SharpSpring Consulting Services

CRM & Marketing Automation Agency
SharpSpring Consulting Services

SharpSpring Consulting

Training, Support, Management & More

Get the most out of your SharpSpring marketing with support from our Certified SharpSpring Consultants

SharpSpring is a powerful CRM & marketing automation solution, with countless features available to maximize your marketing automation success. Therefore, it can require extensive expertise to be able to leverage all of these features to their full potential. We often see businesses using one or two features of SharpSpring, but failing to squeeze out all the potential that we know the SharpSpring CRM & MA software can offer.

TTPM provides SharpSpring support and training from Certified SharpSpring Consultants, to help build adaptable, dynamic email automations to engage and capture prospects within SharpSpring CRM or SharpSpring & Salesforce systems combined.

We have been doing this long enough to know that every business we work with is unique and may need a different level of ShapSpring support. That’s why TTPM offers various levels of assistance, our clients may choose and customize the support that best suits their needs.

We provided SharpSpring support for businesses and agencies at all stages of their marketing automation journeys. Your company may still be shopping for the correct solution and comparing SharpSpring to other options, like Hubspot or Constant Contact. You may have already chosen SharpSpring and are wondering what to do next. Our certified consultants can even help optimize and manage your advanced SharpSpring setup, whether it has been running for two days or two years.

TTPM can function as your Knowledge Base or be in the action; designing, creating, and managing all aspects of your SharpSpring instance. If you’re looking to optimize your marketing automation and leverage all of its powerful marketing features, start the conversation by contacting us.

Our SharpSpring Consultants provide support & training for:

SharpSpring Automated Workflows
SharpSpring Rule Based & Static List Building
SharpSpring Action Groups & Tasks
SharpSpring Scoring & Score Decay
SharpSpring Email & Landing Page Templates
SharpSpring Granular Unsubscribing
SharpSpring forms
Re-Engagement Automation Programs
Data Management & Cleanup
SharpSpring & Salesforce Integrations
Syncing Troubleshooting

Custom Consulting Pkg.

I had the privilege of working with the To The Point Marketing team on our company's 1st salesforce CRM campaign. They were instrumental in providing us with the knowledge in properly setting up our campaign, as well as providing support through the initial launch. We were so pleased with their expertise and responsiveness, that we partnered with them to manage our entire Salesforce platform. It's rare to find an agency that provides their level of support at a cost effective budget. I would highly recommend any team work with TTPM to help optimize and launch their campaigns!

Nima Moayer

Services for any stage of your SharpSpring marketing automation

SharpSpring Consulting

Some organizations just need consulting hours to help them manage their SharpSpring marketing automation software. If so, you’re in the right place! Whether it’s operational, strategic, or training – we can help. We will assist in cleaning up chaos, upgrading your templates, showing you how to take advantage of more features, and help come up with great new marketing ideas. We are also able to simply provide a skilled set of helping hands.

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SharpSpring MA Optimization

TTPM will conduct a full audit of your current SharpSpring MA system, reviewing all settings, assets, designs, and functionalities of your system against marketing automation best practices. Throughout the audit, TTPM will record their findings to publish in a report as a deliverable for the client. This report will break the MA system down into easy, digestible categories. Each category will be rated on a scale from 1-3, with items rated as 1 being the most important fixes or suggestions.

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On-Site Consulting & Training Session

Our team will schedule pre-engagement phone discovery sessions prior to the onsite training to create a detailed agenda that fulfills your expectations for a successful engagement. Some of the topics and deliverables which may be important to you have been listed as an example, as are our recommendations for a successful conclusion.

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Migrating to SharpSpring from another MA system?

Have you already tried a marketing automation system and decided it’s time to switch to SharpSpring? If so, you are not alone! Learn more about migration between marketing automation platforms and see how we can help.

Learn About Migrations