Constant Contact Lead Gen & CRM vs. Iterable

Constant Contact is excellent for small businesses wanting a simple email to their customers and leads. We've found that it's not the most robust solution for more complex funnels involved in e-commerce or information publishing. For instance, setting up specific flows based on user behavior, VIP status, and other attributes is lacking.

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At OneVision, I was brought on to migrate from ActiveCampaign and it was a huge improvement to go to Iterable. Much of the improvement lay in the back end connectivity to databases, which although not directly in my purview, made it easier to work as a team (product & marketing) inside our company.

• Their Emailers are very easy to construct and user-friendly. It takes your Newsletter and sales emails to the next level, especially with the action groups and trigger functionalities.
• The life of the lead functionality allows you to see when leads get warmer, so you know when to send them what. Helps improve conversions.

• Customer Journey creation - the platform easily creates a visual path for the marketing team to curate messaging based around timing, channel, behavior as well as add split testing logic and exit criteria so we target only the audiences we want.
• Customer Success - one of the best teams I've ever had the pleasure of working with. I'm able to move so much quicker because they really create a helpful partnership.
• Audience segmentation, the platform is easy to work with even if you're a first time user, they do a great job of visually showing the logic and the and/or/none type rules.

Incentivized

Invited by the Vendor

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• The landing page builder is a bit hard to use. Doesn’t have much flexibility.
• Sometimes confusing between types of workflows to use. Opportunity versus visual.
• If you imported contacts that weren’t formatted correctly. It is hard to delete a bull amount. Need to type DELETE for each one manually. No bull options to make changes.

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Invited by the Vendor

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• Insights. I think this is the biggest downfall of Iterable, the insights and analytics area is really not good at all. We have almost stopped using it all together in favour of just using Mixpanel (but now we're paying for 2 platforms). Things we can do in Mixpanel that we can't do in Iterable:
• - custom conversion windows
• - more scalable reports
• - comparing multiple events
• - setting up alerts that trigger to slack
• Segmentation - building segments and organizing lists that are already built.
• - relative dates can be confusing but are a critical piece of building lists
• - unable to compare multiple events
• - we have a pretty good naming structure for our lists but with so many daily users, no good way to organize them (with labels or folders) and searching for a list requires you to find the exact word we end up re creating dynamic lists each time
• - static lists don't show you what rules were used to create the list
• - no way to see changes over time
• Improved ways of collaborating. There's no way of knowing if other people are editing a list, template, campaign or journey. easy to overwrite each other's work
• I've been an Iterable user for about 4 years, at 2 different companies. SinceI started using Iterable I think the number of bugs has increased.
• I wish Iterable did a better job testing releases so we're not the ones discovering issues so frequently.
• In app message. We've had issues with this tool/channel starting at implementation. It feels like it never made it's way out of beta, despite us paying for it now.
• The app team offered to do working sessions with us to understand how we use it day to day and never followed up on that. There have been no improvements to the tool and any time we run into another issue with it (although Jena in support is great) it takes forever to diagnose or we are told the issue cannot be replicated. It just feels like we have constant issues with this tool.
• We've actually onboarded to another tool (not ideal for omni channel) for some in app messages because this one has so many downfalls and is so buggy.
• Self serve documentation is great when you have an idea of what you're doing but not entirely sure. It is not easy to understand for people who are newer or less well versed in the platform.

We have been very impressed with all aspects of this software and the potential for it to radically change how we operate is huge! Support has been exceptional and we have discovered many extra uses for the software than originally thought. Not only will it give us benefits for our company's growth, but for our client's growth as well.

