Item: Constant Contact Lead Gen & CRM
Rating: 8
Author: Russell Sherrill

Use Cases and Deployment Scope

We leverage SharpSpring within our marketing and sales departments. In marketing, it is used for sending all marketing emails, tracking personas/leads, automating campaigns, and other valuable efforts. Within sales, I use the CRM functionality to manage leads, track opportunities, and build pipelines. I also use the automated workflows to build out cadences that save time and allow for more uniform contact with prospects.

Pros and Cons

Automated email campaigns
CRM

Clunky UI
Integrating with other services can be difficult
Limited reporting functionality

Return on Investment

Increased efficiency
Better data management

Alternatives Considered

Salesforce.com

While I wasn't around when SharpSpring was chosen, I've worked with Salesforce for a number of years as well as various proprietary CRM services at other companies. While not as powerful as Salesforce in terms of capability/reporting/analytics, SharpSpring certainly brings a lot to the table and is easier to work with overall.

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?

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?

Yes

Other Software Used

Chorus.ai, Zoom, Slack

Likelihood to Recommend

As a small company, SharpSpring is able to provide plenty of cross-team functionality between marketing and sales. We're able to keep all of our customer and prospect data in one place and easily keep track. It also has a relatively low learning curve and one can really get up and running fairly quickly if you've worked with other CRM type systems in the past. Data reporting isn't ideal as it is with other CRMs, but it isn't necessarily a requirement for some organizations.

A Great Tool for Marketing and Sales Teams Alike

Overall Satisfaction with SharpSpring