What do you like best?
The biggest benefit of SharpSpring is having visibility into the leads we generate. In the past we could see impressions and clicks and website visits from our campaigns. Now we are seeing the actual leads and being able to follow activity after the initial contact. The added visibility has been an absolute game changer in the value we can provide our clients.
I really like the Life of the Lead feature where once you have a lead in the system you can track all their activity in great detail, seeing when they came back to the website, what pages they went to, if they opened emails, etc.
We've even had instances where clients claimed they were not getting leads from our campaigns and once SharpSpring was installed, not only could we now provide reports of leads we were generating, but we caught a hole in their customer service where leads we were providing were not getting responses from scheduling staff. So we not only provided reports of the leads we generated, but helped close a gap in a serious customer service issue that was happening.
The automations are really powerful and I like being able to have so much in one system.
We've also recently started using the CRM and the clients are really happy with the features of the CRM and having it work directly with marketing activities.
What do you dislike?
It takes more time to set things up, but its worth it for all the insights you gain. The design capabilities in the emails are a bit clunky and limited. Hopefully they will improve on that.
Recommendations to others considering the product:
There are a lot of great features in SharpSpring to support clients success, so it's a great system to have. That said, if it only had its ability to track leads in detail I would still be sold on it for that feature alone. It does take some effort to get up to speed on everything. There are some funky things in learning process. For example, on triggers for sending an alert when a form is submitted, there was small function that made only send once that was easy to miss, so after I tested a form once, it no longer worked. Once support helped me figure this out it was all good. That said, their support is amazing and makes getting up to speed much easier.
What problems are you solving with the product? What benefits have you realized?
The main problem as I mentioned above is that we previously had zero visibility into the leads we generated for clients. Relying on clients to accurately identify leads we brought to them was a recipe for failure and making us look bad. SharpSpring gave us the power to accurately track leads we generated, having better insight into the effectiveness of our campaigns to improve on our work, AND get credit for our successes.