7Sheep vs Keap

• When preparing an event, 7Sheep takes care of pretty much everything you need to select, inform, and register participants, as well as prepare materials for the events, such as name badges and signature lists.
• We also use 7Sheep for reporting on communications activities.
• 7Sheep allows you to build simple or complex forms and questionnaires which we use both for events and independent surveys.
• The drag and drop HTML editor makes things look good without a lot of extra effort.

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• The strongest part of Keap/Infusionsoft is the CRM side for contacts and companies. The contact view is very robust, with everything from basic data points to form submissions, campaigns past and present, purchases, tags, web site profile, opportunities, and tons of customization is available with custom fields. Every business needs custom fields for segmentation, lead management, and reporting. It is very robust here.
• The email builder is very simple and quick to use. The drag and drop functionality with built-in templates makes it a breeze to set up any kind of email from a beautiful marketing blast to a simple automated sales follow-up. Tagging from email clicks is also great for triggering other actions or notifications to reps for follow up. Emails are mobile responsive, too, without any extra coding or fiddling.
• This has my favorite campaign builder. Simply pick a goal that triggers actions and then build our sequences with very robust if/then conditional logic. You can build campaigns as simple as an opt-in form with notification or follow-up or a 30-touch account-based marketing campaign all on the same canvas which is so swift and easy to edit.

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• I know that they are working on a simpler way to send a test e-mail to yourself. This will streamline my activities as well and I look forward to that system change (which was suggested by a client. I have also suggested improvements which have been implemented.)
• I miss an easy unsubscribe feature (like you get in MailChimp). Overall, 7Sheep's system is more flexible (good) but that does make it more complex to split up (not so good).
• Setting up the SPF record in our DNS system was flexible and easy but for DKIM integration we had to contact the 7Sheep support. They do not check or show the necessary records in the tool. Customer service was great, though, so not a very big problem, just a bit of a nuisance.

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• The layout of the CRM - users with basic customer account access should have a cleaner easier to follow view vs administrators with robust access.
• I would recommend tying more explainer tasks to campaign options to create better clarity over the purpose of each option to help new administrators - maybe a toggle of guided or not guided campaign creation.

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• With the translation support we have translated forms into Spanish for our producers and this has been a really positive benefit for them as a partner.
• I am able to monitor interest in different products very easily and so re-target particular varieties to specific regions.
• Text message campaigns mean that we can directly engage: especially for physical meetings, tasting reminders and so forth.

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• We have really been able to keep a better handle on all of our leads and not let them fall through the cracks.
• We have been able to flexible in our business solutions because Infusionsoft integrates so well with other products. We haven't found ourselves stuck in any "corners" because of it.
• Because Infusionsoft tracks contact interactions, we have been able to better measure all of our objectives and know what is actually happening.

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