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Extremely easy to use, deeply integrated into our infrastructure

This rating is coming from an administrative perspective. With so many features, workflows, dashboards, and more, there is certainly a lot going on, and even the most savvy software user can get a little overwhelmed when trying to decide how to best implement and utilize the platform to its full potential. That being said, the SharpSpring platform is well-implemented and well-organized, with most solutions being fairly intuitive, once you have a grasp of the software. It is fairly easy to learn, but difficult to master. Just like any powerful platform, however, the complexity is worth it, and once you are comfortable navigating and problem solving within SharpSpring, it becomes a great marketing and sales tool which can do virtually anything you need it to.

Incentivized

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Iterable very easy to learn and use. It's a great platform for both a new email marketer and a marketer that's been working in email for 20+ years.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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Iterable is there like 99.9% of the time. However, when it goes down, it grinds us to a halt. Most of the time, outages are an hour or less, but if that's at a peak time, it can be a nightmare. That said, when the worst does happen, there are frequent updates and an easy situation tracker that give you an estimate of how much longer you'll have to wait for the issue to be resolved.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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The API is super quick. The UI can be a little sluggish depending on what you're loading, but overall Iterable performs great. Iterable appears to do a good job of making processes async so that one action isn't blocking another.

Incentivized

Independently Invited by TrustRadius

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The support is great which really helps overcome challenges if you become stuck and the training videos are great too. Same-day replies are great and I even got some help with some CSS code on the chat. Not many organizations would do this or even respond.

Incentivized

Invited by the Vendor

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I've never experienced any issues with Iterable. As I and my colleagues have learnt the system and it's features, response to questions and advice from our account manager is always quick. Kevin knows the product well, and with the few tricky questions has hasn't been able to answer he's been quick to get back to us.

Incentivized

Invited by the Vendor

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Overall I would say to be patient and bring everyone who will be touching the platform to the onboarding sessions. The Virtual Classroom lets you onboard as quickly or slowly as you want. Sales, marketing, design, account management, get 'em all in on it. For the most part, they will be happy to use this platform. I recommend getting as many people as possible to see the SharpSpring demo.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Pros of SharpSpring:

• Design unlimited custom fields
• Can send content & templates to Sales to send in their reach-outs (Outlook extension)
• Ad retargeting
• Social listening tool
• Social media scheduling
• Email builder: dynamic content
• Landing pages: dynamic content, rebrandable domain name
• Chatbot Platform seems intuitive to use
• Forms auto-complete for known visitors
• Instant 2-way sync with Salesforce
• Trigger automated workflows from social media
• It was easy to receive demo, streamlined sales process

SharpSpring: approx. $13,000 USD per year + $2,000 USD one-time for onboarding Pardot: $32,400 USD per year + $3,000 to $5,000 USD one-time for onboarding HubSpot: $20,381 USD per year + $3,000 USD one-time for onboarding Marketo: $29,015 USD per year + $4,500 USD one-time for onboarding

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I admittedly don't remember much of Klaviyo, as I have become so familiar with Iterable. I definitely prefer Iterable, however. There are so many more features in Iterable and it just feels like a more dynamic and comprehensive experience with more granular data than Klaviyo presented us

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

We've definitely tested scalability, and it's no line - it works. The process is pretty easy. Most of the times it goes off without a hitch. Any time we do encounter issues, our support team is quick to get on the job and very communicative as they work us through a successful launch.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Streamlined Processes - sales and marketing are now all in the same place.
• Reduced Number of Platforms/Tools - CRM/lead management, email, automation, landing pages, forms, etc are all in the same place rather than using multiple tools.
• Time-saving - sales pipeline is very easy to use for sales. For marketing, we have dozens of workflows that eliminate much of our manual processes from the past.
• Return on Investment - We're more focused on moving the building the business than ever before because SharpSpring has simplified so many of our business operations and we're seeing massive results!
• Lead generation - Up SIGNIFICANTLY (between 3x & 4x) since setting up SharpSpring.

• Iterable journeys save us a ton of time and resources and we are able to optimize messaging with simple A/B testing and dynamic content.
• Preview data and snippets are easy to use - managing them is less of a lift, saving us time to focus on creative.