Find the best Customer Engagement Platform
What is customer engagement platform?Customer engagement platforms encompass a variety of applications and, depending on the product being offered, can include considerably different features. But the common thread tying all customer engagement solutions together is an emphasis on personalizing interactions throughout the entire customer lifecycle.
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Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more about Pipedrive
SurveySparrow is a cloud-based customer experience solution that enables businesses of all sizes to create engaging feedback surveys. It comes with a centralized dashboard, which allows users to import contacts and organize them i...Read more about SurveySparrow
LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, market...Read more about LeadSquared
The fastest way to fast user onboarding Userflow is a user friendly low/no-code builder for onboarding guides and in-app surveys on the market. It allows you to onboard your users better to ensure conversion, adoption and retent...Read more about Userflow
Nudgify is a tool that displays social proof notifications and FOMO marketing messages, which users can integrate with e-commerce platforms. When added as a plugin or a native integration, it addresses the needs of various types o...Read more about Nudgify
monday sales CRM
monday sales CRM
Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to pos...Read more about monday sales CRM
Zoho CRM Plus
Zoho CRM Plus
Zoho CRM Plus is a unified customer experience platform that helps users bridge the gap between their sales, marketing, and customer service teams and deliver an exceptional customer experience. The software combines sales automa...Read more about Zoho CRM Plus
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more about Zoho CRM
Product Fruits is an all-in-one product adoption platform for web-based apps. It allows you to onboard users at scale and show them how to derive value from your product. Without any coding or designing. Our powerful feature set ...Read more about Product Fruits
Freshdesk is a cloud-based customer service software that helps businesses provide effortless service across every customer touchpoint. Freshdesk empowers businesses to monitor customer conversations across email, phone, chat, soc...Read more about Freshdesk
Lucky Orange is a suite of conversion optimization tools designed to help businesses track and engage with visitors using heatmaps, dashboards, live chat, polls and more. Administrators can gain insights into problematic areas wit...Read more about Lucky Orange
Engaging end-users with a one-stop digital experience, Moxo is a cloud-based business interaction management solution that enables businesses to create a branded portal to maintain continuous connection with internal teams and ext...Read more about Moxo
Tribe is a cloud-based community platform designed for enterprise-grade customer communities. Key elements include complete customization, embeddable widgets, modern design, comprehensive API, gamification, analytics, powerful mod...Read more about Tribe
Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics platform to unify your marketing, sales, and customer support efforts, giving your customers a great experience, and boosting business growth. Get to know...Read more about Zoho SalesIQ
SurveyLab is a cloud-based survey solution that caters to businesses of all sizes across various industries. It enables users to build satisfaction surveys, conduct market research and gather employee feedback. SurveyLab offers ...Read more about SurveyLab
EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketin...Read more about EngageBay
Solitics is a cloud-based solution that helps businesses manage marketing strategies and process customer/marketing data in a unified portal to improve customer engagement, lifetime value (LTV), retention rate and more. The platfo...Read more about Solitics
Adobe Marketo Engage is as a centralized marketing hub for orchestration and execution of cross channel campaigns to acquire, engage, nurture, expand and retain customers, throughout complex buying journeys. Marketo Engage facilit...Read more about Marketo Engage
Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers social experience core, content marketing, social media management, paid advertising, website management (first-part...Read more about Sprinklr
User Experience Made Easy, for Everyone. Toonimo is a leading Digital Adoption Platform for enterprises who streamline the efforts for internal employee training and customer onboarding initiatives. For organizations that want t...Read more about Toonimo
Popular Customer Engagement Platforms Comparisons
Buyers GuideLast Updated: November 22, 2022
“Customer engagement” is a term that has seen increased usage in recent years, particularly in the world of customer relationship management (CRM) software. Because the concept of customer engagement is directly tied to the functionality of CRM, the terms are sometimes used interchangeably.
However, some CRM software vendors are now providing solutions with a direct focus on customer engagement—designed to foster better connections with customers and add an interactive, dynamic element to what has traditionally been a one-sided relationship. Because this shift can be confusing, we’ve developed this buyer’s guide to help prospective customer engagement buyers navigate the market.
Here’s what we’ll cover:
What Is Customer Engagement Software?
Customer Engagement and Key Business Outcomes
Benefits of Customer Engagement Software
Common Customer Engagement Software Features
Pricing: Web-Based vs. On-Premise
What Are Customer Engagement Platforms?
The emergence of customer engagement platforms marks a shift in the larger CRM market, as mobile and social media have created a wider space in which businesses and consumers can interact.
Whereas traditional CRM products have been rooted in information-gathering and the storage of basic customer data, engagement platforms change this one-sided relationship into an interaction, automating processes that involve customer participation.
Some vendors offer solutions that provide sales and support automation for issue resolution across social channels. For example, some systems integrate customer complaints on Twitter into an overall profile, allowing support agents to gain a wider view of the conversation with that customer.
Other vendors offer marketing automation systems that can adapt along with current or prospective customers—for example, by automatically updating customer segments as their behaviors and demographics change.
