Likelihood to Recommend We have really enjoyed the personal level of customer service with CallidusCloud and the quick turn around on any concerns and issues. CallidusCloud works well as an integrated instance with Salesforce and also as a stand alone instance that can send to csv files. We have been able to build campaigns, track success of said campaigns and manage automation. The level of integration has been key to our success and to the ability to create professional, personalized templates that are true to our brand but allow us to innovate. We also are pleased with the way that we can add blocks of emails on during our busy times so that service is not interrupted.
Read full review SharpSpring is great for creating and tracking campaigns that span multiple channels. With the Salesforce integration, we are able to keep our Sales team focused inside Salesforce without them needing to learn a new tool. Our Marketing team uses SharpSpring to nurture leads before handing them off to the Sales team. Though the features are available, SharpSpring would not be suitable for social media management or blogs; our third-party tools do a better job at that.
Read full review Pros Reporting - we can send out emails all day, but if we don't have something to report to the client after-the-fact it voids the entire process. Genius provided a visually stimulating reporting tool. Tracking - Genius was great at tracking opens, clicks, bounces, hard bounces, etc. This helped us clean up our system as we sent campaigns out. CRM Integration - Genius was great about tracking each contact (in Salesforce) and their activity via emails. Read full review Their Emailers are very easy to construct and user-friendly. It takes your Newsletter and sales emails to the next level, especially with the action groups and trigger functionalities. The life of the lead functionality allows you to see when leads get warmer, so you know when to send them what. Helps improve conversions. Read full review Cons One area of LeadFormix that could be improved is the way it schedules out an email to multiple lists. It can get problematic when an email scheduled to ten lists takes ten hours (one list per hour) to go out. It also isn't efficient to make us schedule individual emails instead of this process. I would like to be able to send out an email to ten lists and have it arrive in everyone's mailboxes at the time I scheduled it for. The email design platform could use work. I've resorted to coding my emails using html, since the WYSIWYG platform seems to add unwanted and un-needed style codes throughout the email (it's not a platform for people unfamiliar with coding). Read full review The landing page builder is a bit hard to use. Doesn’t have much flexibility. Sometimes confusing between types of workflows to use. Opportunity versus visual. If you imported contacts that weren’t formatted correctly. It is hard to delete a bull amount. Need to type DELETE for each one manually. No bull options to make changes. Read full review Likelihood to Renew Since the company has grown, the personal touch has dispatched and it's more difficult to get a rep. There is no longer a phone call that can be made but the responses don't take as long as others and the glitches are becoming more and more frequent.
Read full review We have been very impressed with all aspects of this software and the potential for it to radically change how we operate is huge! Support has been exceptional and we have discovered many extra uses for the software than originally thought. Not only will it give us benefits for our company's growth, but for our client's growth as well.
Read full review Usability Very easy to use and designed well.
Read full review This rating is coming from an administrative perspective. With so many features, workflows, dashboards, and more, there is certainly a lot going on, and even the most savvy software user can get a little overwhelmed when trying to decide how to best implement and utilize the platform to its full potential. That being said, the SharpSpring platform is well-implemented and well-organized, with most solutions being fairly intuitive, once you have a grasp of the software. It is fairly easy to learn , but difficult to master . Just like any powerful platform, however, the complexity is worth it, and once you are comfortable navigating and problem solving within SharpSpring, it becomes a great marketing and sales tool which can do virtually anything you need it to.
Read full review Support Rating It has declined since we started with this company and it could be better.
Read full review The support is great which really helps overcome challenges if you become stuck and the training videos are great too. Same-day replies are great and I even got some help with some CSS code on the chat. Not many organizations would do this or even respond.
Read full review Implementation Rating Overall I would say to be patient and bring everyone who will be touching the platform to the onboarding sessions. The Virtual Classroom lets you onboard as quickly or slowly as you want. Sales, marketing, design, account management, get 'em all in on it. For the most part, they will be happy to use this platform. I recommend getting as many people as possible to see the SharpSpring demo.
Read full review Alternatives Considered We selected CallidusCloud (Genius) based on the level of service for the price. It was more cost effective then Silver Pop which was another tool recommended to us. On the other hand, mail chimp did not provide the level of integration needed with our CRM - Salesforce. We need to be able to connect the response to an email campaign to the individual contact (student) record and determine the success of the campaign.
Read full review We use different CRMs for different clients, mostly due to budget and other requirements. SharpSpring from Constant Contact is in the middle, price-wise, but is slightly more user-friendly than
ActiveCampaign when it comes to certain things, such as drip campaigns and workflows. Though the price can be prohibitive to some clients, it is extremely robust. I definitely prefer the list-building, the ability to send smart emails and the WYSIWYG editor.
Read full review Return on Investment We have had problems with our emails landing up in spam which was hampering out marketing efforts. Too many features that add very little value to business You spend too much of time on the tool because the UI is very confusing Read full review Streamlined Processes - sales and marketing are now all in the same place. Reduced Number of Platforms/Tools - CRM/lead management, email, automation, landing pages, forms, etc are all in the same place rather than using multiple tools. Time-saving - sales pipeline is very easy to use for sales. For marketing, we have dozens of workflows that eliminate much of our manual processes from the past. Return on Investment - We're more focused on moving the building the business than ever before because SharpSpring has simplified so many of our business operations and we're seeing massive results! Lead generation - Up SIGNIFICANTLY (between 3x & 4x) since setting up SharpSpring. Read full review ScreenShots CallidusCloud LeadRocket (discontinued) Screenshots