Best Lead Follow-Up and Marketing Automation for Small Business - My Story
September 24, 2021

Best Lead Follow-Up and Marketing Automation for Small Business - My Story

Cindy Zuelsdorf | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

We use Keap ourselves and we recommend, set it up, and running it for/with clients every day. We use it for automated lead follow-up; trade show promo and follow-up; software trial sign up and follow-up; white paper delivery and follow-up; lead scoring; appointment booking; webinar promo, registration, and follow-up; customer experience, and NPS campaigns, automated testimonial and referral campaigns.

Pros

  • Automated lead follow-up.
  • Trade show and event promo campaigns.
  • Webinar promo, registration, and follow-up campaigns.
  • Lead scoring helps salespeople know where to put their time.
  • See which people and companies are most engaged which helps salespeople know where to put their time.

Cons

  • In some versions of the software, it's hard to see the company name along with the contact name.
  • Saved time for lead follow-up.
  • Saved time for setting up software trials and demos.
  • Saved time for setting up appointments.
  • Saved time for prioritizing which prospects to call.
When I started my company I looked [at] a lot of different marketing automation software and settled squarely, 100% on Keap; then I built my business around it. For companies that need lead follow-up; need to know where to focus on who to call and follow-up with; need to promote events, webinars, trade shows, products, services; need one place to keep all contact info for prospects and customers, need to eliminate the chaos of too many types of software, spreadsheets, and sticky notes, Keap is it!!

Do you think Keap delivers good value for the price?

Yes

Are you happy with Keap's feature set?

Yes

Did Keap live up to sales and marketing promises?

Yes

Did implementation of Keap go as expected?

Yes

Would you buy Keap again?

Yes

For companies that need a system for tracking prospects and customers/clients, need a way to prioritize which leads are hot and who to call, need to promote trade shows, products, services, events, white papers, and guides, need automated follow-up so that leads don't get lost, and need the most bang for their buck when purchasing software, Keap is it! Perfect for small B2B companies in high tech and small companies in any market.

Keap Feature Ratings

10.0
Landing pages
10
Mobile optimization
10
Email deliverability reporting
10
List management
10
10.0
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
10
10.0
Calendaring
10
9.5
Standard reports
10
Custom reports
9
10.0
API
10
Role-based workflow & approvals
Not Rated
Customizability
Not Rated
CRM Project Management ()
Not Rated

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