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CallidusCloud LeadRocket (formerly CallidusCloud Marketing Automation) provides users with the ability to consolidate online and offline leads in one single platform. Leads can be scored and prioritized based on a prospect's identity, web activity, and buying intent.https://media.trustradius.com/product-logos/w9/VQ/2EZJU9XVZ2MX.JPEGSAPHas everything that is unfortunately misplaced!2018-01-09T20:53:35.498ZCallidusCloud Marketing Automation does everything that it is supposed to do but the UI is very bad and kind of confuses the user. We have been using CallidusCloud Marketing Automation for various purpose ranging from lead generation campaigns to send out newsletters.,Does everything that it needs to
Can handle huge amounts of data
Reporting is good,UI is very bad
Has so many features that many can go unnoticed and hard to figure out
Very bad customer support
Very bad delivery rate or can land up in spam easily,1,We have had problems with our emails landing up in spam which was hampering out marketing efforts.
Too many features that add very little value to business
You spend too much of time on the tool because the UI is very confusing,,25,000 to 100,000,B2B,Pipedrive, Recurly, Trello,No,Self-taught,CallidusCloud Marketing Automation is easy to learn if you are willing to explore the platform but it could get very confusing sometime. I would recommend going with the training if they offer one.Sundeep GopalMy Time in the CallidusCloud2017-09-22T22:21:27.719ZCurrently CallidusCloud is being used by a few departments in my company, however, the marketing automation is only used by our marketing and sales department. It addresses the issues of mass marketing and scheduling for various campaigns that we have every month. This allows for a multitude of options when it comes to reporting as well. We market different products to various demographics and with this program, I can schedule them at various times, days and lists all at the same time or as far in advance as I would like. This allows me to focus my energies on other aspects knowing that everything else (the execution, reporting statistics, etc.) will automatically follow.,You can send as many emails to as many people as you'd like, there seemingly is no limit. I sent an email campaign to over 1 million contacts and was able to receive detailed reporting on each individual as far as who opened, when, how many times, did they click anywhere else etc.
The platform does the calculations for you as far as percentage of opens and click-throughs. Minutes after releasing a campaign I am able to retrieve the necessary information to create custom reporting for our customers.
The platform automatically dedupes contacts from receiving the same release more than once as it can be difficult to filter through mass amounts of contacts/lists.,The platform has room to improve on their customization for customers. CallidusCloud cannot easily customize reporting that you would specifically need but rather searches for the best resource that's closest to your demands.
CallidusCloud needs to improve their update process. It has almost been guaranteed that whenever an upgrade/update has been made, there will be a hidden glitch in the system that will be effected for at least 1-2 weeks after. In other words, when they fix something, something else breaks.,8,Automation with this platform makes it so easy to modify to your custom specification, there are no books or help-desk representative necessary.
There are frequent glitches every time they do an internal update that I would not find immediately but somewhere down the line within 2 weeks.
The various reporting tools available make it easier to track and configure the best strategies for each campaign that I may be running at the time.,,1 to 5 million,Both,Salesforce Marketing Cloud Email Studio, Adobe Acrobat DC, Skillsoft, WebEx Meetings, Data.com, SurveyMonkey, ON24, FreeConference.com, RegOnline by Cvent, ZoomInfo, SysTools Lotus Notes to Mail Migration Wizard,5,,Sending out thousands of emails at the push of a button
Being able to track the links within each campaign for customer reporting
Being able to customize the information that is tracked within each campaign,We have been able to test various subject lines, images, and taglines to see what produces better results
We have been able to choose both quantity as well as quality with the capacity that you can send within the system
Overall we have been able to utilize CallidusCloud within other departments instead of the sales & marketing departments that the program was initially intended for.,We can utilize more of the reporting tools as we have possibly only scratched the surface.
