Vertify

When we first implemented, there were a lot of fields not set up/syncing properly. But by consulting with Vertify, for a lot of hours, we have been able to work through a lot of those errors, and our Account Manager and the tech support people like Markus and Jamie have been very supportive and helpful in getting us up and running properly.

• All clients in the CRM are mirrored in the ESP.
• Data points about client interaction are pushed to the email tool.
• Emails can be triggered based off activities that are tracked in the CRM.
• One or two-way syncs can be configured.

Incentivized

• I think the UI could get a refresher. It looks a little old-school and I sometimes get lost in the navigation.
• I saw some inconsistencies on the scheduler, most likely caused by time zone differences. One dialogue reflected the user's time zone, the next server's time zone.

Creating a mapping between source and target while also using lookups and transformations is not trivial. And VertifyData solved this reasonably well, at least all users in my organization understood it pretty quickly.

It is not the easiest user interface to read/understand. However, once you understand how it works, then using it is not that bad. It's hard to remember what feature is listed under what tab (Manage vs. Define). A suggestion would be to get all call to actions on the same page

We were using Scribe for similar tasks but with different connectors. And it served us well, so absolutely no hard feelings here. But when it came to creating complex workflows, we instantly understood Vertify's approach better. Data lookup and transformation e.g. are pretty easy in Vertify and ease of use was definitely what we were looking for.

• Independently, teams are able to carry out their process with less communication and at a higher level of accuracy.
• VertifyData is actively taking into consideration, consulting, and supporting our plans to build out the business