Marketing Automation Comparison - CiderSoft
Marketing AutomationComparison
What’s in this guide?Reassurance. Think of this guide as a trusted advisor with all the comparison data you need tomake an educated decision on which marketing automation vendor is right for you . Compareterms to make sure you have the flexibility you need in case your needs change. Make surefeatures are powerful enough to get the job done. See pricing side-by-side and decide whichchoice offers the best return on investment.vs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Go to sectionvs. . . . . . . . . . . . . . . . . . . . . . . . . . . Go to sectionvs. . . . . . . . . . . . . . . . . . . . . . . Go to sectionvs. . . . . . . . . . . . . . . . . . . . . . . . . . . . Go to sectionvs. . . . . . . . . . . . . . . . . . . . . . . . . . Go to sectioncomparisons ofPricing ontactTrackingLanding PageDesignersBlogBuildersSocial MediaFeaturesPlatformFeaturesCustomerSupportBefore choosing SharpSpring, I was hands-on with Hubspot, Marketo,and Act-On. I chose SharpSpring because it was much easier to learnand use than those platforms.”- Mark Cohen, Colloquy Digital
Cider powered by SS vs. Act-On2020 COMPETITIVE ANALYSIS REPORTCider powered by SS vs. Act-OnA Research Guidefor MarketersSharpSpringAct-OnLaunched in 2014 to deliver powerful andaffordable marketing automation, SharpSpringis a flexible platform that integrates easilyAct-On offers enterprise-level marketingautomation, website management tools and abasic partner system for agencies, relying heavilyupon integration with other CRM platforms andservices. Marketing and sales teams at morethan 3,000 companies use Act-On.with other tools. SharpSpring has annual andmonthly payment options and is a fraction ofthe cost of competitors.FeaturesReviewsTermsAnnual Cost20K CapterraAnnual and monthly optionsAnnual contract paid up front 6000 24,000
What one SharpSpring client says:“SharpSpring is much less expensive than Act-On and Marketo. Youget unlimited users on SharpSpring’s standard license plan, soyou’re not penalized for spreading access across your marketing,business development and sales folks.”Nigel Warren, OnTap365Real ResultsBrytons Home Improvement offers homeremodeling services across two states.It was looking for a platform to provideincreased metrics and visibility into itsmarketing efforts. After implementingSharpSpring, the business saw a 10xROI on all marketing campaigns andincreased sales conversions by35%.HiveTracks (a client of Easyfish marketing)is a cloud-based tool used to monitor andmaintain beehives. It uses marketingautomation to segment its customers andnurture each group with the right content atthe right time. With SharpSpring, it saw a35% increase in customer engagementand a 10x greater conversion rate fromfree trials to sales.CIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT2
Pricing & TermsEnterprise100k Contact PlanGet Started CostMonthly Cost 40,000(As little as)500 2,000/moAnnual Cost5500 24,000Onboarding (One Time) 900 5,000Contacts100K20KMarketing Based on Annual Terms)Emails Included Per Month 27,600Cider wins on cost and contract typeSharpSpring comes in substantially lower than Act-On when it 5500comes to annual costs.ANNUAL COST FOR 20KCONTACTSREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT3
8/8Drag-and-Drop Designer WYSIWYG Interface Dynamic Content Responsive Templates After-the-Click Tracking A/B Testing RSS Email Syndication Render Testing available for additional chargeFeature parity in email marketingEmail marketing is at the core of all marketing automation platforms.SharpSpring and Act-On both excel in this area by offering all of thefeatures that help agencies use email as an effective campaign toolfor their clients.7/88/8EMAIL FEATURESREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT4
