SharpSpring enables you to integrate with both Salesforce and Sugar, while providing you with its own powerful customer relationship management (CRM) platform. This article will detail the benefits of using SharpSpring CRM.
The following user roles can use CRM features:
- Sales Managers
- Jr. Salespersons
SharpSpring CRM Features
SharpSpring can be a great solution for both marketing automation and CRM. The combination of marketing automation and CRM in a single platform has many advantages.
SharpSpring CRM provides a simple, seamless experience, with no data transferred between the two systems. Many extra features are unavailable from using two separate systems. Smart Mails, for example, require both platforms. Smart Mails are one-off emails that can be sent by salespeople from the SharpSpring CRM. Smart Mails are tracked on the Life of the Lead like emails that come from automated marketing. Smart Mails can also be scheduled to go out at later time.
Another great feature is how SharpSpring CRM notifies you when leads return to a site. This allows salespeople to click a checkbox on the lead page and receive an email or text message when important leads they are working with come back to their website. This feature puts the power of marketing automation into the hands of a salesperson and helps them close the deal.
SharpSpring CRM is free and designed to be simple to use. Its visually oriented pipeline makes management intuitive. While SharpSpring CRM should be great for nearly all small businesses, it is not an enterprise-class CRM. As such, larger CRMs may be better for larger businesses. That is precisely why the SharpSpring platform can integrate with other CRMs like Sugar and Salesforce.
For example, Salesforce is a CRM that has thousands of vendors that integrate with the platform. Salesforce also has flexibility built in for various situations and reporting requirements. However, this power, flexibility, and integration prowess comes at a cost. Salesforce as a platform has a decided and notorious complexity and a difficult-to-use interface. It is also expensive, with a monthly price of up to $125 per user.
If you are considering Salesforce, Sugar, or SharpSpring CRM, weigh your cost considerations along with your needs for simplicity and usability against the needs for flexibility and power. If simple and usable is more important than powerful and flexible, then SharpSpring CRM is the better choice. Be aware that iff your client is already using a CRM, it might not be in their best interest to switch platforms unless they are unhappy or looking to save money.