Halogen TalentSpace (discontinued) vs. Keap

I think it's a good platform for tracking and monitoring goals, feedback, and development. We don't use the 1:1 meeting feature, however, I can see how that would be valuable for many organizations. I do like that it is very customizable, however, that also presents problems in that sometimes forms and/or processes can be a bit challenging to create easily and quickly.

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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• 1:1 agendas are easy to create, add comments to and prompt excellent conversation flow on the topics that truly matter to the manager and the employee.
• The system can be easily customized to reflect your company's language and culture. We did this in several areas of the platform (goals, development, learning), and it made a world of difference in the understanding and adaptation of our users. One example is that in each learning module, we added 3 questions in the course description so that managers would be automatically prompted to ask to follow up / learning transfer questions when their employees enroll and take a learning course.
• Halogen support is outstanding. Any question I have had has been answered upon the first contact or within 24 hours.

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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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• My organization does not use all of the functions/modules that Halogen offers, but I find that those modules still appear on the Halogen main page. I think a great area for improvement is to hide these functions so as not to confuse employees.

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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

Implementing a new system and process company wide is never an easy task. We moved so quickly in such a short period of time that we were able to learn quickly but also have the opportunity to improve the Halogen experience. We will more than likely will renew our use of Halogen as we already are seeing a small impact which hopefully in the long run will lead to a greater impact

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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.

Halogen is very intuitive and provides very clean work-space ... lots of white space and modern layouts. There is more than one way to accomplish your action, too!

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.

We only purchased the appraisal module and without the other modules offered, you are really limited in what you can do and the process becomes much more involved with needing to maintain information across multiple platforms. We found that they charge for everything and call it "consulting." We poured so much money and time into a system that was just overkill for what we really needed.

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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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It is very easy to use and I can do my own programming instead of paying a technician and waiting sometimes days for them to program the changes.

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.

Get to know your CAM - Customer Account Manager! They are a lifesaver! (Thanks Jorie Basque!)

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.

I have used other systems in the past and I like that Halogen provides everything in one space. I would like to see a more developed way to report training, not in the LMS, but I think that for the most part that Halogen is a robust system that is superior to its competition.

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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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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 are able to get our reviews done in a quicker amount of time. Instead of 4-8 weeks we were able to get it done under a month.
• Halogen has gotten better at given us a heads up when the system will be down. Most patches are done overnight so we can at least verify it was done, but their success rate of a patch not breaking something is not at 99%. So we do lose productivity when the system is down.
• The tool is easier to do so there are fewer questions from users outside the core team.

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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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