Cheetah Digital vs. Keap

I think CheetahMail, being one of the main ESPs in the market, is a quality choice. However, I would suggest that it's really only valuable for a bit larger of an organization, generally having staff of 100+ and revenues in tens of millions -- this is mainly to justify the amount of investment required, so may be cost-prohibitive to some. You also need to make sure that you understand the entire "level of support" you will gain through your specific contract.... the key is understanding what types of resources are within your organization (who's doing the coding? who comes up with the next campaign? What's the overall strategy?) Depending on these questions and resources, may help determine your final needs from a services point of view. CheetahMail can provide a wealth of various services specific to needs (and changes over time as your business changes), but a clear understanding of what you have before you bring them on will really help getting up and running quickly. Also be sure to truly understand the costs for the initial integrations, setups, IP senders, etc.

Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.

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• Internal management - This is a great web-based tool that allows our users to see what emails go to whom.
• Organization - Many layers of organization for templates since there are many types of remarketing emails that we send out.
• Historical Records - CheetahMail sends us the raw text files of all email actions so we can upload them to our database.

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• Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
• Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
• Updates: Keap is constantly providing more and better solutions!

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• The organization of CheetahMail could at times be better, as you create more and more mailings, they just pile up in a long list. It would be useful to be able to create folders to store specific mailings in. (ex. editorial, newsletters, marketing, etc.)

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• More articles and videos on how to use the various functions of Keap
• Having representatives designated to certain regions or companies for a point of contact when help is needed
• More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions

As I have begun exploring competitors, I've come to realize that every competitor offers so much more functionality and integration than CheetahMail does. When we first signed our contract, CheetahMail was much more innovative and at the forefront of email. Since being bought out by Experian, we've seen a huge decline in service and innovation. They have laid off much of their staff and moved their account representatives to Costa Rica. They also heavily rely on on third parties which you will have to pay large amounts of money for while other Email Service Providers have integrated new technologies into their platform. You will get more for your money going to a different email service such as Responsys, Silverpop, Listrak and the like,

We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.

CheetahMail has a high learning curve to master and requires a lot of backend work with tech teams to set up. Navigation is not the best and everything that should be automated is still extremely manual.

You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.

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There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.

I've been very satisfied with the support given by Cheetah, they are always asking and looking for areas where they can help you improve upon your business. They are very knowledgeable and are able to quickly find any answer you are looking for.

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Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.

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I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.

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The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.

Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.

I believe Cheetah DMS is a bit more complete and a lot more complex to use than Mailchimp. Mailchimp was born as a mail marketing service while Cheetah has always worked across the whole online advertising spectrum making it a better solution for clients that need a certain level of service and sophistication.

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Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.

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You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.

• Our efficiency has decreased with CheetaMail actually. Too many service calls to find out why something isn't working as expected, account setup questions, issues with PiP, takes too long to get a simple form built, customer service response time, etc...
• Reporting is not very streamlined. This has caused us to take our reporting offline and use a method with better visibility.

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• Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
• We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
• List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.

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