Rachel Haney

Sure! Also can you add me there?

Rachael Taft Yeah pendo is 🤑 - I think ours is well over 200k, but its the only place we currently are tracking and have behavioral data stored. My plan was connecting pendo (has all our user data + behavorial data) + SFDC for account data/opportunity data and connecting to customer.io. We have account IDs that are in SFDC and Pendo to tie the data and using email as unique identifier for the contacts. When the product team gets moves off pendo will they be tracking behavioral data another way? Or will future lifecycle campaigns need to be triggered based on opportunity stage and post launch onboarding. Where does your platform user data live now? I'd assume that's in a snowflake or similar place that you could connect to something like customer.io. Confirming our SFDC contact data is not synced with product data, so its mostly decision makers and random staff that have registered for webinars or maybe through support tickets. (and more former employees than I would like to admit). For our enterprise customers, they have unlimited seats so some customers have 20 users and some larger ones have 50-100 users. Drew Price shared this earlier this year looking at lifecycle software that might also be helpful for you! lifecyclecompass.com

Rachael Taft Product Fruits would be able to check all your initials needs most likely. I just looked, the basic plan is $199/month. I'd say you get what you pay for with it, but its a good way to proof out the concept of leveraging in-app messaging to help get you the bigger budgets. The quote I have from customer.io is 17k for basically 70k contacts. Pendo Orchestrate (in app + email) was 30-45k depending total subscription. The TLDR of my decision to go with customer.io was where all our data lives. I'll initially use customer.io for email only, but I gain behavioral triggers and access to 30-50% more customer contact data. Looking to phase the launch since I'm now a customer marketing team of 1 to new system admin onboarding, cross-sell nurtures, and new customer account onboarding. Plus their new MCP looks to be pretty cool. I previously did D2C SaaS lifecycle with Simon Data/Braze Does your product team allow you to use pendo guides now? Irwin Hipsman - yes! Its the quickest (and cheapest) way I can get to behavioral based segmentation/trigger campaigns with our current tech stack.

What's the goal of your in-app messaging strategy? General announcements, adoption, NPS, feedback? Pendo is $$$. We have this on several of our products, but we do have Product Fruits on one of our products. Its mostly there for NPS, but I think its fairly cheap. Not my favorite. I am in conversations for buying customer.io for a true lifecycle email + in-app

The only one I got left a worse review and said they were actively looking for new software. All that to say I don't exclude anyone in my evergreen review asks campaigns and get typically 4-6 refreshed reviews YTD.

I've heard all of Gartner/Capterra should be fully migrated/integrated with G2 by end of summer ... not 100% sure what that means, but something to watch out for...

Unfortunately yes. I am curious to see how quickly they’re able to add the same feature to G2 digital market (Capterra). Claude told me that I could potentially finish out my pipeline app using a scraper. I just need to get with the proper team on marketing to see if I could leverage something we already use. Here’s the documentation - https://documentation.g2.com/docs/g2-mcp-server

Charlotte Weiss - I trigger real time asks after NPS 7-10 that typically yields 3.5-5 stars, but also allows an "aways on" slow drip. I currently do a 50-50 split for Capterra and G2. If your client has bad reviews, I'd do some research in LLMs to see which review site is harming them the most and start with that site. I agree with Jon Farah if you can identify high value activity to trigger the ask, you will most likely get a stronger response.