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Who’s EngageBay Finest Suited For?
We expect that EngageBay is greatest fitted to the next:
- Small companies – EngageBay is ideal for small companies seeking to reap the benefits of reasonably priced and scalable pricing plans. The platform additionally presents the flexibility to handle a number of pipelines so what you are promoting doesn’t get overwhelmed because it grows.
- Midsize companies – EngageBay presents automation capabilities that assist with every little thing from workflows to buyer interactions from begin to end. This implies you’ll be able to remove tedious duties, get all of your groups on the identical web page, and improve your total buyer lifecycle.
- Startups – EngageBay is totally free to get began with, that means there’s no barrier to entry. It’s additionally extremely beginner-friendly, making it an ideal studying platform. EngageBay is usually a large assist should you’re simply beginning with CRM.
Gross sales, advertising, and repair groups – The highly effective CRM software program will help empower all of your groups by their advertising, service, and gross sales automation capabilities. Plus, all three platforms combine seamlessly to permit most group collaboration.
Who’s EngageBay Not Suited For?
Whereas EngageBay has acquired rave evaluations for being a incredible all-in-one CRM resolution, there are specific conditions the place it won’t be the perfect match.
These embrace the next:
- Giant enterprises – Should you’re an organization working on a large scale, with 1000’s of staff and an in depth hierarchy, EngageBay won’t be as complete as your wants demand. Whereas the software program can deal with many duties, it won’t at all times be capable to accommodate the distinctive necessities that bigger corporations sometimes face.
- Specialised industries – If what you are promoting operates in a extremely specialised business, resembling healthcare, you may discover that EngageBay doesn’t provide the extent of customization and integration choices you want.
What are the Limitations of EngageBay?
EngageBay is a incredible platform, however no person’s good.
Listed below are some limitations we discovered with EngageBay:
- The free plan is restricted – Whereas it has some nice instruments (particularly the customer support options), it’s very restricted when it comes to automation and solely having the ability to add 250 contacts.
- The calendar customization and views are virtually nonexistent – When it comes to calendar customization, there actually isn’t a lot to write down dwelling about. In actual fact, we weren’t even capable of change the view from days, weeks, or months. Whereas this wasn’t the most important limitation on this planet, it was a bit disappointing.
- Lead prospecting is restricted exterior of internet type creation – Should you’re searching for high-powered lead prospecting like many CRMs we’ve examined (we’re you, Nimble CRM) provide by an internet plugin, you’re out of luck with EngageBay. Whereas they provide some nice type creation, we might have preferred to see a extra highly effective providing on this regard.
What Units EngageBay Aside from the Competitors?
With so many choices on the market, it may be tough to pinpoint what makes EngageBay particular. Fortunately, we did the be just right for you!
Listed below are some the explanation why EngageBay stands out in a crowd of common platforms:
- EngageBay presents a very complete suite of options – By combining buyer relationship administration (CRM), advertising automation, and assist desk software program in a single platform. This implies you’ll be able to handle leads, arrange automations, and supply help multi function place with out switching between completely different purposes.
- EngageBay’s automation capabilities are top-notch – you’ll be able to arrange complicated workflows with triggers, situations, and actions to automate repetitive duties and save time. Plus, EngageBay presents pre-built automation templates so you may get began rapidly and simply.
- EngageBay has a sturdy suite of selling instruments – These embrace electronic mail advertising, internet type creation, and a touchdown web page builder (amongst others). You’ll be able to create and ship advertising campaigns straight from the platform while not having to put money into further software program.
EngageBay Integrations
In terms of integrations, EngageBay isn’t the sharpest device within the shed (but it surely will get the job accomplished). For instance, we might have cherished to see a local integration with Slack or MailChimp.
Nonetheless, some notable native integrations that the platform presents embrace the next:
- Trello
- Asana
- Shopify
It’s price mentioning that the CRM software program does have some nice third-party integration capabilities by Zapier.
With Zapier, you’ll be able to combine actually 1000’s of platforms with EngageBay (together with Slack and MailChimp).
So whereas the native integrations aren’t actually there, it’s laborious to say EngageBay doesn’t ship when it comes to integrations.
All through our testing, we used Zapier to combine with EngageBay left and proper, customizing the CRM to suit Small Enterprise Bonfire like a glove!
How you can Get Began with EngageBay
Onboarding with EngageBay was tremendous easy and took little or no time from begin to end.
We started by navigating to the homepage, the place we have been greeted with a name to motion (CTA) to get began. We put in our Small Enterprise Bonfire, and the remaining was historical past.
We have been then taken to a web page to fill out the next fields:
- Title
- Password
- Telephone quantity
- Web site URL
- Purpose for utilizing EngageBay
From there, we have been invited to schedule a name with an agent (proven under) to assist us get began with EngageBay.
After all, we took benefit of this chance to be taught as a lot as attainable in regards to the platform throughout our testing.
As soon as we had it scheduled, we have been off and working. We began by going by the “getting began” guidelines for Advertising and marketing, Gross sales, and Service Bay.
All in all, EngageBay had one of the crucial easy onboarding processes we’ve participated in. If we have been to present it a rating, SBB would give it a ten/10.
Is EngageBay Simple to Use?
Throughout our three months of testing the EngageBay platform at Small Enterprise Bonfire, we have been impressed by how simple it was to make use of.
The user-friendly interface allowed us to navigate the platform with ease, and we discovered it easy to create complicated automation with none prior coding expertise.
Listed below are a few of the key the explanation why we felt EngageBay was really easy to make use of:
- The platform supplies intuitive drag-and-drop performance, permitting us to create our workflows and automations in minutes.
- EngageBay made it easy to arrange our electronic mail campaigns and design professional-looking templates while not having a graphic designer.
- The platform’s dashboard offered us with all the knowledge we would have liked about our contacts and advertising efficiency, making it simple to maintain observe of our progress.
EngageBay Buyer Service Evaluate
EngageBay had glorious customer support primarily based on our testing at Small Enterprise Bonfire!
Whereas utilizing the platform, we actually didn’t expertise any points the place we would have liked assist.
So, with a purpose to take a look at the response time of EngageBay’s help group, we reached out to their customer support group with a fast query about Slack integration.
We acquired a response inside 2 minutes. Whereas it wasn’t probably the most in-depth response we’ve seen (it was a easy two-word reply), the response time actually stood out as being spectacular.
All issues thought of, EngageBay’s customer support was higher than plenty of CRMs we’ve examined. Plus, who doesn’t love 24/5 stay chat?
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