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Great choice if you are new to marketing automation
November 07, 2019

Great choice if you are new to marketing automation

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

SharpSpring was very easy to learn for first time marketing automation users like us, mainly because of the interface but also because of the onboarding program they provided. It is much more than just an automated email program, the power of the program really lies in all the intel it is collecting and the processes that you can build around that.
  • User Interface is straight forward
  • Visual workflow builder - simple to understand and create workflows. For example "user downloads product brochure" -> "wait 1 day" -> "send follow up email asking if a sales rep may reach out to him"
  • Contact manager showing lead sources (e.g. Adwords, Google Search, Bing etc.)
  • The wording when building lists and setting conditions / filters seems unnecessarily complicated
  • More leads
  • More structure to how leads are handled
SharpSpring has a much easier user interface, more intuitive workflows and is generally easier to use... however we use MS Dynamics as a CRM system so I am not sure what we will end up using since there are a lot of advantages to having everything from one source. If it weren't for that though, SharpSpring would easily be my first choice.
Seems great all around, the only scenario where I see it could become an issue is when trying to merge it with an existing CRM, which you will eventually want to do in order to automatically check if incoming leads are existing customers. There seems to be some overlap between CRMs with marketing functionality and marketing automation platforms with CRM functionality and neither of them seem to be doing both things well - it's one or the other.

Constant Contact Lead Gen & CRM Feature Ratings

8.0
WYSIWYG email editor
8
Dynamic content
Not Rated
Ability to test dynamic content
Not Rated
Landing pages
8
A/B testing
Not Rated
Mobile optimization
8
Email deliverability reporting
8
List management
7
Triggered drip sequences
9
9.8
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
9
Automated sales alerts and tasks
10
Not Rated
Calendaring
Not Rated
Event/webinar marketing
Not Rated
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
6.7
Dashboards
8
Standard reports
6
Custom reports
6
9.0
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
9
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated