Likelihood to Recommend I think it is wel suited for a business with a lot of one on one relations in the database. For example a supermarket that sells products to a client and gives a reduction on that product. It is nice if the selection process is not to complex and does not involve to many calculations. It is also nice if it is very clear what you want to follow up. In our environment we have lots of many-to-many relations. for example one product is held by more then one client. And that client might have more of those products with other clients. These kind of situation demands for a lot of calculations with derived fields(*), and there things go far too slow. Unica is probably not such a good solution for us, because our environment is too complex, and so is to process of creating the selection, we often have to change things in the selection flows. Because of the complexity it is difficult to see what the flow is exactly doing afterwoods, it also takes to much time to modify existing campaigns. The interface is not handy to work with, if you have long lists of variables, of tables or derived fields(*) you have to scroll through trough them, you can not really search them or reorder them. You can not drag and drop fields or other objects like derived fields in the flow, what would be easy if you have to make frequent changes to the proces flow. When you copy objects something the content of the object changes because the links with other objects or lost. (*) derived field: field to calculate something
Read full review 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.
Read full review Pros Ability to translate Multiple SQL queries into a very easy to use visual GUI. Provides the ability to pre-define segments, run them once in off hours, store them in their own system tables for quick youth and a significant reduction in CPU utilization on the database. It’s use of Reusable objects. Including user variables to pre-define calculations one time, macros that you can create and pass values to parameterize the SQL code And the creation of templates to easily replicate work. It’s ability to bring in external data on the fly that can very easily be mapped into any flowchart. It’s flexibility and creating UNIX script via triggers to automate sending of files to multiple vendors with different FTP sites It’s flexibility in the output layouts that it can create. Read full review 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! Read full review Cons Greater integration of real time (Interact) capabilities with outbound channels, in particular IBM eMessage Email & SMS delivery. Additional outbound channels to be integrated into eMessage, including Facebook Fanpage & Twitter DM broadcasts. At the moment these are possible only through custom additional integration. Support for additional marketing database technology, e.g. MySQL, Exasol, ParAccel, WX2. Provision of database technology with software purchase, as Web technology (IBM WebSphere Express) is supplied for free, but no database is supplied - since IBM also market DB2, which is a supported technology it seems a shame. Read full review 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 Read full review Likelihood to Renew There are three main factors to renew a licence: 1) Cost to migrate to another platform would be rather expensive and time consuming, plus the requirement of retraining employees to use a new tool 2) It has been proven time and time again that it is a market leader in the space (10 years +) 3) It can be built upon, with the addition of additional IBM EMM modules - despite theories it does have very strong digital capabilities.
Brent Banning Most recently Senior Client Services Manager & Client Services Team Leader
Read full review 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.
Read full review Usability I think it is easy to use, if you don't have to do to complex selections.
Read full review 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.
Read full review Reliability and Availability There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Read full review Performance 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.
Read full review Support Rating I didn't use the Unica support since it is with IBM, only before.
Read full review 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.
Read full review In-Person Training 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.
Read full review Online Training 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.
Read full review Implementation Rating - We had to rebuild a part of the datamart afterwards to tighten up and simplify the selection process. But as it was too time consuming to rebuild all the existing campaigns, we no run campaigns on different versions of the datamart. - The response tracking of the campaigns never worked out well, it was impossible to implement a direct response where there is a link between the lead and the response in our operational process
Read full review 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.
Read full review Alternatives Considered The contact history and the response history are so powerful. You can track whatever you want to help the call center to push relevant offers to our customer. In addition, predictive models can be built, with patience, in IBM Campaign. If you have some complaints from the call center about any campaigns, you can easily validate it into the contact or response history.
Read full review 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.
Read full review Scalability 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.
Read full review Return on Investment It helps my clients drive their business which in turn, drives more profit for them. It helps my clients determine what works, and what doesn't work, in terms of their social marketing campaigns. It helps navigate proper budgeting through determining what clients' users respond to, and what they find unique. Read full review 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. Read full review ScreenShots