Opiniones de Lead Gen & CRM (formerly SharpSpring)

De las mejores herramientas de Marketing automático para la venta B2B Industrial

Comentarios: Muy positiva, estamos muy contentos con la plataforma, es muy completa y está orientada a realizar actividades comerciales con los clientes, mezcla muy bien la actividad de marketing con ventas.

Puntos a favor:

Lead Scoring, Visitor ID, Automatizaciones, lo bien que están alineados la parte de ventas y marketing, el media center me encanta

Contras:

Deben mejorar los filtros de campos personalizados para oportunidades, es un poco molesto tener que exportar a una Excel para poder hacer filtros y tomar decisiones. El proceso de facturación de los clientes de la agencia, España es diferente a USA, no están acostumbrados a pagar con tarjeta de crédito este tipo de importe por separado, trabajan mejor con trasnferencia bancaria Los onboarding deben ser más profundos y ayudar a las agencias de marketing a saber usar mejor la herramienta, nosotros hemos dedicado muchas horas a aprender como usarla y cuánto mejor la usamos es más fácil venderla. El crecimiento de nuevos clientes que usan la plataforma depende de lo bien que le enseñemos a usarla y para ello, debemos convertir a mi equipo en expertos.

Constant Contact es muy util y simple de usar, el mejor CRM que he usado

Comentarios: Es una heramienta imprescindible para atraer prospectos y clientes. Es facil de usar.

Puntos a favor:

Su facilidad de uso y facilidad de implementar. Además los flujos automaticos son faciles de crear.

Contras:

Que su valor parte en los $350.- No es escalable.

ME PARECE UNA GRAN PLATAFORMA PARA GESTIONAR OPORTUNIDADES DE VENTAS Y HACER MICROMARKETING

Comentarios: Me encanta porque es una plataforma fácil de utilizar y que te genera grandes reportes para el momento de aplicar estrategias con mis oportunidades dentro del embudo. Así como también siempre hay un soporte técnico.

Puntos a favor:

La facilidad con la que puedo gestionar mis oportunidades de ventas, además de los recordatorios de tareas. Es una plataforma muy amigable

Contras:

Cuando hay fallas técnicas que me impiden avanzar con las actividades (esto ha sucedido en muy pocas oportunidades)

es una herramienta sencilla y rapida.

Puntos a favor:

es la posibilidad de llevar un seguimiento y organización eficiente de los clientes , lo cual facilita la labor de ventas y permite maximizar las oportunidades de negocio

Contras:

complicado de manejar y poco efectivo. es el trabajo repetitivo y tedioso que implica generar leads y mantener un CRM actualizado

Great Solution for a Small Agency

Comentarios: It has been a great enabler for our business and has really become and extension of our capability that we deliver our clients

Puntos a favor:

We love the fact that we can white label the product and resell to our clients. It adds a new source of recurring revenue for our business that we would not have without this capability

Contras:

We’ve had some challenges setting up billing for our managed client accounts - that said, the SharpSpring team has been helpful and very responsive in sorting out our challenges.

The marketing automation choice when value-for-money matters

Comentarios: We moved from HubSpot to SharpSpring primarily because of the price: HubSpot can be very expensive, particularly if you need to use the CRM and marketing capabilities. HubSpot is the market leader in usability and reporting (in my opinion) so we did notice a difference when moving to SharpSpring, but for 95% of the activities we undertake SharpSpring is at least as good as HubSpot and often better. The grouping of landing pages into funnels is one example of some great SharpSpring functionality that helps make your campaigns more effective.

Puntos a favor:

SharpSpring does everything you would expect at a competitive price. The tool is a very capable marketing automation system, with good email and automation capabilities, as well as some great tracking and social media features.

Contras:

Reporting is good, but not as good as the best (which is HubSpot in my opinion). Although the capabilities don't hold us back, it would be nice to be able to have easy ways to measure the performance of landing pages/funnels.

Constant Contact killed this company and this product.

Comentarios: We were happy for years. Then Constant Contact destroyed the product and the culture.

