Medallia vs. Survicate

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

Sruveys with more complex flows/logis - especially when you want to link results back to specific users to be able to do more-in-depth analysis of results

• 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

• IMO, the strengths of feedback lite is what it is called for - 'lite"... it is basic, simple, and easy to set up and use.
• Especially should be mention that it is easy to set up, and you can have it working in less than a few hours.
• Reliable - I don't remember even one "problem" or an issue we experienced with it.

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.

• In my opinion, inconsistent and visually unappealing survey visuals (e.g., NPS and cSAT questions look completely different from each other, creating a disjointed visual experience)
• Poor customer service (in my experience, issue resolution can take weeks)
• Lack of clarity around API & other technical capabilities requiring engineering assistance
• Very limited maximum response limit per month

Incentivized

Only if we will really consider other features, we might end up with an alternative tool. if will continue the business process as it is, I don't anticipate migrating to another product

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

In my experience, implementation was very drawn out and overly complicated (needed lots of engineering help from both sides), visual interface both within the tool and surveys shown in-app is unappealing and sometimes misleading, and making sure the right users are being targeted for any given survey sometimes requires more babysitting than ideal.

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

Survicate offers quick in-product support, via chat ( not a chatbot ) that responds in minutes, not hours. For all customers. This is definitely something I don't see in some of the tools we use. Secondly, as a highest-package customer we're receiving insightful tips, and recommendations from our Customer Success Manager, who knows our use-cases really well and knows how Survicate can best address them. We even have a Slack channel, where we can get help in no-time

Setup was simple. One-time installation for our website and inside the product. We used Google Tag Manager to implement Survicate. So within 2 hours, we were able to run surveys, and also all attributes and events were passed to Survicate, so that we were able to use them to trigger surveys

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

Survicate is great at allowing us to poll users in-app and quickly analyzing results for distribution amongst the organization. However, its surveying capabilities are limited, visual interfaces are all over the place, which risks damaging the site's overall visual appeal, and customer service for anything beyond basic questions is very slow.

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

• Being able to automatically identify topics from open-text responses significantly reduced amount of manual work on our end. Hours saved on weekly basis.
• One-time quick installation reduced the potential amount of development time required to either build surveys, or update them on our own.
• We find these surveys to be a good alternative to lengthy questionnaires, or deep interviews. They're super quick to launch, and generate insights almost instantly. Money and time may be saved on user interviews, and incentives to take questionnaires.