SharpSpring makes it quick and easy to flow through the sales process
April 30, 2021

SharpSpring makes it quick and easy to flow through the sales process

Jason Carlage | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SharpSpring

SharpSpring is being used by me and several other reps who have been working with a company for a few years. It was the CRM that was selected to manage the sales data and move opportunities throughout the sales process. It's a way for multiple users to create and store data about a variety of sales opportunities without overlapping, while also giving management visibility into potential deals to help with budgeting.
  • Moves deals through the sales process. It's very easy to update the sales pipeline.
  • Ease of use. It was very easy for me to learn SharpSpring and continue to use it.
  • Adding contacts and opportunities is simple, and it will warn the user before creating a duplicate contact.
  • A rep on my team had an issue early on where she was locked out for a couple [of] days. SharpSpring's tech team responded right away and worked intensely on it, but she was limited in her access during that time.
  • The reporting and analytics functioning, while just fine for [my] needs as they show a clear view of my opportunities, [maybe] limited over some larger CRM names. In fairness[,] I haven't fully needed all the capabilities and there may be more than I'm aware of.
  • My company has set up some additional security [...] so that users are prompted to enter a code on occasion when logging in. While this feature is a benefit, as a user it's a minor inconvenience as I need to remember where I've stored the codes.
  • It's had a positive impact on ROI in that it's provided management with visibility into forecasting, making the budgeting process clearer.
  • When new representatives join the company it's easy to get [them] up and running in SharpSpring, minimizing time spent on training.
  • SharpSpring helps our team of reps clearly see the current list of opportunities, and create tasks to make sure we don't miss any follow-ups
SharpSpring is comparable to Insightly, Pipedrive[,] and Zoho Assist. I'm giving the edge to SharpSpring because it's what I'm using now, it's easy to use and I like the layout, and it's easy to move leads through the sales process as well as set tasks and reminders. I much prefer it to Salesforce, because Salesforce was cumbersome to use, had long load times[,] and error messages that were mostly in [a] language that was unreadable to someone outside of tech support. SharpSpring is fast to update and pages load quickly.

Do you think SharpSpring delivers good value for the price?

Yes

Are you happy with SharpSpring's feature set?

Yes

Did SharpSpring live up to sales and marketing promises?

Yes

Did implementation of SharpSpring go as expected?

I wasn't involved with the implementation phase

Would you buy SharpSpring again?

Yes

For a small sales organization[,] SharpSpring has been terrific. It's very easy to get up to speed, there aren't a whole lot of bells and whistles, and it's really not possible to break something. I've used other CRM's that are more robust and clunky; there are a ton of customizable fields, and it takes a while to enter an opportunity and move it through the sales process. With SharpSpring, I'm sure it can be customized, but the way we have it set up it's really [easy] to move an opportunity through the process. For a larger sales organization that needs additional reporting features and customization, I'm not positive if SharpSpring would be a fit as I'm not aware of some of [its] features, but I would definitely give it a look.

SharpSpring Feature Ratings

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