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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Showing 1 - 20 of 334 products
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Showing 1 - 20 of 334 products

Pipedrive

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

SurveySparrow

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

4.38 (55 reviews)

LiveChat

LiveChat is an integrated chat and help desk platform that allows companies of all sizes to chat with their visitors and customers. The solution embeds into the business website from where the online visitors can communicate with ...Read more

Surfly

Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as if you are sitting side-by-side. Co-browsing session instantly begins in a browser window using a link or clickin...Read more

5.00 (2 reviews)

LiveAgent

LiveAgent is an online Help Desk platform for e-commerce businesses at the small and midsize level. The platform offers live chat application, ticket management, online self-service portals and change and license management, all a...Read more

Userflow

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

4.88 (8 reviews)

Nudgify

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

4.80 (10 reviews)

Zoho CRM

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

EngageBay

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

Canny

Canny is a feedback management platform designed to help businesses collect and analyze insights from customers and account holders, plan roadmaps and announce product updates. Administrators can automatically link feedback to exi...Read more

4.71 (31 reviews)

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Read our Customer Engagement Platforms Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

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Tribe

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

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monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4.60 (2639 reviews)

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Freshdesk

Freshdesk simplifies customer support by centralizing all customer interactions into a single, affordable, Web-based solution. Phone calls, emails, Web chats and even social media outreach is fully supported in this solution....Read more

Zoho SalesIQ

Zoho SalesIQ is a cloud-based customer engagement platform that helps businesses to monitor website traffic in real-time, initiate proactive conversations with prospects and customers based on available data, automate the conversa...Read more

4.46 (74 reviews)

Product Fruits

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

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Moxo

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

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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

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Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution....Read more

4.36 (2748 reviews)

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Vivantio

Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level software with the flexibility of a ...Read more

4.28 (165 reviews)

1 recommendations

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Nickelled

Nickelled is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses that helps them in automating interactions with existing and potential customers. It offers content authoring, we...Read more

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Popular Customer Engagement Platforms Comparisons

Buyers Guide

Last Updated: March 11, 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.
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  • Hospitality: Fully engaged hotel guests spend 46 percent more per year.
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  • Casual dining: Fully engaged customers make 56 percent more visits per month.
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  • 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.
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  • 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.