Exclaimer vs. Keap

Exclaimer is highly beneficial for larger companies that have a range of business units and requirements around the look and feel of signatures. Smaller organisations are unlikely to need the same degree of customisation, so the requirement is diminished. Particularly as there is something of a cost premium and another platform to manage.

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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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• Allows for easily customizing the templates for the signatures.
• Allows uploading custom logos or banners to be applied in the different signatures
• Allows assigning specific signatures to groups of users
• Connects easily with all Google Suite email accounts within the organization

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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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• A complete tutorial could be added to avoid common pitfalls (such as when to use 0 and when to use auto).
• The email add-in seems quite clunky when getting going.
• There is no way to self-serve user-specific changes (such as toggling on/off certain extras, such as direct dials, extensions, and job titles).

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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

We are very happy with exclaimer it runs 99.9% of the time without any issues. It also very easy to use and maintain and the design team are happy to use it as its so user friendly. When compared to how much time we used to spend updating banners exclaimer saves us hours. This more than justifies the cost and when it comes to renew we wont be thinking twice about doing so

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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.

In the order that I recall the setup process: Signature templates need to be set up (attribute mapping to AD) Office 365 connector needs to be set up (global admin needed and exclaimer engineer for guidance) Signature policies need to be set up (who gets which signatures) Office membership groups need to be setup (who in the org will use exclaimer) Members need to be added to those groups (user membership) Agents need to be deployed on the end-user hosts (local agent)

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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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Never had any issues with availability during our outages.

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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.

I have to admit that there has been an odd occasion when the pages have taken a while to load. This is the exception rather than the rule.

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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 only had one issue in 7 years where I needed to reach out to Exclaimer for support, but it was handled quickly and resolved my issue. No messing around to provide additional information. Just a quick solution to what I was facing which resolved the issue on the first go around.

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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.

Our implementation was relatively easy as we weren't cutting over from anything. We just got the software installed, set up the file share and got active directory set up. We got exsync on a scheduled task and it just worked. We built our templates and policies and it has always been relatively smooth.

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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.

Exclaimer blows the doors off compared to Letsignit. Exclaimer is a little more expensive, but you get what you pay for. What you get is a much better user interface, real analytics instead of one crappy report you have to manually sort, and a much more robust campaign area. With Letsignit I was constantly getting messages that they were experiencing one problem or another, leading to service outages that impacted our users. Gotta love it when the CEO calls because he can't find his email signature. I've had no service interruptions with Exclaim and no email "excuses." That's the sort of thing that makes you lose confidence in a supplier quickly. Oh, and no communication/bills in French. I lived near the Canadian border, I get it, but you have customer databases, communicate appropriately.

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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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Everything runs smoothly between us

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you can easily design more than one signature and spit it among the organisation

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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 used the Design Template service; this was a very pleasant experience and the design team we in constant communication with us to ensure the templates were designed exactly to our remit.

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• Uniform feel for all emails sent by the organisation.
• Meets regulatory Compliance.
• Ability to send out the right phone numbers for the right departments.
• It is easy to onboard new staff with the correct details from day 1 (no setup is needed from the new starter).

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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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