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PriyankaShah - PeerSpot reviewer
Digital Marketing &Transformation Specialist at Bajaj Auto Limited
Real User
Provides good customization, but its UI could be more user-friendly
Pros and Cons
  • "The most valuable feature of LeadSquared is the customization."
  • "The solution’s UI could be more user-friendly."

What is our primary use case?

LeadSquared is our central CRM system, in which leads from across platforms are captured and stored. It's our central system for calling and collecting leads.

What is most valuable?

The most valuable feature of LeadSquared is the customization. Since it's a frugal organization, the tool can be customized to my requirements.

What needs improvement?

The solution’s UI could be more user-friendly.

For how long have I used the solution?

I have been using LeadSquared for four years.

What do I think about the stability of the solution?

LeadSquared is a very stable solution.

I rate the solution’s stability an eight out of ten.

What do I think about the scalability of the solution?

More than 500 users use LeadSquared in our organization.

I rate the solution an eight out of ten for scalability.

Which solution did I use previously and why did I switch?

I have previously used Salesforce. LeadSquared is cost-effective as compared to Salesforce.

How was the initial setup?

The solution's initial setup is straightforward and not so complicated.

What about the implementation team?

We were able to set up the solution within a month.

What was our ROI?

We are continuing to use the solution and driving value out of it. With LeadSquared, we have a central view of all customers, and we are able to market them better.

What's my experience with pricing, setup cost, and licensing?

Since we use the enterprise solution, a lot of costs are involved. However, we use it because it helps us with our use case. We have an annual renewable license for LeadSquared.

What other advice do I have?

The solution’s integration capabilities are very good. Recommending the solution to other users depends on the organization's budget and future aspirations. It also depends on how the organization wants to integrate the solution with the marketing cloud and its technology stack. I would recommend LeadSquared to a small organization that doesn't have an infrastructure in place.

Overall, I rate the solution a seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Saba Perwez - PeerSpot reviewer
Executive - Marketing Automation at a tech services company with 1,001-5,000 employees
Real User
Good for many things: generating leads and scoring leads
Pros and Cons
  • "One of the most important things about Marketo is its focus on GDPR compliance. It helps you follow GDPR and CAN-SPAM rules. For example, with Marketo, I won't accidentally target audiences without their consent. Firstly, the Marketo Insights system will highlight new customer segments that I should engage with."
  • "Marketo's reporting and dashboarding features could be better. Compared to other tools, the visualization options with charts and graphs seem somewhat limited."

What is our primary use case?

I basically use it for email marketing. I track the performance of campaigns and get customer feedback. It's for sending regular lead nurturing emails as well as promotional emails.

We also integrate Marketo with a tool called SplashThat. We use the SplashThat data within Marketo for further email marketing outreach.

It's a tool where I can use your data in a flexible manner. That means you can work with data you've imported into the system as well as target audiences using Excel files. There are some limitations on the number of contacts you can import, but overall, it's a cloud-based system.

How has it helped my organization?

It's one of the best tools for scoring leads. Marketo's lead generation and scoring are better than most other tools. 

Marketo changed the way our team collaborates on marketing campaigns., especially in our sales team. We assign numbers to contacts based on their behavior, but those are just numbers. It was hard to tell if a high number meant strong interest or just general activity. So, we created another matrix called LeadGrid metrics to categorize leads from A1 to A5, B1 to B5, and so on. Seeing a prospect as an 'A5' tells our sales team that it's a hot lead, while a 'C5' indicates lower interest.

What is most valuable?

One of the most important things about Marketo is its focus on GDPR compliance. It helps you follow GDPR and CAN-SPAM rules. For example, with Marketo, I won't accidentally target audiences without their consent. Firstly, the Marketo Insights system will highlight new customer segments that I should engage with.

Another great thing is the different types of programs you have in Marketo – default programs, event programs, and email programs. These are built-in, and you can customize them to your needs.

What needs improvement?

Marketo's reporting and dashboarding features could be better. Compared to other tools, the visualization options with charts and graphs seem somewhat limited.

For how long have I used the solution?

I have been using it for one and a half years. 

What do I think about the stability of the solution?

Marketo is quite stable, especially for B2B or companies with more advanced users. They work exceptionally well, and I don't recall any major issues. Updates happen automatically, so there's very little disruption.

What do I think about the scalability of the solution?

There are two to three different clients within my company using Marketo. Our clients were already using Marketo when we onboarded them.

How are customer service and support?

There's a community called Marketo Nation where they provide guidance. If you have any unique questions, you can ask over there.

It addresses common doubts I might have.

How was the initial setup?

The setup is not that difficult. You just need an IT professional to do it. You'll need a Munchkin code for your website, which represents your company. An IT professional or Marketo expert is best for the initial setup.

What was our ROI?

In my case, it was worth the money. I have different business units in the same company, and Marketo is one of the few tools that handles that well. Otherwise, if you're only looking for email marketing and nothing else, you might choose a different product.

What's my experience with pricing, setup cost, and licensing?

Marketo is too expensive for a small-sized company but more affordable for a larger-sized company.

What other advice do I have?

You need to outline your basic requirements first. We use Marketo because it can be more cost-effective than other tools. However, compared to SFMC (Salesforce Marketing Cloud), it's still more expensive. Assess your market, your business type, and your budget. If you're an enterprise-level company, Marketo makes sense. Otherwise, tools like HubSpot, Mailchimp, or Act-On could be good options.

It is easy for a beginner to learn to use Marketo for the first time. There's a lot of documentation and pre-made setup programs on Marketo Nation that guide you through using it. Watch those videos first, and it'll be easier to understand.

Overall, I would rate the solution an eight out of ten. It's good for many things: generating leads and managing multiple business units. But, the main downside is that the reporting and dashboards aren't great. If a client wants to see campaign performance, we have to export the data to another tool.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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