We can utilize the templates to come up with more innovative ways of displaying creativity
By utilizing more of the social aspect,6,6,Yes,When we first started everyone in support was a phone call away EVERY TIME. There was never a moment when someone couldn't walk me through an issue and tackle it right then and there.Amir DraquezCallidusCloud for Personalized Student Communication2017-04-04T15:33:16.157ZCallidusCloud was purchased to use in conjunction with Salesforce as our customer relation management tool. We need a mass email tool in order to communicate with our over 150,000 annual inquiries. We are currently using CallidusCloud within three different units focused on student recruitment but continue to look for other units that would benefit from the tools.
We selected CallidusCloud (Genius) to use as an integrated tool with salesforce to manage communication and also as a standalone instance for contacts that do not live within our CRM. This tool allows to create automated workflows for email series to select populations as well as one to many communications. We are also able to track analytics on open rates, timing of email send, A/B testing.,Creating Automated Workflows
A/B testing options
Template Designs that are able to be shared among users
Analytics for open rates, send times, email subjects,We sometimes run into technical issues such as sending a test email but they are quickly rectified.
We purchase by email blocks but if we don't use them we lose them.,10,Improved and connect analytics on email campaigns.
Ability to build out email series, create automation and let the process run.
Ease of use on "one off" email series for lists of contacts that are not in Salesforce.,MailChimp,100,000 to 250,000,B2CWendy Hamstra-SmithStraightforward and Cost-Effective Platform2013-11-23T23:16:38.264ZLeadFormix allows me to manage a large number of mailing lists for the same mailing, avoiding duplicates across lists and letting me suppress lists of my choice.
LeadFormix has a straightforward, no-frills email program. This means I can develop my email templates and copy without the hassle of a complicated design platform
LeadFormix allows me to share created emails across my team. This is great for collaborated campaigns.,One area of LeadFormix that could be improved is the way it schedules out an email to multiple lists. It can get problematic when an email scheduled to ten lists takes ten hours (one list per hour) to go out. It also isn't efficient to make us schedule individual emails instead of this process. I would like to be able to send out an email to ten lists and have it arrive in everyone's mailboxes at the time I scheduled it for.
The email design platform could use work. I've resorted to coding my emails using html, since the WYSIWYG platform seems to add unwanted and un-needed style codes throughout the email (it's not a platform for people unfamiliar with coding).,4,LeadFormix has allowed our teams to collaborate more effectively on email marketing campaigns. By sharing lists and email templates, we've been able to create more efficient and effective campaigns.
The comprehensive report options on LeadFormix have allowed us to view email sent statistics and evaluate our marketing effectiveness. This lets us experiment and improve upon our processes.,Less than 10,000,6Stephanie RosenburgWhy We Use Leadformix2014-03-24T22:16:34.469ZLeadFormix provides my sales and marketing team insightful actionable items to work from. The lead management capabilities are exceptional. With the ability to nurture our leads along and get real time lead action items has been indispensable for my organization. And ability to push those leads directly inside of Salesforce and allow my sales organization to follow up on hot leads immediately is incredible. I would highly recommend using LeadFormix with its push capabilities inside of Salesforce.,Excellent email marketing capabilities.
Excellent chat capabilities.
Excellent re-marketing abilities.,Analytics could be a little better.
Workflows are could be a little easier to understand.,10,Leadformix is a great value for the cost.
Tracking of leads is essential for tracking marketing campaign performance.
Leadformix helps me make better decisions about where to spend my marketing dollars.,,9,Email marketing
Lead nurturing
List segmentation
Sales intelligence
Revenue cycle modeling
Integration with CRM system
Social marketing
SEO,10,000 to 25,000,8,9,7,8,B2B,3,1,Lead nurturing.
Marketing automation.
