My choice for ad agency business development
May 18, 2018

My choice for ad agency business development

John Heenan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Overall Satisfaction with SharpSpring

I 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.
  • 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
I haven't come across any scenarios where it isn't applicable. It is priced in a way that makes using some or all its features affordable. I use it for generating new customers across a wide variety of businesses in the most efficient and effective way. It’s a tool to make you smarter and more successful. It represents the best of Salesforce, Hubspot, Leadlander, Campaign Monitor, Social platforms, Google analytics, Post-it Notes and everything else, with a simple, easy to use interface that I call marketing magic. For less than a car payment, it has cleaned up my desk, made me better organized and put me in the driver’s seat of new business.

Constant Contact Lead Gen & CRM Feature Ratings

WYSIWYG email editor
9
Dynamic content
8
Ability to test dynamic content
8
Landing pages
9
A/B testing
9
Mobile optimization
10
Email deliverability reporting
10
List management
10
Triggered drip sequences
10
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
9
Automated sales alerts and tasks
10
Calendaring
10
Event/webinar marketing
Not Rated
Social sharing and campaigns
8
Social profile integration
8
Dashboards
10
Standard reports
10
Custom reports
10
API
9
Role-based workflow & approvals
Not Rated
Customizability
10
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated