Overall Satisfaction
- The rule based email marketing / business processes are fantastic.
- Business automation was something I discovered it does really well, e.g. if card declines, set a followup call and much, much more.
- They have some cherry-on-the-top features, e.g. native postcard mailing integration, which is cool.
- Unfortunately, not enough developers have jumped on API integrations, which means some fancy things (e.g. integration with QuickBooks) requires you to hire your own coder.
- Better client communications
- Great CRM
- A new way of thinking about our "business processes".
Product Usage
- Email marketing.
- CRM
- Marketing automation.
- Business analysis.
Evaluation and Selection
Internal CRM and MailChimp for email.
Infusionsoft. I picked OAP because there was no $2,000 training fee, pricing seemed fairly reasonable, and features were a good match.
Implementation
- Implemented in-house