An efficient marketing automation platform and insightful reporting tool
December 16, 2019

An efficient marketing automation platform and insightful reporting tool

Lawrence Copeman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

SharpSpring is a key feature of our company's tech stack and is being used across multiple account-based marketing campaigns to generate customizable and bespoke campaign collateral - including emails, landing pages, and bio personas - for all key members of our client base. We often run large scale integrated campaigns so SharpSpring acts as the tool to create the content and manage automated email campaigns on behalf of the client.
  • SharpSpring is an efficient marketing automation platform. The software is reliable allowing you to easily manage a large number of campaigns at once.
  • SharpSpring is an insightful reporting tool. It allows you to generate instant and exportable marketing reports around your activity.
  • The biggest drawback to SharpSpring is the time-consuming elements it imposes upon the build phase of any campaign. This is particularly problematic when constructing multiple large campaigns as we often use similar templates and/or workflow structures that are stored within their separate client instances. The lack of simply copy and paste elements between instances means that our design team loses a lot of time in recreating their work across different client instances.
  • The volume of contacts that can be added to a single action group for email sends is relatively low at 1,500, meaning that often data lists must be broken down into segments which can be harder to track.
The agency previously used HubSpot but switched to SharpSpring just prior to me commencing my employment. SharpSpring was a comparatively cheap alternative to HubSpot, whilst still being an equally flexible and effective tool within the marketing world. One feature that stood out was the data management element and the ability to track the progress of each individual lead very closely with an automated notification reminder system. This was an essential feature for us as we are running large scale campaigns across multiple geographic territories so we need that support.
SharpSpring is well suited to large campaigns that follow simple email marketing templates and are based around a pre-defined targeted account list. Here the consistency of the automation platform and capacity to manage large scale campaigns can be effective in getting the client's marketing message out to a large scale audience list. However, whne the clients require more creative templates with interactive/moving features SharpSpring has proved to be less effective.

Constant Contact Lead Gen & CRM Feature Ratings

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