Best Marketing Automation Value in the market - hands down!
September 07, 2016

Best Marketing Automation Value in the market - hands down!

Derek A. Lackey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

We are an agency using SharpSpring for our clients. Our primary objective is to bring our clients into compliance for our new email law (CASL) but we have used the full on marketing automation and CRM for all clients to date. Tracking of data in real time is a key element of proving opt-ins under CASL. SharpSpring is exceptional at that. There were NO SURPRISES. What we signed on for is what we received. All promises were kept.
  • Tracks real time changes in data
  • Nurtures sales leads
  • Identifies prospects
  • Tracks their engagement and interest in our clients
  • Email deliverability
  • Email open rates
  • We have not found a platform that keeps our clients as CASL compliant as SharpSpring does.
  • We are in our first 6 months and we have more than paid for our initial investment.
  • Our cost per account added is so low we are able to find a price point for every client - and still make a profit.
Infusionsoft was much more difficult to use. SharpSpring is simple yet powerful. It is visual so my clients can see what is going on at all times. Things just seem to be where you think they are and support is ready and waiting if we have any questions. As a small business person, any solution I have to go for 3 days of training for is far too complicated for us and our clients.
It is an exceptional agency tool. Their pricing model is very agency-friendly and allows small agencies to commit and bring their clients on board. If you were simply using this for your own organization's marketing automation it is probably an expensive option, but if you plan to use it to help your agency clients improve their digital marketing it is exceptional.

Constant Contact Lead Gen & CRM Feature Ratings

WYSIWYG email editor
9
Dynamic content
9
Ability to test dynamic content
9
Landing pages
9
A/B testing
9
Mobile optimization
9
Email deliverability reporting
7
List management
9
Triggered drip sequences
9
Lead nurturing automation
9
Lead scoring and grading
9
Data quality management
9
Automated sales alerts and tasks
9
Event/webinar marketing
Not Rated
Social profile integration
Not Rated
Dashboards
9
Standard reports
9
Custom reports
9
API
9
Role-based workflow & approvals
9
Customizability
9
Integration with Salesforce.com
9

Using SharpSpring

9 - Our Account managers are the every day users while Senior management, production, and IT weigh in as needed. If our clients have difficulty, be it administration, sales, marketing our technical, there is someone on staff they can deal with. Our team is also backed by a customer satisfaction team leaders as well as technical support at SharpSpring.
9 - Our Account managers are the every day users while , Senior management, production, IT, weigh in as needed. If our clients have difficulty, be it administration, sales, marketing our technical, there is someone on staff they can deal with. Our team is also backed by a customer satisfaction team leaders as well as technical support at SharpSpring.
  • Email marketing
  • CASL compliance
  • Lead nuturing
  • CASL compliance
  • Visitor ID
  • Visual timeline - Life of The Lead
  • Automate more marketing activity
  • Provide relevant content to small segments
  • Improve engagement rates
It delivers everything it promised and more. SharpSpring is marketing automation transformed. Easy to use, affordable and well supported. Many of our clients will become dependent on the information SharpSpring provides for their marketing initiatives and we are confident they will be there for the long run. When some of the over-funded 'big names' flame out, SharpSpring will be the clear choice for small business users.

Evaluating SharpSpring and Competitors

  • Price
  • Product Features
  • Product Usability
  • Third-party Reviews
We were looking for a solution that solved our CASL compliance factors. CRTC has clearly stated the PROOF of opt-in or engagement is firmly on the organization. In other words, if someone is on your email list you must understand how they came to be on it and what type of consent you have to email each individual. SharpSpring excels at this.
I might have asked more questions about deliverability of their email engines and process. We were using Campaign Monitor and were very happy with their email performance, but they did not have automation. They have since added it, but their pricing model is not practical for the way we go to market.

SharpSpring Implementation

Our custom application (CASL compliance) was not the typical on-boarding process for SharpSpring and they managed it very well. If we had to do it over, we would have let SharpSpring train us in their standard manner, trusting that the CASL compliance issues would sort themselves out in the process. Due to our own decisions we made our learning curve a little more difficult.
Yes - As our primary application was CASL compliance we wanted to learn list management and email marketing functions first. As soon as we had clients up and running there was immediate demand for the automation (workflows) A/B testing, CRM and using SharpSpring to help capture and nurture sales leads. We implemented phase 2 in order to better understand the full on marketing automation platform.
Change management was a small part of the implementation and was well-handled - We have never offered this service to our clients and we were a little nervous about doing so. Out clients expect us to be up to speed on all things digital marketing and we knew we were going to have to pick a marketing automation platform sooner or later. We are very glad we waited until we found SharpSpring
  • Understanding what marketing automation could add to our marketing efforts.
  • Thinking through our list management structure.
  • Our custom application (CASL compliance) was not the typical on-boarding process for SharpSpring and they managed it very well.

SharpSpring Support

We have had dozens of 'stupid questions' in the early stages of deploying marketing automation for our clients. Through SharpSpring's support team we are gaining confidence and knowledge every day. They seem to understand the better they are at support, the less we need them, therefore the more clients they can add with the same resources.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I am not clear what SMTP, Inc does therefore it is a difficult question to answer. I believe SMTP, Inc was an early partner with SharpSpring, providing full on email engines and support for the marketing automation platform, but is no longer a SharpSpring partner, allowing them to improve their email deliverability. I am not positive about this...

Using SharpSpring

Easy to set up, easy to accomplish most of the task we need to accomplish on behalf of our clients. The longer we use SharpSpring the more we enjoy the simplicity of the platform - with no loss of power or performance. No technical expertise is required to effectively use SharpSpring.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Email management
  • CRM
  • List management
  • Set up
  • Landing pages
Yes - SharpSpring is responsive so the 50% of our email users who open their email while mobile, they have a good experience and can read what our clients are sending. Their app allows us to see what is going on with our leads and follow up on tasks and activities assigned to us.