Constant Contact Lead Gen & CRM vs. Swift Digital

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

it's well suited to a business that relies on constant email marketing and to keep in contact with leads or customers. This is the heartbeat of business and suits us. We can segment qualified leads, data scores, track campaigns and effectively save time to work on other customer campaigns. If you are a smaller business that only sends one email a month, it's not for you. This software is very sophisticated and can be technical in the beginning.

• 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.

• drag-and-drop campaign builder
• email templates
• lead scoring
• Analytics

• 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

• More email flexibility would be good.
• Simplify the modules-there is a lot, and it can be overwhelming.

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.

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

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

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

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

We looked into Swift based upon a recommendation. We have previously used ActiveCampaign but found it very clunky for what we wanted to use it for. We also looked into Pardot, but was on the other end of the spectrum, it had far too many features, complexities and required an implementation specialist at our expense of $15K. Swift was just the right fit for us, and we like knowing that our data is kept in Australia

• 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.

• Better lead quality
• Has allowed us to close clients quicker.
• Higher ROI
• Access to much more targeted customer data
• Getting used to the software took more time thn anticipated