Lead generation.,Chat Client
Social Media integration,N/A,No,Price
Product Features
Product Usability
Product Reputation
Vendor Reputation
Analyst Reports,N/A,No,8,Yes,Most all of my support questions are answered very quickly. I have had a couple of issues that are part of a release cycle that have taken some time to resolve.,Email automation
Chat
Lead scoring,Setting up CRM
Reporting can be slow,8Calvin ScharffsLeadformix: Good Visitor Tracking, Poor Deliverability2014-06-14T23:08:22.436ZOur marketing and sales teams use LeadFormix for web visitor tracking and email campaigns. The sales team receives alerts triggered by visitor activity, and marketing has been sending email campaigns. For a small company, we serve large companies in the B2B sphere. We want "actionable intelligence" from our website and email campaigns.,Web visitor domain identification. This seems to be very strong compared to "anonymous" visitor tracking results in less expensive/free solutions.
Friendly, helpful account rep.
Reasonably priced. Our cost is in the $600/month range.,Email deliverability. Our initial campaigns have had dismal opens compared to historical sends in other providers (MailChimp, Netsuite). Their solution: get our busy topline customers to wrestle with the IT department to whitelist domains. And forget it with leads. I don't believe we're landing in the inbox for many of our target leads. But the upside is you get fewer unsubscribes that way!
Slim on the set-up documentation. Personally, I'm not a big fan of the industry trend of pointing users to a forum to find answers. I want a kick-off package with a checklist and helpful documentation. LeadFormix is among the vendors who essentially encourage you to "google it" - although our account rep is responsive, but that approach (me emailing a question to the rep) is a reactive tactic. Poor guy! (I've had a lot of questions.)
Netsuite integration. They claimed Netsuite integration and stated that they themselves are users of Netsuite as their ERP. Now I'm no fan of Netsuite, but it's what we're married to. So far I have seen zero integration other than a custom visitor tab that appears on the customer record in Netsuite. Even if there is some check box not checked somewhere in our set-up, the fact remains that lists are still manually exported from Netsuite and imported into Leadformix. No integration there and, I was told, it's not their focus so no interest in improving it. (Heck even Pardot is giving up on Netsuite now that Salesforce bought them.)
No visibility across users. To see a sent email from a sales user or fellow Marketeer, I have to manually filter by that individual user. What I want is a global view across users.,2,Customers not receiving expected emails. Negative. Damages the brand.
Visitor domain tracking and associated user actions (page visits, form fills, etc.) have given sales actionable intelligence in real time.,Marketo,Pardot,HubSpot,Act-On,1Chaunce StantonGreat Marketing Automation2014-03-25T16:57:20.048ZLeadFormix was intended to be used for Marketing Automation purposes and Email Campaigns. But appears to be so versatile, the full potential of LeadFormix just gets to you after several months. Especially since I am currently working for a Marketing Agency and we wanted to use it for our clients as well.
Unfortunately some things in our company changed for the worse, so I wasn't able to go beyond extensively evaluating LeadFormix.,Marketing Automation
Email Marketing
SFDC Integration
Lead/Website Tracking
Brilliant Customer Service,Complexity (for me personally it was good, since I like to adjust things to my own way of working, but others, who are looking for a quick, nice and shiny tool you understand after five minutes, might not like it)
Social Media Integration (it is not bad, but compared to everything else LeadFormix offers it truly lacks features and functions),10,Since we unfortunately didn't move beyond the evaluation stage, there has been no impact.,Marketo,Pardot,Silverpop Engage,Aprimo Marketing Studio,10Dorian KrollLeadFormix - To use or not to use?2013-11-26T22:44:05.290ZI like the simplicity of the program. Each step is laid out and self-explanatory for creating an email campaign which makes the process extremely easy.
I like how LeadFormix provides you with different reports to look at. The information is helpful to see how well your campaign is doing with whatever the target audience it is.
I also love that I can store a number of different email campaigns that I've done in the past to use as a template for additional projects I have.,I'd like to be able to store the emails I've sent out. Being able to show a thread in emails would be helpful in the process of reaching certain people.
