February 04, 2016
Ontraport has transformed the way we do business
Likelihood to Renew
10
TrustRadius
ONTRAPORT offers customer relations management services that help with content management, such as creating and hosting webpages; lead tracking, which includes collecting customer data and behavior; traditional marketing approaches, such as e-mail, SMS, social media, and direct mail; managing online payments, including automated billing; and workflow automation.https://media.trustradius.com/product-logos/ZL/sT/2XTJ06NB7FEJ.JPEGOntraportOntraport has transformed the way we do business2015-05-06T21:51:55.116ZWe use Ontraport throughout our organization. It is our email marketing solution and our customer relations management solution. It manages internal tasks and allows us to expertly measure every aspect of our marketing and sales. It integrates wonderfully with third party software/programs and has been an asset since we stated using it over a year ago.,Email Marketing. Ontraport is outstanding. The control that we have over the content, the delivery, the experience that we can provide for our prospects and clients is second to none as far as I am concerned.
Tracking. Everything is measured, compared, tracked, recorded and stored. The mountain of data that is available allows us to instantly see what is working and what isn't, and this saves us time and money.
Customization. I have mentioned the control that we have in email marketing, but that is true in everything.
Support. The team are always there for me. True I may have a problem outside hours, but the knowledge base, videos and Users Community are always there with a solution.,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.,10,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.,AWeber,Infusionsoft,MailChimp,Less than 10,000,10,8Matthew WattsHow ONTRAPORT moved us from a manual business model to automation!2015-04-30T22:05:14.115ZIt is an excellent product and easy to use once you understand the concept and process flow. To be successful and use ONTRAPORT to it's fullest, make sure to use their robust support system and very cool technical videos. Mastering the nine moves is the first step.,Excellent CRM for small to medium businesses.
Email tracking (date/time sent, received, opened, links clicked, etc).
Automation of repetitive processes.
Stats on emails, sequences, etc.,Managing inventory.
Shipping label integration with USPS/UPS/FedEx.
More complete email delivery tracking. Some group messages not always received by everyone available in the group. Sent, Delivered but not read. Customer says they never got it.,10,Faster product creation, sales and conversion.
Easier to create and manage multiple sales funnels.
Easier to manage customer communication and follow-up.,1ShoppingCart,AWeber,10,000 to 25,000,10,8Chris CastilloWe run ONTRAPORT. It doesn't run us.2015-04-29T19:31:31.771ZWe use ONTRAPORT for our own agency needs and also implement on behalf of our clients for their needs. In all cases, we wanted a platform that we could program around each business situation to automatically capture contact information, track the source, keep it organized and stay in touch with relevant communications while keeping sales people actively engaged in the process so they can follow-up when the time is right. The ultimate goal is relationship development. It solves the problem of how a company can realistically stay in touch with enough people to achieve their revenue goals.,It automatically lets sales people and marketers know which contacts in the database are the most active and even allows you to see which web pages a particular contact has visited.
The marriage of rules and sequences allows us to sit down with clients and map out their marketing, sales and customer service processes and then program ONTRAPORT to carry them out. The business guides the software, not the other way around.
ONTRAPORT encourages a mix of communications; email, post card, postal and text messages. This helps keep the relationship real with the contacts. They don't feel like they are just on an email list. They are communicated in a way that matches their behavior and preferences.,Its blessing is its curse. Too much flexibility and a broad range of features means it can be hard to use to its full potential if you're not familiar with it and some of the features are not as advanced as stand alone solutions; like email templates for example.
The shopping cart and gateway communications are not really geared for product sales yet. It's coming though.
Reporting is a challenge. It's very flexible because you can download just about anything. You just have to figure out how to report it.,10,We have been meeting the needs of clients with this tool since 2008; exceeding revenue expectations.
We have clients that set goals to get 100 leads. We end up getting them 1,000. Granted a lot of that is in the campaign strategy but the tool is legit.,,Less than 10,000,Both,2,,Product manufacturers and profesional services looking for new leads
Automatically stay in touch once you have leads
Follow-up from sales when the time is right,We have a behavior capture report that automatically goes out every morning showing contacts that opened an email, clicked something, visited a web page or logged a call.