AutomationAutomationFeaturesFeaturesTOTALAll PlansEnterprise11/1110/11Visual Workflow Builder Unlimited Workflows and Tasks Triggers and Filters Branching Workflows Time-Based Automations Behavior-Based Automations Advanced Lead Scoring Dynamic Lists Advanced Segmentation Dynamic Landing Pages Personas Edge to SharpSpring on flexibility and featuresAutomation is another area where SharpSpring and Act-On both have arich feature set. However, SharpSpring offers marketers a visual workflowbuilder to help them visualize the buyer’s journey.11/11 10/11AUTOMATIONFEATURESCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT5
FormFormFeaturesFeaturesTOTALAll PlansEnterprise12 /1212 /12Drag-and-Drop Form Designer Dynamic Forms Use CSS to Match Your Site Customized Fields Custom Calls to Action Auto-Complete Progressive Profiling Form Analytics Third-Party Forms Supported Third-Party Post-Back Native GoToWebinar Integration Native WebEx Integration Parity in form featuresForms is another area where SharpSpring and Act-On both have a rich featureset and match up evenly. Both platforms excel in this area by offering all of thefeatures and tools that help agencies to gather information about their leads.12/12 12/12FORM FEATURESREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT6
Contact TrackingContactTrackingAll PlansEnterpriseTOTAL6/66/6Identify Anonymous Site Visitors Track Behavior History of Known Leads Timeline of Lead Interactions Daily Email of Site Visitors Important Page Visit Tracking Advanced Lead Scoring Contact tracking features pair upBoth platforms track information on anonymous site visitors andthen tie those histories to their respective leads upon form fill-out.SharpSpring’s Life of the Lead sets it apart, featuring a timeline ofinteractions between the lead, your website, your communications,6/66/6CONTACT TRACKINGand any events or changes made to the record in SharpSpring.REQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT7
LandingPageLandingPage DesignerDesignerAll PlansEnterpriseTOTAL7/ 76/ 7Drag-and-Drop Designer WYSIWYG Interface Dynamic Content Library of Responsive Templates Optimize for Mobile Build Single Landing Pages Build Landing Page Funnels SharpSpring wins with funnelsSharpSpring goes beyond basic landing pages and offers pre-builtand customizable funnels – a series of landing pages designed towork together to convert and transform visitors into leads.7/76/7LANDING PAGEDESIGNERREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT8
BuilderBlog BlogBuilderAll PlansEnterpriseTOTAL7/ 70/ 7Drag-and-Drop Editor WYSIWYG Interface Dynamic Content Library of Responsive Templates RSS Email Syndication Advance Post Scheduling Social Sharing Widget Blog builder unique to SharpSpringIf content is king, SharpSpring wins. Its blog builder is designed togive your top-of-the-funnel marketing and lead acquisition effortsthe royal treatment. SharpSpring’s blog builder is also dynamic,7/70/7allowing a blog to automatically respond to a lead’s attributes.BLOG BUILDERREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT9
SocialSocial MediaMedia FeaturesFeaturesAll PlansEnterpriseTOTAL6/66/6Social-CRM Integration Social Profiling Social Listening/Monitoring Social Publishing Social Media Conversions Content Calendar Edge to SharpSpring in social featuresBoth solutions offer social media profiling and the ability for the salesteam to interact with leads through social channels. Moreimportantly, both platforms can track social media conversions/ROI.6/66/6SOCIAL MEDIAFEATURESREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT10
Sales-FocusedSales-Focused FeaturesFeaturesAll PlansTOTALEnterprise9/108/10Built-In CRM Sales Automation 3rd partyCustom Analytics and Dashboards Report Scheduling Advanced Lead Scoring Book Meetings Outbound Dialing/Call Tracking Custom Notifications Shopping Cart Integration IMAP SyncingEdge to SharpSpring in sales feature setSharpSpring sets itself apart from competitors with reporting featuresand by providing a free CRM that’s also optional (i.e., it plays nicewith other CRMs). With Act-On, a user must have another CRM;otherwise data is simply stored in what is effectively a repository.9/108/10SALES-FOCUSEDFEATURESREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT11
