Salesforce Agentforce Marketing vs. Twilio SendGrid

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

Twilio SendGrid is well suited for those organizations who need to send mass emails very often to their prospects and customers and thus may be wary of a reliable tool that can do that without affecting domain reputation. It may be less suited for organizations which do not have say more than 10,000 target prospects and thus may rely only on 1:few ABM for sending emails.

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

• Drag and drop email designer for transactional emails - super nice even though I do code, it's much quicker and easier to implement without code.
• Very simple implementation. Only a few lines of code need to be added in our backend and boom we were up and running in less than a day.
• Listening to customer feedback. They regularly send emails about new features and ask for feedback to improve their software.
• Some of the cheapest and best dedicated IPs.
• Easy integration and setup between marketing and transactional emails. Super helpful to have everything in one place.

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

• Actually viewing previous emails dispatched. SendGrid does not have this feature - although it provides numbers on emails dispatched within 3 days for the cheapest plan.
• The service asks you to pay more (although a minimal amount) to have visibility on email activity upto 30 days in the past.
• The API doesn't allow an export of a report of email activity over a period of time. It can be quite frustrating at times to be limited in this way.
• Their customer support isn't the best. Certainly some room for improvement there.

Incentivized

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.

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

It has the potential to be really cool. However, it feels as if it was created by developers for developers (and I work with developers, yet even for me the instrument was somewhat not easy to use - just read SendGrid's help manuals...) However, if you are into data and your way of thinking is more mathematical rather than lyrical, you'll enjoy this instrument

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.

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

Twilio SendGrid Email API is everything we want it to be, and we have no reason to look for any other solution. Features and pricing match exactly what we need. As developers for SaaS products, Twilio SendGrid Email API provides a great service. I hope that they stay this way and don't inflate the service with too many marketing oriented features, because there are other tools for that and Twilio SendGrid Email API is a API for sending email first and foremost.

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.

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.

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

My company had been using Postmark which was cheap but extremely limited. It was great for transactional email but not marketing. We also used ActiveCampaign for marketing emails but our list size made using that tool too expensive. We thought we were getting the best of both worlds with SendGrid but it has been disappointing.

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 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

• Switching to Sendgrid has saved us over $3000/year compared to using other platforms.
• Sendgrid has saved us time as the process for creating email campaigns is so easy.
• Because of the time and financial savings, we have been able to spend more time/money on creating more appropriate marketing strategies which, in turn, has generated more revenue.

Incentivized