Ontraport vs. ServiceMax

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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Small deployments, where you have some specific need for ServiceMax and absolutely need offline capabilities, and are willing to deal with the problems. Otherwise, you may be better off looking at the built-in Work Orders and field service module that Salesforce is now providing. Their app is direct competition for ServiceMax and integrates much better with cases and knowledge articles.

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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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• As it's built on Salesforce, the reporting tools are fairly robust
• The service flow managers can be setup to easily lead technicians to entering data in the right place

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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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• Dispatch console seems slow and the data is more of a pull than a push into the database.
• It seems to be a Ferrari and takes a lot of labor hours to configure.
• Still does not integrate with Apple's products very well.

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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.

Engaged account management. Support is based worldwide but handoffs have not been too painful.

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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.

ServiceMax has an offline capability, and also integrates with our Salesforce side of business. At the time, Salesforce did not have a field service application so we could not consider it, but if we could now, we would probably go with that instead. ServiceMax is also expensive. But at the time, ServiceMax was the only offering out there that integrated with Salesforce, had mobile offline capability, and could operate at the scale we needed.

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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.

• ROI for ServiceMax is mostly dependent on how in depth the organization wants the software. Our ROI is expected within the second year of operation due to the complexity of integration and the initial training requirements for in-house programmers.
• Inventory control ROI is expected within year three or four due to the number of technicians and creating the foundation of information to import into ServiceMax. Expectations are the front end programming will be complete and our programmers will be better acquainted with the modules and architecture to make the inventory integration smoother than the initial integration.
• Our organization has been working with ServiceMax for ten months and beginning to incorporate the financials to the work orders. This process has not been as seamless as once projected and the root causes are under investigation. It appears the original fields available to track time between employees were not in depth nor segregated sufficiently for granularity.

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