Keap vs. PeopleAdmin Higher Ed Platform, from Powerschool

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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Organizations who have very few applications and/or very few positions posted are probably less likely to benefit as high from PeopleAdmin. Large organizations who have several positions and/or several applications/applicants can definitely benefit from this product. This product is not as well suited for performance management as I had hoped because there is not a lot of freedom to creating and designing different evaluations for different position types in the system when you have an organization that has thousands of different employees and types.

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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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• Applicant tracking was a good use of this tool for our department. I think it could use a few more customization features but overall it was a good tool to weed out applicants who were not qualified for the position.
• The system has some canned reporting tools that also worked well for our department and management needs.
• It was a great place to house our position descriptions and provided a readily accessible source for hiring managers to make requested updates and changes and for employees to see and have access to their position descriptions.

• 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

• PeopleAdmin's internal report writer needs work. Currently, in version 7, reporting can only be done requisition number by requisition number. The report writer needs to be modified so it can create reports enterprise-wide.
• PeopleAdmin's Data Mart product needs substantial modification. In version 5.8, on a monthly basis, PeopleAdmin provided us with an Microsoft Access database containing our historical data up to that period end. In version 7, the "Data Mart" contains our historical data. The Data Mart consists of over 300 files. These files are not database table downloads nor is it parts of a database data dump. Rather, the files appear to be scrapes from html pages. They contain html codes and other character data that needs to be cleaned before they can be uploaded. The files are not in a table-by-table format. Any one file can contain data from two or more tables. The format of the Data Mart makes it difficult to load the data into a database and format it in a table structure that is comparable to the Access database provided with version 5.8.

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.

We are evaluating our options as it relates to PeopleAdmin. We are likely to renew as we can not find another product that gives us the functionality we have with PeopleAdmin 5.8 in the area of Position Description. Outside of that, we would likely be close to finding another product solution.

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.

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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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

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.

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.

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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I've used both Target Recruit and HR Smart. When working with Target Recruit it quickly became apparent it was not the right solution for us. Another solution we examined prior to selection PeopleAdmin was iCIMS. iCIMS is a very social system but was not as familiar with the Higher Education recruitment processes as was PeopleAdmin.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We are now able to track our recruitment sources to determine our ROI on university paid subscriptions.
• We have reduced our recruiting approval review times by 50%
• We have identified areas for improvement substancially by having robust reporting available at our fingertips.