Certent Equity Management vs. iContact

Certent Equity Management is well suited in the following ways: 1. [The] software provides seamless integration to internal software. 2. [It provides] detailed reports of market equity management. 3. [The] software prepares financial equity footnotes for 10k reporting very well. 4. It helps with award modification [as] needed. 5. I enjoy doing capitalization tables.

I would only recommend it if someone was a small business. I think they are the best suited for companies who will send out a coupon or offer here and there. The most recent updates made it more complicated to use for more complicated processes. It is easy to train someone on the program, and so quick to learn. But I would also only stick to the simpler things. I also think the colorful templates are great, and show great creativity. But again, it is hard to justify recommending the program when it isn't WYSIWYG.

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• Expense calculations – the whole accounting for equity awards is pretty technical and not real easy to follow. It does a good job of calculating GAAP expense for each award.

• Contact management. iContact is really great for entering all your contact. You are able to put them onto different lists, and let them choose which lists they would like to be a part of as well. There are many data fields provided to fill in information.
• Emailing. We use the email feature at least once a month. They are always improving and adding new features, which is very helpful in presenting content in a new and exciting way to our readers. There are many options with remade templates and themes, or you can add your own.
• Insights. It is really helpful being able to have the data to see what is working and what isn't. It is nice to be able to go back and see how things went in the past compared to now. Opens, clicks, shares, etc.

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• There are no features that are hard to use or that I would like to see improved.

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• We also would like to send transactional messages which don't require an opt-out, this is a challenge with iContact. (May be a feature with pro?)
• The regular version of iContact doesn't support event management or logic flows for automated messaging.
• Custom form fields have limited field type options (can't build a drop-down).

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I personally like the Equity Edge software better. The reporting is better and the software easier to use. The reason we didn’t continue to work with them is we didn’t want to use E-Trade as captive broker.

iContact has been a quick and easy way to send any announcements and news directly to email and social media subscribers. Its tracking and reporting capabilities turn a simple email into a marketing campaign that can be used as a tool to efficiently gauge reader response and customer satisfaction, and ultimately to reach potential customers. The consistency and excellent customer service is what makes this program a pleasant experience.

Pretty easy to go through and learn on your own.

I rate iContact as an easy to use program due to its user friendly dashboard and user interface. Most companies of small to medium size do not have a dedicated marketer, therefore it is someone multitasking who may or may not have this kind of experience. iContact makes it relatively simple and can actually expand one's knowledge in the area of business promotion.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I can only remember a couple of times when cannot access the system.

iContact is regularly up and running. Only once has it been unavailable for maintenance, which is to be expected and even desired for optimal performance when needed.

We do not access support directly. We go through Plan Mosaic.

They have always been responsive to any issues or concerns that have arisen with our account. Our customer account manager participates in our monthly county-wide communicators meetings via telephone to ensure that we are getting the most from the service. He also analyzes our lists to help us weed out inactive contacts.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We had a 2 hour introduction to the software over a Webex meeting by Plan Mosaic, and a user guide. Plan Mosaic is a reseller.

The templates are difficult to customize, and they don't render well in email platforms

A lot of decisions had been made already when I joined. I thought it was a fairly smooth process. You just need to make sure that you do a good job of auditing all the awards that are transferred from system to system. We did a reverse stock split that caused challenges with rounding of shares.

i wouldn't be using it if i wasn't satisfied. time is money

As an organization, we have evaluated various Equity management and accounting software before shortlisting and testing these software and finally selecting 1 software. It has a user-friendly interface that helps and encourages employee participation. Moreover, it has simple and easy-to-understand grants and reporting, which are illustrated by easy-to-understand examples.

I didn't have a say in the decision because I wasn't with the company at the time. I listed HubSpot here because I know we used it in conjunction with iContact for email automation, but HubSpot Email was only recently built-out to the point where it is today. Now, iContact and HubSpot are no longer integrated.

iContact stays the same with the number of users added or taken away. It certainly remains reliable despite increased usage, and so, can be considered scaleable in that aspect.

• It helps with taxation compliance, which could be a major issue.
• [The] uploaded template helps with large amounts of data [that needs] uploading in grants and helps keep a lean team in management and operations.
• [The] availability of different types of reports makes transactional activity easy.
• Accounting, reporting, and disclosures become easy.

• We have a template for webinars that we send every month. We just edit it and send. This couldn't be easier (once you know where to find it).
• We like the breakdown of statistics in the dashboard. They're easy to read.
• iContact isn't a comprehensive solution, so it is only one of a few products we use for marketing.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info