Keap vs. SalesHood

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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[SalesHood] has been helpful during virtual onboarding when the team is not able to get together for in-person trainings. And the ability to test retention is helpful for the user and for management as well. However, it is one of those platforms that takes time out of what a rep does best, which is sell, so it may not be the most well received.

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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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• Sales-centric: the platform is literally built for salespeople and with salespeople in mind
• Collaborative Customer Success: the SalesHood team is SO responsive and always willing to collaborate and brainstorm ideas
• Easy to Use: They have a fantastic onboarding program to get new admins started and the platform is easy to use.

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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

• Finding a specific training path that I'm looking for can be difficult via browsing. Best way is to use the search bar.
• I wish there was a way to provide peer feedback. It might be a setting that our team just doesn't use, but it would be nice to see questions that peers have, or places they're struggling and to be able to comment or reach out directly to help.

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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.

IT has been useful and better than some of the other tools we have used.

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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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Our CSM at SalesHood is always responsive to us, we see the support team respond to our queries quickly, and even the CEO Elay Cohen is entirely plugged in. If an in-app NPS score is rendered that looks to be unfavorable, they reach out to understand why and to see if they can help turn the experience around if it's education or enhancement that's needed. It's a great team there to support you.

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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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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 chose SalesHood because I knew the team is amazing based on my past relationship with them, and because I knew the features met the needs my organization had. They may not have had all the frills that other vendors have, but we didn't need frills. We needed functionality and flexibility.

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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.

• 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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• Provides proof to executive management and shareholders - the value that training and enablement brings to the organization
• Ability to quickly create trainings and roll them out to the target audience with deadlines
• Tracking also provides the ability of the enablement team to identify gaps and adjust accordingly

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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