My favorite SaaS at work
April 30, 2020

My favorite SaaS at work

Everett Miner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

The main use of SharpSpring by our organization is for lead nurturing and generation through email marketing campaigns. We support these with landing pages. We utilize SharpSprings automation features for creating and executing various workflows. We then send internal notifications and store appropriate CRM info in the system related to the leads. It is being used exclusively by the marketing and sales department. This software allows us to stay connected to our customers/audience, nurture them with relevant info (ex. if they attended our webinar then we follow up with related information and helpful documents), and create collaboration opportunities for our sales team.
  • Automating the system to notify sales that a particular lead has taken a certain action on your emails or landing pages.
  • Behavior-based marketing allows different triggers to be set so customers experience a customized set of emails, landing pages, and/or content.
  • Great customer support and ticket process. Our account manager is great and the live chat has always been helpful.
  • Email builder can be a bit clunky at times.
  • Needs improvement in creating custom data field history so it remembers old data that was overwritten (without having to use integration with Zapier).
  • Trackable mailto: links would be nice.
  • Nurture leads that come from other sources.
  • Drive more customer engagement and product awareness.
  • Give the sales team an opportunity for collaboration.
SharpSpring is the best bang for your buck compared to other email and marketing automation tools. We chose it because has most of the features everything else has, but at a cheaper price. We decide to keep them because the software works great, but we also get more value as they are always adding new features and keeping up with the competition. We have room to grow in the software, which is always a good feeling that there is more. New features like Chatbot and Team Calling are additions that compete with the best and add more value to the product without additional costs.
A great scenario where SharpSpring excels is when we put a lead (or list) in a drip campaign, we can create customized 'report cards' that send out to lead owners. What happens is we start a lead on a campaign, and follow this up with an email that has relevant custom field data that is sent to the lead owner with all the lead info and campaign details. The lead owner can then click the link and view the whole lead history (life of the lead) in SharpSpring directly. From there we can easily report on basic email metrics, but also keep track of who clicked what to see know what they were interested in. SharpSpring lets us track everything they do on a landing page, if they fill out a form, download something, etc. We get a look into the user's whole experience so that next time we can target them with their specific needs/interests.

Constant Contact Lead Gen & CRM Feature Ratings

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