PlatformPlatformFeaturesFeaturesAll PlansEnterpriseTOTAL7/87/8CMS Compatibility Open API Zapier Connections Piesync Integration Multiple Device Tracking Third-Party/Native Form Compatibilty Native Salesforce IntegrationAdvanced Reporting/Data ExportsParity in platform featuresThe platforms stack up well here, with both offering keyintegrations that are of value to marketers.7/87/8PLATFORMFEATURESREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT12
CustomerSupportCustomerSupportAll PlansEnterpriseTOTAL5/53/5Dedicated Customer Success Manager Platform Migration Support Phone/Email Support Library of OnDemandTraining Resources Live Chat Customer support included with SharpSpringAct-On charges extra for a dedicated account manager and platformmigration support. These features included at no extra charge withSharpSpring.5/53/5CUSTOMERSUPPORTREQUEST A DEMOCIDER POWERED BY SS VS ACT-ONhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT13
Drive More Leads.Convert Leads to Sales.Optimize Your EntireFunnel.REQUEST A DEMOFeaturesReviewsTermsAnnual Cost20K CapterraAnnual and monthly options 6,000Annual contract paid up front 24,000CIDER POWERED BY SHARPSPRING VS ACT-ON2020 COMPETITIVE ANALYSIS REPORT
Cider powered by SharpSpring vs. HubSpot2020 COMPETITIVE ANALYSIS REPORTCider powered by SS vs. HubSpotA Research Guidefor MarketersSharpSpringHubSpotSharpSpring launched in 2014 to deliverpowerful and affordable marketingautomation. It’s a flexible platform thatintegrates easily with other tools. SharpSpringhas annual and monthly payment options andis a fraction of the cost of competitors.Founded in 2006, HubSpot launched theinbound concept. It’s a powerful platform thatprovides a high volume of content. HubSpot’spricing is on the high end of the spectrum, andannual payment up-front is e AdviceG2Software AdviceG2Software AdviceG2Software AdviceReviewsTermsAnnual CostAnnual andMonthly Options 5500Annual ContractPaid Up Front 50,40015,300 4,680
What one SharpSpring client says:“SharpSpring provides marketing automation that is cost effective for smalland medium sized businesses. I’ve been able to retain more clients and bringin more revenue by switching from HubSpot to SharpSpring.”Brandon Lyon, City SegmentReal ResultsChanging software, especially a CRMPartner agency Matte Blackimplemented SharpSpring as part oftheir marketing and sales strategy fortheir client ISR Training, replacingHubspot. In just one year, they’veincreased their conversion rate 25%with lead nurturing, seen a 2:1 ROI fromtheir inbound campaign, and increasedrevenue over 300%.database, can be very daunting to ascale-up business, as integration issuescould slow growth. But the transitionto SharpSpring, especially with MatteBlack’s support, has been effortless,and the results have beenimmediate.”- Jack Corbett, Managing Director of ISR TrainingCIDER POWERED BY SS VS HUBSPOT2020 COMPETITIVE ANALYSIS REPORT2
Pricing & TermsFor 10,000 contacts10,000 Contacts PlanEnterprise ProStarterPRICINGGet Started CostMonthly Cost(Based on Annual Terms)Onboarding 59,400 19,300 4,680 4,200/mo. 1,275/mo. 390/mo. 9,000 4,000Not Available100K10K10K10KNext Plan 8 per1K/mo. 38 per1K/mo. 15 per1K/mo.25K100K100K50KUnlimited1051 0 500/mo. 900LICENSINGContacts includedAdditional contactsEmails included per monthin base planUsers 59,400HubSpot’s pricing is on the high endHubSpot’s Enterprise plan matches up with SharpSpring,but is more than three times the cost, with SharpSpring1/ 0th1including the same number of contacts with a much lower 19,300 4,680onboarding fee. 500GET STARTED COSTREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT3
