ONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.
Predictive Pipeline kept track of every change in the sales pipeline and predicts quota attainment boasting 80% accuracy, with Neuralytics, the XANT predictive engine. The product was based on C9 Predictive Sales, owned and supported by XANT (formerly InsideSales.com) since May 2015, and no longer available for sale.
Ontraport offers a variety of plans to choose from based on the features needed. Pricing adjusts with the number of contacts in the database and users in the account. Monthly or annual plans are available, and all plans start with a 14-day free trial.
Ontraport offers a Done-With-You Setup and Training Package for getting set up in the account quickly. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It gives you the ability to see where your pipeline was in the past and compare to how it is now. You can set queries that will allow you to show at risk deals, committed deals, etc.
This gives much better visibility for management to coach.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract.
It was not dependable enough to trust the data and to count on accessing the app when we needed it.
It actually was unavailable at EOQ one time.
I also did not care for the lack of real-time pipeline information. If someone was doing a pipeline review, there was no instant gratification i.e. to see changes in pipeline occur as an AE made a change to an opportunity.
You couldn’t do any configuration at all. Even if you just wanted to change a field or add a filter, you had to go through their services team. It was a recognized challenge and I saw roadmap addressing it.
The query tool is a little hard to use and we have found that queries are very slow and lock up.
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.
C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the business
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.
From a sales manager’s perspective it was fairly easy to use the base functionality (just viewing current pipeline) and much harder to look at analytics (pipeline changes over time). C9 made this easier by allowing sales ops to publish views to sales managers. The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.
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.
C9 cares about their customers and responds quickly. However, the ticketing system could be better and there is no easy way to track the status of your requests.
Very simple implementation. They basically set up the imports and then they configure the tool per customer requests.
I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.
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.
Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
The product provides a single source for pipeline and forecast data and has scaled well with our organization. We have grown from 10 sales reps to 100 reps and we really needed a tool to to manage data and do roll-ups etc.
It's also important to provide senior management visibility into the pipeline, and the tool works well for this.
