Whether launching a first test or scaling a sophisticated experimentation program, Optimizely Web Experimentation aims to deliver the insights needed to craft high-performing digital experiences that drive engagement, increase conversions, and accelerate growth.
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Salesforce Marketing Cloud
Score 7.9 out of 10
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Marketing Cloud is an AI-powered, cloud-based digital marketing platform within the Salesforce Customer 360 ecosystem. Marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights.
I have found Optimizely has been really useful to run some quick experiments to validate the approach to changes to the website, exploring multiple options simultaneously to save time and effort prior to making more permanent changes with our development team. The biggest challenge has been ensure ideas from the wider business have all the necessary criteria to make them a worthwhile experiment. Encouraging stakeholders to create a proper hypothesis for each experiment has helped focus the minds on the outcomes we're expecting. This also makes the analysis easier once we've concluded a test
I rated this a seven because I love Salesforce, and it is excellent on the sales side. However, the marketing side has some pros and cons. It is terrific for keeping track of lead, customer, and dealer information, but it is not easy to automate workflows, integrate other software, or create well-designed emails. It is also straightforward to generate reports, which is very helpful in keeping track of lead progression to better market those leads and turn them into customers.
The Platform contains drag-and-drop editor options for creating variations, which ease the A/B tests process, as it does not require any coding or development resources.
Establishing it is so simple that even a non-technical person can do it perfectly.
It provides real-time results and analytics with robust dashboard access through which you can quickly analyze how different variations perform. With this, your team can easily make data-driven decisions Fastly.
I rated this question because at this stage, Optimizely does most everything we need so I don't foresee a need to migrate to a new tool. We have the infrastructure already in place and it is a sizeable lift to pivot to another tool with no guarantee that it will work as good or even better than Optimizely
As of right now we have not seen any other program that integrates as seamlessly into our Salesforce platform. We have barely scratched the surface of all the features and use cases. It would be irresponsible to make a move to another platform in the near future. We have not come up against any limitations that would prompt a need to switch
Optimizely Web Experimentation's visual editor is handy for non-technical or quick iterative testing. When it comes to content changes it's as easy as going into wordpress, clicking around, and then seeing your changes live--what you see is what you get. The preview and approval process for sharing built experiments is also handy for sharing experiments across teams for QA purposes or otherwise.
You won't find another solution that has as many features as Salesforce Marketing Cloud Interaction Studio. We all know Salesforce, we all know how big they are and it's not for nothing... Their tools do most of the things you want, need and even imagine. Using it is complicated, but the usability is infinite.
I would rate Optimizely Web Experimentation's availability as a 10 out of 10. The software is reliable and does not experience any application errors or unplanned outages. Additionally, the customer service and technical support teams are always available to help with any issues or questions.
Upgrades and timing of the upgrades were communicated well and planned during off hours for our work. If we did have a campaign scheduled during that time, it would kick-off after the system was back active. There were a few unplanned system down times, but it was a rare occurrence and those times were also short in duration.
I would rate Optimizely Web Experimentation's performance as a 9 out of 10. Pages load quickly, reports are complete in a reasonable time frame, and the software does not slow down any other software or systems that it integrates with. Additionally, the customer service and technical support teams are always available to help with any issues or questions.
Though the make up of MA apps is not built this way today, it would be nice to see them become more real-time. The integration between Salesforce and Pardot is not a true real-time integration. If I modify something in Salesforce, those changes are not automatically reflected in Pardot immediately. There is a delay of about 15 minutes before the systems sync. This delay, although not long, is less than ideal We would love the systems to be integrated real time such that changes are propagated from one system to the other immediately.
They always are quick to respond, and are so friendly and helpful. They always answer the phone right away. And [they are] always willing to not only help you with your problem, but if you need ideas they have suggestions as well.
