ONTRAPORT can meet your sales needs!
December 03, 2018
ONTRAPORT can meet your sales needs!
Score 7 out of 10
Vetted Review
Verified User
Software Version
ONTRAPORT
Overall Satisfaction with ONTRAPORT
ONTRAPORT is being used to consolidate our contacts. We previously had information on several software products and we want to consolidate and use ONTRAPORT for our mass marketing campaigns. By our consolidating our contact information, we are able to more accurately tag our donors for report pulling and mailing to our donors.
- ONTRAPORT has a great funnel system where you can drag and drop certain actions to do a variety of things within the system. For example, you can tag all donors that gave january 2018 - December 2018 as 2018 donors.
- ONTRAPORT allows you to customize the information you want on each record by allowing custom fields
- Import is pretty easy once you get the hang of your custom fields.
- ONTRAPORT is a sales software so for historical donor information, it is not very easy to keep track of.
- You should make sure that your software integrates with ONTRAPORT. Some software, like Shopify, integrates easier.
- We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
- We have been able to more effectively target relevant donors that have given more recently.
- ONTRAPORT has consolidated the tracking software that we have used for contact information.
ONTRAPORT does a couple things far better than the competition like having all of its functionality on one platform. Some competitors offer both internal tracking and external marketing but require logins to their other software to access these features. Additionally, the funnel action sequences are far superior using a drag and drop system that anyone can figure out!