PinPoint Document Management Software (DMS) vs. Swift Digital

Pinpoint is great if you have a lot of documents that need to be organized in a specific way. It works really well for our organization which has to go through an annual audit. Anything the auditors might need can be easily found and emailed to them with only a few clicks of the mouse rather than digging through file cabinets and storage boxes

Incentivized

it's well suited to a business that relies on constant email marketing and to keep in contact with leads or customers. This is the heartbeat of business and suits us. We can segment qualified leads, data scores, track campaigns and effectively save time to work on other customer campaigns. If you are a smaller business that only sends one email a month, it's not for you. This software is very sophisticated and can be technical in the beginning.

• Workflows
• Document searching
• customization

Incentivized

• drag-and-drop campaign builder
• email templates
• lead scoring
• Analytics

• I would like to see more functionality with the contact manager system
• We still haven't been able to master the automatic filing feature
• It is difficult to make changes to the setup after you have been using it a while, kind of stuck with the way you organize things.

Incentivized

• More email flexibility would be good.
• Simplify the modules-there is a lot, and it can be overwhelming.

It does take some time to learn about all of the features and systems within Pinpoint. It is also slightly difficult to set up, however, we have invested a lot of time into making it work for our organization and we don't regret that investment at all. The Pinpoint staff has always been very helpful and accommodating to anything we need.

Incentivized

The support team with Pinpoint is wonderful. I have always had all of my questions answered in a very timely manner by someone who knows my system and understands our goals. I always feel listened to and our problems are taken care of. I enjoy the option to email for assistance or jump on a quick conference call to talk about an issue

Incentivized

We looked into Swift based upon a recommendation. We have previously used ActiveCampaign but found it very clunky for what we wanted to use it for. We also looked into Pardot, but was on the other end of the spectrum, it had far too many features, complexities and required an implementation specialist at our expense of $15K. Swift was just the right fit for us, and we like knowing that our data is kept in Australia

• Saves time
• Saves money
• Increased audit performance

Incentivized

• Better lead quality
• Has allowed us to close clients quicker.
• Higher ROI
• Access to much more targeted customer data
• Getting used to the software took more time thn anticipated