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

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.

Pros

  • 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.

Cons

  • 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 Constant Contact Lead Gen & CRM delivers good value for the price?

Yes

Are you happy with Constant Contact Lead Gen & CRM's feature set?

Yes

Did Constant Contact Lead Gen & CRM live up to sales and marketing promises?

Yes

Did implementation of Constant Contact Lead Gen & CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Constant Contact Lead Gen & CRM again?

Yes

Insightly, Pipedrive, Mailchimp, Google Drive, Salesforce Lightning Platform (formerly Salesforce App Cloud), Slack
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.

Constant Contact Lead Gen & CRM Feature Ratings

9.5
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
9.0
Lead nurturing automation
10
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
8
Not Rated
Calendaring
Not Rated
Event/webinar marketing
Not Rated
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
9.0
Dashboards
9
Standard reports
9
Custom reports
Not Rated
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

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