It seems like you could tag events quite easily on your site [customer logged in, customer performed action, etc] quite like mixpanel - and then use the rest of the system to perform actions in responses.
It would be super simple to set up a "Haven't seen you in a while" email without having to do any extra work. Lots of companies build nice products but don't put any effort on customer success, past conversion to sign up.
I like it. A non-technical could add a lot of value to an existing site.
There's an interesting question of scale that comes up: this tool helps me understand the behaviors of a handful of named users. Is that best for high-margin businesses with only a few users or for the most-valued users of systems with tens of thousands of users.
Given the fact that the big claim at the top is that you triage CRM, I assume the latter. In a way, this is kind of applying the Klout methodology to CRM (impose some sort order on "importance" and use that to triage personal attention).
What do the hooks look like for a developer?
nit: the blue circles are visually confusing until you realize they represent popup comments.
Never thought of the Klout point, but it's a good way for us to think about it.
Good question. Our current focus has been on high-margin businesses with relatively few (hundreds to tens of thousands, not millions) customers, primarily because they seem to really feel this problem.
Integrations is both through 3rd parties (for things like Mailchimp, Zendesk, etc) where it just takes a couple of clicks and no development and through our API - we have both a javascript and HTTP API. Our javascript snippet gives us a logins per user, but you can really pass us anything you want (has this user finished setup, have they used feature x, etc)
$49 /mnth at entry level seems a bit steep. Perhaps your CMS is more robust or more user-friendly, but I think you may be pricing yourself out of the market.
Helpful feedback. For most of our current clients, we find that the amount of value we generate / cost of what we replace (lots of engineering work and excel usage) is a lot higher than this.
That said, I think our sense is that for startups / newer firms it would be great to come up with some sort of plan that makes this more feasible. We'd love to hear thoughts and we're certainly glad to figure out something that works based on specific needs of people. Email me at ed.hallen@klaviyo.com and glad to chat.
The issue for us is trying it out. We've dropped Highrise already, and are probably going to drop our current CRM soon as they just don't fit our needs. We really feel the need for a CRM but we don't want to commit to one till we're ascertained it can really do what we want. A limited trial plan would be good for this. We're a startup (mynaweb.com)
Personally (owner of a company with 5 employees), I think $49/month is fine, but I'd expect ~5 accounts with that - not just 1. For the $250/month package I'd expect ~25.
https://www.klaviyo.com/docs/javascript-api
It seems like you could tag events quite easily on your site [customer logged in, customer performed action, etc] quite like mixpanel - and then use the rest of the system to perform actions in responses.
It would be super simple to set up a "Haven't seen you in a while" email without having to do any extra work. Lots of companies build nice products but don't put any effort on customer success, past conversion to sign up.
I like it. A non-technical could add a lot of value to an existing site.