Sales-Focused FeaturesAll t-in CRM Sales Automation Custom Analytics andDashboards Report Scheduling Advanced Lead Scoring Book Meetings Outbound Dialing/Call Tracking Custom Notifications Salesforce Integration IMAP SyncingShopping Cart Integration Note: available for an additional charge.Similarity in sales-focused features, edge toSharpSpring Providing a free CRM that’s optional (i.e., we play nicewith other CRMs) is something that sets both SharpSpring andHubSpot apart from competitors. HubSpot Pro falls short by charging9/119/119/115/11additional fees for some aspects of reporting.SALES-FOCUSED FEATURESREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT4
EmailFeaturesE-mailFeatures10,000 Contacts Drop Designer WYSIWYG Interface Dynamic Content Responsive Templates After-the-Click Tracking A/B Testing RSS Email Syndication Render Testing Note: available for additional charge.SharpSpring and HubSpot are comparableEmail marketing is at the core of all marketing automationplatforms. Both vendors excel in this area by offering featuresthat help businesses use email as an effective campaign tool.Options are much more limited with Hubspot Starter.7/88/88/86/8EMAIL FEATURESREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT5
AutomationAutomationFeaturesFeatures10,000 Contacts PlanEnterpriseProStarterTOTAL11/1111/1111/114 /11Visual Workflow Builder Unlimited Workflows andTasks Triggers and Filters Branching Workflows Time-Based Automations Behavior-Based Automations Advanced Lead Scoring Personas Dynamic Lists Advanced Segmentation Dynamic Landing Pages Feature parity in automation capabilitiesSharpSpring and HubSpot Enterprise and Pro match up nicely here,both offering a number of core marketing automation capabilities.These features allow marketers to target leads with personalizedcontent based on their interests and actions and where they are inthe buying process. Again, Hubspot Starter offers more limitedfeatures.11/11 11/11 11/11 4/11AUTOMATIONFEATURESREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT6
Form Features10,000 Contacts PlanEnterpriseProStarter12 /1211/1211/123/12Drag-and-Drop Form Builder Dynamic Forms Use CSS to Match your Site Customized Fields Custom Calls-to-Action Auto-Complete Progressive Profiling Form Analytics Third-Party Forms Supported Third-Party Post-Back GoToWebinarNative Integration WebEx Native Integration TOTALMajor form functionality comparesForms help you convert website anonymous visitors to leads, andthe major form building features with Hubspot and SharpSpringcompare. SharpSpring’s WebEx and GoToWebinar nativeintegrations makes video conference registration easy, giving you a12/1211/1211/123/12FORM FEATURESseamless connection with the most popular web conferenceplatforms.CIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT7
Contact TrackingContactTracking10,000 Contacts PlanEnterpriseProStarter2 /5TOTAL5/55/55/5Identify Anonymous Site Visitors Track Behavior History of KnownLeads Timeline of Lead Interaction Daily Email of Site Visitors Important Page Visit Tracking Both help you turn anonymous visitors into leadsBoth Hubspot and SharpSpring provide additional information5/5on anonymous site visitors. This includes names, titles, and5/5contact details of prospects working in the areas most relevant5/5to your business. SharpSpring’s Life of the Lead sets it apart,featuring a timeline of interactions between the lead, your2/5website, your communications, and any events or changesmade to the record in SharpSpring.CONTACTTRACKINGREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT8
LandingLandingPagePage DesignerDesigner10,000 Contacts PlanEnterpriseProStarterTOTAL7/ 76/ 76/ 70/ 7Drag-and-Drop Designer WYSIWYG Interface Dynamic Content Library of ResponsiveTemplates Optimize for Mobile Build Single Landing Pages Build Landing Page Funnels ** Must use HubSpot CMS for full functionality. 50- 200/mo. feeSharpSpring’s funnels win big hereSharpSpring offers pre-built and customizable funnels — a seriesof landing pages that work together to convert visitors into leads.SharpSpring and HubSpot Enterprise offer the ability to add dynamicweb content using any CMS. HubSpot Pro requires you to use theHubSpot CMS in order to target visitors with dynamic web content.7/76/76/70/7LANDING PAGE DESIGNERREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT9
