Lead Gen & CRM (formerly SharpSpring)

Avantages

1. Customer service is highly responsive.
2. Templates for emails and landing pages are easy to use without design or development expertise.
3. Incredibly easy to customize: add fields, pipelines, dashboards, automations particular to your processes without coding or other specialized knowledge.

Inconvénients

1. Landing page builder is kind of basic. However, new releases come regularly and is probably not a big deal if you have an html developer handy.
2. Integrated social scheduler functionality is a bit basic.
3. If you have significant custom complex report needs, this is not the platform for you. They have great canned reports that any layman can find value in, you can download csv files of many things, and you can customize a dashboard with report "widgets." But not a lot of ability to dig into raw data.

Alternatives envisagées 

HubSpot Marketing Hub, Salesforce Marketing Cloud Account Engagement et Salesforce Sales Cloud

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Creating additional sales pipelines required an upgrade to another Salesforce product. For the B2B tech startups our agency served, Salesforce was already a bit much for what they needed -- even before adding on needed marketing automation platforms like Marketo or Pardot. They just didn't have the dedicated resources needed for managing those complex systems.

Logiciel antérieur 

Salesforce Sales Cloud

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

1. SharpSpring's unlimited user model was a big plus for my clients. No need to get in touch with Sales and create a contract addendum. Takes 60 seconds to add a new user. 2. From the agency perspective, being able to manage multiple client instances from a single platform made it easy for my small team to administer. 3. The all-in-one platform makes it easy to connect marketing to sales to upsells for a complete view of the customer experience. 4. Adding a new field to the contact record or a new pipeline is super simple. No development or platform expertise needed. A huge bonus, especially when these requests turn out to be of negligible value and/or rarely used.

Avantages

I love the way the tracking is displayed on a timeline so you can see everywhere a prospect went. The built-in CRM and sales funnel pics up where the marketing funnel leaves off and keeps the automation going during and after the sale to upset and resell. The new retargeting and (soon to be) advertising feature is amazing, not only retargeting your visitors but it finds similar customers to target. Overrall, it's really intuitive and easy to use, and I've used many marketing automation platforms over the years. This is the least expensive. No long-term contracts to sign but still has all the features of the much more expensive ones. And the LiveChat feature you can put on your Web site that was just added (at no additional cost) brings a huge feature that other companies charge more than the entire cost of the SharpSpring subscription.

Inconvénients

No complaints at all. The learning curve wasn't very steep and the price is right. They even have evening support hours.

Avantages

At first, I was hesitant to jump on board with SharpSpring as I have used the bulkier parent company software from Constant Contact and did not love... I thought this would be similar and I was already familiar with HubSpot's array of marketing automation applications; however, I was a little wrong! I still prefer HubSpot for larger, more profitable or sizable I guess I should say, companies. For my non-profit and social enterprise ventures, however, it is actually very much aligned to the effectiveness as the aforementioned competitor but for half the price. I like that I can get detailed analytics while setting up true smart content triggers for pre-existing materials in a way that makes sense and is strategic for my audience at the right time in the right way.

Inconvénients

The interface to me feels almost too simplistic as if it is dumbed down, even aesthetics wise. I am big on the look and feel of a system, especially if I'm going to be in it regularly. Also the social media capabilities and deeper, detailed analytics for lead management and creation at the top of the marketing funnel (or circulating flywheel if you're into more "modern times" industry lingo) are not up to snuff in comparison to HubSpot. But in comparison to the rest of the product market, SharpSpring is up there within the ranks!

Alternatives envisagées 

HubSpot Marketing Hub, Ortto, ActiveCampaign et HubSpot CRM

Avantages

When i used constant contact it was really good. It has everything you need!!

Inconvénients

NO cons really. For me it had everything

Avantages

The things I like most about SharpSpring are the email build, landing page builder, form builder (sort of), the idea of the content calendar, and the cool thing we can do with social listening. I usually use hashtagify or some other application for social listening so finding out about SharpSpring's ability was cool.

When you have a real problem and you're a vendor, the company really steps up

Inconvénients

The content calendar deployment is a joke. Sometimes it will deploy all of the content and some times it won't, it will just deploy pieces. You can schedule emails and social together, I don't dare try that until they fix the application.

The VisualID application isn't much better.

The training could be better, it's all in videos.

Avantages

It's user friendly, it's implemented rapidly, and it has all the functionality you need.

Inconvénients

You need to know the software to make it work properly.

Avantages

SharpSpring is a tool where you can send out emails and create leads and hopefully more clients. There are so many clients we've won over from out SharpSpring emails and we can watch when they open our emails, if they go to our site, what pages on our site they go to and how long they stay on the page. It is amazing the kind of data you can get from doing something so easy!

Inconvénients

Sometimes if your mail recipients don't open 5 emails in a row they will get suppressed but there is a glitch where it suppressed more people than it should and you have to hunt inside your list and see who you should be able to email again. It is something they are working on as many people have called it into IT.

Avantages

The level of support you receive as you learn (and master) this software is second to none. I've never had to wait more than 30 minutes for a response to any issues. There is always someone available to help with anything you need. SharpSpring is always, always working to add new features and options - often based on what the users want and need. I'd recommend it to anyone.

Inconvénients

My only complaint (which is small) is the learning curve with designing emails and landing pages. I've used other tools that are easier. However, all the pros of the software far outweigh this issue. Now that I have learned it, I am able to easily create and assist my own clients with design.

Avantages

It has 80% of the features of HubSpot at 20% of the cost. Excellent software!

Inconvénients

Just a couple features missing, but I know they keep advancing it... They do a great job!

Avantages

I like the dashboard views, the comprehensive features, the fact that it includes sales and marketing and delineates the two, and the reporting.

Inconvénients

I don't have as much time as I would like to truly master all the features. Nothing against the software though. Anything I don't quite have a handle on, their technical support is really good with helping to walk me through it.

Alternatives envisagées 

HubSpot CRM

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

The price point was more inline with my needs given the features.

Avantages

I love the ease of use of emails and scheduling social content. It deploys so simply.

Inconvénients

I feel like Instagram should be in the social content part. But they said that Instagram has not opened their API for whatever reason. I was confused at first about how to add clients to the software but I figured it out.

Alternatives envisagées 

Keap

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

No contract, I can Brand my company and the customer service was absolutely fantastic.

Avantages

I love that this software has all of the important features that many of their much more expensive competitors have. I can easily set up marketing campaigns for myself and my clients that mirror off-line sales funnels to bring in qualified leads.

Inconvénients

There's a small learning curve but not sure how that can be avoided.

Avantages

The quality of the tools for an incredible value!

Inconvénients

Everyday they are launching more and more features, but compared to some other similar softwares some features are not currently available. However since I've been with the company they've literally launched 6 massive new features and they don't charge any more to use them. It's incredible.

Avantages

One of the very first marketing software I was introduced to. Quite easy to use and set-up for the exact needs you have. Great way to get your feet wet.

Inconvénients

Service isn't the best and unfortunately, I don't feel that they continually update the software as much as they should.