Marketing Automation with SharpSpring
July 27, 2019

Marketing Automation with SharpSpring

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

We're using SharpSpring as a marketing automation tool. It's mostly used to send emails, capture leads through forms, and trigger workflows to send notifications and custom emails. It's used by sales, marketing, and upper management.

Pros

  • Ease of use. Nice UI
  • Lots of customized workflow options for several automation options
  • Great customer support and implementation assistance
  • Tracking and reporting is robust

Cons

  • Not able to track metrics on emails sent through linked Outlook accounts
  • The landing page builder is not as user-friendly as the email builder
  • Ability to review emails sent to leads/contacts. Currently, you must go through the life of the lead screen instead of getting a summary of the conversations between parties in a separate area. It's a lot of clicking to get through to review the emails, and then you have to review the entire timeline to find the email icon to open it up and read. It could definitely be built better
  • SharpSpring helps streamline processes between sales and marketing.
I think the SharpSpring UI is better and easier to use than HubSpot and ConnectWise, especially the email builder. I prefer the lead/sales pipeline when compared to ConnectWise as well. It's much more visual and easy to review. The task/activity feed feature is also a plus in SharpSpring.

Something I dislike is having to review emails sent through the life of the lead screen instead of getting a summary of the conversations between parties in a separate area.
Great for setting up lead-capture forms, as well as automations for email sends and notifications to users.

Constant Contact Lead Gen & CRM Feature Ratings

9.6
WYSIWYG email editor
8
Dynamic content
10
Ability to test dynamic content
10
Landing pages
8
A/B testing
10
Mobile optimization
10
Email deliverability reporting
10
List management
10
Triggered drip sequences
10
10.0
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
10
8.0
Calendaring
8
Event/webinar marketing
Not Rated
5.0
Social sharing and campaigns
Not Rated
Social profile integration
5
9.0
Dashboards
Not Rated
Standard reports
9
Custom reports
Not Rated
8.3
API
7
Role-based workflow & approvals
10
Customizability
8
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

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