BuilderBlog BlogBuilder10,000 Contacts p Designer WYSIWYGInterface Dynamic Content Library of Responsive Templates RSS EmailSyndication Advance Post Scheduling Social Sharing Widget Blog SEO Recommendations0/8* Must use HubSpot CMS for full functionality. 50- 200/mo. feeTwo powerful blogging toolsBlogging tools assist with top-of-the-funnel marketing and lead acquisitionefforts. HubSpot offers SEO recommendations on keywords to assist withcontent optimization. However, HubSpot Pro is more limited in that itrequires you to use HubSpot’s CMS to incorporate dynamic blog content.The blog builder is not available with Hubspot Starter.⅞8/88/80/8BLOG FEATURESREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT10
SocialSocial MediaMedia FeaturesFeatures10,000 Contacts PlanEnterpriseProStarterTOTAL8/86/86/80/8Social - CRM Integration Social Profiling Social Listening/Monitoring Social Publishing Social Media Conversions Content Calendar Automation Rules Based onSocial Activity Social Activity History in Lifeof the Lead Edge to SharpSpring in social featuresSharpSpring and Hubspot’s Enterprise and Pro plans offer socialmedia profiling and the ability for the sales team to interact withleads through social channels, and all three can track social mediaconversions/ROI. SharpSpring takes it to the next level by including8/86/86/80/8social activity in the Life of the Lead and allowing users to createSOCIAL MEDIA FEATURESautomation rules based on that activity.REQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT11
PlatformPlatformFeaturesFeaturesTOTALCMS Compatibility10,000 Contacts PlanEnterpriseProStarter6/ 76/ 76/ 73/ 7UniversalfullMust use HubSpot CMS for fullMust use HubSpot CMS forfeefunctionality. 50- 200/mo.feefunctionality. 50- 200/mo.Open API Zapier Connections PieSync Integration Multiple Device Tracking Third-Party/Native FormCompatibility Native Salesforce Integration Edge to SharpSpring for more compatibilityBoth offer an open API and other ways to connect theirplatforms to third-party solutions. SharpSpring goes further inbeing vendor agnostic by offering universal CMS compatibility.HubSpot requires use of its CMS for full functionality andcharges customers more to use it.6/76/76/73/7PLATFORM FEATURESREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT12
CustomerSupportCustomerSupportAll PlansEnterpriseProStarterTOTAL6/64 /64 /62 /6Phone, Email Support Email onlyOngoing Training Platform Migration Support Dedicated Account Manager Live Chat Library of On-DemandTraining Resources SharpSpring leads in customer supportBoth platforms offer ongoing training and support, but HubSpotStarter users only have access to email support. Similarly, HubSpotcharges for a dedicated account manager, while SharpSpring6/6includes this as part of the overall package.4/64/62/6CUSTOMER SUPPORTREQUEST A DEMOCIDER POWERED BY SS VS HUBSPOThttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT13
Drive More Leads.Convert Leads to Sales.Optimize Your EntireFunnel.REQUEST A 7/54.3/54.48/54.3/54.48/54.3/54.48/5G2Software AdviceG2Software AdviceG2Software AdviceG2Software AdviceReviewsTermsAnnual Cost*Annual andMonthly Options 5500Annual ContractPaid Up Front 50,400 15,300 4,680CIDER POWERED BY SS VS HUBSPOT2020 COMPETITIVE ANALYSIS REPORT
Cider powered by SS vs. Infusionsoft by Keap2020 COMPETITIVE ANALYSIS REPORTCider powered by SS vs. Infusionsoft by KeapA Research Guidefor MarketersSharpSpringInfusionsoft by KeapLaunched in 2014 to deliver powerful andaffordable marketing automation, SharpSpringis a flexible platform that integrates easilyKeap is an all-in-one CRM, sales andmarketing platform for small businesses tostart simple and grow over time. Their toptier product, Infusionsoft, is for smallbusinesses with more advanced sales andmarketing automation needs.with other tools. SharpSpring has annual andmonthly payment options and is a fraction ofthe cost of competitors.FeaturesReviewsTermsAnnual Cost10K CapterraAnnual and monthly options 5500Annual and monthly options 7,407 - 7,704
