Insightly Marketing vs. Iterable

Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.

Incentivized

Iterable is great for any marketing team looking to ramp up the capabilities on lifecycle marketing specifically if you're a company with a lot of data and/or SKU's the product makes handling a lot of complexities much simpler and enables my team to move much faster even as a small team

Incentivized

• Custom workflows
• Easy to search and find
• Good interface

Incentivized

• It is easy to onboard new users with building communications. The drag and drop editor is very intuitive to use.
• Allows for complex data structures on user profiles and in events. This is a key reason we onboarded to Iterable and have stayed with it.

• Integrate better with Outlook
• Integrate with Campaign Monitor
• Integrate with ProCore
• Integrate with Building Connected

Incentivized

• Locale management: being able to copy and past a template section/row/content from a locale to another. Also, be able to duplicate any locale to any locale. So far we can just duplicate the default locale into the rest of the locales
• Outages - I feel in the last 1 and half, more outages are happening, impacting their clients
• Image library

Incentivized

Extremely easy to use, deeply integrated into our infrastructure

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

Iterable is super easy to use. I have experience with competing platforms, but Iterable is by far the most intuitive platform to use. I also really appreciate the way the product team is willing to accept product requests

Incentivized

Iterable is there like 99.9% of the time. However, when it goes down, it grinds us to a halt. Most of the time, outages are an hour or less, but if that's at a peak time, it can be a nightmare. That said, when the worst does happen, there are frequent updates and an easy situation tracker that give you an estimate of how much longer you'll have to wait for the issue to be resolved.

Incentivized

The API is super quick. The UI can be a little sluggish depending on what you're loading, but overall Iterable performs great. Iterable appears to do a good job of making processes async so that one action isn't blocking another.

Incentivized

I've never experienced any issues with Iterable. As I and my colleagues have learnt the system and it's features, response to questions and advice from our account manager is always quick. Kevin knows the product well, and with the few tricky questions has hasn't been able to answer he's been quick to get back to us.

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

As mentioned previously, I was hired to do a migration from ActiveCampaign, and I stayed for 2 years as a power user of Itearble. Since leaving OneVision Resources, I have continued to volunteer my time in a regional user group, which I would not do if the platform, product, and company were not so strong and so marketer-forward.

We've definitely tested scalability, and it's no line - it works. The process is pretty easy. Most of the times it goes off without a hitch. Any time we do encounter issues, our support team is quick to get on the job and very communicative as they work us through a successful launch.

Incentivized

• Doubled the time it takes to execute any marketing campaign, in my opinion- we build in “Insightly management” into project plans
• Reduced confidence in data, given it is often wrong, I've found.

Incentivized

• I do not have hard numbers, as I am not in the department that deals with those kinds of quantifications of impact. However, I do believe the use of Iterable has been a positive thing for us in providing more comprehensive data that is useful when dealing with customer tickets.

Incentivized