Lead Gen & CRM (formerly SharpSpring)

Avantages

En utilisant ce produit, nous bénéficions d'une gestion simplifiée des leads, d'une vue complète de notre pipeline de ventes, de l'automatisation des tâches, de l'amélioration de la personnalisation client, et d'une augmentation de notre taux de conversion. Cela renforce notre efficacité commerciale, favorise la croissance et améliore la satisfaction de notre clientèle.

Inconvénients

Lead Gen & CRM est dépendant à l'égard de la connectivité Internet. Il nécessite également une gestion attentive pour éviter la surcharge d'informations et garantir la protection des données sensibles.

Avantages

C’est une plateforme de marketing automation très performante et abordable. Elle est flexible dans son utilisation et disponible de nombreuses fonctionnalités.

Inconvénients

Le coût de cette plateforme est très élevé et certains éléments de la plateforme ne fonctionne pas correctement.

Avantages

Un outil parfait pour la génération de leads avec différents affichages du pipe commercial. La partie marketing-automation est également très pratique et intuitive.

Inconvénients

Quelques approximations ergonomiques sur mobile

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

Lead Gen & CRM has inclusive information concerning all the relations of customers

Inconvénients

Lead Gen & CRM is the valuable and consistent app

Avantages

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

Inconvénients

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

Avantages

All the leads are at easy access and we are able to locate old leads easier

Inconvénients

Sometimes it will glitch out and close my page when working on loading a new customer

Avantages

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.

Inconvénients

Social media monitoring could be beter. No other cons.

Alternatives envisagées 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

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

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

Lead Gen makes the sales tracking process efficient, and there are numerous digital marketing solutions.

Inconvénients

Lead Gen has created valuable marketing solution with suitable communications.

Avantages

Feature rich CRM, just what you need for a small business especially. Customization/white label is a nice feature to have, gives our business a pro look. The price for this software is very good counting the features you have.

Inconvénients

Can't say anything against Lead Gen & CRM that I didn`t like.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

The biggest plus is its affordability - all the features you need at a price that is accessible. It has all the core functions one needs in a marketing automation platform, with a powerful sales pipeline and lead management component that provides an exceptional, integrated experience. Added bonuses are chatbox and book-time features included in the price, and the ability to sync Outlook emails to a contact's record. Lead scoring

Inconvénients

The email editor can be a bit clunky and formatting copy and layouts can be finicky. The email previewer can be cumbersome. Visual workflows can be arduous to make

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

I love using this software on a daily basis and using it to manage my leads. As a salesperson, it is challenging to find a CRM that actually works for you, not where you have to work for it. I like the ease of use with the kanban boards as well as the marketing automation for drip campaigns.

Inconvénients

The mobile app is inoperable and not relevant. Sometimes the search feature is challenging to use- sometimes you need to use the companies name, sometimes you have to use the contacts name. When working in the drip campaigns you have to be really specific about which dates you select.

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

The automation features save me tons of time and help me stay organized.

Inconvénients

The interface can be a bit overwhelming at first and takes time to get used to.

Avantages

It is an easy-to-use platform that allows me to access and use its numerous features without requiring extensive technical knowledge. I like that the platform is adaptable, I can simply tailor the platform to my specific marketing requirements, allowing me to streamline my marketing efforts and get greater outcomes. also, The reporting and analytics tools are robust and extensive, providing me with loads of data and insights into my marketing campaigns. I value the platform's extensive analytics, which allow me to track performance and monitor lead activity.

Inconvénients

While the email templates are limited in number and may not be as visually appealing, I don't have any other concerns or complaints about the platform.

Avantages

For the money, this is a robust solution with many features that make marketing job easier

Inconvénients

In 2021, it is a basic expectation that marketing automation software should have many good looking landing and email templates

Alternatives envisagées 

Pourquoi choisir Lead Gen & CRM (formerly SharpSpring) 

Logiciel antérieur 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

SharpSpring has a plethora of tools and is always introducing new ones to assist you in creating an effective email marketing campaign. SharpSpring's customizability is excellent, which simplifies all tasks. Additionally, importing and configuring contact lists is a breeze. SharpSpring You may construct unique campaigns by utilizing the numerous concepts and custom templates that it generates, as well as editing and saving them as drafts for future use. You'll receive notifications and data about client replies in real time. This exact approach is easily replicable in subsequent marketing initiatives. I appreciate the ability to conceal and reorganize unnecessary dashboard elements. As a consequence, the business team will be able to more effectively manage and cooperate with the customer database, as well as all stages of advertising, email marketing, customer tracking, contact pages, and marketing job automation, among other things.

Inconvénients

I encountered no technical difficulties when using it. SharpSpring is a critical component in optimizing email marketing operations for both small and large enterprises. For optimal utilization, additional training is required; SharpSpring developers provide numerous videos and tutorials, and the support team is always available to answer your questions.

Avantages

The system is easy to use, is priced really well for all that is included, and has wonderful support!

Inconvénients

Template features could be improved and integrations with other tools could expand.

Avantages

The functionality of the Dashboard and the multifunctionality of it as a whole. I can use it as a sales employee as well as an account manager. The notes as well as the lead tracking makes daily tasks and client interactions a breeze to notate and collaborate with team members.

Inconvénients

The most daunting obstacle is with the mobile app it is noticeably behind the actual interface. As I am constantly on the fly and not always In front of the computer it'll be a welcomed update when the app is brought up to speed with the rest of the interfaces.

Avantages

Cost vs. benefit. Has all of the features our clients want or need, without a bunch of stuff we have to pay for that they don't need.

Inconvénients

It's a struggle to find something I don't like, but if it was one thing over the past two years, it would be the lack of support on the sales side for our clients. More customized training and presentations for client side would be great.

Avantages

Marketing automation - We have built a great rapport with our leads allowing us to nature and seamlessly turn leads into customers.

Sales CRM - As we monitor the performance of the lead from sales consultants we can optimise marketing campaigns to improve sales figures

Inconvénients

Sharpspring is not the easiest platform to learn, the eCommerce integration can be very intricate, however, once you master it, through their virtual classrom which is a comprehensive guide to the products offered.

Alternatives envisagées 

Pourquoi passer à Lead Gen & CRM (formerly SharpSpring)

Avantages

Easy to use
Great support team - tickets are handled in a timely fashion
Easy to implement
Great Documentation
Great for small, uncomplicated implementations - If your implementation will involve more complex requirements and/or CRM functionalities, stay away from SharpSpring
CRM works Ok

Inconvénients

Automations are not always automatic - work flows sometimes do not work, expect to do manual work.
List segmentations do not always populate automatically - automated lists do not alwys self populate according to their rules
Custom reports are not custom (you cannot filter by custom fields, for example)
Reporting in SharpSpring is very poor
It is easier to export information to Excel to generate useful reports
Social functionalities are very shallow