Ontraport vs. Salesforce Data 360

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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Great tool for client management, sales tracking, cases studies. Using is as the source of truth for all client communication. Allowing more integration options for cc and ACH payments. Right now the options are limited and only integrate with strict processing capabilities that are not always in the businesses best interest.

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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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• Allows use to bring external data into Salesforce as zero-copy
• Is able to present data using standard Salesforce reports familiar to our users
• Allows us to establish multiple relationships between our CRM data and the external data to contextualize the imported data.

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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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• pricing or costing visibilty, we can't estimate what would be consumption this month and suddenly we get surprised
• CI/CD can be improved, that looks a difficult and hard
• Also sandbox comes with many limitation so very hard to replicate production like environment to test

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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 daily use features, are very usr friendly, intuitive, every end user can learn how to manage and operate basic activities such as enter information, send an email, send a campaign, create an email marketing template, run a report on the renewals for the month, open and close a support case, create new account or a new contact, etc

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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

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.

we have evaluated Snowflake, adobe rt-cdp as well. They also offer a very strong capabilities but the Data 360 is more suitable for us because of the same Salesforce ecosystem. The main key factor is without any custom code we were able to include it into our automations. And ofcourse with agentforce already in plans, we had to pick Data 360

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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.

• 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.

• Salesforce Data Cloud has a positive impact on me as a realtor because it is easy to generate reports on customer data and see what is needed to be bumped to the next level. We have to earn a certain commission by the end of the year and it makes it easy to see how close you are
• It has a positive impact on keeping track of customers because it is nice to have it all in one place which is a nice time saver
• I like that you can even see customer info from other agents making it nice to compare and try and pass others
• Makes the customers journey smooth sailing because everything is in one place

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