acquire it, that finalized the decision for us.

Incentivized

The system is pretty flexible and scalable, I have used it in different browsers and devices without issues.

Incentivized

The product has scaled up with our company growth just fine. No issues here other than slowness in clicking around and running reports

Incentivized

• Reducing development time with in-app guides and resource center, with product management being able to agilely create guides in real time, this could be as much as 1 full time developer in savings.
• Reducing business time scoping "rock fetches" than are proven to be invaluable based on analytics, each time 1 single piece of analtical data saves around ~20 hours across multiple resources.
• Increasing user satisfaction with in-app guides and resource center
• Increasing usage of key features through targetted messaging, those key features either drive costs ou of our business or add value to customers business.

Incentivized

• We have cut our service team in half over the past 5 years due to the efficiency of the tool
• The amount of direct inquiries to our technical team is less than 10% compared to the number support tickets that get entered in the system for them to work in a more organized manner
• Responses are 100% more timely because tickets can be responded to by any individual in the queue or on the team, as opposed to direct emails to just one person

Incentivized