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Engagio Is VersionOne’s Mission-Critical ABM Platform
What do you like best about the product?
Engagio essentially turned the lights on for VersionOne when it comes to ABM and ABSD. While we had selected target accounts and began targeted programs in 2015 when we implemented Engagio Analytics, we did not have account-level visibility. Now, as VP of Marketing, I rely on Engagio to aggregate account engagement and conversion metrics, tell my team which programs and activities are resonating with accounts, visualize what the journey for an account has been, aggregate known/anonymous contacts, and provide a complete picture of progress in target accounts. It’s easy to implement, easy to use, and has delivered actionable account-based visibility that is unique. For more than a year, Engagio has been the primary software for SDRs and Reps to understand which accounts are engaged to prioritize their activity. Scout is a great tool for seeing account insights. PlayMaker provides a new paradigm on how to orchestrate interactions with accounts.
What do you dislike about the product?
Engagio is very flexible because I can create account-based reporting that incorporates any field from SFDC and it is easy to filter, but I wish the Edit Columns tool was drag and drop so I could do this faster. Otherwise the UX is sweet.
What problems is the product solving and how is that benefiting you?
The key problems we solve with Engagio are 1). Target account selection and prioritization – we use engagement minutes in our formula for account selection as well as intent, fit, and other variables, 2). SDRs and reps prioritize weekly activity based on account engagement so that they are not just lead focused, 3). SDRs gain account insights from Scout and from Analytics reporting on what interactions are occurring with accounts so they can personalize, and 4). We have account-based reporting on engagement, lead conversion/MQL aggregate/appointments, etc that we use in the team, with management, and in board meetings. This reporting would be manual and unmanageable without Engagio. Now we can truly understand our success, 5). We can easily understand how Marketing engagement sources and influences pipeline for attribution analysis. Results: With Engagio we can see that 88% of our 2016 target accounts were engaged, 56% converted MQLs, and target account opp and deal values are higher than non-target accounts.
Recommendations to others considering the product:
If you are doing ABM and ABSD, you have to evaluate Engagio - great product, great people, and unique vision and direction.
Engagio for Marketing & Sales Alignment
What do you like best about the product?
Engagio enables us to draw insights faster and put the pieces together in a way that truly matters to the Sales team. Rolling up an Account-based view allows Marketing & Sales to focus - in daily scrums, win/loss reviews and forecasting.
What do you dislike about the product?
No Pardot integration yet. I am assured this is on the roadmap.
What problems is the product solving and how is that benefiting you?
Account-based Marketing & Sales.
Identify account awareness, tie-in engagement and measure engagement through the pipeline.
Identify account awareness, tie-in engagement and measure engagement through the pipeline.
Recommendations to others considering the product:
Make sure you are aware of the ABM prerequisites required to really get benefit from Engagio.
Target Market List
Personas
Programs
Target Market List
Personas
Programs
Engagio - Awesome ABM Application
What do you like best about the product?
Although the product is amazing, I think what really sets Engagio apart is their customer service. They are still very small but they have come into our office numerous times to help us with special cases and implementation. They also are super willing to jump on calls on short notice to help solve any issues. Always nice and super responsive. They also have awesome ideas for workarounds, etc.
What do you dislike about the product?
It's a new tool so I think they are still working out some kinks with the user interface.
What problems is the product solving and how is that benefiting you?
One of the best features is the lead to account matching. We were able to replace LeanData with Engagio and they helped us through the whole process and made it very simple.
Extremely helpful tool, drives results
What do you like best about the product?
Implementing our account based marketing strategy across multiple stakeholders works far better than any other tool we've used in the past
What do you dislike about the product?
Not much, just a few bugs here or there but standard for an enterprise software solution at this stage of development
What problems is the product solving and how is that benefiting you?
Breaking through the barriers to entry at the marketing departments for major enterprise brands
Recommendations to others considering the product:
By far the best-in-class account based marketing platform in the industry, bar none
Must Have Tool for Account Based Marketing
What do you like best about the product?
Engagio easily integrates with other tools (most importantly Salesforce & Marketo), and allows us to get a clear picture of account engagement. The Salesforce Chrome plug-in makes it easy for our sales team to see why an MQA was created. Making changes in the admin section are easy and straight forward. Additionally, the team at Engagio is fantastic. They're thought leaders in this space, who are always quick to respond to any questions or concerns we may have. They are also constantly improving on the product based on customer feedback.
