Easy Set Up & Integration with Salesforce
Michael Wilson | TrustRadius Reviewer
May 19, 2013

Easy Set Up & Integration with Salesforce

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Vertical Response is a low-cost

Overall Satisfaction

  • The integration with salesforce was relatively point and click
  • Tracking receipts of emails in the constituent's record in Salesforce
  • The process of updating existing lists is not great. We find that we generally have to rerun the query and save as a new list, a process that is easier than manually adding to the old list
  • If you want to create an email template, you have to have uploaded images to the saved library. If you try to create a new email using an existing email and the existing email contained images that were uploaded directly to the email, you'll get an error when trying to send. The error wasn't well explained. This caused us to call in (after trying several times) to figure out the problem. However, the support process was quick and helpful to diagnose this.
  • You have to call in to get the Vertical Response product attribution removed from the emails you send. After doing so once, it's removed on all future emails.
  • While the product is also used to communicate with existing customers, the primary KPIs are around warm leads, qualified opportunities, and closed deals generated or associated with marketing emails sent
It's met our needs to date

Product Usage

4 - Account management, marketing, community strategy
Users self support or ask another user
  • Email marketing for upcoming webinars, prospect communication, invitations to customers for our customer online community. Tracking for announcements to existing customers about upgrades to our product.

Evaluation and Selection

ExactTarget and MailChimp
ExactTarget, MailChimp. I liked VerticalResponse's integration with Salesforce. We used MailChimp before and it says on their website they have integration with Salesforce, but we were never able to find it on the Force.com website.

For ExactTarget, we used that in the past and it did integrate with Salesforce. Someone else evaluated and selected that. Unfortunately, I can't remember why we didn't go back to ExactTarget. It may have been price. Either way, of the 3 we selected Vertical Response.

Implementation

Click a few buttons in salesforce & it's in place.

Training

Yes, easy to learn with out training. We did fine via "self-taught".

Support

A couple of times I've had to wait on hold for 10 minutes. Otherwise it's been good. The support reps have been knowledgeable.
No - Standard support has been sufficient

Usability

The product is easy to use and understand. WYSIWYG sometimes produces HTML that has to be troubleshot in the pure HTML view (for things like table cells and rows) versus within the WYSIWYG editor.

Reliability

Never had an issue with uptime
No issues

Integration

  • Salesforce
Point & click to set up Salesforce integration.

Vendor Relationship

Simple, sign up was online.
Just what they had online. Sometimes they'll send emails with discounts if you buy credits in advance at that time.