SharpSpring Is Do-Everything Marketing Automation for Agencies

SharpSpring - Episode Art

This guided tour of SharpSpring’s features reveals how powerful this platform can be for small teams, and how it’s revolutionizing the way SMBs approach marketing automation.

In This Episode:

Full Episode Details

SharpSpring - Episode ArtMarketing Marvels is back with a phenomenal demo from the folks at SharpSpring, a platform that’s revolutionizing how marketers use automation. With me is CEO Rick Carlson to walk us through just what makes SharpSpring such a powerful tool for marketing teams.

This remarkable piece of technology gives you a fully integrated platform for managing CRM and sales automation, marketing automation, email automation, campaign tracking, forms, analytics—the list is exhaustive. It’s a treasure chest of features, all of them seamlessly integrated. SharpSpring also provides all this on a uniquely affordable, month-to-month basis.

Join Rick and me for a guided tour of SharpSpring‘s best features, and see its robust capabilities for yourself.

Episode Transcript

Jay: Hey everybody it's Jay Baer, founder of Convince and Convert, and welcome to another episode of Marketing Marvels, the show where I demonstrate for you marketing technology that you need to adopt in your business. Everything that you see here on Marketing Marvels is software that I have personally looked at, that I personally approve. You're going to get no B.S. from me here in the Marketing Marvels show. Fantastic to have on this episode of Marketing Marvels, Rick Carlson, who's the CEO of a terrific company called SharpSpring that is really revolutionizing how marketing automation is bought, sold, managed and implemented in companies all across the U.S. and beyond. Rick, welcome to the show."  
Rick: Thanks a bunch Jay. I appreciate it. I'm ready to go.  
Jay: The thing that I love, Rick, about SharpSpring is that you take such a ... how should I describe this? Maybe you'll disagree, probably not, but I think you take the most customer-friendly approach to marketing automation of any of the vendors in this space. And of course you're competing against a lot of very, very large organizations. But the way you go about your business, the way you package, price, sell, provision, support your customers is really first-rate.  
And, it's targeted at people like me. People who run marketing agencies, medium-sized businesses that want to do really interesting and effective marketing automations, CRM, but don't necessarily have a flotilla of people to manage this internally. It's just got to work out of the box, and I think you do a great job with that.  
Rick: Well, first thank you so much. I appreciate it. You know when I decided to start SharpSpring I exposed to a technology that was up at the Enterprise level. I won't name the competitor. It was really a fantastic tool, but it was hundreds of thousands of dollars. It was super complex And I wanted to start SharpSpring and really just be a different kind of company. And when I say different kind of company, I mean we focused from day 1 on small to medium business and digital agencies who were also small to medium businesses. And if we're gonna be successful there, we want these agencies and their customers to have an easy-to-use platform that works with everything that they’re already using, where they don't have to worry about support.  
We give top-notch support, and we never want to trap people into our platform. So anybody who's working with us now ... we have thousands of businesses around the world ... every single one of them could leave within 30 days. We have no long-term contracts, and we like it that way. We never want to be in a position where we're trapping somebody to be here. It keeps us on our toes.  
People are working with SharpSpring because they wanna be. And it kind of goes beyond the product and into the philosophy of the company and the people that work here. Everybody tries hard at SharpSpring, and that's I think one of the things that makes us different.  
So thank you for acknowledging that. I appreciate it.  
Jay: It's just really fascinating to me as somebody who's done dozens of episodes of Marketing Marvels with other technology companies, as somebody who was an investor in dozens of technology companies ... for you to routinely for every customer say, "Look, we're always on a 30-day out. Nobody's on an annual contract." I mean as you well know the trend in the software business now is to get people on two- and three-year contracts, and you guys are like 30 days. If you don't like it, leave. And I completely agree that speaks to the culture, right? That everybody in the organization knows they're one sort of misstep away from losing that customer. So congratulations on building a business with those principles. I think it's really remarkable, and it's certainly unusual.  
Rick: Well, thank you. Thank you very much. Really it's a lot of fun. It keeps things exciting, and .... you know, hey ... we know, we better build ...  
Jay: Walking the tightrope baby. It's always exciting.  
Rick: That's exactly right. You're only as good as your last customer experience, and the experience with the platform, and the whole bit. Hey, it makes it fun.  
Jay: It's not just the philosophy and the pricing, and the free customer support, which is also pretty great. But there's also an extraordinary list of features that are included in SharpSpring at a price that's imminently reasonable and affordable. You've got dynamic lead scoring. You've got CRM. You've got social profiles. I mean there's a lot of stuff stuffed into SharpSpring.  
But what's interesting about that, is that it's not just like this collection of features that are really hard to figure out how to use and inter-operate. It's a lot of features that kind of work together seamlessly that the ability to say, "Okay, I know I need to do this, and therefore I should click here, and that will happen." I think partially because you've got it rooted in sort of a visual design thesis, yeah?  
Rick: Yeah, no that's exactly right. So there's a ... we wanted it to have a tremendous amount of value. And you can run an entire company now, sales and marketing, and really get if not every box checked in your technology stack, a vast of majority of them. Form builders, landing pages, email, social, analytics, you know really just about everything that you need. And you stole my thunder a little bit. We have a philosophy of around product that means we're not just gonna bolt on a new feature that isn't heavily integrated, and does something that you can't get from a standalone solution.  
