Blueshift vs. Insightly Marketing

I think Blueshift is well suited as a CRM. It does a great job handling the customer information that you need, placing it, and displaying it in one concise place. They could do better in regards to being forthcoming with information. Documentation is weak, and depending on who you speak with on the support team, they may have different answers to the problem you're having. In my experience, there are a lot of inconsistencies in how they think about reporting, that someone who's been in marketing for the past 10-years, has to relearn and rethink how we share data for KPIs.

Incentivized

It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.

Incentivized

• Customer Segments + Recommendations Tool - Blueshift and has helped with automating and personalizing our retargeting efforts. The true value of Blueshift was realized when we could launch triggered marketing campaigns targeted to specific segments based on a user's behavior onsite, and deliver relevant personalized content using the AI-based Recommendations tool.
• Integration with Segment and other apps
• Retargeting with dynamic content pulled from data feeds / catalogs

Incentivized

• Manage Customer Data
• Link Projects to People
• Automate Follow-up Reminders
• Track Emails
• Create Reports
• Create Lists

Incentivized

• Campaign management features like drag and drop, copying elements - general ease of use improvements to the UX
• Ability to move customers easily from one campaign to another with one click

Incentivized

• In my opinion, Journeys have very limited trigger and response capabilities
• Allowing HTML options for landing pages
• Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
• List management - uploads, reducing duplicates, general hygine
• UI - it’s very hard to know where to click or how to do something new, in my opinion.

Incentivized

We're not in the mood to start this process over at this time. A lot of hard work went into it.

Incentivized

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

Customer has a better UX/UI but Blueshift's capabilities are far stronger. The price is also more interesting considering what it does. Blueshift doesn't have certain integrations that are useful for startups (like Slack) but it's something that they should be having soon. Social media interconnection is also a step in the right direction that Customer hasn't moved toward

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

• Blueshift has had a tremendous impact on our email marketing KPIs. The AI-based approach and Recommendations tool has led to increased engagement.

Incentivized

• Saves Time
• Increases Sales
• Increases Customer Engagement

Incentivized