Item: CallidusCloud LeadRocket (discontinued)
Rating: 10
Author: Wendy Hamstra-Smith

Overall Satisfaction with CallidusCloud Marketing Automation

Use Cases and Deployment Scope

CallidusCloud 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.

Pros and Cons

Pros

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

Cons

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.

Return on Investment

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.

Alternatives Considered

MailChimp

We selected CallidusCloud (Genius) based on the level of service for the price. It was more cost effective then Silver Pop which was another tool recommended to us. On the other hand, mail chimp did not provide the level of integration needed with our CRM - Salesforce. We need to be able to connect the response to an email campaign to the individual contact (student) record and determine the success of the campaign.

Likelihood to Recommend

We have really enjoyed the personal level of customer service with CallidusCloud and the quick turn around on any concerns and issues.

CallidusCloud works well as an integrated instance with Salesforce and also as a stand alone instance that can send to csv files. We have been able to build campaigns, track success of said campaigns and manage automation. The level of integration has been key to our success and to the ability to create professional, personalized templates that are true to our brand but allow us to innovate. We also are pleased with the way that we can add blocks of emails on during our busy times so that service is not interrupted.

CallidusCloud LeadRocket (discontinued) Feature Ratings

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CallidusCloud for Personalized Student Communication