Engagio Reviews

28 Ratings
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Score 8.1 out of 100

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Michelle Markelz | TrustRadius Reviewer
February 12, 2020

Track & Visualize Marketing Engagements

Score 5 out of 10
Vetted Review
Verified User
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While I was at Seismic, Engagio was a tool shared by sales and marketing to track engagement with prospects. Sales reps had target accounts and contacts, which were synced to Engagio from Salesforce. Any engagement such as a web page visit, download or demo was recorded on the contact and account in Engagio, allowing sellers and marketers to keep track of accounts and contacts that were showing interest.
  • One of Engagio's strongest capabilities is to track engagements at the contact level and make that information available. Without Engagio's dashboard, it can be time-consuming and even impossible to see all marketing engagements from the seller's perspective. And from a marketing perspective, it can be difficult to generate an engagement dashboard in your MA tool, such as Marketo. Engagio visualizes data in many out of the box dashboards.
  • Engagio has good out of the box alerts/subscriptions that can be set up to notify sellers or marketers of activity spikes and weekly activity summaries. This can be a helpful guide for sellers who have a lot of accounts or contacts to keep track of by flagging the surging intent.
  • Engagio is not a strong orchestration tool at this point. It is good for visualizing data, but little can be done within the tool to take action. When I last used Engagio there were plans for trigger-based actions, but they were not rolled out yet.
  • You have to be careful in interpreting Engagio's dashboards. If the data you feed into it is flawed, the system will not correct for it. Some fields like the job title of your contacts are at the mercy of the quality of your database.
Engagio is a good visualization tool for an organization that is bought-in on engagement as a success metric. If your organization is not convinced that engagement is a firm indicator of intent or likelihood to convert, then it will be difficult to make use of the information Engagio gathers. If you have enough historical data to show how engagement relates to closed business, you may be able to make this case more easily.
Read Michelle Markelz's full review
Anonymous | TrustRadius Reviewer
December 04, 2019

Great program for enterprise sales!

Score 8 out of 10
Vetted Review
Verified User
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Engage has been instrumental in keeping track of my communication with prospects/clients and keeping things personal to each prospect/client. I love the fact that it's very account focused and it allows you to see the bigger picture when it comes to the company's organizational structure. I use it across the entire organization.
  • Account data.
  • Contact history.
  • Contact information.
  • Organization.
  • Less clicks to get to where you need to get to.
  • Customer service.
Engagio is well suited for someone who is taking more of an account-based approach and who wants to be super targeted in their outreach. I would recommend this program to someone who is doing more of an enterprise sale, especially if there are more than one decision-maker in the dealmaking process.
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Anonymous | TrustRadius Reviewer
December 04, 2019

Great tool!! Amazing for prospecting.

Score 10 out of 10
Vetted Review
Verified User
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We use Engagio to determine who is engaging with Mulesoft content (directly or indirectly) and to determine how long they have engaged with our content. It is an incredible prospecting tool and allowed my team to prioritize people and accounts effectively and efficiently.You can search by account owner or by specific account, which is very helpful!
  • Love the graph views to see who is engaging and for how long
  • Love how you can filter by account owner to see which accounts have a higher propensity to buy
  • Sometimes lags in runtimes
  • You cannot copy the propsect's name for easy search on LinkedIn
  • It allows prospects to put blank data (name, company), which isn't helpful
Well suited for prospecting and to determine who are "hot leads" and why. It is great for determining what an account cares about since you can filter by content viewed and come up with a POV accordingly. It is not great for finding new contacts who have not engaged.
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Anonymous | TrustRadius Reviewer
December 04, 2019

Engagio is great!

Score 10 out of 10
Vetted Review
Verified User
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Engagio is used at my company to track activity and engagement for my customers and prospects. Our sales department uses it to see what content people are interacting with and what contacts may be evaluating our company. It gives us insight to reach out in a timely manner to increase the likelihood of getting a meeting.
  • Tracking activity
  • Looking at engagement
  • Helps in reaching out quickly to prospects at the right time
  • It would be great if there was a way that my marketing team could link the exact content they saw
  • Give the user control over how frequently we are notified
Engagio is well-suited for sales teams looking for insight into customer and prospect engagement. It is a great platform to see who is viewing content, what they've clicked on, and what they've filled out. This helps sales teams to reach out at the right time and tailor the messaging accordingly.
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Anonymous | TrustRadius Reviewer
April 26, 2019

