GreenRope vs. Metadata.io

There's no such thing as a CRM that doesn't have its complications and headaches. I have tried a lot of them and ultimately like GreenRope heads and shoulders above the rest. GreenRope is particularly suited for small to medium sized businesses who do not have the budget or need for a SalesForce install, or the engineers necessary to make other CRM software work. If you want a more sophisticated system than an email responder like MailChimp or Constant Contact, you need to have a CRM. So ask yourself what you are looking to automate in your business and then go for a solution that has the ability to scale with you. A CRM is a commitment to long term growth and automation, and you should see it as an investment -- both in cash and in time. I don't have a programmer and have managed to get a lot of functionality out of GreenRope (all DIY). And I'm always adding to it with no limits in sight.

Metadata is well suited when you have a really large ad budget (>50k per month at least). This is because the power of metadata lies in the ability to quickly set up and run a large number of experiments (combinations of channel, audience, creative, and conversion assets). To evaluate these variations, all of them need a large number of impressions, clicks, and conversions to be statistically relevant. If your budget is smaller, you will either have a very small number of experiments (not fully utilizing the power of metadata), or your experiments will not have enough clicks to make informed decisions. We had expected a better explanation of this from metadata before signing up.

Incentivized

• GreenRope provides a full-featured application at ALL pricing levels. You don't have to 'upgrade' to get better features - you've got them all right away. I really appreciated this!
• GreenRope doesn't charge per user (i.e., administrator of the system). Other systems require additional fees when adding administrators to your account. GreenRope makes it easy for me to get help with the CRM by adding more of my people, without adding multiple fees.
• Customer Service at GreenRope rocks! They really want to help you get started well. The training and set-up calls are fantastic. For any support issues that have come up (usually newbie questions!) I've always received a prompt response. I can't say enough about their support.
• There are many ways for me to customize my data sets, for management and segmentation of contacts, specific to my industry and business needs.
• Dashboard customization - as a visual learner, the presentation of information on my screen is important to me, and GreenRope allows me the ability to customize colours, icons, and sizes of things in my dashboard. This is helpful for my creativity and productivity.

• Best paid ops tool I've ever used (and I've used a lot): we can launch a new LinkedIn & Facebook campaign in minutes.
• Lead gen ops: no more dealing with broken zapier zaps, we are able to automate pushing native lead gen leads directly to our CRM.
• Attribution: see influenced & triggered opportunities/CW deals
• Multivariate testing: Metadata scales audience, ad, creative testing so you learn what performs much faster than manual process

Incentivized

• The project management software - while usable in its current form - can still benefit from further development. But I've noticed that they are working on it, so it seems they are aware of this area of opportunity.
• This is a little thing, but I'd like the ability to drill into specific tasks from more areas, and mark them complete quickly or make notes on them.
• I honestly don't have many suggestions. I use their ticket system to make suggestions when they occur to me, and they tend to incorporate suggestions very quickly into subsequent builds.

• If you don't have a large budget and audience it's hard to meaningfully optimize. If I have 4 ad creatives, to 2 audience groups on FB and LinkedIn, that creates 16 experiments, each of which needs an ample enough budget, say $40/day, that's now $640 per day or $19K per month.
• Limited ability to edit ads after they've been launched. You usually have to stop the ad, clone it, and launch a new campaign.
• Can't add new ads to existing campaigns which limits the ability to optimize. If I start an MD campaign with 4 ads, and in a few weeks we see that one is working well and the other 2 are not performing, I can pause those (or it can autopause by rules), but I can't add 2 more new creatives to the mix against the high performer. I'd have to either stop the high performer, and recreate it in a new campaign (losing likes and comments), OR - leave the high performer in the first campaign, and create. a second campaign with the new ones, which will only optimize against each other.
• Limited to a single conversion event on a landing page. I'm not able to choose either a Demo Request OR a Sign-Up conversion, I can only choose one.
• Google search ads are doable but aren't necessarily more feature-rich or easy-to use than native, so there's no value added to doing it through Metadata in my opinion aside from unifying ad reporting.

Incentivized

They have monthly renewals, so at any time you can cancel and not feel like they are holding your money. Their customer support is easy to work with. Their ticketing system to communicate with you about service issues is fantastic(which is included in the monthly fee) allows you to track issues. We use the ticketing system and add it to our website. This gives people the ability to communicate with us 24/7.

It takes time to learn this system. It is not going to happen over night, but once you master it it will be worth it. I am already seeing some great results, all I have to do is keep learning.

Many times I have to repeat the issue several times before the person understands correctly. There was also an instant where support was not available when help was needed, had to wait for a response and it was a business day.

Metadata's customer support is a difference-maker! They really do care how well your campaigns perform and will help you improve them.

Incentivized

I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration. BUT, even as it is, the frustrations and challenges disappear as things start working. I am going to be offering up a few of the tricks I have learned to the team at GreenRope to share with other users because when customers offer valuable work arounds that they find helpful to others, we accomplish a few things. The coders get an idea of things that aren't working quite as expected so they can look into fixes, other customers get benefit and we all win

We chose GreenRope.com because they were the best fit. We already had a marketing email strategy with Constant Contact so choosing a CRM with those capabilities was very important when making our decision. Everything we were already doing could be in 1 place instead of needing to login to several different outlets to reach our goals and objectives. For example, email marketing (Constant Contact), website tracking (our Host), client tracking (spreadsheets), Calendars (Outlook), etc. Now we do everything, email marketing, track leads, have a work flow, track website visitors, post events and forecast all with 1 login. It's great!!

We chose [Metadata.io] because it was a smaller company and could get more personalized attention. The price was better and they seemed more eager to support us. The feature set was what we were looking for and not more - it was exactly as robust as we needed it to be. Didn't want to pay for features we weren't going to use.

Incentivized

• It has helped us from an efficiency standpoint to organize, keep track off, and communicate with our contacts.
• We have high functionality and great features for a great cost.
• People with varying levels of computer experience can use GreenRope and many of its features.

Incentivized

• Huge decrease in CPLs, CPMQL and Cost Per Opportunity
• Big improvement in MQL to SQL rates
• 90%+ of our leads from paid social now have valid business emails, before it was like 30%
• Saving us hundreds of hours over the course of the next year doing daily manual optimization and budget management tasks for us so we can focus on strategy and testing new things

Incentivized