Puntos a favor:

I loved SharpSpring until Constant Contact slaughtered it and their support fell off a cliff.

Contras:

Very confusing. Terrible email builder. Broken platform elements with no desire to fix...but they're happy charging you full price.

SharpSpring makes my life easier.

Comentarios: It's a great platform, and the support team has been very responsive with any questions we've had over the last few years. The onboarding process was great and we never felt alone in learning how to use it. I also like the regular webinars and learning opportunities that SharpSpring hosts for marketers/agencies.

Puntos a favor:

The email builder, landing page builder and form builder are all straightforward and fairly easy to learn. There are also help/support articles for pretty much anything I need help with or get stuck on. The "life of the lead" view is helpful to see a contact's interactions with our brand.

Contras:

The email and landing page builders offer a lot of flexibility in layout/design, but sometimes they are a bit too restrictive in terms of moving elements around.

SharpSpring is the Best of the Best

Comentarios: My overall experience with SharpSpring has been wonderful! While the platform still has kinks to work out (what platform doesn't?), their customer service is amazing and they move at a rate unseen by others to make the platform better every day. I highly recommend them not just for their platform, but their people are friendly as well.

Puntos a favor:

I really enjoy the various features that are available within the platform! It allows us to quickly and easily identify our prospects, capture their information on the website, and then market to them in a way that is meaningful and generates new business for us.

Contras:

In their mission to make their platform compete, they often focus on getting new features out quickly but then have to go back and update later. I've seen this happen for them with tools like Video Calling, which became quickly available due to COVID-19 but lacks the robustness of other dedicated video platforms that I would imagine most companies already use.

SharpSpring a full marketing automation platform everyone

Comentarios: Our experience with Sharpspring has been very satisfactory, since it gives us control over each client from the moment they are born as a lead until they become a client. has given us to reduce response time to a client and have better control of all actions taken with them through Automation

Puntos a favor:

Powerful tools for lead generation to pretty good customer management, tons of options to personalize a lot of aspect of the company. very good tools for building email marketing and landing pages with out third parties

Contras:

I think one point where sharpspring lose flexibility is on landing page creations, how designer we need more tools for layout.

Sharp Spring - A great email marketing tool and more!

Comentarios: SharpSpring is a complete email marketing tool that we use to reach out to clients and market to new leads. We use the automation tools to create drip campaigns and re-marketing campaigns for potential leads. We also use the page builder to build simple landing pages and sales funnels. The contact manager has the ability to mange our list of 30,000+ without any extra costs. It used by both our sales teams and client care teams to help the business grow. As a marketer I use SharpSpring to create campaigns that convert to sales and retention.

Puntos a favor:

SharpSpring is a great tool for small to mid range companies looking to build email marketing campaigns. It has great templates which allow you to create emails that look great and are functional sales tools. There are also great automation tools for drip campaigns and re-targeting.

Contras:

The visual email builder can be finicky at times, resulting in editing directly in the code. If you are unfamiliar or uncomfortable formatting HTML code it can be overwhelming. Also, the social media tools are weak. It would be nice if I could schedule and post content directly from SharpSpring.

Full-featured marketing automation on a budget

Comentarios: Prioritizing leads for Salesforce, collecting customer feedback, and better tracking the effectiveness of marketing efforts are the key things we get out of SharpSpring. We are able to collect leads using SharpSpring forms and then deliver them to the right salesperson using their visual workflow tools. We can make lists and campaigns based on ANY criteria in the system, which is super impressive. The Life of the Lead is a revelation: Being able to see all digital interactions of our customers is a complete game-changer for Sales. With Life of the Lead, Sales is more informed and can take on calls armed with the right information to best serve the customer.

Puntos a favor:

The support is top-notch. They go above and beyond to ensure all questions are answered. If there is a key feature needed in the software, they'll work to make sure that you get that feature or have a workaround. They respond quickly, and they are incredibly knowledgeable. It's hard to list just one thing I like best! It's the most competitively-priced tool on the market... and it's a fraction of the cost of nearly any other marketing automation tool on the market.

