Medallia vs. Sogolytics

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

We use Sogosurvey to obtain feedback from course candidates after they have attended a course. This is invaluable to us as the candidates can complete the feedback in their own time after the course is completed rather than them having to do it while attending the course. We also use SoGoSurvey to get feedback from our volunteer instructors who work for other organizations and at different hours so the ability for them to complete the surveys in their own time is invaluable.

• 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

• SoGoSurvey makes it easy to create a survey even for the novice. I recently gave a spare license to a peer and they were able to easily develop a survey. I offered my help if she had any questions but she said that she'd definitely ask but "... I already love that I can change the answer format with the drop down. It's the best. "
• Customer support. I 'chat' with support personnel when I need to use a feature I haven't used. They are always quick to respond and answer my questions thoroughly. I can get the complete chat via email for future reference as well.
• Keeping clients up-to-date. SoGoSurvey regularly hosts free training and best practices webinars that keeps the basics at the forefront and shares best practices.
• The canvas (survey metrics) is easy to create and very versatile in summarizing the survey results.

• 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.

• Providing users the ability to follow along a specific question example (eg. placeholder text in questions that users can see what the answer might look like)
• Better media management and implementation (eg. placing images/videos/gifs/etc. as standalone assets in the survey)
• Making the images added into a survey responsive to the screen they are being viewed on (eg. any images added to a survey do not adjust to the size of the screen, consequently showing up very small on mobile/tablet view)
• Exporting the survey to Word looks horrible - we'd love if the survey could be exported the way it looks when live into a similar-looking Word document or template

We find SoGo Survey to be easy to use and very respsonsive to our needs

Incentivized

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

Very easy to use. My only challenge was the features offered in their Plus package didn't offer everything I would have liked (e.g. branching). The other area for improvement would be to allow an easier transition between Tracking and Reports.

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

I had an issue whereby I used a free trial that ended, locking me out of my account. I contacted their customer service to help with this issue, which they resolved in under half an hour. I was extremely impressed with their speed and quality of service, which led me to filling out this review!

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

In summary, Sogolytics has proven to be the perfect fit for our pre and post-test assessments. Its seamless integration, efficient data collection, and powerful reporting capabilities have significantly improved our ability to track and communicate the impact of our programs. We highly recommend Sogolytics to organizations looking for a reliable and user-friendly data management solution.

• 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

• We are more efficient. Instead of manual work, we can use this survey tool to do the heavy lifting, allowing for staff to focus on other tasks.
• The "send later" feature ensure surveys are sent out without needing a manual reminder.
• Offering pulse surveys has given us a great way to get a temperature check from employees.