Ontraport vs. Salesforce Starter

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.

Incentivized

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.

Incentivized

• Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
• CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
• Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.

• Sales CRM with built-in guidance and reminders to manage and track opportunities.
• Self-service for customers and internal employee needs. Integrates forms and chatbots very easily into your existing website.
• Guided setup with inherent flows to make transitioning from legacy systems to new age cloud-based technologies
• Integrates with Outlook and Gmail extremely well. Includes the Salesforce Inbox mobile app to link records with calendar and email. Email reminders included automatically.
• The Salesforce Mobile App comes with Starter, making it super easy to work on the go, even in remote areas.

Incentivized

• Ontraport is a very powerful and robust system capable of a great many things. The time it takes to get to know the program is a little intimidating. Don't get me wrong, you can get started right away, but a year in I know I am still not making the most of all Ontraport can do. I am UK based so access to their advanced trainings means international travel, maybe some online events could be initiated.

• Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
• The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.

Incentivized

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.

easy to use, training is intuitive and can be peer taught if needed. Not overly complex so that users can get started within a very short period of time.

Incentivized

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

We used it because it was recommended by other coaching companies. It meets well the need we have which is mostly about creating different type of access based on when the clients joined our program. You can easily create automations and rules to be notified when clients evolve in the program. It allows us to send them our messages at the right moment.

Incentivized

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

Incentivized

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.

• ONTRAPORT has helped us as we continue to segment our users - we're able to quickly determine what messaging is working and what isn't.
• Their form loading is so slow at times that it negatively affects signup conversion rates on our website.
• They have an open API that let's us connect to other productivity and marketing tools without hiring programmers.

Incentivized

• It made the job more efficient for staff so they can spend time doing other tasks rather than configuring and maintaining Salesforce Starter.

Incentivized