Customer engagement platforms encompass a variety of applications and, depending on the product being offered, can include considerably different features. But the common thread tying all customer engagement solutions together is an emphasis on personalizing interactions throughout the entire customer lifecycle.
According to Paul Greenberg, a respected author and CRM thought leader: “When it comes down to it, most of the [vendors] in this market may call themselves customer engagement companies, but [they] don't compete with each other because their products are so different … There is no definition to this emerging market yet.”
Customer Engagement and Key Business Outcomes
People make purchase decisions based on a variety of factors. Some are strictly rational (I need this item and this price is acceptable), while others are entirely emotional (I love this store so I should buy something!). Although it’s a fluid mix that varies between individuals, time and place, researchers in the field of behavioral economics have identified a few general trends that are almost always true.
For starters, highly engaged customers (i.e., those who speak highly of a company because they feel it’s trustworthy and cares about their specific needs) spend more and are more loyal. This is true in both good and bad economic times, as well as across different cultures and industries.
For example, researchers at Gallup report these industry-specific findings:
- Retail banking: Fully engaged customers bring in 37 percent more revenue per year and maintain higher account balances.
- Hospitality: Fully engaged hotel guests spend 46 percent more per year.
- Casual dining: Fully engaged customers make 56 percent more visits per month.
- Consumer electronics: Fully engaged shoppers visit their preferred retailer 44 percent more often and spend nearly 30 percent more per trip.
These numbers alone should make any business decision-maker pay attention. But in addition to these bottom-line business benefits, there are additional organizational and workflow efficiency benefits to be had when a company uses a customer engagement platform to improve engagement.
Benefits of Customer Engagement Platforms
Because customer engagement products are so diverse in the range of features offered, they also bring with them a diverse array of benefits for different types of software users. These include:
- Multichannel customer service and support. Whereas legacy support centers have centered around a team of representatives manning the phones, customer engagement solutions in the customer service and support realm allow these representatives to not only answer calls, but also to respond to complaints on Twitter, resolve customer issues on Facebook and maintain uniform messaging across multiple channels—interacting with customers when and where it’s most convenient for them.
- Interactive marketing and sales automation. Some customer engagement products boast the same types of marketing and sales automation features found in traditional CRM products, including email and event marketing, Web analytics and campaign management—but with an interactive component. For example, while traditional marketing automation solutions allow users to send marketing emails, customer engagement solutions allow users to also review past customer email responses and use them to craft new messaging (in some cases, even automatically).
Common Features of Customer Engagement Platforms
Again, because customer engagement solutions are evolving, there is no uniform definition for the features a given product will include. However, a number of solutions currently packaged as customer engagement platforms do offer some of the following features:
|Web self-service||Allows customers to resolve problems and answer their own questions online, without assistance from support representatives. Can reduce assisted interaction time without compromising the customer experience. (In fact, Web self-service may increase satisfaction, as it can reduce issue resolution time and empower the customer to search for and retrieve exactly what they want.)|
|Multichannel customer support||Integrates customer service and support interactions across different communication channels, particularly social media. Platforms that provide a view into all types of customer interactions at once—as opposed to email or phone interactions alone—allow support reps to easily communicate with customers in whatever way is most effective.|
|Social media management||Creates uniform social media messaging, communications and strategy across a company. This may include social content creation and social media analytics capabilities. Whereas traditional CRM platforms have treated social media as a separate category from a company’s more traditional communication channels, customer engagement platforms tie social into the overall business model.|
|Customer engagement analytics||Analyzes past and current customer sentiment and satisfaction data, to assist with decision-making around future customer behavior. Similar to the customer analytics features included in some traditional marketing software solutions.|
|Content personalization||May include interactive tools that tailor content towards individual customers (as opposed to “one-size-fits-all” content creation). May also include content-monitoring capabilities, to ensure that no duplicates are sent to the same customer and that customers are only getting the number of communications that they’ve indicated they want.|
Pricing: Web-Based vs. On-Premise
Pricing for these solutions is dependent on the deployment model, the number of users who need to access the software and the degree of functionality required. Deployment models include:
Web-based, or “Software-as-a-Service (SaaS).” This software is hosted in the cloud, on servers managed by the software vendor, and can be accessed by any user with an Internet connection. It is priced on either a monthly or an annual subscription fee, based on the number of users who will require access to the software. This is the most popular deployment model in the CRM and customer engagement platform markets.
On-premise. This software is hosted locally, on the buyer’s own servers. Buyers must purchase a perpetual license up front for ongoing use of the software; there is no additional subscription fee. However, users might see additional fees for upgrades, customizations or maintenance. While on-premise customer engagement platforms are not a common option, they may be the right fit for certain businesses (especially those that focus on data analytics).
Customer engagement platform pricing generally increases along with the breadth and depth of functionality the system offers. Packages on the higher end of the pricing spectrum tend to include more robust functionality, while those on the lower end more often include less functionality.
Whichever deployment model you choose, one basic rule applies: the greater the functionality of your customer engagement solution, the higher the price will be.