Engagio Gives Us Valuable Insight Into Low-Hanging Fruit

Score 9 out of 10
Vetted Review
Verified User
Review Source
Engagio is being used by the marketing and sales teams to identify accounts that we might want to target for ABM campaigns. The sales team also uses Engagio engagement reports to see which of their accounts are interacting with us the most and might be low hanging fruit for them to further nurture.
  • Clearly shows which accounts are actively engaging with us.
  • Allows us to see a snapshot of our web traffic and which companies are visiting our site.
  • Gives us a view into our open opportunities and which stage they're at in the process.
  • I would like to see more in-depth integrations with Marketo.
  • Lead scoring best practices to help with set up.
  • More training materials to help get teams trained on the features available.
Engagio is great for giving sales and marketing teams insight into which marketing efforts are getting the most engagement, and which accounts should be targeted for further nurturing. The reports available are great if you can get your sales team to use them the way they are intended to be used. Set up and implementation does take quite a bit of time, but the payoff is worth it. You just need to make sure it's not just done, but done right, in order to reap the benefits.
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Tesia Ray | TrustRadius Reviewer
November 17, 2018

Turn to Engagio for Optimal ABM

Score 10 out of 10
Vetted Review
Verified User
Review Source
Engagio is our account-based analytics platform that we have used at our company since launching ABM. We use it to understand the impact our marketing has on our target accounts, so that we can have a better conversation with our sales team and really tailor our messaging to help close more clients. Engagio is primarily used only in the Marketing department, but our sales team interacts with the reporting to better target current prospects. What I really value about Engagio is the focus on enabling reporting of account-level metrics for ABM that we can apply to multiple campaigns as we move forward for better success. It has really given us visibility into our account data and helps control our opportunity efforts.
  • The lead to account matching is awesome. Engagio identifies which of the accounts in our Salesforce instance that a lead would belong to if it were a contact.
  • Allowing for ABM-focused analytics in Salesforce.
  • The details around the behavior of the prospects regarding the duration of visits, pages, etc.
  • Functionality of admin/user roles
  • Additional help reosurces
Engagio is best for companies that have longer sales cycles that deal with very large accounts entailing multiple decision makers. In these cases, it really shows value for the end user by letting you see what everyone at those accounts is interacting with to help you better tailor your campaigns.

I don't believe that Engagio would be a rational choice for those with very quick sales cycles or companies with bad data.
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Reinier Martens | TrustRadius Reviewer
April 04, 2018

Engage with your prospects!

Score 7 out of 10
Vetted Review
Verified User
Review Source
We use Engagio within the sales department. It is mainly used to measure customer engagement on the website and what their behaviour was as well as recency.

It is connected to Salesforce so you can immediately see opportunities, and if it is a good time to reach out again or adjust sales techniques
  • Recency of visits
  • Behavior of the prospects, what pages have they looked at, duration of their visit etc.
  • Daily reports sent by mail with new updates
  • Sometimes it only shows up already existing clients that are obviously visiting the sites weekly because they are exisiting customers. However this could be a matter of adjusting the settings which is not done by the sales team
  • It is a tool that you easily forget about or not use to often, so a integration within gmail would be nice, perhaps to get a popup with information if you start an email.
Engagio is well suited to see customer activity with your website but not, per se, a tool that will make or break a deal.
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Mitchell Hanson | TrustRadius Reviewer
May 23, 2017

Must-have for launching an ABM program

Score 10 out of 10
Vetted Review
Verified User
Review Source
While there's lots of focus in account-based marketing applications to enable lead to account matching, and coordinated plays, campaigns and orchestrations, what I really appreciate about Engagio is the focus on enabling reporting of account-level metrics for ABM. It puts them in pole position as the platform for an ABM program. And yes, the lead to account matching is flawless and the time to value was fairly instantaneous.

Engagio has been the backbone of my ABM program. It's really helped me understand my account-level benchmarks, report on them to my C-suite to prove the value of my and my teams efforts, and get my sales team excited and involved.
  • Enables ABM-focused analytics in SFDC. Helpfully puts many things into SFDC-native fields to enable cross-object reporting, alerts, workflow, etc.
  • Account-level reporting - sent right to my reps inboxes based on segment.
  • Doing a lot to help automate plays, as well as thought leadership to consistently give the market new ideas on how to do those brilliantly.
  • Some summaries/rollups in the app would be helpful so I don't have to add things up.
  • Would like for it to aggregate lead-level activities onto the account level.
  • Looking forward to more being built out in the Playmaker product.
This should be the first piece of technology purchased if you're firing up an ABM-ABE program. After setting up a process you want to focus on metrics first.

