Likelihood to Recommend 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 The reason it's not a seven or above is purely because of the timing of a solution we had requested originally back in August 2023. It's now February 2024, and we're waiting for a wow-factor pitch deck. Previously, we only received a demo recording and an order form quote. These truthfully aren't helpful enough to convince and sway our senior leaders into spending the $35k+ investment into the PMC.
Read full review Pros 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 Personalization: It allows us to create highly personalized direct mail pieces tailored to individual recipients. For instance, we can include the recipient's name, relevant product recommendations, or even custom images that resonate with their preferences. Multi-Channel Integration: The platform seamlessly integrates with our existing digital marketing tools and CRM systems. It enables us to orchestrate cohesive campaigns that combine email, social media, and direct mail to reach our target audience through multiple touchpoints. Automated Workflows: PFL offers robust automation capabilities, streamlining the entire direct mail process. We can set triggers, such as website visits or email engagement, to automatically trigger the sending of personalized direct mail pieces, ensuring timely and relevant outreach. Variable Data Printing: The platform simplifies variable data printing, enabling us to print custom content for each recipient efficiently. This is particularly useful for A/B testing different messaging or designs within a single campaign. Read full review Cons 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 There is no built-in functionality to automate direct mail; this has to be created through triggers in Salesforce. The sales cloud integration didn't give us the syncing or reporting we thought would be available. We would like to see more support from team members in the post-onboarding process. Read full review Likelihood to Renew 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 I will continue to use the platform as long as my employer provides access, but I do not have purchasing power myself.
Read full review Usability 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 The UI is friendly, clear, and accessible, and I access it directly through the interface (Salesforce) that I perform my function in every day. It is intuitive to navigate, and I am able to find most functionalities I need without the need to consult an admin and/or support teams.
Read full review Support Rating 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 Only thing holding me back from a perfect 10 would be the timelines for involving the technical team on occasion. There have been a few times where the PFL technical support team has been booked up for days or more than a week out which can delay our project timelines. This doesn't happen often, let me be clear. But when it does, it's usually at the worst time for our campaigns.
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 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 JourneyMail is one I have evaluated. It did not seem as full featured as PFL Direct Mail Platform, nor did it integrate with the rest of the Salesforce products like PFL Direct Mail Platform (journeymail ONLY integrates to marketing cloud). My customers tend to be cross-cloud and own multiple products and want solutions that can integrate across their stack easily.
Read full review Scalability It does take a while to launch or re-launch a campaign, which can make it difficult to pivot quickly. However, if you're integrated with Marketo, then PFL is as scalable as your database and marketing strategy! The sky is the limit in terms of creativity. Post launch, the program is hands-off apart from report monitoring and potential optimization tweaks.
Read full review Return on Investment 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 We've sometimes struggled to maintain a positive ROI due to some issues with packages not arriving, arriving broken, or including the wrong items. Read full review ScreenShots PFL Direct Mail Platform Screenshots