Contras:

With their constant upgrades, SharpSpring occasionally can be a bit buggy while features get ironed out. Nearly all issues have easy workarounds, and the fixes come fast. It's a minor quibble for a service that is basically as good as it gets.

SharpSpring user for 4+ years

Comentarios: We really are able to do so much more with our marketing. We can see the interaction of clients with our marketing as a whole, not just off of one campaign. We can trigger emails and actions based on their behaviors which is very beneficial.

Puntos a favor:

Being a Partner for 4+ years has allowed us to grow with them. When they were a startup, we were able to really see the changes the partners were requesting and the software has come a long way. They really value their Partners (agencies).

Contras:

Sometimes SharpSpring likes to release new features, while they need to also work on continually improving their existing features.

Sharpspring is the solution for all-in-one marketing

Comentarios: We have implemented SharpSpring for our clients and are using it ourselves for Marketing Automation, emailmarketing and social media marketing. Our clients are very pleased for the way we create leads for them. SharpSpring gives a lot of insight in the way leads are generated and we use the automation tool also for cross selling and stay in touch with existing customers. Before SharpSpring we looked in to both HubSpot and Infusionsoft but SharpSpring is the best solution for us. Worth every penny and more.

Puntos a favor:

SharpSpring is best for clients who want to generate lots of leads and convert them to clients. If you look for a complete solution for marketing automation, social media, emailmarketing, Google Ads and a CRM, this is the go to solution. If you are only looking for emailmarketing without the rest then this is not the best fit.

Contras:

Social media monitoring could be beter. No other cons.

Best ROI for Small Medium Sized Business

Comentarios: We are one of the earliest SharpSpring agencies and users. We selected SharpSpring for its price/performance for SMB companies. We have worked extensively with HubSpot, Marketo, Pardot and others - but for small businesses, it is hard to beat the full-stack solution and feature set in SharpSpring.

Puntos a favor:

Complete integrated tech stack for marketing and sales that includes the core functionality a business needs to execute full-funnel marketing and sales campaigns and manage the sales pipeline.

Contras:

SmartMail provides 1:1 direct IMAP email, but it would be nice if there was a sales-driven email automation feature for low volume 1:1 emails to prospects.

Great Marketing Automation Software Alternative for Agencies

Comentarios: The onboarding experience was easy and helpful. They helped convert our old database into ready to import SharpSpring csv. Once we were onboarded the team helped us implement other features. As previously stated, their live chat and support is so far unmatched by any other CRM tool i've used.

Puntos a favor:

The software is easy to use and is constantly being updated with new features. Within our first year of using the tool, at least 4 new features were rolled out, all of which were useful. Their live support is great. They are thorough and they followup. There have been several instances where the team has followed up after the fact to check in and see if additional support was needed

Contras:

I would love more training. The videos are good and useful, but would love more virtual webinars or if being a partner allowed for more 1-on-1 type training. I also wish some of the CRM fields had more customization instead of being default/standard.

We moved ourselves and our clients over from Hubspot

Comentarios: The support is always there for us if we need them, but any new feature is introduced with great support materials (how-to guides/videos etc) so the need for my team to refer to them is minimised. The pricing is great when you compare to others with similar functionality and they go from strength to strength.

Puntos a favor:

Originally it was transparency and pricing that made us move. But since then it's the fact that Sharpspring have continued to develop the platform with great new features (like the inbuilt CRM, Sales Automation and integrated Meeting booking functionality) many of which at no additional cost (unlike Hubspot) that means we continue to use and recommend Sharpspring over any other platform for our SMB clients.

Contras:

I would like SMS functionality to be built in as well as email (I appreciate it's not as big in the USA where Sharspring's biggest customer base is) but it's big here in the UK

A Functional and Affordable Platform for My Small Agency!

Comentarios: Sharpspring has been incredibly helpful in allowing our small team to connect with leads, follow up on project prospects, organize our communications, and so much more. It allows us to accomplish a lot more for our clients, and to land more profitable projects, because we are able to take the day-to-day of marketing communication off the table, and let SharpSpring handle it! It's also been a game-changer for our B2C clients, who are able to personalize and segment their marketing efforts to specific customers, and have seen great growth in engagement and revenue!

