SharpSpring

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

Puntos en contra

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.

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

Puntos en contra

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

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).

Puntos en contra

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

Overall, I'm very happy with my expereince with SharpSpring. I think it is a functional tool that is easy to use and it feels good to have check lists and to do's that are easy to set up.

I like using this software.

Puntos a favor

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.

Puntos en contra

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.

I use it daily for my company in prospecting and lead generation - love it

Puntos a favor

I got my first taste of marketing automation with Hubspot and Marketo when I worked for someone else. So when I went shopping around for what I could offer my clients, I was pretty careful. You read all the reviews and you still worry. Well when I decided on Sharpspring I couldn't have been more pleased. Ease of use and value for the Bang it has been great. Like in all new things to you, I had my moments in the wilderness, of I am not sure what i am doing moments: Sharpspring was always there with support & training. I recommend you give them a try.

Puntos en contra

Like in all software platforms you have engineers that need to do something. So from time to time they would switch around the dashboard. But it was always for a good reason (inhindsight)