I'd like to be able to better understand why certain emails are not valid. Certain emails come back as invalid but it doesn't fully explain if it's because the person doesn't work there or if the server is blocked.
The spam score needs to be better explained; what in my email/template is creating the issue of a high spam score.,Increased employee efficiency with being able to mass email.
Increase in success rate by being able to understand our click through numbers, opened emails numbers, etc.
Decrease in productivity at times because we aren't sure why our emails have such a high spam rate and having to figure out how to change the email/format takes up time.,7,7Virginia TranGreat for Reaching Large Groups2013-11-23T23:46:14.807ZAllows emails to go to large groups of people.
Allows emails to be scheduled in advance.
Allows you to access other internal users' contact lists.,Would like to be able to schedule email blasts to lists owned by different users without having to set them up separately.
Would like for blasts to different lists to go out together rather than an hour apart.,It has increased our efficiency and helped us meet internal goals.,10,9Mary Anne FlowersGood not Great2013-11-23T23:09:54.028ZIt's easy to use.
It saves a lot of time.
The templates are easy to manipulate.,When I select multiple lists to go all out at once, it sends them out each individually with 1 hour intervals. Makes it very hard to do outreach that is time sensitive.
Wish it was easier to export and import lists between accounts.
When I look at the info for a contact, it should give the different lists the individual is in and the ability to move and delete them from different lists.,It has increased our efficiency by saving time
Due to the multiple lists issue, it has been difficult trying to send out individual email campaigns to individuals lists at certain times,5,4Brianna HansenIf it worked, it would be great. Maybe they fixed it?2014-07-30T19:27:29.469ZWe used Leadformix for marketing automation: sending email blasts, setting up landing pages, workflows, lead scoring, pushing contacts to Salesforce and reporting on activity. We were using Constant contact before and wanted a more robust solution. It was mainly used by sales and marketing.,Flashy, had a decent UI
Had a good idea, the vision for the software was good and needed
Integrated with Salesforce
Send a daily activity summary to the sales team that they really liked,It just didn't work
We would schedule email blasts and it says it sent but they never did
Simple math on the metrics was wrong sometimes
UI was buggy, WYSIWYG editor barely worked and was a pain to deal with
Bugs all over,2,Made marketing look stupid for implementing it
Delayed transition to something better,Manticore,Marketo Marketing Automation,Pardot,1Verified UserLeadFormix Leading the Way2013-11-20T16:40:51.588ZSnapshots are all in one place.
Very nicely organized with clear and detailed picture of your current standings.
Helps your business grow as you are able to organize your company's leads and drives and are able to see where you are falling short and where you are thriving.,I would love to see suggestions incorporated into the website, even if it is basic generic ones that will get ideas flowing.,I was only using for landing page conversions and it was a great tool in being able to test out my landing pages and see which ones were doing fabulously.....and which ones needed to get the boot.,7,8Verified UserLeadFormix is not for me2013-11-13T23:36:33.381ZThe daily visitors report is better than most.
SEO function is helpful.
Keyword ranking can be OK.,Fix templates to be more user friendly - most templates in these solutions can easily be changed, but these are hard coded and use image files instead of background colors. This applies to both email and landing page templates. I've used basic solutions like Vertical Response and iContact, and more automated solutions like Manticore, and have yet to have as much difficulty as I had with the LeadFormix templates. Also incredibly difficult to use on a Mac.
Support is in India and takes several days to respond. For instance, I had a 15k e-blast go out where the email opt out wasn't properly working. It was supposed to go out in batches since we knew LeadFormix always had issues and instead went out all at once, despite support assuring it had been cancelled.
It's fairly expensive in the face of other more robust solutions - their workflow is prehistoric in set up.,Better mining for the business development team through seeing the daily reports.
Capability to do large eblasts.
Somewhat easy to use so that sales can do some things on their own.,1,1Verified User
Unspecified
CallidusCloud LeadRocket
17 Ratings
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