Sprinklr vs EngageBay CRM: Which is a better fit?

Anne M: Hi, I'm Anne. I'm a senior manager of paid media and social media strategy. I would give Sprinklr a four out of five. And for more reviews like this, click below. Previous to Sprinklr, we used Buddy Media, which is now owned by Salesforce, and Adobe Social. We were using Adobe Social directly before Sprinklr, and we found that the listening and monitoring capabilities did not work for something as broad as our company needed. Sprinklr allows us to streamline across many business units, which we own hundreds of them. So it allows us to streamline across all of those for publishing, as well as listening. We use sprinkler for listening for sentiment, as well as threats to our brands. Sprinklr has a great setup where they do have someone who helps you onboard and helps build things out how you envision them. It does come at a fee, which can be kind of frustrating, but the actual process is very streamlined and very intensive. Sprinklr is a really robust tool. It has a lot of bells and whistles. So I would first make sure that you really need all those bells and whistles, because I think it does come at a price point that you need to make sure you actually need all of the things it offers. And I would make sure that you have the staff, the team to support it because it, again, is a really intensive tool. So if you don't have the bandwidth, I think you're going to struggle a little bit.

Kurt: Hi guys. My name is Kurt. I am a licensed insurance agent with American Income. I am self-employed, so it's just myself. I would give EngageBay a five-star rating. Awesome program. I've actually used multiple CRMs. I have a pretty diverse background in sales, including working as a business development manager for a company. But the most recent CRM before EngageBay was Zoho. Reality was that was just not meeting the needs of what I wanted out of it for what I was paying for between the scheduling, the calendar links, and just the overall flexibility of the program. EngageBay met those needs. I use EngageBay to do a lot of text and email communications where I'm sending out my calendar links so people can schedule directly with me. That was one of the huge features. The other feature that was really critical for me was effective tracking of my clientele, combined with just that ability to have everything there in one spot, both the marketing and the sales. When I made the decision to go with EngageBay, I had been looking at a lot of different CRM options. One of the challenges, going into life insurance sales is a new business venture for me, so I really didn't want to spend a lot of money on a CRM in the beginning, even though it's really critical to have a CRM that can grow with you as your business grows. A lot of times that means they spend a lot of money. I think, ultimately, the decision for me with EngageBay was it was inexpensive to start out and I don't see any real limitations to the growth potential with it as I've been using it. Getting started was actually really easy with EngageBay. They actually give you a checklist to go through as you log in of things to do to get it set up, so that was great. The only, I guess, real challenge with getting started is some of the features, particularly the email templates, are a little complex. They do have some good help tutorials for that as well. I did have to talk with them on chat a few times. But overall, really easy to set up. I guess thinking about advice for somebody that's going to get EngageBay, I would tell you to do your homework first and look into reviews, look into what specifically you want from a CRM. I would say of the CRMs I used, it is definitely one of the most expansive CRMs I've used in terms of its abilities to do different things. They call themselves the all-in-one suite. For me, that all-in-one feature really has been a huge benefit. It allows me to do all the different things I want with a CRM, but I would say make sure it goes deep enough in the areas that you're looking for. If you're looking for super in-depth customer tracking, this may or may not be what you want. I would say make the decisions of what you need from your CRM first.