Medallia vs. Pendo.io

Any customer service industry would benefit from implementing Medallia. This is your one-stop-shop for everything surveying and data analytics. I have personally seen this successfully implemented in both software companies and retail. Medallia offers multiple integration options to create connected applications in your business. This is designed as an enterprise solution, smaller businesses may find it difficult to justify the cost.

Incentivized

Pendo.io is very well suited for organizations, who want to quickly connect with Customers without even directly talking to them. Pendo.io allows in-app guides and documentation to help organizations connect with their customers and guide them in their product. The feature tracking capability is the best to understand the page/feature usage also by segment to categorize and understand user behavior. Replays are somewhat helpful but still can have improvements. Less appropriate where the customer base is less.

Incentivized

• It provides a rating for customers to rank how satisfied or not satisfied they are with the service.
• As an Account Manager, this is a helpful tool to hear customers' experiences and feedback.
• It helps us manage our next steps because the tools also provide options to note the action taken and if the issue has been resolved or not.

Incentivized

• Analytics - ability to rebuild new analytics back to the snippet install date
• Guides & Resource Center - ability to create and deploy guides without the need ofr development.
• Feedback, polls, surveys and NPS - quantative and qualative data is invaluable.

Incentivized

• Our service model does not provide any ownership over the platform. We have to engage our Medallia Project Team to build surveys, troubleshoot issues, make changes to surveys, reports, and dashboards, resulting in long turnaround times and inefficiency.
• Medallia charges for both "units" and users. "Units" are defined as named individuals in surveys, but don't have log-in privileges. In our case, they are customer service agents or business consultants that engaged with the client but are not part of our closed-loop case management process or access to the platform.

• The guide builder UI could be a bit more user-friendly; it's hard to remember where the different options are at first and takes some practice.
• Interpreting user paths visually can be tricky at times, especially when trying to understand where drop-offs or blockers occur.
• More granular user permissions so that I don't need to grant full admin rights to a user if I want to let them edit translations on a guide, for example.

Incentivized

We have had an excellent experience with Pendo. When we've had questions or concerns, Pendo is very quick to respond and communicate with us. We have experienced top-notch customer support and customer engagement. We have actually modeled some of our implementation and product processes after Pendo's examples.

Medallia's user interface is simple and intuitive for the end-user. Everyone in our organization from the CEO to store level team members use Medallia to see how we are delivering experiences for our customers. From an administrative side, I would rate Medallia closer to a 7.5, but this part of Medallia is not used as often post-implementation. That being said, you will need a technical/IT resource on staff or will need to pay a premium to a 3rd party to manage it for you.

Incentivized

It is intuitive for core tasks like tracking feature usage, building Guides, and viewing dashboards. The interface is clean and well structured, making it easy for product managers and operational teams to get value quickly without heavy technical support. However, there is a noticeable learning curve when setting up advanced custom events, reports, or integrations, which can take some time and internal knowledge-sharing to master.

Incentivized

Every time I have logged into Pendo, the service has been available for me to use. The page has never been down when I am trying to get info from there.

Incentivized

Everything loads fairly quickly and it's not slow. I don't use an integration, I log in straight in the webpage.

Incentivized

Medallia is always there to answer questions and/or support our needs. In some cases it does require a PO if the request does not fall under normal support, but that does not change the fact that they are very responses and available to support your needs

Incentivized

They've been great anytime that we have needed help with something. They also have some really great help articles. We're able to figure most things out through their articles, but when we've had to call in they've been very helpful and we haven't had any problems. I'd highly recommend working with them.

Incentivized

The training schedule was well thought out and tailored to meet our needs. Chantelle stayed with us through the whole implementation and made sure that we were good to go.

Use Segment to install and cut developers out of the work cycle!

Incentivized

We are also using Salesforce.com for our customers/clients' records, usage, cases, and such. Like Medallia, we are using Salesforce.com to understand the different account usage based on the services we provide. With the data provided by Salesforce.com, we would understand where we are lacking, which parts we are strong in, and which part of the service needs improvement. All in all, both products are very helpful and, [conveniently,] both are integrated into one another.

Incentivized

Pendo.io excels at creating guides. The editor experience is precisely what anyone working with a DAP tool desires – unobstructed and focused on a single screen. Pendo.io boasts AI features, and the customization options exceed expectations. When we became more familiar with the product, we questioned why we hadn't considered it sooner. Pendo.io has simplified analytics, making them as straightforward as bread and butter. The number of widgets available for data representation in the dashboard is astounding. Furthermore, Pendo.io offers a wealth of features, including feature tagging, webpage tagging, Pendo Listen, NPS surveys, a resource center, and more. I used WalkMe for three years and encountered challenges achieving the desired flow for customer onboarding, which sometimes proved difficult. In contrast, Pendo.io makes everything achievable thanks to its ability to incorporate custom code into guide creations.

Incentivized

The system is pretty flexible and scalable, I have used it in different browsers and devices without issues.

Incentivized

• It does play a big role when we are running a referral campaign. Referral greatly affects sales and retention since customers are bringing in new clients/customers.
• It helps our organization keep track of the accounts that are most likely to churn by checking their feedback and knowing how we can improve our service.

Incentivized

• Increasing revenue by providing an awareness mechanism for add-on modules
• Increasing adoption by providing guidance through new user flows and feature availability
• Allowing us to promote events and recruit users for UAT using both embedded and static guides
• Improving conversion from free trials by delivering key value messages during the trial experience.

Incentivized