My Secret Weapon
May 05, 2020

My Secret Weapon

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

Overall Satisfaction with SharpSpring

SharpSpring functioned as both our CRM and our marketing intelligence suite, replacing Salesforce. As a start-up, we needed something scalable, that integrated well with other platforms and we found that our team never really utilized Salesforce when we had it in place. With SharpSpring, we were able to demonstrate value very quickly, garnering strong user buy-in and helping the system become a core part of our daily business practice without requiring an excessive lift from the management team or leadership staff. It was great for managing mailing lists, tracking engagement, lead strength, and queuing the growth team regarding optimal timing and outreach techniques.
  • Marketing automation
  • Data analytics
  • Customer support
  • List maintenance
  • User experience
  • Organization of projects/lists
  • Evening support for west coast clients
  • Increased engagement.
  • Increased sales effectiveness/funnel productivity/lead gen.
  • Increased intelligence of marketing spend.
  • Increased internal alignment between production-marketing-sales.
  • Increased knowledge of client/customer base.
Salesforce would have been a stronger CRM, perhaps. But they required the purchase of Pardot before they could provide the marketing intelligence tools we needed, and Pardot is expensive. In the end, we needed strong, scalable marketing intelligence and enough CRM capability to manage our leads effectively. SharpSpring allows that and actually keeps us from overdoing it, which saves time, effort and money.
I generally work with educational, startup, and nonprofit organizations (think limited team and limited dollars); SharpSpring is perfect for this scenario. I've also used it in enterprise-size orgs with six-figure budgets and it is equally effective. That's what I love about this tool: it is scalable and gives great bang for your buck, regardless of size. That said, you need at least one dedicated user who is willing to push other work aside to make marketing intelligence THEIR LIFE or it isn't worth trying. You only see benefit from a product like this when you take the time to move into it, live in it, and use it as the core of your business practice.

Constant Contact Lead Gen & CRM Feature Ratings

WYSIWYG email editor
8
Dynamic content
8
Ability to test dynamic content
8
Landing pages
8
A/B testing
Not Rated
Mobile optimization
8
Email deliverability reporting
9
List management
9
Triggered drip sequences
10
Lead nurturing automation
10
Lead scoring and grading
9
Data quality management
9
Automated sales alerts and tasks
9
Calendaring
5
Event/webinar marketing
5
Social sharing and campaigns
8
Social profile integration
9
Dashboards
10
Standard reports
9
Custom reports
9
API
9
Role-based workflow & approvals
9
Customizability
10
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated