Keap vs. VinSolutions

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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It is well suited to customer communication - emails/calls/texts. It helps with all those. You are able to get personal by adding notes to remember in the future, or tasks to complete down the road. It keeps history, so no salesperson can argue who did want and who gets the credit. Essentially, it is the final word - if the employee doesn't record it in Vin - then it didn't happen and anyone can help a customer. Seems to be less appropriate for actual marketing-related activities (as mentioned with their campaign manager).

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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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• Tracks sold logs, desk logs, offers, etc. so there is no confusion over what was offered or by whom.
• Gives a clear, concise list of sold vehicles, who sold them, and front and back end gross for easy reference.
• Trade appraisals are clearly visible, along with who appraised them, so there is no potential for misunderstanding between the sales managers, GSM and GM.

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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

• Because VinSolutions is able to pull customers lists, they also made a campaigns manager that allows you to create marketing emails and send them out. However, after the initial launch they never updated it, it seems. It would be the best thing...if it was 2005.
• This customer lists that I like to export to upload into my own email software, I can't get the actual list myself - I have to contact my Vin rep for them to give me. These lists are not the same, nor have the same filters, as the report lists that Vin does provide dealers. So, I prefer the other.

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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.

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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Technical support, general customer support, implementation support are all top notch. All representatives from the company check in every couple weeks to make sure all is going well; if there is a problem, I generally have a solution given within hours if not soon; and they are friendly, easy to understand, and do a great job. Well done!

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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 have never used a full-suite CRM with this depth prior to this experience

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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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• Not sure about our financial investment in VinSolutions, but we have been with them for over 10 years, so our management keeps choosing it over other options (we have reviewed others in the past recommended by our dealer group).
• Positive impact on keeping our customers...ours. This avoids sales consultants recording their customers in some random ledger of their own...and then taking that list with them when they leave - especially to another dealership. This ensures that each person is the dealership's customer, and not the salesperson's customer.
• History is recorded, and we never know what we need until we run into an issue. VinSolutions is our go-to for many past communications and transactions. It provides a 'road to the sale' story that managers can pull up to help them navigate concerns.

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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