Item: Constant Contact Lead Gen & CRM
Rating: 3
Author: Maren Hudson

Use Cases and Deployment Scope

SharpSpring is being used by our marketing and sales departments to manage leads and opportunities. It is not used across the whole organization, just within these two departments. It helps to organize our leads as well as organize our sales pipeline. The sales team specifically uses SharpSpring to house personal, professional, and service related information about potential clients as well as housing our sales pipeline where we keep track of current and past opportunities. Marketing uses SharpSpring for lead generation and tracking as well as email automations.

Pros and Cons

Easy access to contact information
Automations work well
Sales reports work well

List functions are limited
Lots of bugs within the year I have been using
Support is hit or miss

Return on Investment

Increased efficiency
Reduced cost (data keeping)
Increased employee time (troubleshooting)

Alternatives Considered

We're currently in the process of switching over to ActiveCampaign because of the glitches/usability. I like the interface that SharpSpring uses and how it separates the sales and marketing aspects into two different sections. The email workflows are easy to set up but can be problematic when adding additional information to them. For my role in sales, I export a lot of data based on different aspects of either the contact's information or the pipeline. This is where I have found quite a few problems with the program. Exporting data seems to be a downfall of the system based on specific search criteria.

Key Insights

Do you think Constant Contact Lead Gen & CRM delivers good value for the price?

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

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

I wasn't involved with the selection/purchase process

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?

Other Software Used

HelloSign, PersistIQ, Dropbox

Likelihood to Recommend

SharpSpring is well suited for organizing and housing contact data, but there are quite a few glitches I have encountered over the course of a year that make the program difficult to work with. Support is helpful in the fact they respond almost instantaneously; however, I have had many tickets that take multiple days, if not weeks, to be addressed fully.

Great support can't balance out inadequate export capabilities

Overall Satisfaction with SharpSpring