http://www.thesaleswhisperer.com/blog/sharpspring-crm
http://ReferWes.com
http://BestCRMForMe.com
- 3 core elements
- 1) Email Marketing
- 2) Automation - sequences that segment off of workflows
- 3) Deals / CRM
- Segment on engagement, on source, etc.
- Each Contact has their own page along with history of engagement.
- Segment by job title, actions taken, actions not taken,…
- Most platforms are list-based while ActiveCampaign lets you segment on anything.
- Send based on standard blasts, dates, RSS, split testing, auto responders, and automated sequences.
- Pre-built templates, drag and drop, all mobile responsive, hide sections on mobile devices (i.e. for longer content).
- No limits on custom fields or Tags.
- Video snippet.
- Social snippet that links to you or lets them share.
- Track opens, clicks, replies, and Google Analytics.
- Automation is the power.
- “Recipes” are pre-built complete sequences.
- Their start triggers are vast and flexible such as
- Web page is visited
- Subscribes
- Unsubscribes
- Field changes
- Enters a pipeline
- Deal stage changes…21 in total.
- Send email, site message, SMS, Notify someone internally
- A little Javascript code (Wordpress plugin) for the site message.
- Slide in, appear, etc.
- Maybe they don’t open your emails but they’re on your site often.
- Conditions and Workflows.
- Wait
- If / Else
- Split (Even split [by number or date] or conditional)
- Go to
- Goal (the ultimate conversion)
- Start an automation
- End this automation
- End other automation,
- Webhook
- Deals - ConBon style like Trello
- Stages
- Multiple pipelines for different groups within the company such as course progress, customer service
- Can be used like a project management tool.
- SMS is built in with Twillio.
- Enterprise gives 1,000/mo.
- Just sends SMS.
- Open API to integrate with other tools as well as Zapier.
- Event Tracking.
- A bit more technical but powerful.
- Elegant and flexible forms:
- Inline
- Floating Bar
- Floating Box
- Modal.
- Drag and Drop.
- Wordpress plugin
- Embed
- Link
- Wordpress
- Facebook
- Drag and drop dashboard.
- Wonderful Chrome Extension for Gmail.
- Reports:
- All messages
- Automations
- Goals
- Open/Read Trends
- Email Client Trends
- Deals
- Great for solo-preneurs and the SMB space.
- Company is growing > 82 employees.