The ideal choice for agencies providing marketing automation and insights for their clients
October 14, 2019
The ideal choice for agencies providing marketing automation and insights for their clients
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with SharpSpring
We use it for our own business in lead generation, existing customer engagement (for support and communication), and reporting. We are a SharpSpring Partner, and our clients sign up through our agency to make similar use of the tools provided. The number and quality of tools have grown steadily, so there is higher engagement across the board, with our clients becoming more and more interested in automation, landing pages, sales pipeline management, and other features.
- VisitorID is one of the most valuable features. Every morning, the account owner receives a personalized email message listing the key visits to their website(s), identifying the company visiting, and all pages viewed, in what order, for how long, and capturing any email or opt-ins sent from the site. When a person sends a form, his or her name and email become part of the data saved in SS, and every visit is identified in real-time, from then on, making it easy to engage that visitor in ways that are valuable for both the company and the visitor.
- The email marketing system is integrated with VisitorID and analytics, so it's not necessary to collect mailing data from a 3rd party mail service and match it up with site traffic from another analytics program.
- Every lead received can be automatically categorized, assigned to a list, sent auto-replies, and assigned to specific sales or support staff. Every non-lead visitor can be scored based on traffic, identified business or carrier (provider), and easily reviewed for future attention or action.
- The email marketing template system is improving all the time but still requires additional testing to make sure mailings work well with MS Outlook, for example.
- Some menu systems and site navigation have a higher learning curve than others, but again, the service is continuously improving and is focused on agency success, so we're pleased with the overall improvement in usability.
- It has contributed significantly to our client retention, due to the growth of integrated services that we used to have to contract and manage separately. It's much easier to sell and support our customers, and to retain them over the last 4-5 years of our engagement.
- It's changed our sales process and simplified it considerably. Our closing rate for the content marketing and automation services we market is 60% higher over the last 3 years of active partnership.
Cost, ease of use, dedication to agency partners, constant improvement, and communication about improvements.