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Scheduling meetings has never been easier
September 09, 2019

Scheduling meetings has never been easier

Jeremy Owsley | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

SharpSpring is being used across the sales, marketing, and client success teams. In client success, we are leveraging the outbound engagement functions to engage with clients in notifying them of releases as well as the meeting scheduling tool. Our sales team uses the product to track new leads and nurture those that need more time to mature.
  • Lead scoring allows our sales team to identify how strong a lead is.
  • Meeting scheduler gives our client success team along with sales to get meetings scheduled more efficiently, especially using the team meeting function.
  • Lead tracking allows us to know when the person opens and reads an email, that way we can follow up when the time is right.
  • An end-user issue that could be resolved with effort on my part is taking advantage of any end-user training opportunities available.
  • When a new user is added automatically send end-user training documents to the new user.
  • Identifying ROI is something that is above my usage level. I assume we are getting our ROI. In the way that I leverage the product I receive great value in my processes.
The new Meeting Scheduler has reduced the effort required to get time with my clients. Instead of having to open a calendar on one screen and my email on another I am able to just include in my email to use the button below to schedule a mutually beneficial time. When performing new client meetings I am able to use team meetings to merge multiple calendars so any other relevant party can be represented in the available time.

Constant Contact Lead Gen & CRM Feature Ratings

8.8
WYSIWYG email editor
Not Rated
Dynamic content
10
Ability to test dynamic content
10
Landing pages
Not Rated
A/B testing
Not Rated
Mobile optimization
Not Rated
Email deliverability reporting
9
List management
6
Triggered drip sequences
9
8.3
Lead nurturing automation
10
Lead scoring and grading
7
Data quality management
8
Automated sales alerts and tasks
8
Not Rated
Calendaring
Not Rated
Event/webinar marketing
Not Rated
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
Not Rated
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated
Not Rated
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
Not Rated
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

Using SharpSpring

Sharpspring has a fairly easy to use UI and once you understand navigation it is a breeze to use.
ProsCons
Like to use
Easy to use
Technical support not required
Consistent
Quick to learn
Convenient
Feel confident using
Lots to learn
  • Meeting scheduler.
  • Dynamic email creation.
  • Searching leads, but this was most likely user error.