We use custom fields for sales managers to record quarterly sales goals vs actual. The data is downloaded and mail merged into a pre-formatted sales report.
We use PURL's on printed mail to people that don't have an email. That [way] we can see if they visit a landing page but don't fill out the form.,We're going to expand all of our clients into affiliate programs. The built in affiliate center is perfect.
Using PilotPress, we will be displaying more dynamic content on web and landing pages.
Membership sites!,10,Yes,Price
Product Features
Product Usability
Positive Sales Experience with the Vendor,I wouldn't,Implemented in-house
Professional services company,No,Change management was minimal,Getting clean data to import
Recognizing business processes before setting up the system
Recognizing market segments and clearly knowing their needs before setting up the system,10,10,Yes,Yes, just recently I used a plugin for WooCommerce. We had some trouble getting things to work the way we wanted. The ONTRAPORT team went above and beyond on issues that were't even theirs. From what they did learn, they added feature requests to ONTRAPORT and implemented the next month! Pretty impressive.,Build a sequence
Create smart forms (web forms)
Tag and organize contacts
Use HTML email templates and send broadcasts
New dashboard!,Task outcomes within a sequence can be hairy
Using email and landing page templates
Displaying "report" like data,Yes,9,10Chad RootOntra-Pumped on this platform2015-05-01T15:41:46.830ZWe use Ontraport across our entire organization. We use it to track leads, sales, service and referrals. We have used the task automation to automate our sales fulfillment. Our service department and sales department are both using Ontraport to automate standard practices and management oversight. We email our current customers to notify them of overdue service, and then call people who don't respond. Once we have not been able to reach them by email or phone we add them to our postcard sequence to drip them post cards quarterly.,Creating Custom Groups and applying the groups to automated filters. We use this to change large groups of contacts at once. We import contacts and use filters to assign the contacts to different territories based on zip codes.
Simple and intuitive rules to automate complex functions. My office staff doesn't even know it's happening. They update one field and magically a contact record is changed, a date is updated and a sequence is changed.
Mailing out post cards with purls is very important to our lead generation. Tracking post card response has always been difficult in the past.
Smart form integration and beyond. We use Ontraport smart forms to not only capture lead information but to qualify them based on their survey.
We follow up every prospect that doesn't buy with a survey generated by ontraport with the promise of a gift card for participation. The fulfillment of this gift card is completed using Ontraport tasks. (to my office manager to mail out. not to automatically mail out gift cards... that would be cool though),The platform is pretty stable and fast. Every once in a while the system seems to run a little slow. There have been huge improvements in speed and stability since Oct 2014.
Mobile app needs improvement. I have not been able to use it on my smart phone and the web login doesn't work well for my iPad.
Graphic interface showing how all the sequences, forms and opt in pages are tied together in a funnel design would be cool.,10,Our customer satisfaction ratings have gone up dramatically. No more dropped balls or orphaned customers!
Our employees make far less mistakes using the automated system.
Management of our sales and marketing organization is much easier with this platform.,,10,000 to 25,000,10,Implemented in-house,9Eric ForonjyWhy ONTRAPORT is #12014-06-10T16:32:26.568ZMy client uses ONTRAPORT quite literally as their office for our emails, CRM, etc. The business problems it addresses are unifying the online office: outreach, tracking, sales, follow-up. Without ONTRAPORT we'd have many pieces working separately instead of one system doing it all. Love it!,Tagging, Measurement & Tracking
Automation, Systems & Payment
Ease of Use,Simpler way to find the training (took me a while to find it, and wasn't even sure it was the right thing)
I think there's always room to improve the UI so it's more intuitive,10,10 all around, no questions asked,Infusionsoft,customerio,10Ari SherbillOntraport (Office AutoPilot) just makes me smile...2013-10-08T22:37:32.781ZThe rule based email marketing / business processes are fantastic.
Business automation was something I discovered it does really well, e.g. if card declines, set a followup call and much, much more.
