Alldigital Marketing Resources

Modern, well laid out CRM interface

SharpSpring Marketing Automation has a very modern well laid out built-in CRM interface. The overview page, offers at a glance all the key information on a contact, you would expect from any well designed CRM system. This includes lead score, Social Profile information, lead owner, latest campaign engagements, current sales opportunities, notes and sales task management and reminders. But SharpSpring offers functionality that puts it in another league amongst CRMs.

Added dimension of customer intelligence with Visual Lead Tracker

One click accesses the icon based “life of Lead” time bar, showing at a glance all the interactions a prospect or customer has made over its life spam. Clicking on any icon reveals details on that interaction including form fill data, social media engagement, content of smart or standard emails communications, media download information and website or landing page visits. 

Control the quality and Customisable Pipeline Management

As with other CRMs, SharpSpring lets you create completely customisable pipelines with custom fields so you can capture key information and monitor the progress of your prospects through the sales funnel. Recently SharpSpring added Sales Optimiser to its CRM offering, allowing you to control the sales flow and engagement and messaging with prospects, avoiding fumbled or missed deals.

• Automation triggers, based on pre-agreed criteria like lead score, create new opportunities directly in the CRM, assign an owner and initiate a set of follow up tasks
• Control of the quality of every follow up message can be delivered using marketing approved content, both with smart and automated emails and with use of specific media centre assets.
• Prospects can be moved automatically between pipeline stages, triggered by completion of certain tasks or prospect engagement.
• Automatically created tasks, ensure Sales teams follow-up prospects in a timely and controlled manner

Sales optimiser lets you implement best practices for conversion across the board, ensure relevant, timely and consistent communications. Sales Optimiser automates the day to day tasks so the sales team can focus on closing sales.

Instant pipeline value, cost of acquisition and campaign ROI reporting

Automated reporting can provide Sales Mangers with details on team performance including task completion rates and progress and stage value for all open opportunities, as well as Full ROI by campaign for all opportunities won.

Benefits and Cost of Sales Optimiser with SharpSpring CRM

The benefits range from increased productivity, better brand experience as well as exponential sales growth, you need to see the product in action to see the value yourself.

Sales Optimiser is part of the SharpSpring offering and comes bundled with the full range of Marketing Automation tools. For full price comparisons download the vendor comparison guides.

Book a demo now to see how the Sales CRM and optimiser in action for yourself.