eTrigue DemandCenter vs. Keap

The platform is most scalable-- works for small and large companies alike. Key for most of our clients is the little to no IT support required to implement and run the platform. I would definitely explore this when looking at a marketing automation platform beyond the "batch and blast" solutions. We've yet to have an issue working with our clients' sales and/or marketing teams to implement. And most of our clients work in the platform independent of the programs we run; are able to set up acampaign, upload lists and/or pull for CRM, and run reports on their own in very short turn.

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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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• Really easy to use. We can build a campaign in about 30 minutes and our new hires can learn to use it very quickly.
• Free phone support.
• I can always get someone to help me and they actually return calls quicker than most all companies.
• We are able to create campaigns before we finish all the assets. We can launch, then change the flow and add assets when they are ready.
• Integration with Google AdWords is very easy to setup, and has lots of ROI and campaign peformance reporting.

• 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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• I've never been too crazy about the reporting within DemandCenter. There is always a solution for any type of report I'm seeking, but it involves report designing (choosing data points dragging/dropping columns & rows) which is made difficult by the lack of descriptions & values for the data points. To their credit, they did release a new suite of simplified (and pretty) reports, dubbed "Marketing Effectiveness". Relegating the older, complicated (yet super-flexible) reports as "Business Analytics".
• The UI will be a little unfamiliar at first. That is, where you think you should be clicking, you'll need to double-click or drag-and-drop. And I would say DemandCenter has always (and still does) have an issue with UI elements that are "windows within windows" or modal windows with scrolling. But, at least these UI components are consistent throughout the entire application - so once you're used to it, you can actually achieve some pretty impressive speeds.
• One of DemandCenter's greatest features is being squished down to uselessness: Derived Data. As mentioned, I scrub our data on a regular basis, and this means filling/appending data, or extrapolating to fill missing data. DC released a feature called "Derived Data" that scours useful info from the prospect's IP address (mostly geographical info). Now, while you can create campaign & list conditions based on derived data, there is no easy way to simply extract that oh-so-valuable derived Country or State and have it map those values to the standard fields. Or at least let you export derived data. They have plans to fix this - but for now it's like dangling candy in front of a baby.

• 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

We have tried other systems and eTrigue is the easiest to use, easiest to train new people on, and most responsive support team we have ever experienced. They ask our input on new features they are developing, and have implemented some of our suggestions in their product rollouts. We get new features almost every month. We get live support without any cost, and they return our phone calls within an hour every time. They treat us like a true partner.

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.

Having used Marketo, Act-On, and Pardot, eTrigue is MUCH easier to use and easier to train new team members to use.

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.

Been very happy with their responsiveness and ability to resolve issues

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.

You will need to think about which users you want to have each role, and the features allowed in each role. You should watch the training videos before you get live training. It saved us several hours as they had already answered 90% of our questions.

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.

Constant Contact offered now tracking, lead alerts. Marketo wasn't as flexible-- for example not easy to schedule campaigns in advance, to launch in the future. Also liked the interface and the DemandCenter lead alert format more than Marketo.

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.

• We get the upper hand on follow-up with return visitors... not by reverse DNS lookup or pattern match but by direct cookie validation. Inside sales productivity is boosted by 33% easy with eTrigue.
• The alerts and data are lightning fast, giving marketing immediate feedback on campaign data and prospects.

• 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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