Matrix Media CRM (Monarch) vs. Ontraport

I think that Matrix is a fairly good CRM tool for sales organizations to utilize to manage account lists and track progress to budget. Managers can encourage sales folks by utilizing the reports to track progress from current year to previous years, and see what changes need to be made. I don't feel like relying completely on the integration of other systems to give you a fail proof look at where you are to budget is a great idea with this software, but for a basic CRM tool, it does the trick.

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Here are some cases where Ontraport is well suited : - When writing emails, you can easily access to preview, manage the changes and go back to what you did before - When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation. It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.

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• It's fairly user friendly and requires very little training to understand how it works.
• It nicely integrates data from our order entry and traffic system to see how orders and the dollars perform compared to the initial data the AE inputs.
• It is able to run neat and concise reports for managers to track progress of the department.

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• Dashboards for our daily stats.
• The email follows up and broadcasts are simple and easy.
• Sales and marketing can now see the impact they have working together. Nobody can point finger anymore.
• They have the best customer support. I can't tell you how many times they have walked me through the problems that I created.
• Amazing email inboxing.

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• I do think that completeness in which it integrates data from our traffic and order entry system could improve some. We have found instances where data isn't cleanly input and requires some manual clean up on the backside.
• While the system itself is pretty user-friendly, sometimes the system itself seems a bit slow. For AE's whose time is rather valuable, this I know they find annoying at times.
• Since I have the ability to see everyone's data and not just one AE's, I would like the managerial functionality a bit more comprehensive. Some of the reports are a bit cumbersome.

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• Wish they had more options for their forms. Would really like to use multi-step forms.
• A lot of times their forms load slowly on the website. Would like to see them speed up their services.
• Their broadcasting options are legacy. There are better options out there for sending broadcast messages.

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My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.

The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes. When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.

Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.

The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.

I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.

If you know your business, ONTRAPORT is easy

I do know that WideOrbit Meida Sales has a CRM tool as well and I do think what Matrix offers is better. As far as data integration, WideOrbit might be better, but as a stand alone product I think Matrix is a better tool. The reporting piece is certainly better, and the ease of use for the AE's is certainly simpler.

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Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.

With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.

• I do think that Matrix has had a positive impact of requiring AE's to better manage their own business.
• Since I don't directly deal with the contractual piece of Matrix, as far as what the actual ROI is, I can't speak to that. But I can say this, our organization has used this for at least the 6 years I've been there. It is used on a national level, so I do believe that it's roll up features are ones that can be utilized through the organization.
• As far as our overall business objectives in the sales department, it certainly meets the needs of both the management team as well as the sales team to managing clients and annual budgets.

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• We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly.
• Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year.
• Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience.