The ability to automate processes is one of the most valuable features of Salesforce. This sets it part from other systems. We use the journey builder to design a fully automated journey.
Digital Lead of Middle East/ North Africa and Ukraine at Organon
CRM used to build fully automated customer journeys using the journey builder
Pros and Cons
- "The ability to automate processes is one of the most valuable features of Salesforce. This sets it part from other systems. We use the journey builder to design a fully automated journey."
- "In a future release it would be great to have the ability to connect the data from social media and email marketing and have it in one dashboard."
What is most valuable?
What needs improvement?
In a future release it would be great to have the ability to connect the data from social media and email marketing and have it in one dashboard.
For how long have I used the solution?
I have been using this solution for five years.
What do I think about the stability of the solution?
This is a stable solution.
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Salesforce Marketing Cloud
November 2024
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What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
The support for this solution is good.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup is straightforward.
What other advice do I have?
I would rate this solution an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
IT Manager at European University
A straightforward setup process and great scalability, but room for improvement in the pricing structure
Pros and Cons
- "The most valuable part of the solution are the selling features."
- "It's a very good solution, but the way the prices are structured is not always good, and I feel like that is a problem."
What is our primary use case?
We use Salesforce to manage our customers' data, to make sales campaigns, and to provide customer care.
What is most valuable?
The most valuable part of the solution are the selling features.
What needs improvement?
I want to improve the cost because the larger you get, sometimes the price rises in a way that I don't like. It's a very good solution, but the way the prices are structured is not always good, and I feel like that is a problem.
For how long have I used the solution?
I have used this solution for two years.
What do I think about the scalability of the solution?
The scalability of the solution is perfect. There are 300 direct users in our organization. We have five IT people who handle administration and connect with the integrator if there is an issue, and that is more than enough for us.
How are customer service and support?
I would give Salesforce support a four out of five because it is very, very good in terms of documentation. However, if you have a serious defect that is harder to solve, it can take some time to get a response.
How would you rate customer service and support?
Positive
How was the initial setup?
The setup is quite straightforward. The process is standard and very easy to understand.
What about the implementation team?
We hired an integrator, and we implemented the solution in phases. It took nine months to a year for everything. First, we deployed customer care, then the 360 view of our customers, and then the selling part.
What's my experience with pricing, setup cost, and licensing?
We have two types of licensing. We have a yearly license for end users and we have a concurrent login for selling.
What other advice do I have?
I would definitely recommend this product. I would rate it as an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Salesforce Marketing Cloud
November 2024
Learn what your peers think about Salesforce Marketing Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,067 professionals have used our research since 2012.
Principal Technical Lead at Tieto Sweden AB
Good notifications and data management but user management could be better
Pros and Cons
- "It is straightforward to set up."
- "User management could be better."
What is our primary use case?
We primarily use the solution for customer ticket management and for services.
What is most valuable?
The data management is great. We like how it is organized. I'm able to view the tickets in a well-organized manner. That is quite useful.
The notifications as well are good.
It is straightforward to set up.
It is a scalable product.
What needs improvement?
User management could be better.
For how long have I used the solution?
I've been using the solution for four months or so now.
What do I think about the stability of the solution?
It's too early to say if it is properly stable. I've been using it for just four months, and I've just been onboarded for two months. That said, I have had no issues.
What do I think about the scalability of the solution?
The solution can scale well.
We have 12 people using the solution on my project. I'm not sure if other people or other teams are also using it. I'm not sure if marketing plans to increase usage at this time.
How are customer service and support?
I've never used technical support.
Which solution did I use previously and why did I switch?
We previously used Jira and migrated to Salesforce.
How was the initial setup?
The solution is very straightforward and simple to implement. It's not complex at all.
That said, I have not deployed it myself. It was another team who handled it. I don't know about the details. I also do not have details in regards to maintaining it and if we have any team members dedicated to that task.
What's my experience with pricing, setup cost, and licensing?
I'm not sure of the exact costs. That's handled at an organizational level.
What other advice do I have?
We're using the latest version on the cloud.
I'd advise potential users to try before they buy so that can see it in action and decide if they like it. Pricing should be looked into too. If it's small-scale, it's okay. I'm not sure about large-scale costs.
I'd rate the solution seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
CEO at growthmolecules
A robust solution with good Email automation and good scalability
Pros and Cons
- "Email automation is most valuable."
- "The general setup and understanding of how to use it can be improved. There should be easier self-service for setting up dashboards. Currently, we have someone setting them up for us. I wish it was easier."
What is our primary use case?
We use it to communicate with our customers. We look at the reports to see the communication engagement, and then we do sequencing to make sure that there are continuous touchpoints with the client. We are using its latest version.
What is most valuable?
Email automation is most valuable.
What needs improvement?
The general setup and understanding of how to use it can be improved. There should be easier self-service for setting up dashboards. Currently, we have someone setting them up for us. I wish it was easier.
