Keap vs. TargetBay

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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If you want to use email to market to your customer base and you don't want to handle the weekly chore of creating and sending the emails, then TargetBay and in particular, Danielle is the way to go. If you are not interested in email marketing or you can take care of that in-house, then there may be better choices to handle your reviews. It is rare today to find a company as responsive and easy to work with as TargetBay.

• 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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• TargetBay has amazing chat support.
• TargetBay has a great onboarding process.
• TargetBay is very affordable compared to other programs that offer similar solutions.

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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

• There is always room for improvement, however, I find Target Bay to be cost effective.

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.

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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TargetBay, while it is a great tool and more than pays for itself, is not the most user-friendly and/or easy to use. Even our very tech-savvy employees have struggled through figuring out some of the work flows. While TargetBay's technical support team on chat is amazing, they are not always available and documentation on "how-to" user and or do XYZ on their platform needs improvement.

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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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If I could rate their chat support separately than their phone support, I would rate their chat support at an 8 or 9. Their chat support team, when online, can usually answer most any questions quickly and clearly. If they can't find the answer right away, they always follow up with an email providing you the help/assistance you need. However, their phone support is another story. I would rate the phone support a 4. Most of the times, while not all of the time, that we've had to talk with someone on the phone, we typically are left with more questions and/or not the answer we were looking for. I think this may be partially due to the language barrier, but either way it has pushed us to want to only use that chat option for support which, unfortunately, is more time-consuming.

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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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We have used other customer review services in the past. I did not have the level of involvement with them like I do with Danielle and TargetBay. Email marketing is a major plus. And the PPC ads have been cost-effective. I am pleased with TargetBay and the results we have been getting since working with them.

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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• We have seen a positive ROI with TargetBay. Once we get through Covid-19, it will be even better.
• I know we are communicating with our customers on a regular basis, keeping Sign Art Etc in their minds as in-person events start happening again.
• Emails we send are professional and creative. Much better than I would do.
• PPC with TargetBay is better than what we see with Google Ads.