CallidusCloud LeadRocket (discontinued)

CallidusCloud Marketing Automation does everything that it is supposed to do but the UI is very bad and kind of confuses the user. We have been using CallidusCloud Marketing Automation for various purpose ranging from lead generation campaigns to send out newsletters.

CallidusCloud Marketing Automation can be useful in organizations with complicated marketing teams because of this tool kind of covers everything but since there is very little need because most of the times you would not be needing all the features. Further to that even though there are a lot of features many don't work well.

Currently CallidusCloud is being used by a few departments in my company, however, the marketing automation is only used by our marketing and sales department. It addresses the issues of mass marketing and scheduling for various campaigns that we have every month. This allows for a multitude of options when it comes to reporting as well. We market different products to various demographics and with this program, I can schedule them at various times, days and lists all at the same time or as far in advance as I would like. This allows me to focus my energies on other aspects knowing that everything else (the execution, reporting statistics, etc.) will automatically follow.

I honestly can't see any situation where this is not suited. Even when we release campaigns to 20 people, which could easily be done using any email platform, you still are able to use reporting that could be used to make processes more efficient.

CallidusCloud was purchased to use in conjunction with Salesforce as our customer relation management tool. We need a mass email tool in order to communicate with our over 150,000 annual inquiries. We are currently using CallidusCloud within three different units focused on student recruitment but continue to look for other units that would benefit from the tools.

We selected CallidusCloud (Genius) to use as an integrated tool with salesforce to manage communication and also as a standalone instance for contacts that do not live within our CRM. This tool allows to create automated workflows for email series to select populations as well as one to many communications. We are also able to track analytics on open rates, timing of email send, A/B testing.

We have really enjoyed the personal level of customer service with CallidusCloud and the quick turn around on any concerns and issues.

CallidusCloud works well as an integrated instance with Salesforce and also as a stand alone instance that can send to csv files. We have been able to build campaigns, track success of said campaigns and manage automation. The level of integration has been key to our success and to the ability to create professional, personalized templates that are true to our brand but allow us to innovate. We also are pleased with the way that we can add blocks of emails on during our busy times so that service is not interrupted.

We previously used Genius for the back end marketing for our company. We have the cold-calling, sales team at the front end who never used it, but on the back end where we are marketing our clients to other buyers we used Genius on a daily basis. Genius was great for sending out one-off campaigns to buyers for each of our clients (currently 500 in market), giving us valuable reporting and tracking systems.

Genius is well-suited for a smaller company looking to do one-off campaigns and not necessarily needing to track within a separate system. For example, the professional version of Salesforce is probably an ideal size for Genius. For a more enterprise/larger company I wouldn't suggest Genius be used.

We used Leadformix for marketing automation: sending email blasts, setting up landing pages, workflows, lead scoring, pushing contacts to Salesforce and reporting on activity. We were using Constant contact before and wanted a more robust solution. It was mainly used by sales and marketing.

If they can get it to work then it would be a great program.

Our marketing and sales teams use LeadFormix for web visitor tracking and email campaigns. The sales team receives alerts triggered by visitor activity, and marketing has been sending email campaigns. For a small company, we serve large companies in the B2B sphere. We want "actionable intelligence" from our website and email campaigns.

If you want to track web visitors and don't care about email deliverability, then this is the product for you. I imagine you could get the same (or better) results elsewhere for less, but if you have $600 per month burning a hole in your pocket, then LeadFormix is the way to go.

LeadFormix was intended to be used for Marketing Automation purposes and Email Campaigns. But appears to be so versatile, the full potential of LeadFormix just gets to you after several months. Especially since I am currently working for a Marketing Agency and we wanted to use it for our clients as well.

Unfortunately some things in our company changed for the worse, so I wasn't able to go beyond extensively evaluating LeadFormix.

If you are looking into purchasing Marketing Automation, LeadFormix is the perfect start. It might lack some minor features and comfort the market leaders provides, but if you don't have the budget you need for those, you really ought to give LeadFormix a try.

LeadFormix provides my sales and marketing team insightful actionable items to work from. The lead management capabilities are exceptional. With the ability to nurture our leads along and get real time lead action items has been indispensable for my organization. And ability to push those leads directly inside of Salesforce and allow my sales organization to follow up on hot leads immediately is incredible. I would highly recommend using LeadFormix with its push capabilities inside of Salesforce.

Leadformix is a great entry product. Not as expensive as some other solutions but provides most if not all the marketing automation tools I need. It is easy to set up. I would recommend setting up even if you don't fully use for a while as it takes some time to get useful data into the system to act upon.

I would tell them to make sure they fully understand each feature and how it benefits their company than another service.

Ask for an introductory call with a LeadFormix specialist who can walk you through the process of using it so you can identify any potential issues and clear up any confusion upfront.