Simon AI Reviews & Product Details

After getting the hang of using the tool, Simon makes it very easy to segment audiences using different data sets. Our support team is also very helpful answering any questions we have. Review collected by and hosted on G2.com.

The tool does take a bit of time to learn how to use the tool and I still don't feel like I fully know everything I can do to get the most out of it. I also wish you could edit segments/flows after they start running. Review collected by and hosted on G2.com.

Simon Data is a powerful CDP and an incredible partner -- one we've collaborated with for nearly 4 years at this point. Watching their product evolve and improve over the years has been remarkable and the amount of features they've road mapped or built specifically at our request is unusual and remarkable. We moved from Klaviyo to a Simon/Sendgrid stack (at the time it was the only ESP they integrated with, but they work with Klaviyo, and most others now) and the power really comes from the simple fact that Simon sits on top of our Redshift warehouse and has access to ALL of our data, not just shopify data, or on-site behavior-based data. We can join data across returns, reviews, NPS, custom surveys, marketing sources, as well as purchase and on-site behavior to drive very specific marketing automation flows to email, SMS, and more. One feature they built for us was the ability to tag people in Shopify as they come in and out of segments, which allows us to do robust server-side personalization for users who are logged in, as well as run specific promos for promotions like anniversary or birthday without having to worry about codes leaking or using unique codes. On top of all of this, from the founders on down, everyone at Simon has been an absolute joy to work with. They have better customer service than any other SaaS provider I've ever worked with. Review collected by and hosted on G2.com.

At this point, the product is pretty all-encompassing for us. The only frustrations come from sometimes needing to wait for pipes to run to have some new fields surfaced in the platform, but if you ask, they can usually manually run them for you. Review collected by and hosted on G2.com.

I like using Simon for it's consumer insights. Review collected by and hosted on G2.com.

It isn't super friendly for first-time users. Review collected by and hosted on G2.com.

I like that the system works to segment all our users for potential targeting on various platforms. Review collected by and hosted on G2.com.

Success Managers were not helpful for a while, but the new team is very helpful, and I can now count on them to help us solve Simon CRM issues. But the system is very limited. There are lots of things we can't do easily on Simon. Review collected by and hosted on G2.com.

Simon Data makes building customer journeys using data we pull from various platforms easy. Review collected by and hosted on G2.com.

Merge control between versions of journeys could be better. Review collected by and hosted on G2.com.

As an administrator, I like the fact that you can create custom roles for users. Review collected by and hosted on G2.com.

As an administrator, I don't like that a whole new account needs to be created if a user's email changes. Our company has changed email domains Review collected by and hosted on G2.com.

Simon Data's web interface is responsive. It allows for customization of output fields, which we use to control csv outputs. Review collected by and hosted on G2.com.

Simon Data has a confusing interface for how various fields are edited. It also does not allow for easy manual triggering of campaign flows. Review collected by and hosted on G2.com.

The simplicity of use when transferring knowledge from other platforms such as Klayvio and MailChimp. Understanding where everything is located and building out an email can be understood fairly quickly. Review collected by and hosted on G2.com.

The confusion with segment terminology often resulted in the incorrect audience being displayed. Often time certain segment criteria wasn't able to be met due to lack of support from the platform. Review collected by and hosted on G2.com.

Creating and scheduling campaigns is intuitive and quick. Customer view is customizable and makes it easy for an at-a-glance reference for a customer. Adding events for reporting (such as signups or registrations) is also relatively easy. User interface is very responsive. Review collected by and hosted on G2.com.

Having multiple database types on the back end makes customizing data sets challenging. The lack of a built-in sandbox-type feature also makes it a little more challenging when you're trying to build complex joins between the different elements. One missing feature that we lost when we moved to Simon was a form builder within the application. It's always easier to build a form with all of the embedded fields/code you need within a product, instead of having to build the form on the site and make sure you have all of the field names correct. Review collected by and hosted on G2.com.

I like that SimonData ingests data from multiple sources so that we can get more granular with our segmentation and reporting. This eliminates a lot of manual work on our end, and the integrations they have also allow for more automation. Their team is also very hands on and always willing to help get to the bottom of any issues that arise. They're readily available and generally quick to respond. Review collected by and hosted on G2.com.

Sometimes the way to set up segments/reports isn't very intuitive. There are multiple ways to get at the same answer, and sometimes one way is preferred for accuracy's sake, but there isn't a way of knowing that without asking questions. It's also imperative to stay on top of any database updates within your organization, as changes don't necessarily sync up automatically. This can cause delays in usability and requires extra work on SimonData's side. Review collected by and hosted on G2.com.