What users are saying about
33 Ratings
13 Ratings
33 Ratings
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Score 7.1 out of 100
13 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

Ontraport

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.
Charles Kirkland | TrustRadius Reviewer

Veeva CRM

Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Ontraport
8.2
Veeva CRM
WYSIWYG email editor
Ontraport
8.6
Veeva CRM
Dynamic content
Ontraport
8.9
Veeva CRM
Ability to test dynamic content
Ontraport
8.3
Veeva CRM
Landing pages
Ontraport
7.3
Veeva CRM
A/B testing
Ontraport
8.7
Veeva CRM
Mobile optimization
Ontraport
8.0
Veeva CRM
Email deliverability reporting
Ontraport
6.9
Veeva CRM
List management
Ontraport
7.0
Veeva CRM
Triggered drip sequences
Ontraport
9.7
Veeva CRM

Lead Management

Ontraport
6.8
Veeva CRM
Lead nurturing
Ontraport
8.4
Veeva CRM
Lead scoring and grading
Ontraport
5.6
Veeva CRM
Data quality management
Ontraport
6.2
Veeva CRM
Automated sales alerts and tasks
Ontraport
7.1
Veeva CRM

Campaign Management

Ontraport
7.5
Veeva CRM
Calendaring
Ontraport
6.2
Veeva CRM
Event/webinar marketing
Ontraport
8.7
Veeva CRM

Social Media Marketing

Ontraport
7.1
Veeva CRM
Social sharing and campaigns
Ontraport
7.1
Veeva CRM
Social profile integration
Ontraport
7.2
Veeva CRM

Reporting & Analytics

Ontraport
8.3
Veeva CRM
Dashboards
Ontraport
8.7
Veeva CRM
Standard reports
Ontraport
6.6
Veeva CRM
Custom reports
Ontraport
9.6
Veeva CRM

Platform & Infrastructure

Ontraport
7.8
Veeva CRM
API
Ontraport
6.7
Veeva CRM
Role-based workflow & approvals
Ontraport
8.8
Veeva CRM
Customizability
Ontraport
9.5
Veeva CRM
Integration with Salesforce.com
Ontraport
7.3
Veeva CRM
Integration with Microsoft Dynamics CRM
Ontraport
7.3
Veeva CRM
Integration with SugarCRM
Ontraport
7.3
Veeva CRM

Sales Force Automation

Ontraport
Veeva CRM
7.6
Customer data management / contact management
Ontraport
Veeva CRM
8.0
Workflow management
Ontraport
Veeva CRM
8.1
Territory management
Ontraport
Veeva CRM
7.0
Opportunity management
Ontraport
Veeva CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
Ontraport
Veeva CRM
7.6
Contract management
Ontraport
Veeva CRM
7.1
Quote & order management
Ontraport
Veeva CRM
6.1
Interaction tracking
Ontraport
Veeva CRM
8.3
Channel / partner relationship management
Ontraport
Veeva CRM
8.0

Customer Service & Support

Ontraport
Veeva CRM
8.0
Case management
Ontraport
Veeva CRM
8.0
Call center management
Ontraport
Veeva CRM
8.0
Help desk management
Ontraport
Veeva CRM
8.0

Marketing Automation

Ontraport
Veeva CRM
7.1
Lead management
Ontraport
Veeva CRM
7.0
Email marketing
Ontraport
Veeva CRM
7.1

CRM Project Management

Ontraport
Veeva CRM
7.5
Task management
Ontraport
Veeva CRM
8.0
Billing and invoicing management
Ontraport
Veeva CRM
7.6
Reporting
Ontraport
Veeva CRM
6.9

CRM Reporting & Analytics

Ontraport
Veeva CRM
6.4
Forecasting
Ontraport
Veeva CRM
6.1
Pipeline visualization
Ontraport
Veeva CRM
7.7
Customizable reports
Ontraport
Veeva CRM
5.4

Customization

Ontraport
Veeva CRM
7.4
Custom fields
Ontraport
Veeva CRM
7.2
Custom objects
Ontraport
Veeva CRM
7.2
Scripting environment
Ontraport
Veeva CRM
7.3
API for custom integration
Ontraport
Veeva CRM
7.9

Security

Ontraport
Veeva CRM
9.0
Single sign-on capability
Ontraport
Veeva CRM
9.0
Role-based user permissions
Ontraport
Veeva CRM
9.0

