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https://dudodiprj2sv7.cloudfront.net/product-logos/IO/Hz/EUTIG343OTFM.PNGSharpSpring, IncAgency Overview For SharpSpring Marketing Automation2018-08-09T18:45:53.965ZAll of our team are using SharpSpring across the board, from management who use all features to track incoming sales and opportunities, through to our web designers, who use the CRM and email features to talk with clients and send them updates. Overall, the system is very useful as it keeps all of our important sales and marketing materials in one place, speeding up our working processes and environment.,Having used other marketing automation products in the past, SharpSpring comes in with a fresh and relevant product, packed full of workflow features that help our marketing team and sales team reach their goals.
The CRM is well crafted and easier than most other CRMs we have either tried ourselves or worked on for our clients.
They are always new features in planning and SharpSpring are very welcoming of new feature requests.
The automation and visual workflow system is easy to operate once you have a marketing plan in mind. Once you have something to say, it is easy to say using SharpSpring.
GDPR compliance on all aspects is great.,The mobile app is a little basic in terms of full automation access but works well as a CRM when I am traveling.
The landing pages are not fully SSL certified, but I understand that is a work in progress from the developers.
The opportunities section for managing potential sales is set up for 1-time contract fees or job totals, rather than options for monthly management contracts.
The built-in tag system is for automation only, where new clients assume when they see the option, that is for the contact manager and are a little disappointed when it is not a contact searching tool. I understand that is also a work in progress to make better in the future.,10,So far, SharpSpring has been very positive for our ROI, simply as we created our instance to work for our benefit and use it now to strengthen where we were weakest before.
Of course, dealing with the transition into a GDPR compliant era with offline systems and several online systems, SharpSpring's approach and commitment to compliance for its customers worldwide solved some problems for our team knowing that we had right to forget options and double opt-in tools at our disposal before the rulings even came into place.
It took a lot of work to transition all of our contacts, email templates, media and opportunities from our older CRM, MailChimp and our cloud storage. I would say to anyone considering any marketing automation service to be aware that it takes quite a few weeks, if not months to get fully set up and trained in the systems enough before you start to realise a real ROI.,,Less than 10,000,Both,Dropbox, Google Search Console, Google Analytics, Google Cloud Storage, Insightly,No,9,No,Yes.
We had created a specific contact page form using several fields and when live on a campaign, some of the data was not being transferred to our contact manager correctly, so when we reached out for support, 2 members of the support team were on it, inspecting the form, testing the form with dummy data until they figured out a referral field was the issue. Simply altering the form fields solved the problem and the form has worked perfectly ever since.Tony BurkeIdeal for agencies and smaller companies2018-07-19T19:42:17.910ZWe are a small agency and we use SharpSpring for all of our clients. Because of the price point, we are able to implement it to greater or lesser degrees based on the services each client requires. For some, we have implemented landing pages with workflows and buyer personas. For others, we use it more like an email platform.,The value is exceptional. There is no way we'd be able to offer the benefits of marketing automation to our clients with any other platform out there now.
The people have always been a pleasure to work with.
The onboarding was customized to how we were planning to use the platform. At no point were we made to feel that we didn't know marketing at all just because we hadn't yet used a marketing automation platform.
They are constantly rolling out new features and capabilities.
Really easy to keep our clients up to date with their automatic VisitorID emails and other automation we've set up.,You want to have someone on your team who knows basic HTML. The WYSIWYG editor can be glitchy and it is much easier to just hop into the code.
Some features are not totally robust. For example, negative triggers are not available (has not visited the page/has not opened the email/has not viewed the media). However, there are ways to work around that using filters or lists.
Roll out and features and capabilities are slightly behind the industry. For example, social media was only integrated in December 2017. That has not been a huge downside for us because, for example, we had been using another platform for social media.
Can be glitchy, especially when new features are rolled out. For example, automatic image resizing while maintaining proportions didn't work for a couple of weeks. I did the calculations on my phone until it was working again. The glitches have never been deleted-all-your-contacts level, just a bit annoying.,9,We're front of mind for our customers with the daily or weekly VisitorID emails.
Our clients have long sales cycles. We've been much better able to tie marketing activities to sales than we ever have before using the Life of Lead.
We've been able to use automation features for our own agency and our clients to save time.,10,000 to 25,000,B2B,Trello, Buffer, Canva,No,Price
Product Features
Positive Sales Experience with the Vendor
Third-party ReviewsMeghan PavasarisSharpSpring review from Holland2018-03-30T17:50:42.595ZWe are a Search Marketing Agency and we use SharpSpring as a marketing automation tool for our clients. E-mail marketing is often part of the online marketing strategy we set out. We help set-up/implement SharpSpring, give advice or create the content that is needed, brainstorm overflows and offer support for the client when they have any questions or need help once we have started marketing automation. For our clients, it helps them automate sending e-mails and helps segment their prospects. All with the end goal to drive them towards a conversion.,Onboarding was really good. Tailored to our specific needs and usually very vast replies on questions and answers.
It is easy to manage your clients and work in the accounts of your clients.
Once you get the hang of using flows, there are a lot of possibilities to work with,The sales process (pipeline) has no automation functionality. It would be great if this could be automated to some extend as well.
You can only create triggers on actions that people take. Not on actions people do not take. To create this it often takes a workaround. For example, it is not possible to create a trigger on 'did not open e-mail'.