Puntos a favor:

When choosing a marketing automation platform for my agency, I knew I wanted something robust and customizable. I'm very hands on, and I don't like being constrained by the limitations of drag-and-drop editors or controlled interfaces. I want to be able to tailor my tools exactly to each client I work with, without compromising on functionality or efficiency. That's why SharpSpring has been a perfect fit for me! Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require. The most complete and functional marketing automation platform out there!

Contras:

Because of the large range of features, it can be a little intimidating to learn for some. But the onboarding team does a great job of walking you through implementation and getting you set up for success! Our agency focuses a lot on providing social media and content marketing services to our clients, and the SharpSpring content calendar is definitely not as robust or streamlined as some other platforms I've used. However, it's definitely not the focus of the platform, and there are workarounds for most of the issues I've run into with it. The SharpSpring team is also super responsive to feedback, and are constantly improving their product. I've already seen some great changes in the time I've been using the platform, and I'm confident the content calendar and scheduling tools will only continue to improve!

Excellent value well functioning marketing automation software

Comentarios: The cost savings (literally thousands of pounds) of SharpSpring vs comparable suppliers is significant.. My team also finds the functionality and user experience to be much cleaner, meaning we use more features compared to our previous provider. Overall we are happy we migrated from our previous supplier to SharpSpring

Puntos a favor:

We moved to SharpSpring from another leading marketing automation software provider and SharpSpring provide 95% of the features for less than half the cost. The software itself is easy to understand and navigate (much easier than our previous system) and the support team are responsive, friendly and helpful. We've been very happy with our migration to SharpSpring and intend to be a user for the foreseeable future. It meets our needs as a specialist life science marketing agency perfectly.

Contras:

There are some features that are missing from SharpSpring vs our previous provider, but on balance we felt that either 1. We wouldn't use them 2. We could live without them for the cost savings and other benefits of SharpSpring. Dynamic forms would be great to have, and the analytics sometimes don't match our other analytics software. What I will say is that SharpSpring seem more responsive to requests for new features vs our old provider.

Sharpspring made sales tracking so much easier for me and my team

Comentarios: What really makes Sharpspring stand out from other platforms is their excellent customer service and constant improving of the features within the platform. Although the platform still has a few improving points, my experience overall has been very satisfying. I would recomend this 100% to other coleagues.

Puntos a favor:

What I mostly appreciated about using sharpspring was the diverse range of features within the platform, since they identify and capture prospect information much easier; wich is very valuable in terms of sales optimization.

Contras:

Sharpspring has a very accelerated rate for putting out new features, to keep up and compete with other platforms, wich is a pro; however, the new features often need updates. Video Calling, for instance, was great by the time the pandemic began; however, it might not be as established as other video conference competitors.

Agile tool, great value

Comentarios: Our experience with SharpSpring has been positive. Great product, usability, and features. Still, there are areas that could use work, including reporting and segmentation, but overall a very good experience so far.

Puntos a favor:

Ease-of-use: SharpSpring is very user-friendly and intuitive. It's easy to edit or create an email, set up workflows, and navigate around the platform. Versatile: SharpSpring is an all-in-one tool that you can use for your email program, sales pipeline, CRM, marketing automation, and social media. Customer service: I often frequent the online help center that has a lot of easy-to-understand solutions to many questions that come up. If this doesn't solve the issue, tech support is very responsive and the account management team is also very accommodating.

Contras:

Reporting: There are some basic reports that you can pull from the data in SharpSpring, but I would love to see some more robust reporting overall, especially with the sales feature. Aggregated reports across multiple pipelines, for example, would be great to have access to. Customer segmentation: The platform could use a bit more in-depth customer segmentation features. I sometimes feel the list-building is not as intuitive as it could be.

1/3 the cost of other comparable platforms - but you get what you pay for.

Comentarios: No where near as feature rich as HubSpot - but a way better upgrade to MailChmp.

