What is our primary use case?
I use it for sending transactional emails for a couple of Fintechs. We use SendGrid to inform the clients, and we lead during the onboarding process and during the transactional period of time. We'll be doing the life cycle of financials for the client through the onboarding and during the business relationship with the financial entity concerning any activity that happens with their funds or during the onboarding process.
How has it helped my organization?
They enable us to automate all the communication with our clients around commercial campaigns, marketing activities, and also during transactional tasks, basically, any transaction that happens on the account. It is the main preferred way to communicate with the client.
What is most valuable?
My integration team likes that it's very easy to integrate and very easy to automate based on activities that happen on our core banking application. The ease of integration with an external application is something that we appreciate.
Also, I like the dashboard. You can check one by one if you need to see the messages that SendGrid sent. That was also a nice feature.
The solution is stable. The performance has been good.
It can scale well.
What needs improvement?
Maybe they could have a mobile application to give to admins, so they could see some insights related to the data. That could be nice. With SendGrid, if you need to check some info, you need to go to the website. It would be easier if it was just an app.
If they could make it easier to develop a communication tree, that would be ideal.
For how long have I used the solution?
I've been using the solution for four years.
What do I think about the stability of the solution?
We haven't sent a lot of emails since the two projects were not so big in terms of the quantity of clients and the quantity of messages. However, I've noted they send tons of emails daily. In order to have some problem with the performance, you would have to be playing with millions of customers, and maybe, in that case you need to coordinate with the technical team of SendGrid. However, we are not that big and haven't had any issues with stability at all.
What do I think about the scalability of the solution?
It's a SaaS, and it totally scalable.
We don't have anyone that is totally working on it since it's a part of the process; however, when we used to run the project, it was usually an assignment to someone on the technical team and me on the pro side and maybe someone on the marketing team. That was only when it was needed to send something. It's something that you only need to run when you need to send a message. It's something that happens automatically just based on the API integration, so you don't need a lot of users.
We are using it in general for all our emails. We used to use to send all our emails ourselves. We increase usage when we increase the number of clients. We are also increasing usage when we are trying to send more messages around marketing or launching a new product.
How are customer service and support?
We haven't used support much. We used them a little three years ago, and it was okay. When we set up our subscription, we signed an agreement with the technical support of SendGrid, and they assigned someone to help us. At the end of the month, this person will send us the total hours logged and our usage of the support, and they charge based on that.
Which solution did I use previously and why did I switch?
We have used MailChimp as well. We use SendGrid for transactional emails and MailChimp for marketing communication. The marketing team is in charge of the MailChimp account.
How was the initial setup?
The implementation process varies in difficulty. If you only want to try to connect it with something very simple, it's easy. It's based on the applications that you have on your side and the complexity of the message that you want to send.
You need to develop a tree of communication, and also that will be a factor. If the tree is complex, the setup will be complex.
For example, if you want to only send an email each time a client buys something and send a thank-you message after the purchase, and you don't need to personalize anything, that will be very quick. If you are on the other side and based on a lot of complex rules, maybe for a financial investor on a stock change and you need to send a lot of warnings on the information of operation, that could be tougher.
That said, in general, it's very easy to integrate, and it's something that, even if you didn't work with it in the past, you could learn easily.
Since it's software as a service, we only need to check that it's working. When the endpoint sends an error message, we need to check on that. Other than that, it doesn't require maintenance.
What about the implementation team?
We did the setup ourselves.
In a couple of companies, we have an IT team to take the request and assign someone to enter details into SendGrid and make the connection or upload the designs in HTML to have the right design for some messages.
What was our ROI?
I haven't calculated an exact ROI. We'd have to compare against someone manually doing the work; however, it's not easy to compare since SendGrid is 24/7 for $90 a month, and having a person available wouldn't be possible at that price, so it's a no-brainer.
What's my experience with pricing, setup cost, and licensing?
We do have dedicated paid support from SendGrid.
It's a software as a service and therefore you're paying for what you use. The price depends on the volume of emails.
They have the packages on the website. Costs will depend on the volume and also on some special requirements. You may need some extras for, be able to integrate or something, for example, however, it is very clear on the price. They have an API plan and that is the common way to use it.
The licensing is easy to understand. They have a free version and five more plans and you need to see which would be most suitable for you. The last of these five is custom pricing when you need to talk with an expert in case you need something special.
I use the essential plan which is $20 a month. After that, we use the pro which is $90 a month, and had all our costs bundled in.
Which other solutions did I evaluate?
We looked for solutions, and it appeared SendGrid was the leader in the space, so we went with the leader.
What other advice do I have?
I'm a customer and end-user.
I'm not sure which version I'm on. It's a SaaS, so it will be the one available from 2018 to 2022.
New users should consider the tool and what they need it to do, and under which team. They need to look at if they need API integration and if they have a technical team that can manage the product or if they only have a non-technical person. It's a good idea to have someone that is very technical, who can understand it well, and be able to look at the insights and data and be comfortable with the dashboard. You may need someone who understands HTML as well. You need someone who is technical, operational and understands marketing. Or, you need three people, one to cover each of these aspects.
I'd rate the solution nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.