Privy in Boston is designed to enable online stores to capture more emails and convert first-time visitors into customers using the company's integrated suite of web conversion and email marketing tools.
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Salesforce Marketing Cloud
Score 7.9 out of 10
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Marketing Cloud is an AI-powered, cloud-based digital marketing platform within the Salesforce Customer 360 ecosystem. Marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights.
Adding Privy to your ecommerce store is a no brainer. You can very quickly increase your on-site email acquisition conversion rate through the Spin To Win wheel and other templates that Privy offers. You can also use it for additional on-site messaging like announcement bars and landing pages
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.
Segments website visitors to your site: It can recognize who has been to your website once or many times. It allows you to present an offer to different user groups, present an offer, and then capture their email address.
Provides flexible opt-in form options: Embedded opt-in forms, pop-ups. bars at the top of your site. You can redirect to a landing page or a thank you window, create a form that takes up the entire screen, provide an offer at the end, or simply thank users for their information.
Easy user experience: Different options for designs, easy drag + drop builder. Easy installation, trackable results.
Support their users: Holy cricket. Their support is so helpful. Privy was one of the first software companies that I've encountered that has really gone above and beyond for my team.
Measurability: Privy understands that digital marketers want to track - They want to be able to split-test their options, track their results - not only views but conversions and $ conversions. Privy gives its users this ability.
Flexible options: The software allows so many different kinds of opt-in form solutions: Full-page, pop-up, bar at the top of the page, embedded, etc.
Easy UX: This software is easy to use for just about anyone on my team. It's easy to implement and work with. Design, form field determination, and integration is all relatively very easy to perform.
Great support: We've had in-person calls with their support team, and they've been answer specific questions and offer relevant strategies. They've been willing to get on the phone with me and my clients to help us solve problems.
Multiple integrations - No matter what CRM you're using, there's likely a way to integrate Privy forms into it.
Easy installation on sites: Just a strip of code.
Visible, measurable results: Tracking and data with visits, conversion events, and conversion $ tracked to the forms.
As of right now we have not seen any other program that integrates as seamlessly into our Salesforce platform. We have barely scratched the surface of all the features and use cases. It would be irresponsible to make a move to another platform in the near future. We have not come up against any limitations that would prompt a need to switch
Privy is very easy to use and is intuitive to new users. The templates they provide give you a head start on campaign builds and their customer success team is approachable and knowledgable about the product. You do not have to be a tech wizard to get rolling with Privy, but the results will make you feel that way.
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.
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.
The customer support team from Privy is incredible (shout out to Simone). Every person I have worked with has been knowledgable, helpful, polite, and responsive. They have a live chat feature and all CSRs do a great job.
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
The trainers at the Pardot user conference (Elevate and Connections) were very knowledgeable and presented the material well. Again, the content was targeted to more of a new user audience, and was not really relevant for folks who had been using the product for 2+ years.
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.
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.
After having used quite a few email marketing platforms, I can say out of all of them we like Privy the best. Privy's integration with the BigCommerce platform makes it much easier to use than the others we tried in the past and we are happy with the results we have gotten and their excellent customer support which is superior especially to Mailchimp which can only be reached by email.
I think that all of the marketing platforms I have evaluated and used in the past serve different markets and purposes. Salesforce Marketing Cloud was more palatable to our team because of our existing tech stack where we had Salesforce CRM already deployed and in use. Compared to Marketo and Hubspot, Salesforce Marketing Cloud is a bit dated in terms of the UI/UX and the overall experience but still meets the needs of our organization. Mailchimp, however, isn't even playing in the same arena and is meant for small organizations and companies that don't have a need for a full fledged offering that SFMC brings to the table.
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.
Positive impact for our clients - Our clients can see exactly how many views each opt-in has seen, how it has converted, and how much revenue has been generated from that opt-in and email sequence that it is linked to. (We have used this tool + paid traffic + email to generate more than $15k for some of our clients. And that's just one part of their marketing systems...That's about 150x ROI).
Positive impact for us - We only want to recommend and use tools that have proven use cases and conversions. This is true here - and it means that we can reliably recommend and use it as a tool to grow revenue for our clients in combination with paid traffic and email marketing. They also support their partners - that means we're more efficient. Time is money - so that's a win here, too.
Salesforce Marketing Cloud allows us to more efficiently reach out to a higher number of prospects.
Salesforce Marketing Cloud allows us to nimbly communicate important messages in a timely fashion to facilitate conversion.
Salesforce Marketing Cloud allows us to track who is opening our messages so that we can stop sending to those not interested and focus on the most engaged audiences.