SharpSpring “Full Stack” Marketing Automation and CRM

SharpSpring offers an excellent solution for small and mid-sized businesses that need an integrated marketing automation and CRM solution to support their growth strategy. SharpSpring has continuously enhanced its marketing automation platform to further enable closed-loop marketing and sales.

Revenue Architects was an early member of the SharpSpring partner program. We use SharpSpring within our agency and as part of our agency services for Inbound Marketing, Account-Based Marketing and Outbound Sales for small to medium-sized clients.

Marketing Features

  • Email Automation: Send emails with triggers and build personal relationships with leads
  • Behavioral-Based Email Automation: Send every lead just the right information at critical points in their unique buying process.
  • Landing Pages and Funnels: Go beyond basic landing pages. Create a series of linked pages designed to funnel visitors and prospects and transform them into leads. Build your own funnel, or choose dozens of pre-designed funnel templates tailored to seven categories of common business needs.
  • Visual workflow builder:  simplifies marketing automation. Use branching logic to engage leads at critical points in their unique buying journeys.
  • Library of Designs and Responsive Templates: No need to build your page from scratch – use one of the beautifully designed templates as-is, or point-and-click to add pre-built content blocks that you can make your own.
  • A/B Testing: Test emails head-to-head to see exactly what works the best
  • Dynamic Forms: Capture more leads with forms designed to convert
  • Behavior Tracking: Understand your leads to create one-on-one communication
  • Call Tracking: Accurately track leads generated via phone calls to campaigns
  • Dynamic Web Content: Close more sales with content that grows with your leads
  • Campaign Optimization: Eliminate waste and identify opportunities

Sales & Marketing Features

  • VisitorID: Triple your leads by identifying anonymous traffic
  • Social Media Engagement: Manage social media engagement and publishing from the platform
  • Lead Scoring: Lead Scoring identifies hot prospects. Score leads based on engagement, page tracking, fit and completeness of information. Set Decay to decrease scores during inactivity periods.
  • Sales Notifications: Email or text sales team when a lead indicates they are ready to buy.

Sales Features

  • Custom Deal Stages: Create custom deal stages to track the progress of an opportunity from the beginning to the end of the sales cycle. The number, order, name and description of the stages can be anything that fits your business needs.
  • Contact Management and Life of a Lead: Manage contact records including custom fields. Combine tracking, automation and email to display a timeline of significant events for each contact.
  • Opportunity Management & Pipeline View: Move opportunities across deal stages with a simple drag-and-drop interface to track the sales cycle from beginning to end. View the entire funnel in one easy-to-manage view.
  • Smart Mail: Schedule one-to-one personalized follow up emails from your sales team using Smart Mail and SMTP sync which makes communication, quick, easy and unique to each contact.
  • Gmail/Email Syncing and Tracking: Emails sent and received from IMAP clients show up right in leads’ histories.
  • Actionable Reports: CRM Reports provide all the information you need to measure your current sales success and accurately forecast future performance. Pipeline, Conversion, Activity and Projection are a few of the interactive reports in CRM.
  • Team Collaboration: Social notes make collaboration simple. “Mark as Read”, avatars and a conversation timeline foster effective internal communication.
  • Reminders: Quickly create a Reminder from any page in the app to never miss a beat. Attach Reminders to opportunities and contacts for an efficiency boost.
  • Social Selling: People are more than a name and an email address. Discover what resonates with your leads and enjoy conversations on multiple platforms with social links on contact pages.