Constant Contact

Constant Contact’s all-in-one Lead Gen & CRM application covers basic features like contact management, lead management, and pipeline automation. But it’s not a full-fledged CRM designed for bigger and more complex sales operations like those for B2B companies like HubSpot, Salesforce, or even Zoho CRM. It’s cloud-based and accessible through the web app.

Here are the standout features:

Lead Scoring and Segmentation

Constant Contact Lead Gen & CRM has a sophisticated lead scoring feature that automatically assigns a numerical score to leads based on their fit and engagement with your content. The “Fit” criteria looks at how well a lead matches your ideal customer profile based on demographics and submitted information, while “Engagement” tracks behavioral activities such as website visits, email opens, and content downloads. And this score is continuously updated. This lets sales teams gauge the potential of leads at a glance and prioritize leads more likely to convert (the most sales-qualified leads).

Visual Sales Pipeline

The platform offers a visual, customizable sales pipeline feature that lets sales teams manage and track opportunities from initial lead through to closed-won status. The pipeline is presented as a drag-and-drop board, where each column represents a different, customizable stage of the sales cycle, such as “Prospecting,” “Proposal,” or “Negotiation.” Sales representatives can easily move opportunity cards between stages as the deal progresses, which automatically updates the system’s expected close date and probability percentage.

This visual approach provides an immediate, clear overview of the entire sales forecast and helps teams identify bottlenecks or profitable opportunities.

Social Media Tools

Because Constant Contact’s flagship product is digital marketing, its Lead Gen & CRM solution comes with built-in social media posting and management. That way, it blends marketing into traditional sales software. That can also enable sales and marketing alignment, which data shows increases revenue. You can link Facebook, Instagram, and LinkedIn accounts and post directly from the platform. Social interactions from leads also enrich analytics about engagement. And you have your social media strategy/schedule available in calendar view to see at once.

Constant Contact Lead Gen & CRM is generally user-friendly, especially for small businesses and those new to comprehensive CRM and marketing automation platforms. The platform features an intuitive, clean interface that makes navigating its core features, reporting, and integrations easy. However, using APIs may require some training for sales staff.

Key tools such as the drag-and-drop email and landing page builders are easy to use, and the visual nature of the sales pipeline and workflow automation helps beginners quickly understand and manage complex processes.

It’s clear that, like Constant Contact’s digital marketing platform, the CRM is also set up in a way that has a low barrier of entry and a small learning curve.

Contact management and user access management are based on relationship management and team organization, respectively. For contacts and leads, the Contact Manager acts as the centralized database,where you can import, segment, and track leads with rich detail. It also enables custom fields and real-time lead scoring based on engagement.

For internal team structure, the platform employs user roles, with six distinct roles, including Administrator, Marketing Manager, Sales Manager, Salesperson, and Junior Salesperson. All these roles have specific, granular permissions by default. The lack of customization in setting roles or permissions is a bit of a drawback, as some other tools offer complete control with manual permissions.

The all-in-one Lead Gen & CRM platform provides a powerful Analytics suite to connect marketing spend directly to sales results. You have a variety of comprehensive reports, including Pipeline Value, Opportunity Health, Conversion Analysis, and Sales Performance reports that give sales and marketing teams real-time insights into deal progression, conversion rates, and individual performance.

As for integration, the platform’s functionality and data sharing can be extended through a wide ecosystem of integrations. It readily integrates with e-commerce platforms like Shopify and WooCommerce, accounting software like Xero, and even other popular CRMs like Salesforce and HubSpot. For social media posts, you can connect them with tools like Canva.

There are over 300 integrations available with this platform.