The Salesforce Experience Cloud (formerly Salesforce Community Cloud) is an online forum powered by Salesforce that enables businesses to connect with their employees, customers, partner organizations, and prospects. Designed to help facilitate communication and information sharing, customers can ask questions and request help, administrators can integrate data from third-party apps, and employees can collaborate across projects and tasks. The updated Salesforce Experience Cloud…
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Salesforce Marketing Cloud Interaction Studio
Score 8.1 out of 10
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Companies use Interaction Studio to tailor interactions with customers and prospects to increase loyalty, engagement, and conversions. Using real-time cross-channel personalization and machine learning capabilities, Interaction Studio adds to Marketing Cloud’s robust customer data, audience segmentation, and engagement platform.
Salesforce Experience Cloud is well-suited for organizations that have clients who periodically or routinely need to access historical data or documents. The product also offers an exceptionally effective tool to engage with customers around support/service issues and the entire Case management functionality built into the Salesforce platform. The product might be less well-suited in environments where there is exceptionally high staff turnover within customer accounts, or where there is a substantial lack of very basic computer skills.
Salesforce Marketing Cloud is particularly well suited for automated marketing that includes multiple touch points like email, SMS, etc., where we need to automatically send triggered messages to customers based on their behavior or recommend products by sending personalized messages. It is a great tool that allows us to easily create and manage campaigns and to track and analyze customer behavior in order to optimize the campaign.
Complete integration with the Salesforce ecosystem. Data displayed in your Community portal reflects records from a Sales Cloud organization
Highly customizable. A Community Cloud portal can be totally customized both visually and with different funcionalities with little to no coding skills required
Evergage plays nicely with most code frameworks and has been very stable. The only situation in which we could not (yet) find a way to use Evergage is in conjunction with Handlebars.js templates.
Enterprise-level data security considerations are well-handled by Evergage. Trust me... as a top-level PCI compliant company that builds travel loyalty solutions for major US banks, we have no greater concern than data security.
"No flicker" synchronous integration is a VERY important feature Evergage offers -- I'm unsure if any other competitors offer the same as I think Evergage has a patent on this. So when the webpage loads, users don't see the original page contents flash before being replaced with personalized/alternate contents.
The powerful user interface is easy-to-use and comes in two flavors: a more traditional CMS-style "admin" view and an on-page WYSIWYG view.
Test use cases in the browser prior to going live.
It's easy to build and measure A/B/n tests, either as rule-based tests, or as % split testing.
I love the ability to create user segments based on "sentence-style" logic structures that incorporates actions, KPIs, even third-party data.
Evergage is built to accommodate everyone from non-technical users to coders. Use the WYSIWYG editor to bring things to life, build complex front-end use cases with Javascript/JQuery, or use the API for control from the server side.
The documentation for implementing Experience Cloud can be a bit confusing as their rebranding hasn't made it's way into all articles, resulting in different terminology being used to refer to the same thing
Some things are not as intuitive regarding their customizability, so there's a bit of a learning curve (i.e. Lightning apps can't be used to customize layouts in Experience Cloud)
Some of the reporting functionality could use some work, but they are making vast improvements.
The catalog user interface for available promotable items could benefit from the ability to customize the viewable columns and add filtering.
The amount of time that Evergage considers a user's session to be active could be increased. I find myself having to log back into the tool multiple times throughout the day, as I will leave the tool to check emails and during that time, I get logged out.
When you first engage with Evergage you have to make a choice on how you're going to use and deploy their product. Are you going to use it for, as is my case, an "in-app" deployment for your SaaS application or for your public facing website. We elected to use it for "in-app" first so we could build knowledge and have a measure of churn reduction. We've done well enough that we're developing a strategy for use on our public facing website now for better lead building and qualification. We're about to double our engagement with Evergage essentially. Evergage has been incredibly responsive. They use great customer service tools and eventually gave us our own account manager. As an IT person, once setup, I intentionally worked to remove myself from the product as a support means so our customer service people are working directly with Evergage and great things are happening. Evergage has just been constantly improving for the better.
Usability is pretty streamlined, especially if you're familiar with other Salesforce products, but even if not, take it from me, as I just entered the technological space about two years ago, that this product is pretty simple to learn. You don't have to jump in with your head underwater. Small wins and learnings along the way are what foster long-term understandings and enable your evolution alongside the product. I definitely recommend Salesforce Trailhead along with it
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.
It's delivered on our original requirements and we've found ways to grow its usage. We continue to build on our original success and we can report our data out to leadership to show a true return on investment which is great for growing support and expanding uses for the system.
Evergage is quick loading and very responsive. We always have concerns about page load time and the integration of Evergage with our websites has never once caused any issue in this regard.
We have weekly calls with our Salesforce reps. They bring new ideas to the table and help with taxonomy builds. They have also answered many questions and connected us to the right people for us to grow our knowledge and utilization of the platform. They are a good partner overall in comparison.
It would be a full 10 except for a couple of times when it took over a week to get a response. Otherwise they are very responsive, very knowledgeable and very helpful. They really have a great team overall, not just support but even account reps are always eager to help and provide ideas and best practices.
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.
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.
I have used Datatel/Colleague/Recruiter before. There were issues because only one person at the institution was able to have the student's record open at a time. This was problematic when collaboration between departments was necessary especially in the case of admissions, financial aid, and registration. We also had to do our work and then log out before asking a questions of another department. Sometimes simultaneous use was necessary. However, this was years ago and they may have since updated the program.
Appcues - I like them. Very easy to use, which is the one main advantage they have over Evergage. That said their simplicity means the tool is limited in what it can do compared to Evergage. Plus Evergage's data logging capabilities in addition to messaging make it more useful for my needs.
Positive: allows better functionality without hiring or diverting a whole team of developers, which would be extremely costly.
Positive: fits into our existing campaign structure neatly without needing a complicated separate process.
Positive: support has been excellent and responsive, quickly aiding and resolving problems.
Negative: can be too powerful, leading to campaigns that break if they are not thoroughly checked before deployment. Also, can become a crutch acting as merely a content management system when it's segmentation capabilities are not understood or explored.
