Twilio Segment vs. Zoho Marketing Automation

Best suited: - Merging emails coming from: Facebook leads forms, Unbounce or landing pages forms, Google forms, any other kind of lead generation tool and bundling all that information together for a single user "profile". - Passing events generated in multiple applications by the same user (product selected in web, product discarded in cart, etc) and delivering those events into other applications (like a CRM) Less appropriate: - Reading/updating data directly from segment from a frontend application

Incentivized

I could not begin to think of a situation where marketing
automation is not appropriate, particularly for small and medium-sized
businesses that often times are challenged with fewer resources. Lead
generation, customer acquisition, conversion, and reselling all require the
consistency and fluidity that marketing automation can provide. For Capitol
Corridor, we are limited by the capacity of our trains, so we cannot oversell. By
doing so, we would lose business. And we’ve leveraged marketing automation to
help us manage our train capacity as well as create transparency in our service
available to help close deals successfully.

Incentivized

• Multi-platform. Segment has easy integrations in many different web, backend, and app platforms/frameworks. We use the Segment SDK in Android and iOS as well as our node.js backend.
• Segment is fairly affordable for early-stage companies that are trying out different analytics software. The "developer" plan is free and is suitable for most companies with products that have a small user base.
• The UI is great! It is extremely intuitive and easy-to-learn, and this made it take very little time to integrate this software into our analytics and marketing workflows.

Incentivized

• More and richer sources. For example, MailChimp is a source but the data you get from MailChimp is quite limited. I ended up writing my own scripts to take better advantage of MailChimp's API because Segment's integration was lacking.
• Better examples on how to set up event tracking. Pageview tracking is easy enough, but it would be nice if they had a sample app and corresponding code for it and showed you, via Git commits, how to add various kinds of events.

Incentivized

• Some of the field mappings between Leads and Deals are not always perfect.
• Social media interactions are not captured (i.e. you cannot make a case from a post)

Incentivized

It's flexibility allowed for 100% adoption in our company

Incentivized

Over the period it took us to set up, we kept going back to their enablement team to help us with the setup, and they were always ready and were very helpful in the entire process. Even with their documentation, they took the time out to help us work through the process. We've never had a message/email unanswered for more than an hour on working days.

Incentivized

Zoho custom support is fantastic. Quick responses from knowledgeable staff!

Incentivized

We chose Twilio Segment for the good API integration and node resources, I would use Ontraport again, particularly if I didn't have the requirements for API and development/platform integration. Certainly the set up and management is easy and seamless with both the API and the user interface to use depending on circumstances and requirements.

Incentivized

Zoho has a good price point. I would encourage that the add-on pricing be less aggressive.

Incentivized

We are a professional service firm

Incentivized

• Segment has enabled us to get a full view of our front end activity, join it to our back-end activity, and get full visibility into our funnels and user activity.
• Segment lets us send events to ad tools with a full audit trail so all the numbers line up.
• Segment also brings data from other sources into our data warehouse, saving our data engineering time from building commodity connectors.