Visitor Identification Software Resources

I can recommend to have a look at Salesflare's CRM instead. It has both an Outlook sidebar and mobile app that come with 100% of the functionality of the web app, which works really amazing for me. If it weren't for Salesflare, our sales team still wouldn't be using any CRM.

Your customer success manager will help you secure some clients. They're willing to jump into demos and help show the client how it would impact their business. Mine has been a big help.

Give services to make the customer journey for them. The most channels consolidated in the platform better results will you deliver.

As a client who purchased SharpSpring, I can tell you that the decision to purchase came from a need for information and functionality that the agency couldn't delivery otherwise: visitor identification, life of the lead, pipeline inventories, etc. (In my first role, I never touched SharpSpring directly, it was all handled by the agency.) So be aware of all the stakeholders, their various pain points, and deliver solutions accordingly. Good luck!

SharpSpring allows you to put a new client for no cost for 30 days. You will have to invest a little of time in account setup, but if you can run a few campaigns through during that time period and show them results, then it might be easier for them to sign on the proverbial dotted line. I also frequently conduct demos to prospects in the live system (showing another client's instance and results, with the client's permission, of course!)

It's like the old hanging a picture analogy. People don't want the drill but they need the drill to get the hole. So speak in terms of the results that your prospect will receive as a result of the SharpSpring software. How will you use the platform to help deliver your client results? An exception to this is the CRM. We had a prospect come back to us after hearing about the CRM and essentially sold themselves our services because they had a strong need for a CRM to replace several CRM's they were using.

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Hi, we used Act On for several years, but this past spring, we were convinced to try out a platform that was specific to the CRM we are using. Long story short, we missed Act On and returned within a few months. To answer your question, however, it was easy to transition our data out of Act On and easy to transition all of that data back to Act On when we returned. The hard part was handling the data within the other MAP we tried using for those few months!