Constant Contact Lead Gen & CRM vs. TapClicks

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.

Incentivized

For advertising agencies and marketing departments looking to aggregate and consolidate marketing, advertising, and website analytics performance data into one centralized platform, TapClicks is a market-leading solution. TapClicks provides customizable modules, charts, and graphs to make visual sense of your data. TapClicks is designed for organizations that are trying to import reporting data across multiple marketing, advertising, and web analytics platforms. It probably does not makes sense to license TapClicks if you are just getting started with your digital marketing and are only utilizing 1 or 2 third-party platforms that TapClicks has an API connection with, it's probably premature for your organization to invest in TapClicks.

Incentivized

• 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.

• Customizable dashboards: these are easy to set-up and manage and tell a powerful story. We appreciate that they can be exported.
• Import Wizard: it's very important that we are able to include custom data points in our reports through the Import Wizard. After a short learning curve, we are not importing data on a weekly basis for a comprehensive report that not only shows marketing trends, but the business results too.
• Groups and Clusters: The ability to manage client groups and clusters has been vital to how we report out to the client.

Incentivized

• 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.

Incentivized

• The support team sometimes isn't very responsive, and I can go a week without hearing from the TapClicks team on an open issue.
• I would love to have the categories feature enhanced so that I could combine several services, and be able to break out reporting by the flights/adgroups/lineitems within those services.
• I would love for the custom dashboards that are created to be integrated into reporting so that, for example, I could use the Categories dashboard as the title page of an exported report.

Incentivized

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.

Incentivized

TapClicks is a must have for our agency clients

Incentivized

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.

Incentivized

TapClicks provides an array of on-demand training videos coupled with account management support to help your organization get up and running. That being said, TapClicks integrates with hundreds of marketing, advertising, CRM, and website analytics third-party platforms, so depending on how many integrations you want to activate, it can be a steep learning curve. Overall, we like the usability of the product.

Incentivized

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.

Incentivized

Our organization experienced a very thorough onboarding process that helped us get up and running with TapClicks. It's pretty easy to integrate or "connect" with other platforms. We have developed a long-term relationship with our Account Manager at TapClicks and we really value her support. In today's world, most technology companies change your Account Manager seemingly almost every year, but that has not been the case with TapClicks.

Incentivized

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.

Incentivized

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.

Incentivized

The companies I interviewed are either limited in the number of APIs built with the data source, especially with DFP. Some of them charge us cloud storage fees. TapClicks came in with enthusiasm and so far they have helped us jump start the building of dashboards for our clients.

Incentivized

• 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.

• Greater efficiencies in providing reports to our clients
• Great reporting features to sell when we're trying to close new business as an agency
• Ability to resell and add margin to our investment
• Automated reporting for our clients which saves our team time

Incentivized