ActiveDEMAND vs. Keap

Just research the company, look at their resources and see if they really understand the marketing effort

Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.

Incentivized

• Customer Service - this company EXCELS at customer service, always answering our questions and being helpful.
• Innovative Ideas - they stay on top of the trends in marketing, offer ways for us to incorporate these items into our efforts.
• Friendly staff - the staff at ActiveDEMAND are great to work with and are responsive to our needs.

• Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
• Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
• Updates: Keap is constantly providing more and better solutions!

Incentivized

• Reporting - Though the reporting is extensive and very very good... I sometimes miss a simplified view of email opens/clicks/link clicks etc.
• Don't get me wrong, you can get to this data in ActiveDEMAND relatively easily, the default views through the campaign dashboard are just quite detailed (which some people would probably prefer) and I just don't think that we need that level of reporting on first glance. That being said, I do love the option to drill down and uncover the complex detailed data when i do want it (ActiveDEMAND is very good at this).
• One element of reporting that I would also like would be an event registrant report showing all registered people (this part exists) and their responses on the registration form they completed to register for the event. (These things would be dietary restrictions, industry, customized responses to other event related questions).
• I also wish the reports autorefreshed more frequently.
• ICS Files - Right now there are work arounds for loading an ICS file (Calendar meeting invite file) that can be accessed in campaign assets. I just wish this was more native to the tool.
• Archive Filing - Now, first of all, it is so amazing that ActiveDEMAND even has an archiving feature... I LOVE this. One small downside, however, is that the archiving cannot be organized using a folder structure or anything. I would like to be able to group my live events together, then group my webinars together etc.

• More articles and videos on how to use the various functions of Keap
• Having representatives designated to certain regions or companies for a point of contact when help is needed
• More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions

We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.

You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.

Incentivized

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

I haven't had any performance issues with Infusionsoft. Every time I use the software everything seems to run quickly and smoothly.

Incentivized

Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.

Incentivized

This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application. The training and education is only as good as your willingness to apply it.

The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.

If you do this by yourself it will likely take you 6-9 months to get it entirely set up, unless you have a full-time dedicated person handling it. I recommend hiring a prof service company to implement it for you. They should be able to do it all in 90 days or less.

ActiveDEMAND is much more robust than most of the above products. It does more and provides more detailed analytics. It is also very user friendly. The user interface is nice and it is very easy to navigate the tool. The brand identity and replicated content are two areas where ActiveDEMAND really shines compared to competitors.

Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.

Incentivized

You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.

• Simplified email marketing and event management
• Better tracking of leads
• Better intelligence about which initiatives are working well and where future opportunities lie
• Less reliant on IT department/third party to execute our online marketing

• Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
• We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
• List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.

Incentivized