Constant Contact Lead Gen & CRM vs. Sage CRM

SharpSpring is great for creating and tracking campaigns that span multiple channels. With the Salesforce integration, we are able to keep our Sales team focused inside Salesforce without them needing to learn a new tool. Our Marketing team uses SharpSpring to nurture leads before handing them off to the Sales team. Though the features are available, SharpSpring would not be suitable for social media management or blogs; our third-party tools do a better job at that.

Incentivized

as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of 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.

• Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
• The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
• Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.

Incentivized

• 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.

Incentivized

• Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
• Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
• Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

Incentivized

It delivers everything it promised and more. SharpSpring is marketing automation transformed. Easy to use, affordable and well supported. Many of our clients will become dependent on the information SharpSpring provides for their marketing initiatives and we are confident they will be there for the long run. When some of the over-funded 'big names' flame out, SharpSpring will be the clear choice for small business users.

There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.

Incentivized

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

Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.

Incentivized

Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all

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

Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working

Incentivized

Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.

Incentivized

Simply that we recommend a thorough training process where you take the time to really learn the system and the features so that you can take full advantage and maximize your results. Don't skimp on the training as the more you understand, the easier it will be to implement. A sk a lot of questions and test everything until you know it well.

Incentivized

The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.

Incentivized

Constant Contact doesn't stand up against Klaviyo, so we're permanently migrating our lists and customer profiles over to Klaviyo. Constant Contact is an excellent choice for solopreneurs, brick-and-mortar, and businesses that are more heavily focused on face-to-face human interaction. However, companies - or individuals - primarily market and/or sell online, especially Klaviyo, ActiveCampaign, and Yotpo, which seem to be more robust solutions.

Incentivized

Sage is an awesome CRM and has several functionalities that several small business can take advantage of however for a small start up business that is trying to get its legs, Hubspot has affordable pricing and complete customization of the backend, meaning that you can create the perfect CRM for your own unique business

Incentivized

• 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.

• It is very affordable in pricing, compared to competitors
• Lead management and convertion into prospects is also a very easy process
• Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards

Incentivized