Ontra-Pumped on this platform
Updated September 30, 2015
Ontra-Pumped on this platform
Score 10 out of 10
Vetted Review
Verified User
Software Version
OfficeAutopilot PRO
Overall Satisfaction with ONTRAPORT
We 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.
- 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.
I evaluated Infusionsoft. I picked ontraport because I liked their marketing and support staff.
Ontraport Feature Ratings
Using ONTRAPORT
ONTRAPORT Implementation
- Implemented in-house