Ohhhhh Sharpspring How I Love Thee!
Updated December 16, 2019

Ohhhhh Sharpspring How I Love Thee!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

So currently, SharpSpring is being used across our entire organization which is comprised of two different departments: the lending side and the investment side. Capital raising is more our focus at the moment so we are using SharpSpring from both a sales and marketing perspective, to not only target/generate/maintain qualified investors for our new fund but also to begin a solid relationship with them even if they don't invest, by way of education via email drip campaign and live or pre-recorded webinars!

Pros

  • Workflow creation is super simple and easy to use.
  • Pipeline management/maintenance as well as Reports features make it simple for my CEO to know exactly where we are at any given moment.

Cons

  • Being able to sort/segment leads/lists. Would be great if we could choose to target a list of leads, directly from the marketing campaign we received them from, without having to create a separate list.
  • Help from Customer Service takes time. Hoping that with the new live chat feature this gets fixed.
  • Positive ROI: I can literally track, dollar for dollar, the specific ROI on every single ad dollar I spend.
  • Ability to manage my pipeline super simple/easy and combined with the real time reporting, allows my CEO to be kept up to date on how we are doing/progressing
I didn't choose SharpSpring over Salesforce, as SharpSpring was already here when I took this role but comparatively speaking, I feel that SharpSpring is better suited for a small organization like ours, who's focus right now is on raising capital for a very unique niche/space, when talking about cannabis.
  • I feel that SharpSpring is better suited for a small organization like ours, who's focus right now is on raising capital for a very unique niche/space.

Constant Contact Lead Gen & CRM Feature Ratings

8.0
WYSIWYG email editor
Not Rated
Dynamic content
Not Rated
Ability to test dynamic content
Not Rated
Landing pages
7
A/B testing
8
Mobile optimization
Not Rated
Email deliverability reporting
8
List management
9
Triggered drip sequences
8
7.0
Lead nurturing automation
7
Lead scoring and grading
7
Data quality management
8
Automated sales alerts and tasks
6
7.0
Calendaring
7
Event/webinar marketing
Not Rated
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
9.0
Dashboards
9
Standard reports
8
Custom reports
10
9.0
API
Not Rated
Role-based workflow & approvals
9
Customizability
9
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

Using SharpSpring

Business development - researching which account(s) we feel would be best suited for the area of the business that we see the most growth potential in


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