We are a Dutch agency, and the tooling SharpSpring uses for recognizing who visits your website is quite poor in Holland. We do not get a lot of data. Would be great if the could partner up with a Dutch party for this. That would give us a bit more value.
Some things could use an update. For example button creation in e-mails, this has limited possibilities.
Some things are not adjustable. Like the message people get whet they unsubscribe. We would like to make this a bit more personal / friendlier but this is not possible.,8,For some clients, it price did not weigh up to the benefits
Some clients find the system hard because they are used to tools like Mailchimp wich are a bit more designed towards user experience. Because they find SharpSpring hard to grasp or are not quite committed they sometimes have trouble seeing its value.
Generating leads that get converted and filtering out which leads to follow-up on. It saves time because you can decide better which leads to follow-up. You can skip not interesting leads so this time can then be used to follow-up quality leads. This makes the sales process more efficient. Hard to put an exact ROI on that.,Active Campaign and HubSpot,10,000 to 25,000,BothStéphanie ErnéMy choice for ad agency business development2018-05-18T18:37:09.719ZI work with advertising agencies to help them improve their business development program. A marketing automation platform is an essential tool for high-performance business development. If my agency clients do not currently have a platform I help them understand which tool fits their needs best. In most cases, they choose ShaprSpring because it has all the features they need without overwhelming them with the things they don't want and don't want to pay for. It provides them with CRM, EMail, Analytics, Social Media, Automation, Analytics, and Pipeline Management functions all integrated into one easy to use system that can be shared across the organization.,A CRM for all my prospects, partners, press, search consultants, past clients, and colleagues – with a delightfully simple contact page to work with.
Business rules automate for various tasks like emails, notifications, reporting, reminders, website, calls and meeting follow-ups, birthdays, anniversaries, the list is endless – the time savings is appreciated
An email platform to create, send and track email and click activity – integrated and intelligent so I know what I have sent and what I should do next
To schedule and track outreach; introductions, reoccurring emails, nurture campaigns, recontacting and retargeting – I set the triggers and voilà, it happens whether I remember or not
A website tracker to see when prospects and new leads pay a visit to my website and what specific content they were interested in – I can follow up with relevant next steps
For pipeline management, reporting and forecasting – I know what opportunities are ahead, when and how to work them, and produce sensible forecasting for budgeting, staffing, resources and timing
Full visibility into all the processes involved in business development– I feel in control rather than being controlled by the chaos
To share my activities with clients and teams, reporting, BD analysis and optimization, win and loss analysis – status reports are so much easier and more meaningful
Simple and sensible infographics show me what I want to know at a glance – I see just what I want without sifting through all kinds of stuff I don’t want to know
For prospect engagement tracking, lead scoring and prioritization – my best opportunities are always at the top of the list
For campaign analytics, email and content ROI tracking – I know what works and what doesn’t and what to invest in and what to avoid,I'd like to see more training videos in each section. Currently, SharpSpring has a unique feature that brings contextually relevant help to every page. I love the videos because my clients can easily learn and troubleshoot on their own. I like to see more
I'd like to see more use cases and examples of common business rules automation, short-cuts, lessons learned.,10,It has increased my pipeline yield by 23%
It has saved me about 20 hours a week by eliminating countless tasks
It has increased my output more than I can measure,Less than 10,000,BothJohn HeenanConnects the Dots Between Marketing and Sales2018-03-01T19:21:20.258ZWe use it to facilitate leads through our sales funnel. A big challenge for small companies is letting leads fall through the cracks. SharpSpring helps close that gap, with an integrated platform of automated marketing and CRM. It provides insights on what our prospects and customers are doing in terms of visiting our website (what pages, when and for how long) and email communication. It really does bridge the gap between marketing and sales, allowing our clients to get even more value out of the content and messaging campaigns we create and deploy for them.,Easily integrates with your website to give powerful insights on visitor interests and behaviors--and can send automated follow-up messages to return visitors to cultivate the relationship.
A powerful CRM platform that shows every step, or "touch point" of the prospect/customer journey with you.
A "Visitor ID" feature that can identify business visitors' organizations based upon their IP address--don't think many platforms do that.
When I send someone an email, in most cases it can alert me when the recipient opens it. That's powerful.
It's constantly improving, based on feedback from users like me.,I would also like to see some improvements on the mobile app--it's too cumbersome to open up and access which prevents me from using it as much as I may otherwise.
I would like to see stronger integration with ThriveThemes--which is the conversion-focused platform I use for my WordPress websites and those of my clients.
I use LinkedIn exclusively for prospecting, and stronger integration with that platform would be welcome (much of that is on LinkedIn). That said, it does have strong connectivity with all three social media platforms: LinkedIn, Facebook and Twitter.,9,I produce and deploy messaging campaigns for my clients to help them generate leads. Without the power of SharpSpring, many of those leads would be lost or mismanaged.
I've been able to add this to my arsenal of solutions to offer my clients--I'm a small company like many of my clients. Offering SharpSpring at such an affordable price really does make marketing automation an easy call to make.
Personally, I have grown professionally and learned SO MUCH in an area that changes every day. SharpSpring keeps up and leads the way.,HubSpot CRM,Less than 10,000,B2B,Dropbox, G Suite, WordPressKeith Luscher
Unspecified
SharpSpring
134 Ratings
