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crm-lead-management salesforce All Markets > CRM Lead Management

Salesforce

4.1 out of 5.0 (10 ratings)

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  • 3 out of 5.0, Reviewed

    Product(s): Marketing Cloud

    Powerful system, but the networks effects are strong and require an abundance of resources

    Overall Comment

    Given the complexity of our data architecture, SFMC has done a satisfactory job of setting up data and communication systems to support our business as usual or current state. Translating that institutional knowledge to our internal teams so that we can be more hands on with the tool, building our own campaigns, creating dashboards and running reports has not progressed as efficiently. As a result we are overly reliant on the Special Projects team to perform this for us at an extremely high price tag.

    What one piece of advice would you give other prospective customers?

    Be very grounded in what your specific sales and marketing objectives are and let those be your north star when vetting vendors. Be cautious of vendors that can do "everything" as they may be jacks of all trades but masters of none.

    What do you like most about the product or service?

    At the forefront of innovation in all facets of marketing intelligence

    What do you dislike most about the product?

    Lack of customizability

    What one thing do you wish the vendor did differently?

    Train and support internal staff to use the tool and transition to a role as strategy consultant and partner.

    If you could start over, what would your organization do differently?

    Go through a thorough internal review of our proprietary systems to make sure they are engineered for the future of marketing and then engage with the vendor.


  • 4 out of 5.0, Reviewed

    Product(s): Pardot

    Pardot communications to salesforce Campaign

    Overall Comment

    I'm constantly working on improving the visibility of marketing communication efforts to our sales and management. The ability to sync Pardot communications to salesforce Campaigns is a great functionality as our sales team lives in salesforce and Pardot is unfamiliar territory to them.

    What one piece of advice would you give other prospective customers?

    If you're looking for a CRM/CMS dashboard that has just about everything rolled into one AND happens to be very easy to use, then Pardot should be at least one of the options you're considering. This is especially true if you're jumping over from another platform and are worried about the possibility of having to re-learn a completely new system.

    What do you like most about the product or service?

    Nice, simple interface, good functionality. It's easy to use even if you're not technical. Customer support and success is brilliant - they have daily webinars you can log in to to ask questions and get advice, and I've found the whole team very responsive. I love that you can build custom redirect links and track clicks anywhere - that's an additional advantage I didn't expect. Email builder is really easy to use, and the new Engagement Studio looks great.

    What do you dislike most about the product?

    There needs to be more room for customizations of data and reporting, especially reporting. All the time there is data I need and I goto to run a report for it and it either doesn't exist or the existing report doesn't provide enough. Some of the other softwares I use on a daily basis have a lot more options for filtering data and it would be nice if Pardot had this as well.

    What one thing do you wish the vendor did differently?

    There are a few features I have recommended be implemented, involving advanced dynamic content use and filtering for behaviour based nurture programs. But there are work around available for now and I have been told these features are planned.


  • 4 out of 5.0, Reviewed

    Product(s): Data.com

    Easy to upgrade our current system - we can now take advantage of more features available.

    Overall Comment

    Still in progress, but very happy with direction.

    What one piece of advice would you give other prospective customers?

    Great platform with robust functionality to meet evolving needs.

    What do you like most about the product or service?

    Export options available.

    What do you dislike most about the product?

    Nothing to date.

    What one thing do you wish the vendor did differently?

    No comment to date.

    If you could start over, what would your organization do differently?

    n/a


  • 5 out of 5.0, Reviewed

    Product(s): AppExchange

    When expectations are exceeded

    Overall Comment

    Excellent service, with a breeze.

    What one piece of advice would you give other prospective customers?

    Weigh out all options

    What do you like most about the product or service?

    Results due to features

    What one thing do you wish the vendor did differently?

    Nothing

    If you could start over, what would your organization do differently?

    Nothing

    Service & support - overall comment

    Great


  • 4 out of 5.0, Reviewed

    Product(s): Marketing Cloud

    Implementation was easy but it may be good to count on with a third party supporting.

    Overall Comment

    Good negotiation flexibility to meet customer needs.

    What one piece of advice would you give other prospective customers?

    Think on the mid-term marketing strategy. Make sure you are buying something that meets mid-term goals.

    What do you like most about the product or service?

    Agility.

    What do you dislike most about the product?

    None.

    What one thing do you wish the vendor did differently?

    All good.

    If you could start over, what would your organization do differently?

    Include more competition in the vendor selection process.