However - Make sure your data is cleaned up first! No, really! If you don't have that fixed, you don't want to start this yet.
Read Mitchell Hanson's full review
José Rafael Parr | TrustRadius Reviewer
June 08, 2016

Excellent Analytics Tool

Score 9 out of 10
Vetted Review
Verified User
Review Source
Engagio is our account-based analytics platform. We use it to understand the impact our marketing has on our target accounts, so that we can have a better conversation with our sales team. Right now, Engagio is primarily being used by Marketing & Sales, though we also have users in our Alliances team and Customer Success.
  • Personally, the best part about Engagio is the lead-to-account matching it provides. Engagio identifies which of the accounts in your Salesforce a lead would belong to if it were a contact, and then it lets you either auto-convert or write account-level data to the lead (like account owner or number of open opportunities). This opens up a wealth of possibilities in our MAP, as well as makes reporting a lot easier.
  • Something else that's been surprising to me was the rate of sales adoption. Our sales team loves the views Engagio provides into how their accounts are engaging with our marketing content, website, and so on. It's great when you get a tool like this and don't then need to sell it internally.
  • As a fairly new product, Engagio is still changing a lot, and I've been very impressed by how quickly the development team can receive feedback, turn around, and make changes to the product. I've had feature requests implemented in a matter of hours.
  • Engagio is a very new platform, and there are some features I would really like to have, which I understand are coming. For my company, it's totally usable as-is, but it's important to understand that the following don't exist in the tool right now:
  • Single Sign-on support.
  • More advanced permissions than just admin/user
  • Ability to rename account lists
  • Ability to save report filters
  • Ability to change which account a lead matched to, if you identify that the automatic matching failed
Engagio is best suited for companies that have long sales cycles, dealing with large accounts with multiple decision makers. In these cases, it really sings, letting you see what everyone at those accounts, regardless of whether they're contacts or leads in Salesforce, are interacting with.

I don't think Engagio would make much sense for a company that has quick sales cycles with relatively few decision makers. Salesforce's out-of-the-box reporting is probably sufficient in those cases.
Read José Rafael Parr's full review
Paul Falworth | TrustRadius Reviewer
June 03, 2016

Engagio makes ABM happen

Score 9 out of 10
Vetted Review
Verified User
Review Source
Engagio sits on top of Vera's Marketo and Salesforce implementation providing account-based (ABM) views for both sales and marketing. Engagio's heat maps allow Vera to understand from the account level down to both matched-leads and contacts engagement (by minutes), title groupings (C-Suite, VP, director, manager, IT, security) as well as individual prospect activities visualized by line charts, heat maps and logo'd icons. I've set up Engagio by sales development rep (SDR) and account executive (AE) views to allow them to take immediate sales action. I love Engagio's tight out-of-the-box integration with Marketo and SFDC with just an hour's setup. Wow!
  • Matching leads to accounts without converting them to a contact in SFDC
  • Visual representation of account views c.f. heat maps
  • Ease of implementation
  • Faster API updates
  • Additional help videos (which are very helpful to date)
  • Ability to click down from some charts to individual prospects
Read Paul Falworth's full review

Engagio Scorecard Summary

About Engagio

Engagio is a marketing orchestration platform that is designed to complement existing marketing automation platforms by unifying data, providing engagement analytics, and enabling marketers to orchestrate interactions.

According to the vendor, key business benefits and features include:

Data and Operations: Combine data from multiple sources, map leads to accounts (L2A), and access account-based insights everywhere you already are: LinkedIn, Gmail, and Salesforce.
Analytics and Insights: Track engagement, score and prioritize accounts, and measure the impact of your ABM programs.
PlayMaker: Orchestrate account-based programs across departments (marketing, sales, success) and channels (email, phone, social, direct mail, events, and more).

Engagio Features

Has featureEngagio's ABM Platform integrates your account data giving you visibility and control of your opportunities
Has featureEngagio’s ABM Analytics streamline account-based reporting and analytics to get better insights on what’s happening every day at your target accounts
Has featureEngagio PlayMaker enables you to orchestrate account-based plays with confidence and ease

Engagio Integrations

Engagio Competitors

Engagio Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No