What do you dislike about the product?
There isn't much to dislike about Engagio. I wish the sync happened more frequently. We currently get MQAs in batches and not instantly.
What problems is the product solving and how is that benefiting you?
Engagio was a key product in helping us make the switch to Account Based Selling & Marketing. We're able to see when/how accounts are engaging with us, and market/sell based on that.
Plenty of insights that help managing ABM Engagement
What do you like best about the product?
The ability to have a full Account Based report that can be used both by Marketing and Sales teams
What do you dislike about the product?
Nothing at this stage. It delivers on its promises
What problems is the product solving and how is that benefiting you?
1. Ability to see which accounts to focus based on actual engagement
2. We can track over time account specific signals. This has proven very useful during bid proceses.
2. We can track over time account specific signals. This has proven very useful during bid proceses.
Recommendations to others considering the product:
If Marketing and Sales can not agree on the accounts to prioritize or if you do not have a genuine way to report engagement, Engagio is the way to go. It is very easy to implement, very user friendly and integrates very easily with major Marketing Automation and CRM platforms.
Very Insightful
What do you like best about the product?
I love that is shows activity even if the user is not in our CRM. Shows that there are people looking just not necessarily filling out forms. Playmaker is also a game changer on not letting prospects or customers slip through the cracks with cross functional teams. Coming from an SDR background into marketing I can see the benefits on both sides.
What do you dislike about the product?
On the marketing side the only part I dislike is the overnight sync. Very understandable but I am always anxious to see results now.
What problems is the product solving and how is that benefiting you?
Trying to get engagement in target accounts. Moving to an ABM model, Engagio really helps with the whole account aspect. Shows the activity of an inbound lead but also shows that other people in the account are searching as well.
Half Baked Product
What do you like best about the product?
The ability to look at analytics on an account basis is valuable for ABM. It gives us a level of visibility our CRM and MAP lack.
What do you dislike about the product?
The product itself is extremely buggy and is missing some key features. We bought Engagio with the intention of using Analytics and Playmaker, which was sold as an outbound sales tool. After spending quite a bit of time trying to setup and test plays, it's clear that it was not purpose-built for BDRs and lacks the reporting needed to tell if plays are actually working. It has great potential but it's not there yet.
What problems is the product solving and how is that benefiting you?
Account level reporting, orchestration of communications across departments, outbound sales plays
Using Engagio in inbound world
What do you like best about the product?
My favorite feature of Engagio is being able to utilize the platform to schedule touches for your target accounts in a meaningful fashion, the level of interaction needed from our sales development team help to keep them engaged with the leads we generate for their target accounts.
What do you dislike about the product?
Because the platform is just coming into it's own, there are several features that still need to be baked out, especially in the Playmaker platform. There are several missing integrations with SFDC tasks that could help smooth out the task management process. If Engagio is the sole source of truth for the sales development team, there are additional clicks that are need to make calls that slow down the qualification process.
There are also synchronization issues between SFDC reports and views when trying to reference in SFDC. When I work with Engagio support, I'm told that these are issues on SFDC side and not much insight into how these issues are being addressed.
There are also synchronization issues between SFDC reports and views when trying to reference in SFDC. When I work with Engagio support, I'm told that these are issues on SFDC side and not much insight into how these issues are being addressed.
What problems is the product solving and how is that benefiting you?
Engagio is solving for keeping marketing, sales development and the sales organization tightly aligned around the same target accounts and key verticals. Using Engagio helps to ensure that marketing programs are informed about the accounts that matter to the rest of the organization and in turn solves for driving return on investment for marketing programs. Having a logical reach out process for qualified leads through target accounts and personas ensure that leads are worked through our SLA process.
Recommendations to others considering the product:
Think of your process, and how this will work with your existing sales development process. Buy-in from your team is imperative for this solution to be fully realized
Great ABM solution, currently syncing with Marketo
What do you like best about the product?
Engagio's platform integrates well with Marketo — helps both our marketing and sales teams understand which accounts are engaging, which marketing efforts are impacting key accounts.
What do you dislike about the product?
Not much to dislike at the moment. It's a relatively new company which simply means there is more to come, looking forward to future updates.
What problems is the product solving and how is that benefiting you?
Simplifying the sales process, report on Account influence
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