They have some cherry-on-the-top features, e.g. native postcard mailing integration, which is cool.,Unfortunately, not enough developers have jumped on API integrations, which means some fancy things (e.g. integration with QuickBooks) requires you to hire your own coder.,Better client communications
Great CRM
A new way of thinking about our "business processes".,10,10,Email marketing.
CRM
Marketing automation.
Business analysis.,,,Implemented in-house,10,In-person training
Self-taught,10,Yes.,No,8David JaegerConnect to more client and grow your business with Ontraport2015-04-29T19:28:48.639ZOntraport is an integral part of our business. We use it across for both the information marketing/ start-up business consulting side as well as our full-service digital marketing agency. And we also help our clients leverage it in their business. It allow us to nurture our relationships and grow them.,Task management is my favorite feature. I love that I can send a task to an outside vendor and have them report on the interaction with my client without them needing to log into the Ontraport system
The Support Team ROCKS! I'm able to get quick help via live chat and knowing that they are just a phone call away is also great. (Even late at night and on weekends.)
The Executive Staff really care about their customers. They are active in the forum and really listen (and address) the challenges of their customer. Give them a use case for a divergent use of a feature that may need a small tweak to the system and they will seriously consider making that possible.,Reporting is not the easiest thing to do in the system.
Affiliate tracking/ reporting is not very intuitive or consistent
If you set-up your system yourself, you just don't know what needs to be set-up in order to track stuff later. Some basic KPIs need custom set-ups to be report-able.,8,Because I'm connecting more consistently, I am seeing a quick turn in my sales cycle
The task management feature ensures that we are delivering consistent service to our customers
With lead flow mostly automated, the team in freed up to actually work with clients, rather than trying to just manage relationships,1ShoppingCart, InfusionSoft, ConstantContact, MailChimp and AWeber,Less than 10,000,10,Professional services company,8,9Verified UserContraport - A burdensome tool to enflame your team to revolution2014-02-20T22:32:39.876ZOntraport (Office AutoPilot) drives our entire CRM system. We have a list of about 3000 people. We make use of date and step sequences. We use tags, list segmentation, sales, tasks, site tracking, pages and affiliates through the system. We use the smart-form in all 3 flavors - HTML, straight JavaScript and embedded javascript. I can confidently say that we use well over 95% of the features available in the system.,Email deliver rates are fast and high.
Tracking open and click-rates is good.
Support is readily available by chat and phone,Does not work with Chrome - cannot even log in
Took them 7 days to fix a security certificate error - all eCommerce activity gave "unsecured or untrusted site" warnings, and it took HOURS to convince them how and where the problem was on their side, including video-capture of a detailed reproduction ruling out other issues. They just did not get the importance of SSL.
Charges made through their system do not send your product "description" through to your payment gateway. (confirmed deficiency with tech support)
The system supports adding/removing tags in one step. DON'T DO IT. Tags get lost. Add the new tag, wait 5 minutes until confirmed, then delete the old tag.
System cannot count. Never delete a step from a step-sequence; everything gets hopelessly thrown out of whack and re-creating the sequence is the only solution.
System lacks significant filtering abilities. No "and", "or" or parenthetical groupings available.
You can filter on "does not contain" for tags, but cannot do the same for sequences. Reason: it hurts their server's performance, so they don't make this feature available to users. You need to do a 3-step work-around that rapidly goes out of date.
No way to rename tags. You have to add a new one, copy over, wait, then delete the first one.
No DESCRIPTION for any tags you create. So you better think them through up front, since renaming is not available, and you can otherwise forget which one was used for what, when, or why. No way to even see how many contacts are using a given tag at a glance. You have to create a filter for each and every tag just to check.,1,It is way more useful than managing things by hand.
The more we use it, the more costly it becomes to replace with something more functional
Hours of lost productivity. I've reported and documented on average, one bug every 3 weeks for 7 months already.,,1,No,5,Yes,There were at least two times when I simply could not figure out HOW to accomplish something that should be far easier than the UI made it. For supported features that are simply obscured by bad UI, the support team is knowledgeable enough to guide users through the byzantine structures needed to accomplish your goal.Verified User
Unspecified
Ontraport
28 Ratings
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