Social CRM

Ontraport
Veeva CRM
8.5
Social data
Ontraport
Veeva CRM
8.0
Social engagement
Ontraport
Veeva CRM
9.0

Integrations with 3rd-party Software

Ontraport
Veeva CRM
9.0
Marketing automation
Ontraport
Veeva CRM
9.0

Platform

Ontraport
Veeva CRM
9.2
Mobile access
Ontraport
Veeva CRM
9.2

Pros

Ontraport

  • User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
  • ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
  • Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Jeremy Estes | TrustRadius Reviewer

Veeva CRM

  • Easily accessible with any devices such as ipads, iphones and desktop
  • Data mining - system provides insightful information to users which are targeted for each customer
  • Increases productivity of field staffs
Anonymous | TrustRadius Reviewer

Cons

Ontraport

  • Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
  • Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
  • Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
  • Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
  • Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
  • Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
  • Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Andrew Muller | TrustRadius Reviewer

Veeva CRM

  • Configuration flexibility specific to Medical continues to be a challenge to differentiate from Commercial
  • Standardization of permissions and customization across teams
  • Pricing
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Ontraport

Ontraport 9.1
Based on 8 answers
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.
Anonymous | TrustRadius Reviewer

Veeva CRM

No score
No answers yet
No answers on this topic

Usability

Ontraport

Ontraport 7.8
Based on 3 answers
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.
Eric Foronjy | TrustRadius Reviewer

Veeva CRM

No score
No answers yet
No answers on this topic

Performance

Ontraport

Ontraport 7.7
Based on 4 answers
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.
Chris Castillo | TrustRadius Reviewer

Veeva CRM

No score
No answers yet
No answers on this topic

Support Rating

Ontraport

Ontraport 9.0
Based on 3 answers
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.
Anonymous | TrustRadius Reviewer

Veeva CRM

No score
No answers yet
No answers on this topic

In-Person Training

Ontraport

Ontraport 9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger | TrustRadius Reviewer

Veeva CRM

No score
No answers yet
No answers on this topic

Implementation Rating

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

Veeva CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

Ontraport

Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Matthew Watts | TrustRadius Reviewer

Veeva CRM

As Veeva CRM is built on Salesforce' platform, both solutions have rather similar look, feel and offered set of functionalities. Veeva CRM is geared up specifically for the pharmaceutical industry - to my understanding, there is an agreement between the companies, preventing Salesforce.com from stepping into the pharma market. So if you are familiar with the Salesforce.com experience - from the solution to their implementation, training and support approaches - you can expect similar from Veeva (CRM).
Anonymous | TrustRadius Reviewer

Scalability

Ontraport

Ontraport 8.2
Based on 1 answer
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.
Jen Levitz | TrustRadius Reviewer

Veeva CRM

No score
No answers yet
No answers on this topic

Return on Investment

Ontraport

  • We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
  • We have been able to more effectively target relevant donors that have given more recently.
  • ONTRAPORT has consolidated the tracking software that we have used for contact information.
Kalyn Hoffman | TrustRadius Reviewer

Veeva CRM

  • The system has allowed our field staff to be more efficient
  • Target marketing based on the data analytics
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Ontraport

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Ontraport Editions & Modules

Edition
Pro$2971
Basic$792
Plus$1473
Enterprise$4974
  1. per month (3 Users -- up to 10,000 Contacts)
  2. per month (1 User -- up to 1,000 contacts)
  3. per month (2 Users -- up to 2,500 Contacts)
  4. per month (5 Users -- up to 20,000 Contacts
Modules
100,000 extra contacts$991
Additional user$472
100,000 extra messages$993
First-class postcards$13
  1. Other
  2. Per User per Month
  3. Other
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free."

Veeva CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Veeva CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Ontraport
6.8
Veeva CRM
8.1

Likelihood to Renew

Ontraport
9.1
Veeva CRM

Usability

Ontraport
7.8
Veeva CRM

Performance

Ontraport
7.7
Veeva CRM

Support Rating

Ontraport
9.0
Veeva CRM

In-Person Training

Ontraport
9.1
Veeva CRM

Implementation Rating

Ontraport
9.1
Veeva CRM

Scalability

Ontraport
8.2
Veeva CRM

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