What do I think about the stability of the solution?
It is pretty robust, and I've never had issues with it being unstable.
What do I think about the scalability of the solution?
It is very scalable, and it grows with your company. Currently, it is being used by only three marketers. As we grow, we probably will increase its usage.
How are customer service and technical support?
We have not contacted them. It might be a paid service, and I don't know if we have that.
How was the initial setup?
It was complex.
What about the implementation team?
We hired an outside company to help us.
What's my experience with pricing, setup cost, and licensing?
We did a yearly license. We negotiated and got a great deal. I don't think we would have gotten far with the regular price, but they negotiated, so it was worth that.
What other advice do I have?
I would advise others to invest in onboarding and implementation because you want to set it up right from the beginning. If you set it up wrong, you'll be spending more money.
I would rate Salesforce Marketing Cloud an eight out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Account Manager at a tech vendor with 1,001-5,000 employees
Good performance, expands well, and doesn't crash
Pros and Cons
- "We have found the solution to be scalable."
- "The product could use a little bit of BI in the sense of rule-based building."
What is our primary use case?
We primarily use the solution for holding our contacts and opportunities as well as general reporting.
What is most valuable?
The performance and stability have been good overall.
We have found the solution to be scalable.
What needs improvement?
The query building's a bit weak if you want to build something new. It's a bit complicated. We need it to be easier to build a query dashboard in Salesforce.
The product could use a little bit of BI in the sense of rule-based building.
For how long have I used the solution?
I've used the solution for seven or eight years or maybe even longer at this point.
What do I think about the stability of the solution?
We have found the solution stable. The performance is good. There are no bugs or glitches. It doesn't crash or freeze.
What do I think about the scalability of the solution?
The product can scale as needed. It's not a problem.
We have around 1,000 people in our organization using the solution.
I'm not sure if there are plans to increase usage.
How are customer service and support?
You pay for what you get with technical support. I've used it in the past, however, in a different position.
How was the initial setup?
I never set up the solution directly. I only use it. Someone else handled the implementation.
What's my experience with pricing, setup cost, and licensing?
I am unsure of the exact costs. I'm just a user. I don't handle any licensing aspects.
What other advice do I have?
In terms of capability, I'd rate the product nine out of ten. In terms of usability, I'd rate it about seven. In general, I would rate the product eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Head of Data at Gauri Ltd
Reliable, effective for small to medium business, and beneficial lead to opportunities
Pros and Cons
- "The most valuable feature of Salesforce Marketing Cloud is the seamless conversion of lead to opportunity, in relation to orders is good. That seamless connection is beneficial and simple."
- "When you use your iPhone or Android phone, Salesforce is not as user-friendly as it could be. That UX needs to be improved."
What is our primary use case?
We use Salesforce Field Service for engineer visits. For example, to keep track of when they visit and when they went to service. All this can be done through the Salesforce field service. In adition, we mainly use it in the marketing space, we did two project(s).
What is most valuable?
The most valuable feature of Salesforce Marketing Cloud is the seamless conversion of lead to opportunity, in relation to orders is good. That seamless connection is beneficial and simple.
What needs improvement?
When you use your iPhone or Android phone, Salesforce is not as user-friendly as it could be. That UX needs to be improved.
React Native is a newmobile app based framework, where you can build one framework which will work with Android, iPhone, tablets, and all browsers. What you see is what you get on all the different platforms. I get this in Salesforce as well, but the UX is not beautiful. This is not required for business, but when you spend some money, the UI should look very beautiful.
For how long have I used the solution?
I have been using Salesforce Marketing Cloud and Field Service for approximately 4 Years
What do I think about the stability of the solution?
Salesforce Marketing Cloud is a stable solution.
What do I think about the scalability of the solution?
The scalability of Salesforce Marketing Cloud is good.
We have two clients using this solution and one of them has over 100 field engineers are using it.
How are customer service and support?
We provide support for Salesforce, Marketing, Sales, CPQ, Service/Field service and Tableu Reporting .
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I have used SAP CRM previously and Salesforce Marketing Cloud is more flexible.
How was the initial setup?
The initial setup or implementation is straightforward. You can be in operation within three to four weeks subject to the scope and size of the Organaisation.
What about the implementation team?
We have approximately seven people for the maintenance and support of Salesforce Marketing Cloud and another 5 to 7 consultants for Field service space.
What's my experience with pricing, setup cost, and licensing?
The solution is paid for monthly.
What other advice do I have?
I would recommend this solution for small to medium companies. If they are large enterprises I would choose SAP CRM.
I rate Salesforce Marketing Cloud an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Salesforce Silver Partner
Vice President Information Technology at a financial services firm with 201-500 employees
Sending personalized emails to clients and prospects helps build our brand awareness
Pros and Cons
- "The most valuable feature is the 'Accelerators', which are expert-taught subject matter webinars on items such as personalization of emails and SMS to contacts and prospects."
