Sales & Marketing Automation Features

EMAIL

• Intelligent One-to-Many Email
  Put an end to “email blasts” and start conversations that lead to conversions.  Go beyond the functionality of traditional email service providers (ESPs) with “after-the-click” tracking for truly personal messaging. Send every lead just the right information at critical points in their unique buying experience and notify salespeople to act at just the right time.

• Smart Email
  Smart Emails create powerful possibilities for one-to-one communication of salespeople.  Schedule a Smart Email for a later date or attach it to automation tasks and workflows to personalize and customize communication like never before.
   

• Dynamic Email
  Personalized emails convert sales. Send personalized and relevant emails to your prospects by swapping out key, relevant and personalized data points like products, services, phrases, images and offers using an intuitive interface.

• WYSIWYG Email Editor
  Create striking emails in real-time with the “what you see is what you get” editor.  Continually previewing the finished design with an intuitive split-screen view.
   

• HTML Editor
  Get fancy! Quickly switch to HTML view while editing an email without leaving the page and allow your or our coders to work their magic right in front of your eyes.

• Responsive Email Templates
  Our platform comes with dozens of templates that look great on any device, including smart phones, desktops, laptops and tablets.

Forms

• Dynamic Forms Built for Conversion
  Build, customize and reorder fields effortlessly with the sleek drag-and-drop editor.  Our dynamic forms autocomplete fields for known visitors to improve conversion and look great on any site with custom CSS.  You can even map fields from 3rd-party and native forms.
   

• Drag-and-Drop Interface
  Quickly reorder fields in dynamic forms and watch as changes are immediately viewable on your site.
   

• 3rd-Party and Native Forms
  We have our own forms, but we work with yours too.  Map 3rd-party and native forms to our automation platform in seconds with the mapping tool.  We support all the major form-building tools, including FormStack, Gravity Forms, Wufoo, SugarCRM and Salesforce.
   

• Auto-completion
  Our tracking completes form fields for known visitors to relieve the inconvenience of redundant data entry – dramatically increasing form conversion.

• Form Insights
  Measure, compare and optimize form performance with more complete insights.  Which gated content is driving your lead conversion, and which landing page is capturing the most information?  Gain a deeper understanding of your marketing ROI with powerful metrics like these.

• Universal CMS Compatibility
  Our forms look great on all major CMS's.  WordPress, Drupal, ExpressionEngine and Joomla! are just a few CMSs we support.

Automation

• Behavioral-Based Email Automation
  Our powerful yet easy-to-use rules engine simplifies marketing automation.  Build buyer personas and use workflows to engage prospects and contacts at critical points in their unique buying journeys.  Receive a list of each day’s or week's hottest leads right to your inbox, and act at just the right time to convert sales opportunities.
   

• Abandoned Shopping Cart Automation
  Automatically email and follow up with leads’ that forgo their potential purchases and turn abandoned shopping carts into redeemed transactions.

• Email Workflows
  Automate powerful email campaigns to convert leads to sales. Create behavioral-based workflows to engage a contact at critical points in their unique buying process.

• Email Triggers & Filters
  Send confirmation messages, event alerts, shopping cart abandonment notices, or a quick personal note – We’ve got all the triggers and filters you need to automatically send personalized, relevant, timely messages.

• Lead Nurturing
  Automate drip email campaigns to continually engage prospects early in the sales process.  Educate them and stay top of mind as they move their way through the purchasing decision.  Notify salespeople when leads are ready to buy.

• Dynamic Lists
  Create dynamic lists, which automatically update as contacts meet the criteria, for powerful behavioral-based customer segmentation. For example, keep a running list of every lead who is interested in a specific set of products, comes from a specific location, has a lead score above “x” and has visited your pricing pages but not yet purchased.

Website VISITOR ID

• Anonymous & Known Visitor ID
  On average 98% of website visitors remain anonymous because they don’t self identify via forms.  Website Visitor ID uses reverse IP lookup to identify the companies visiting your site, and provides you contact info, including but not limited to names, emails and phone numbers.  And when implemented effectively, doubling, tripling or quadrupling the number of leads that can be harvested from your existing web traffic, is standard.

• Multi-device Contact Tracking
  Our platform recognizes and tracks all of the various devices a contact may use to visit your site. This includes smart phones, desktops, laptops and tablets.

• Contact Activity Timeline
  The contact activity timeline tracks interactions for every contact including site visits, emails, webinars, phone calls and social events.  Each interaction can be set to trigger custom automation and engage with the contact at a critical point in their unique buying experience.

CRM

• Lead & Contact Management
  Track opportunities from creation to close with a bird’s eye view of your pipeline. Create custom deal stages, fields, filters and more to manage your unique sales process. And, you can always two-way sync data between our platform and your CRM of choice.

• Event & Activity 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.

