ClickDimensions vs. Ontraport

ClickDimensions is great for SMB companies looking for an easy to use, robust platform especially in situations where there are only a few people within the Marketing Department.

Incentivized

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.

Incentivized

• The nurture campaign builder was great. Easy to use and to follow along with.
• The drop and drag editor was easy to use and you could start using it with no training.
• I always like when a service offers a certification for their product. ClickDimensions training was easy to follow, gave good content/tips/tricks and really helped me learn the platform.

Incentivized

• Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
• CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
• Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.

• Intergration with Dynamics CRM actually turns out to be a disadvantage, as the system is constrained heavily in its utility by how Dynamics runs. For example, creating marketing lists for segmentation is particularly arduous if Contacts and Lead entities are in use.
• Clickdimensions relies on Dynamics business processes to run automation events, which means if there's a lot going on then it can snarl up the CRM server significantly.
• Getting data imported into CRM and Clickdimensions is extremely clunky - when it doesn't fail entirely, it is often buggy.
• Drag and drop email editor is not great, often introducing undesired stylings due to cut and pasting.
• The real power in this system is being able to monitor key metrics, such as email clicks or page views. However, all of these have to be set up manually in Dynamics to truly leverage the system. And to act on these metrics requires business processes in CRM, as only email clicks and form submissions can be used as triggers from within CRM.

Incentivized

• Ontraport is a very powerful and robust system capable of a great many things. The time it takes to get to know the program is a little intimidating. Don't get me wrong, you can get started right away, but a year in I know I am still not making the most of all Ontraport can do. I am UK based so access to their advanced trainings means international travel, maybe some online events could be initiated.

I see no reason for us to deprecate use at this point. It is important for us as a business to maintain our partnership with them and keep on the pulse of leading technology. ClickDimensions is a marketplace leader for the world of marketing automation, and in coordination with CRM, it's all the more relevant.

Incentivized

My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.

Easy to use! Although we are still using Microsoft Dynamics CRM 2011, the interface is still extremely usable and functions without flaw.

Incentivized

The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes. When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.

Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.

You submit a ticket and they will always come back asking for more information. So the next time you try to be proactive and add that information to the original ticket, but then they come back and ask for something else. It gets to the point where you have to believe it is a stall tactic. You ask for more detail into their processes and you get the runaround. 9 times out of ten they will point the finger at Dynamics 365 as the culprit. It is like pulling teeth to get to Tier 2 support and then the questions start all over again, even if you send screenshots.

The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.

I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.

If you know your business, ONTRAPORT is easy

I did not select ClickDimensions, this business decision was made by previous team members, who were not digital or marketing specialists, due to its integration with Dynamics. I'm sure the demo was great, but operationally it was not great.

Incentivized

We used it because it was recommended by other coaching companies. It meets well the need we have which is mostly about creating different type of access based on when the clients joined our program. You can easily create automations and rules to be notified when clients evolve in the program. It allows us to send them our messages at the right moment.

Incentivized

With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.

• We experienced data loss on multiple occasions from forms on our website, which impacted webinar attendance and possibly other communications we may not be aware of.
• Email statistics were not reliable, and these are the foundation of marketing.

• ONTRAPORT has helped us as we continue to segment our users - we're able to quickly determine what messaging is working and what isn't.
• Their form loading is so slow at times that it negatively affects signup conversion rates on our website.
• They have an open API that let's us connect to other productivity and marketing tools without hiring programmers.

Incentivized