  • 5 out of 5.0, Reviewed

    Product(s): Pardot

    implementation and functionality easy

    Overall Comment

    Very pleased with implementation partner.

    What one piece of advice would you give other prospective customers?

    have an implementation plan before you start.

    What do you like most about the product or service?

    ease of you but still robust.

    What do you dislike most about the product?

    no problem.

    What one thing do you wish the vendor did differently?

    no comment.

    If you could start over, what would your organization do differently?

    Create a content marketing plan.

    Service & support - overall comment

    have not used support yet.

    Integration & Deployment - Overall comment

    overall professional and knowledgeable.


  • 4 out of 5.0, Reviewed

    Product(s): Pardot

    Powerful but training helps

    Overall Comment

    Powerful and useful tools. I would really recommend training and learning how to best use the tools.

    What one piece of advice would you give other prospective customers?

    There are a lot of useful, powerful tools, but they take time to learn and grasp.

    What do you like most about the product or service?

    Complete solution for everything - marketing/sales.

    What do you dislike most about the product?

    Nothing.

    What one thing do you wish the vendor did differently?

    Nothing.

    If you could start over, what would your organization do differently?

    Get training earlier.


  • 3 out of 5.0, Reviewed

    Product(s): Pardot

    Thanks for integrating with Salesforce

    Overall Comment

    Thank you for integrating with salesforce.

    What one piece of advice would you give other prospective customers?

    Practice, practice, and practice.

    What do you like most about the product or service?

    salesforce integration.

    What do you dislike most about the product?

    troubleshooting issues frequently.

    What one thing do you wish the vendor did differently?

    have telephone support real-time and live chat real time.

    If you could start over, what would your organization do differently?

    Take time to practice using Pradot during the training period.

    Service & support - overall comment

    requesting real-time support live chat or phone.


  • 5 out of 5.0, Reviewed

    Product(s): Pardot

    Great product, great service, great company.

    Overall Comment

    Love it.

    What one piece of advice would you give other prospective customers?

    Go with Pardot.

    What do you like most about the product or service?

    Ease of use.

    What do you dislike most about the product?

    NA.

    What one thing do you wish the vendor did differently?

    A little more training up front.

    If you could start over, what would your organization do differently?

    Stick with Pardot.

    Product capabilities - overall comment

    Strong breadth of capabilities.

    Service & support - overall comment

    Love the service and support.

    Integration & Deployment - Overall comment

    Easy to integrate.


Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(9)
4.0

Ability to understand your organization's needs

(9)
4.2

Timely and complete response to product questions

(9)
3.9

Pricing and contract flexibility (pricing and terms)

(9)
3.9
1 2 3 4 5
Section
1

Integration & Deployment

Overall rating of integration and deployment

(9)
4.2

How long did your deployment take?

0 - 3 months (<3)

I don't know

3 - 6 months (<6)


Availability of quality 3rd-party resources (integrators, service providers, etc.)

(5)
4.4

Ease of integration using standard APIs and tools

(6)
3.8

Quality and availability of end-user training

(8)
4.1

Ease of deployment

(8)
3.9
1 2 3 4 5
Section
1

Service & Support

Overall rating of service and support

(9)
4.2

Did you purchase a support package from the vendor?

Yes

No

I’m unsure


Timeliness of vendor's response

(7)
4.1

Quality of technical support

(7)
4.3

Quality of peer user community

(7)
4.0
1 2 3 4 5
Section
1

Product Capabilities

Overall rating of product capabilities

(9)
4.3
Section
1

Additional Context

What was the nature of your involvement? Multiple responses allowed.

Development/Integration

Vendor/Product Selection

Application Lead

End User Computing Stakeholder

Executive Sponsor

Implementation, Maintenance or other IT support

Other...


Why did you purchase the software or service? Multiple responses allowed.

Drive revenue growth

Improve customer relations/service

Improve business process agility

Improve business process outcomes

Cost management

Create internal/operational efficiencies

Drive innovation

Enhance decision making

Improve supplier or partner relationships

Other...


What were the key factors that drove your decision? Multiple responses allowed.

Overall cost

Strong services expertise

Breadth of services

Strong customer focus

Pre-existing relationships

Product functionality and performance

Product roadmap and future vision

Financial/organizational viability

Strong user community

Other...


In which region(s) did your deployment take place? Multiple responses allowed.

North America

Europe, Middle East and Africa

Asia/Pacific

Latin America