What one SharpSpring client says:“I bought Infusionsoft in 2007. After hundreds of campaigns andcustomers served, I switched 100% of my automation to SharpSpring.Why? First, the people behind the product are unsurpassed, loyal anddedicated to building and supporting a great solution. Second, they takebetter care of partners and customers than any competitor in theindustry. After a decade on the front lines of automation and contentmarketing, I’m a loyal SharpSpring customer and partner for life.”Clifford Jones, Marketing ConsultantReal ResultsInJoy Global is a tech startup that creates programs to help businessestransform the workplace and build company culture. Before usingSharpSpring, the InJoy team struggled to manage 3-4 sales engagements at atime, and they had a slow and low conversion rate.Today, InJoy Global has 40 active engagements in the pipeline, and they’reproactively advancing them through a five-step sales process that’s fullypowered by SharpSpring. After six months of using the platform, InJoyshortened their sales cycle by six weeks - nearly 40%. Plus, they’ve seen a10x increase in the number of active, engaged leads in their sales pipeline.CIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT2
Pricing & TermsPro0Get Started Cost 825 - 2,325(As little as)TermsAnnual and monthly optionsAnnual and monthly options 500/mo. 299/mo first 3 monthsWith annual contractthen 399/moAnnual Cost 5500 7,707Onboarding(One Time)900 7,707100K10KUnlimited125K100KMonthly CostContactsUsersEmails Included Per Month 5500Compare what’s included and what’s notInfusionsoft by Keap has a slight edge over SharpSpring in terms of 8,187 9,588annual pricing. However, in addition to requiring an annual contract,Infusionsoft requires upsells and upgrades to “get the most out of it,”whereas SharpSpring’s pricing is all-inclusive.ANNUAL COST FOR 10K CONTACTSREQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT3
Email FeaturesAll PlansProTOTAL7/86/8Drag-and-Drop Designer WYSIWYG Interface Dynamic Content Responsive Templates After-the-Click Tracking A/B Testing RSS Email Syndication Render Testing available for additional chargeMore features give SharpSpring an advantageSharpSpring has the clear advantage here with built-in email featuresand capabilities. Infusionsoft by Keap is able to make up some groundby integrating with 3rd-party apps or leveraging “tagging” to simulate7/8true A/B testing, but it falls decidedly short in ease of use as delivered.EMAIL FEATURES6/8REQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT4
Automation FeaturesAll PlansTOTALPro10/108/10Visual Workflow Builder Unlimited Workflows and Tasks Triggers and Filters Branching Workflows Time-Based Automations Behavior-Based Automations Dynamic Lists Advanced Segmentation Dynamic Landing Pages Personas Parity in automation, but an edge to SharpSpringBoth platforms offer intuitive automation features, but Infusionsoft byKeap’s options are more limited. Tagging and other features can beincorporated to maximize functionality, but this means additional costs,either in terms of custom development or third-party integrations.10/10 8/10AUTOMATIONFEATURESREQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT5
Form FeaturesAll PlansPro13/137/13Drag-and-Drop Form Designer Dynamic Forms Use CSS to Match your Site Custom Calls to Action Auto-Complete Progressive Profiling Form Analytics Hidden Fields Supported Referral Forms/Fields Third-Party Forms Supported Third-Party Post-Back Native GoToWebinar Integration Native WebEx Integration TOTALEdge to SharpSpring in form featuresBoth SharpSpring and Infusionsoft by Keap include important features andtools to help gather information about leads, but SharpSpring lets you takeyour campaigns to the next level.13/137/13FORM FEATURESCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT6