- "We would like an improvement to the 'Einstein Engagement Frequency'; the optimal range of emails that our subscribers will engage with."
What is our primary use case?
We use this solution for sending personalized emails to prospects and clients for reminder consultations or meetings. Use 'Journey Builder' to have clients/prospects first name, last name, financial advisor's signature at the bottom, and dynamic sender for personalized emails that are sent ad hoc, weekly, and monthly.
How has it helped my organization?
This solution has improved organization brand awareness with prospects and clients. It can track open and click-through rates, among other Key Performance Indicators (KPIs). While only Premier Support customers (like our firm) have access to Accelerators, these subject matter-taught webinars give detailed implementation instructions.
What is most valuable?
The most valuable feature is the 'Accelerators', which are expert-taught subject matter webinars on items such as personalization of emails and SMS to contacts and prospects.
Setting up the 'short code' with cell phone carriers to send short messages to contacts and prospects has proved valuable.
What needs improvement?
We would like an improvement to the 'Einstein Engagement Frequency'; the optimal range of emails that our subscribers will engage with. Then take action to suppress those who receive too many or send more to those receiving too few. Also, we would like a 'sandbox' for Marketing Cloud because only PROD exists today.
For how long have I used the solution?
We have been using this solution actively for five months, since May 2019.
Which solution did I use previously and why did I switch?
Market Volt was elementary compared to Marketing Cloud.
What's my experience with pricing, setup cost, and licensing?
Know that six months on ingesting data is a minimum requirement. You cannot port six months of data, it must be ingested.
Which other solutions did I evaluate?
Salesforce offered Pardot but the 'road map' showed the long-term internal investment would be on Marketing Cloud.
What other advice do I have?
We are only touching the surface of segmentation in the Marketing Cloud, primarily for sales and marketing teams.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Enterprise Mobility & Security Specialist at a tech services company with 51-200 employees
Scalable, stable, and lets you add leads and set up meetings, but it needs a data exporting feature
Pros and Cons
- "I like that I can constantly add leads to Salesforce Marketing Cloud and look at accounts there. I also like that the solution lets me set up meetings."
- "The main action I want to do in Salesforce Marketing Cloud is to export data into Excel and use it. My company may have that feature locked down, or if the Excel data exporting function still isn't available in Salesforce Marketing Cloud, that's the feature I want."
What is our primary use case?
I use Salesforce Marketing Cloud for prospecting, chasing new business, and looking for new business. I also use it to keep track of conversations I have with customers. I also use the solution for following up with customers.
What is most valuable?
I like that I can constantly add leads to Salesforce Marketing Cloud and look at accounts there. I also like that the solution lets me set up meetings.
What needs improvement?
The main action I want to do in Salesforce Marketing Cloud is to export data into Excel and use it. That may be possible, but the company I work for doesn't allow it because of fear of the data getting exfiltrated or taken by salespeople who leave the company. My company may have that feature locked down, or if the Excel data exporting function still isn't available in Salesforce Marketing Cloud, that's the feature I want.
For how long have I used the solution?
I've been using Salesforce Marketing Cloud for about one year.
What do I think about the stability of the solution?
Salesforce Marketing Cloud is a stable solution.
What do I think about the scalability of the solution?
Salesforce Marketing Cloud is a cloud-based solution, so it's very scalable. Currently, my company has ten users, and if it wanted to increase that number to one hundred, it wouldn't be a problem in Salesforce Marketing Cloud.
How are customer service and support?
I've never used Salesforce Marketing Cloud technical support.
Which solution did I use previously and why did I switch?
Apart from using Salesforce Marketing Cloud, I used Microsoft Dynamics CRM, and to be honest, I prefer that over Salesforce Marketing Cloud. However, my company uses Salesforce Marketing Cloud.
How was the initial setup?
The initial setup for Salesforce Marketing Cloud is okay, but I didn't deploy it because it was already there when I joined the company.
What was our ROI?
I'm sure Salesforce Marketing Cloud does give a return, but I don't know how much. Running the business without ROI from Salesforce Marketing Cloud or any other solution would be very difficult.
What's my experience with pricing, setup cost, and licensing?
I don't know if my company pays for Salesforce Marketing Cloud monthly or yearly. It's a SaaS, so it's a recurring cost, but I have no information on its price.
What other advice do I have?
I'm using the latest version of Salesforce Marketing Cloud.
There's a plan to increase the number of Salesforce Marketing Cloud users, but only a little bit, such as one or two more users, but it's not going to be a one hundred percent increase. It'll be a slight increase.
I would recommend Salesforce Marketing Cloud to others because it's okay as a solution. However, I started with Microsoft Dynamics CRM and knew that system better, so I like it more, but Salesforce Marketing Cloud is okay.
I'm giving Salesforce Marketing Cloud a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Updated: November 2024
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