Keap vs. Sales Engine International

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.

Incentivized

We used the Manticore Marketing Automation solution for almost/just over 2 years, and initially, it was a great solution. Everything just seemed to work. When Manticore Technology, Inc. and Sales Engine International merged on May 31st of 2012, the overall product quality began to decline. As browsers and other programs (like our CRM environment) went through updates and new releases, Manticore just didn't keep up. Parts of the program became incompatible with certain browsers, forcing us to change where and how we logged into the back-end of the system. It was a silly workaround, but not the end of the world. When we learned that other client-facing portions didn't work with certain browsers, we brought it to their attention, and were told that we needed to find some way to work with it, and that the changes to the system were not possible. We ended up having to change our 200+ landing pages/forms, and could no longer have the State/Province field as a required field for registrations. That is just one example of our experience, and there have been others that are just as troublesome.

• 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!

Incentivized

• Awesome integration with CRM/SFDC.
• Support is US-based, free with subscription, and very helpful.
• Best workflow capability (drag and drop) I've seen in any comparable product.
• Custom templates are available for purchase and are great for branding.
• Easy to use landing pages.

• 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

• List Building for Resends - I like to resend my email campaigns to non-openers and there is no easy way to pull this list within Manticore (If did not open this email is not an option). Typically I pull the report for the campaign, then re-import my list of non-openers to create a new list.

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.

I've been incredibly pleased with Manticore/SEI and have selected them at several companies now. It's worked in a variety of different business environments, both big and small, and everyone on both the sales and marketing side have been extremely pleased with the results

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.

Incentivized

Some of the actions require you to be in a specific section before actions are available to you, like adding a list. You first have to navigate to that section for options to be available to you

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

Manticore hardly ever has "product down time" and almost never during a normal work day for our company

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.

Email campaigns are deployed instantly when you launch, unlike other Marketing Automation tools I've used in the past that queue emails in batches and can take hours to complete a send

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.

Incentivized

The Manticore team is very knowledgeable, I haven't had an issue where a ticket was left unanswered or unresolved

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.

Incentivized

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.

Training was done online, but was one-on-one, giving me a lot of time to ask very specific product questions. They also walk you through setting up a test campaign, email, and landing page

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.

It was the easiest integration and implementation that I've ever experienced. I've implemented other CRM integrated services before that provided the same services as Manticore that were extremely technical and expensive to integrate with Salesforce.com or Microsoft CRM Dynamics, or just plain couldn't integrate

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.

Incentivized

We migrated to Marketo approximately 6 months
ago, and were extremely happy with the change. Besides the higher sticker
price and the "everything's a sales pitch" communications from
Marketo, we can't find any fault.

Sales
Engine International - Manticore (commonly referred to as Manti-beast
internally) created many problems for us. And while they did integrate
with our Microsoft Dynamics environment, the software quickly ate through our
purchased storage and forced us to constantly purchase more. That alone
cost us many hundreds of dollars in Microsoft Dynamics CRM storage every year.
And, when confronted about it, Manticore support flat out lied about how
much storage their activities were taking up in our system. So, while it
integrates, it's a very poor integration.

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

• Errors in forms led to a decrease in registrations - found workaround to correct it, but was never informed of certain incompatibilities
• Reports have been inaccurate and very inflexible, and have not allowed for reliable forecasting/planning