Contact TrackingAll PlansProTOTAL5/55/5Identify Anonymous Site Visitors Track Behavior History of Known Leads Timeline of Lead Interactions Daily Email of Site Visitors Important Page Visit Tracking More info about anonymous visitors with SharpSpringBoth SharpSpring and Infusionsoft by Keap allow you to see contact activityand trigger messaging according to the parameters you choose.SharpSpring’s Life of the Lead sets it apart, featuring a timeline of interactionsbetween the lead, your website, your communications, and any events orchanges made to the record in SharpSpring.5/55/5CONTACT TRACKINGREQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT7
Landing Page DesignerAll PlansProTOTAL7/ 76/ 7Drag-and-Drop Designer WYSIWYGInterface Dynamic Content Library of Responsive Templates Optimize for Mobile Build Single LandingPages Build Landing Page Funnels SharpSpring wins with funnelsSharpSpring offers pre-built and customizable funnels – series oflanding pages that work together to convert visitors into leads. Thisfeature is not available in Infusionsoft.7/76/7LANDING PAGEDESIGNERREQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT8
Blog BuilderAll PlansProTOTAL7/ 70/ 7Drag-and-Drop Editor WYSIWYG Interface Dynamic Content Library of Responsive Templates RSS Email Syndication Advance Post Scheduling Social Sharing Widget SharpSpring’s blog builder is built inInfusionsoft’s platform does not include a blog builder, whileSharpSpring offers a comprehensive set of tools to help you buildyour blog. This means you’ll have one less service to manage. If analternative CMS is desired, SharpSpring offers universal compatibility.7/70/7BLOG BUILDERREQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT9
Social Media FeaturesAll PlansProTOTAL6/64 /6Social-CRM Integration Social Profiling Social Listening/Monitoring Social Publishing Social Media Conversions Content Calendar Edge to SharpSpring in social featuresBoth platforms offer social listening, publishing and conversiontracking. SharpSpring wins with its content calendar, which allowsusers to get a holistic view of all their scheduled emails, blog posts6/64/6and social content.SOCIAL MEDIA FEATURESREQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT10
Sales-Focused FeaturesAll PlansTOTALPro9/106/10Built-In CRM Sales Automation IMAPSyncingCustom Analytics and Dashboards Report Scheduling Advanced Lead Scoring Book Meetings Outbound Dialing/Call Tracking Custom Notifications Shopping Cart Integration Edge to SharpSpring in sales feature setSharpSpring sets itself apart from competitors with reportingfeatures and by providing a free CRM that’s also optional(i.e., it plays nice with other CRMs). It also includes nativeintegrations with Salesforce and popular Shopping Carts for even9/10more flexibility.6/10SALES-FOCUSED FEATURESREQUEST A DEMOCIDER POWERED BY SS VS INFUSIONSOFT BY KEAPhttps://getcider.com/crm/2020 COMPETITIVE ANALYSIS REPORT11
Platform FeaturesAll PlansProTOTAL6/ 75/ 7Universal CMS Compatibility Open API Zapier Connections Piesync Integration Multiple Device Tracking Third-Party/Native Form Compatibility Native Salesforce Integration Flexible platform vs. pricey add-onsSince it’s a closed system, Infusionsoft by Keap does not have anative integration with Salesforce, the top CRM on the market. Bothplatforms provide a built-in CRM, but SharpSpring also plays nice6/7with other CRMs, including offering a native Salesforce integration.5/7PLATFORM FEATURESREQUEST A DEMOCIDER POWERED
Feature parity in email marketing Email marketing is at the core of all marketing automation platforms. SharpSpring and Act-On both excel in this area by offering all of the features that help agencies use email as an effective campaign tool for their clients. 7/8 8/8 EMAIL FEATURES available for additional charge REQUEST A DEMO 4
The Real-time Grid for Marketing Automation* CONFIDENTIAL 2 * Only Marketing Automation products that have 10 ratings/reviews from G2 Crowd users are shown on the G2 Grid and included in this report. Data on 20 Marketing Automation products is available in the Marketing Automation Comparison
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