Puntos a favor:

Pretty easy to figure out, if you're just using it as a glorified email marketing list building and automation tool. Drag and drop email template manager is easy to use. So is the visual automation builder. Forms can be customized and embedded on websites easily to capture lead information. Out of the box stuff is pretty simple, but you can always get to the CSS to customize everything if you're a developer and want a deeper dive.

Contras:

Support has become horrible since launch. You can never get anyone on the phone, it's become a call back system. If you're an agency and managing client accounts, usually you need help immediately, not by end of day or via a random email. Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account. This makes retainer fees or internal billing a nightmare. You'll also have to talk your client into putting their banking routing numbers into a platform they don't understand. If you manage SparpSpring on behalf of your client (like they never login) - Good luck selling it. There is no Facebook connect to capture lead information! They keep changing how you export reports by date range. Annoying if you need monthly reports for your client. Sometimes they work, sometimes they move them. The certification videos and courses are currently outdated after a year of feature pushes. Biggest annoyance - lead history. You can view lead history in a timeline, but if a lead fills out a form multiple times requesting different information on different dates, you can not scroll through that history in the contact view, it only updates the leads custom fields with the latest information. You can only export the most recent custom fields too, even though you can still see the history and different information in the lead history timeline.

Integrated Marketing and Sales with no hassle

Comentarios: For the B2B tech startups I serve, who are just getting started with their sales and marketing efforts, SharpSpring is the ideal platform. They change quickly, and it's easy to quickly change the platform to adapt to those pivots and support developing processes.

Puntos a favor:

1. Customer service is highly responsive. 2. Templates for emails and landing pages are easy to use without design or development expertise. 3. Incredibly easy to customize: add fields, pipelines, dashboards, automations particular to your processes without coding or other specialized knowledge.

Contras:

1. Landing page builder is kind of basic. However, new releases come regularly and is probably not a big deal if you have an html developer handy. 2. Integrated social scheduler functionality is a bit basic. 3. If you have significant custom complex report needs, this is not the platform for you. They have great canned reports that any layman can find value in, you can download csv files of many things, and you can customize a dashboard with report "widgets." But not a lot of ability to dig into raw data.

Marketing Automation with World Class Customer Support Has Exceeded Our Expectations

Comentarios: Transparency of our efforts all from a single source. We are now able to analyze all of our various marketing efforts without the need to learn reporting from various systems.
The SharpSpring platform helped us see which marketing efforts are working. We have quit wasting money on efforts that weren't working as well as we had originally thought and moved the budget to those that are providing the best ROI.
We have pinpointed bottlenecks in our company and implemented actions that resolved these issues which has increased our bottom-line as well as our own customer satisfaction.

Puntos a favor:

SharpSpring offered us a way to implement marketing automation at a price that our business could afford. The features are more than enough for us to compete with companies that are much larger than we are. So the pricing got us to commit, but since then their customer service has proved to be nothing short of spectacular. The onboarding was laid out for us step-by-step. We have a specialist that we talk to frequently that keeps us on task. When we did hit a snag, support stepped in to resolve it quickly and accurately. The video training shows click by click what to do and how to do it. An added value is a webinar series on implementation and use. The platform is modeled in a way that replicates our business model, so our employees found it logical and easy to implement their pieces of the big picture.

Contras:

It's been working well for us, so it's kinda hard to come up with a dislike, but if I had to pick something it would be the fact that the weekly webinars "SharpSpring at Work" just went from weekly to bi-weekly. The upside is that they are planning at making them more in-depth.

I love this CRM

Comentarios: I love that fact of being able to add buyer personas to the contact info and I love the personalization that is used on the Software. Oh and the templates that they provide are great and easy to use.

Puntos a favor:

I like that I can do everything in one location. Also, I love the fact that Sharpspring is always adjusting with new things adding the system. If the software does not do something that you want to do. They put in to start working on that method or idea.

Contras:

If you get a hard bounce you can not update that contact with the new info on your own - you have to deal with support and send them the list of changes to be done.