They are really responsive and more than not solve the problem or give you insight to how you can manage the solution yourself. I do find however sometimes a long delay on the more complex issues when they need to loop in other departments. but overall a good experience with support
The trainers at the Pardot user conference (Elevate and Connections) were very knowledgeable and presented the material well. Again, the content was targeted to more of a new user audience, and was not really relevant for folks who had been using the product for 2+ years.
The tool itself is not very difficult to use so training was not very useful in my opinion. It did not also account for success events more complex than a click (which my company being ecommerce is looking to examine more than a mere click).
Pardot's online training touches on all topics briefly and vaguely without much indepth exploration into how a final outcome could look, such as Nurturing Campaigns, Email templates, landing page templates, etc... The only true way to uncover Pardot's full capabilities is to have Front End design and coding experience. Without this key skill set, I would not recommend Pardot to another business.
In retrospect: - I think I should have stressed more demo's / workshopping with the Optimizely team at the start. I felt too confident during demo stages, and when came time to actually start, I was a bit lost. (The answer is likely I should have had them on-hand for our first install.. they offered but I thought I was OK.) - Really getting an understanding / asking them prior to install of how to make it really work for checkout pages / one that uses dynamic content or user interaction to determine what the UI does. Could have saved some time by addressing this at the beginning, as some things we needed to create on our site for Optimizely to "use" as a trigger for the variation test. - Having a number of planned/hoped-for tests already in-hand before working with Optimizely team. Sharing those thoughts with them would likely have started conversations on additional things we needed to do to make them work (rather than figuring that out during the actual builds). Since I had development time available, I could have added more things to the baseline installation since my developers were already "looking under the hood" of the site.
From an IT perspective, once you set up the Javascript beacon and start collecting data there is a waiting game. During this time you can start labeling your site actions which can be labor intensive for a single person, but you don't really have the final end-users on the platform yet. We did a lot of training so users were experienced, but it wasn't until they had their first tasks to accomplish that they started using the system and had questions. I'd recommend setting up some immediate goals for an end-user to start segmenting for the purpose of displaying message campaigns so you can jump start end-user action.
None of them have a best in class stats engine and live within an ecosystem of marketing technology products the way that Optimizely does, so the scalability of using any one of those tools is limited as compared to using Optimizely Web Experimentation.
I think that all of the marketing platforms I have evaluated and used in the past serve different markets and purposes. Salesforce Marketing Cloud was more palatable to our team because of our existing tech stack where we had Salesforce CRM already deployed and in use. Compared to Marketo and Hubspot, Salesforce Marketing Cloud is a bit dated in terms of the UI/UX and the overall experience but still meets the needs of our organization. Mailchimp, however, isn't even playing in the same arena and is meant for small organizations and companies that don't have a need for a full fledged offering that SFMC brings to the table.
It's incredibly flexible and adapts well to organizations of all sizes, whether you’re running a single site or managing multiple departments and platforms. The ability to deploy experiments seamlessly across different environments is a huge plus, especially for growing businesses. While it’s highly scalable, the last point would depend on the right team leveraging its full potential.
Prior to this, we had no solution and literally were doing things on paper in a world where technology is outpacing paper. Having this process optimized has made it easier for the sales and marketing people to change information. From the training perspective, it has allowed us to see holes in where we could create additional support training, so the ROI here has been a lot more than just the optimization of a process.
We're able to share definitive annualized revenue projections with our team, showing what would happen if we put a test into Production
Showing the results of a test on a new page or feature prior to full implementation on a site saves developer time (if a test proves the new element doesn't deliver a significant improvement.
Making a change via the WYSIWYG interface allows us to see multiple changes without developer intervention.
Salesforce Marketing Cloud allows us to more efficiently reach out to a higher number of prospects.
Salesforce Marketing Cloud allows us to nimbly communicate important messages in a timely fashion to facilitate conversion.
Salesforce Marketing Cloud allows us to track who is opening our messages so that we can stop sending to those not interested and focus on the most engaged audiences.