Item: Constant Contact Lead Gen & CRM
Rating: 9
Author: Andy Friedman

Use Cases and Deployment Scope

SharpSpring is our enterprise CRM. It's used for database marketing, email generation, [email] sending, campaign tracking, and sales organization. We have a lot of segments in our industry. SharpSpring is used to keep them organized and help us [to] effectively market to them. Our sales team needs to know about lead activity and to keep their opportunity flow up to date and visible.

Pros and Cons

SharpSpring is a great platform for email marketing. We use it to organize our content, market to each of our segment lists, and then analyze campaigns.
SharpSpring is effective for campaign tracking. We use it to find where leads come from and [...] how to effectively manage each of our segment-focused campaigns.
The "Life of a Lead" is an excellent feature within SharpSpring. This highly visual tool allows us to view detailed activity by each of our leads - from emails they open to what web pages they visit.

The email builder within SharpSpring is usable, but definitely not user friendly. I recommend building the emails elsewhere and importing the code.
The sales management tool could use a few more default reports beyond those that are currently available.
Their customer service is great, but I think the training could use some improvement. In fact, we've had to go outside for some of our user training.

Return on Investment

We have seen tremendous ROI with this too, as it helps us capture more leads and help predict their value.
There is a savings on the time-spent by Sales & Marketing. The tools give us enhanced visibility and make repetitive tasks easy.
SharpSpring is a Sales enabler, with features like Lead Assignment and Opportunity Flow. As we have scaled our organization, this system helps make it possible.

Alternatives Considered

We looked at HubSpot, Zoho, MailChimp, Infusionsoft and even Salesforce. We wanted a multi-featured, robust, well-supported platform to grow with. We also wanted to be able to easily add additional companies to our account at little additional cost. After an exhaustive requirements ascertainment and evaluation, our team went with SharpSpring as our enterprise CRM. Three years into it, we're glad we did.

Key Insights

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?

Yes

Would you buy Constant Contact Lead Gen & CRM again?

Yes

Other Software Used

Google Ads (formerly AdWords), Facebook for Business, PieSync, from HubSpot, Adobe PhotoShop, Adobe Premiere Pro

Likelihood to Recommend

Email marketing is definitely a strength of SharpSpring. It's easy to create, schedule and target emails. We have [sixty] segments that we market to, so this is a huge plus for us. Automation is easy to set up and modify, even if you have a complex use case.

The reports are very detailed and it's easy to download them.

Our sales team wants to know which leads are hot prospects, so we use the lead scoring function to provide that visibility. In several cases, we have customized the lead score values, and that has helped our Team improve their outreach.

The Life of a Lead function has the [team] most excited, as it's easy to see exactly what web pages a prospect has clicked on, what emails they have opened, and how they found us in the first place. In this way, we know what each prospect is most interested in.

The Launch Pad also helps our Team know what's new at a glance when they first log in.

SharpSpring: A Robust, Feature-Filled CRM

Overall Satisfaction with SharpSpring