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 from Constant Contact delivers good value for the price?
Are you happy with SharpSpring from Constant Contact's feature set?
Did SharpSpring from Constant Contact live up to sales and marketing promises?
Did implementation of SharpSpring from Constant Contact go as expected?
I wasn't involved with the implementation phase
Would you buy SharpSpring from Constant Contact again?
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.