• Automatic Social Links for Contacts
  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 every contact page. Personalize and automate with social triggers and filters.

• Custom Merge Variables and Filters
  Create focused emails with merge variables for any custom field in SharpSpring. Of course, we offer all the essential global merge variables you need too.

• Advanced Segmentation & Tagging
  Use demographic information, “after the click” tracking and tags to build dynamic lists, send relevant emails, group and un-group contacts or slice and dice with campaigns.  If it has a name, it can be segmented.

• Interactive Pipeline, Activity, Conversion and Projection Reporting
  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.

• Lead Scoring (with decay options)
  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.

LANDING PAGES & Funnels

• Point-and-Click WYSIWYG Page Builder
  Build powerful landing pages and landing page funnels that transform visitors into customers. Drive more conversions and create pages with our sleek WYSIWYG interface and point and click components. Deliver results quickly without coding or a developer, and without touching your website.

• HTML Editor
  Quickly switch to HTML view to edit the code directly.

• Responsive Template Library
  Choose from dozens of responsive layouts designed to look great on any device. Build your page from scratch or drop in on one of 100s of beautifully designed, pre-built content blocks that you can make your own.

• Dynamic Landing Pages
  Engage your visitors with content designed just for them, without the need for a developer. Simply right-click to swap out images, headlines and body text. Build a single page that resonates with multiple audiences based on who they are, what they like, and their behaviors.

• Landing Page 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.

BLOGs

• Point-and-Click WYSIWYG Blog Builder
  Launch a blog in no time flat with a convenient blog builder that allows you to manage and publish posts with ease. Extend the reach of your content with RSS email syndication that automatically sends new posts to a list at preset intervals, and a built in widget that makes it easy for visitors to share your content on social media.  Building a blog shouldn’t take a computer science degree. The intuitive, point-and-click editor makes it easy to create your blog without knowing HTML or needing to mess with your website.

• Responsive Template Library
  Choose from a library of responsive index and content page templates and then make them your own to get up and publishing in minutes.

• Dynamic Blogs
  Engage your blog visitors and subscribers with content designed just for them, without the need for a developer. Simply right-click to swap out images, text and other CTAs, so that your blog index page resonates with multiple audiences based on who they are, what they like, and their behaviors.

• Manage & Publish Blog Posts
  Creating new articles is a snap. Drop in your content, assign an author and category, and then publish immediately or schedule it to post for future date and time.

• RSS Email Syndication
  Keep your subscribers up to date on your latest content. Automatically email blog posts to a list at daily, weekly or monthly intervals. Choose to include a thumbnail, title, date or other variables.

ANALYTICS

• Email Analytics
  Make key decisions with accurate and relevant data via real-time customized reports.  Track email success all the way to bottom line ROI, by following stats like clicks, opens, bounces, and deliveries to optimize messaging.  Know which links in your emails are working and which are not.  Understand end-to-end ROI and share key information with your team, clients and customers.             

• Campaign Tracking
  Understand your end-to-end conversion cost and revenue to arrive at the true ROI of your marketing efforts. Automatically track your website visitors’ conversions (without the need to setup conversion funnels) from the moment they first visit, all the way through the final sale – even if that sale happens weeks or months later via an offline transaction.

• End-to-End ROI
  Good campaigns start with an end-to-end ROI goal. Campaign Insights provides actionable metrics every step of the way to keep goals clear and attainable.

• Workflow Analytics
  View the performance of an entire workflow, such as a drip campaign, and know what is causing your leads to engage, convert or unsubscribe. Increase your sales and reduce list churn by optimizing each component.

PLATFORM

• Interactive Mobile CRM App
  Keep sales and marketing accounts, contacts, opportunities and pipeline details at your fingertips.
  
  Whether you’re always traveling or need to need brush up on a particular opportunity before a critical meeting, our mobile CRM app ensures you can view, edit and add accounts, contacts and opportunities on the go.  Features include:

• Robust User Roles and Permissions
  User roles keep data safe and flexible. Limit access and protect data by assigning privileges for salespeople, company managers and site admins.

• Google AdWords Integration
  Track your paid search campaigns, see robust keyword data and follow AdWords costs all the way to the bottom line to determine the true cost of a qualified lead. Make key decisions with a full understanding of search engine marketing ROI.

• Integration
  Connect with Salesforce, Zoho, Insightly, Webex, GoToWebinar and many other apps in minutes directly or through Zapier without any programming knowledge. Get creative and efficient by combining CRM, social and consumer tools with Marketing Automation for communication acrobatics.

• Developer API
  Connect to any custom built data system. Our API is platform agnostic and built on web standards, so you can use your language (Java, Ruby, Perl, PHP, Python, etc) of choice.

• Scalable & Secure
  Our platform uses a redundant server architecture and undergoes exhaustive security audits to keep your data safe and secure.