So let me give you a good example. We recently launched our social media management tool, so that I guess competes with solutions like Sendable and Hootsuite and Sprout Social. But because it's part of SharpSpring, we've integrated it and so if somebody likes a post of yours, or better shares a post of yours, we can tie that ... and that's somebody in your database ... we can tie it back to that lead record directly, increase their lead score, kick off an automated campaign, add those people automatically to a list of company evangelists, as an example. And all of that stuff can happen automatically, and it can happen because it's part of the platform.  
And so we didn't just bolt a bunch of stuff together. Every aspect of the platform works that way. Your forms automatically fill out or progressive profiling because they're informed by what's already in the database. Your landing pages and your email can all be customized based on records in the database. There's no ... and what I'm about to say is true with all marketing automation platforms ... these platforms solve the problem of trying to get dozens of different technologies to talk to each other, right? They all share the same database, and they’re all better because of that sharing.  
Jay: Let's take a look at it, shall we? Wanna walk us through a little demo of the high points? Obviously because a tool like SharpSpring is so full featured, if we were gonna do a full demo and look at the email part, the social part, the database part, it would take a long, long time. So you're gonna show us the highlights, the super awesome stuff, and I'll ask you some questions.  
Rick: Yeah. Absolutely. Let me share my screen here. Let's see if we can get that going. Does that look right?  
Jay: Yep. I see it.  
Rick: All right. Well just very briefly, before we get into the platform itself, this is really what we've been talking about. You get just about everything in a single package. Lead scoring, social media management, form builders ... I don't know why I chose to go counter-clockwise here ... email designer and templates, and landing pages. You get a visual workflow builder to build out your entire process, and branching, the whole bit there. Search functionality throughout all of these tools.  
Visitor ID, which is anonymous web visitor identification. Pretty powerful when you consider only two percent of the people that go to your site fill out a form, and you can garner quite a few more leads by using a tool like this.  
You can create dynamic segmented lists, and these lists are based on behavior and what makes them dynamic is that as new members meet the criteria today they're added to the list automatically, or if they fall out of meeting the criteria they're removed from the list. And when I say behavioral based you can create a list of anybody from Texas that has seen your pricing page and your product B page 3 times. Just anything you can imagine, you can create with these dynamic lists and use them to segment your customers in a way that makes sense.  
Of course, all of this stuff I'm talking about powers automation. Sending a drip campaign, and targeted messaging that is viewed as highly valuable rather than spam because it's relevant to the user. All that can feed into a CRM or, of course, we integrate with the top CRM's, like Salesforce as well. But there's a built in CRM into the platform.  
When you're talking about CRM and sales-ready leads, you have to think about lead scoring. You want your sales team to only work with the leads that matter, that are ready to be talked to by a sales team. And you want to let marketing do all the rest, nurturing them until they're ready. And so of course we've got lead scoring built in.  
And again, all this stuff complements each other. You share something on Facebook and you act like an evangelist, well that's a reason to increase your lead score and say, "Hey, this is somebody that the company should really be talking to."  
Jay: And Rick, if for some reason somebody's... a customer ... has an existing social software that they like, or an existing email sending software they like. Can they use that sort of piece of the solution and then use SharpSpring for the container, for the wrapper?  
Rick: Absolutely they can. They can certainly ... we're an open platform, so we end up working with a lot of digital agencies. At this point we have over 1,400 agencies around the world, and we're localized into eight different languages. Because we work with digital agencies, we work with their customers. So one digital agency might have 10 or 50 clients that are all using different technologies, and SharpSpring has to work with all of those.  
So yeah, do we have our own CRM? We sure do. But are we integrated with a bunch of other CRM's? Of course. We work with any CMS system. You can use our forms or if you're a big fan of Gravity Forms or Formstack or Wufoo, we work with those as well. You wanna continue to use Hootsuite or something else for your social, you can do that and use all the rest of the tools.  
Again though, we've got this really powerful integration where all these things work together. But you can mix and match, or you can use the whole suite. Absolutely.  
Jay: I love it.  
Rick: Yep.  
Jay: Hey, that looks like me! That looks like my face on this page.  
Rick: Yeah, that is your face. I'm not sure how that happened. So this is your lead record in our system. So we've got some notes in here. We've got some custom fields, and so forth. We have this thing here we call the life of the lead, which is pretty interesting. What it does is it shows all the meaningful communication that we've had with you over time. So it'll show emails and website visits and form fill outs, and really all the rest. It really ... there's notes and deal stage changes, and everything. And what this life of the lead does is it allows you ... so we originally added your lead, we had imported it from a different system way back when, and we've been sending you emails and we can see when you opened emails, and so on and so forth here.  
We have different views of these things as well. And you'll notice up here we have ... we augment information about you. We've got your Twitter profile, and your LinkedIn profile, and your Facebook profile here. And that's really helpful for a sales organization to be able to say, "Hey, let's learn a little bit about Jay's interests and so forth, maybe outside of work." We're trying to give a complete profile for a sales team. That really helps the sales team know everything they need to know to close a deal with you.  
Over time we've managed to ... you've visited our website from email or from your laptop here, so we know you’re an iPhone user and a Mac user, and that sort of thing. So we've got that. The emails that we've sent to you, the workflows that you've been on, and an opportunity that we've created for you and so forth in our CRM system ... so it's all kind of here.  
Just for fun, I'm going to do something here. I'm gonna go to Communications Stage, and I'm going to select Demo Agency here. And I'll just save all this ... excuse me, I'll save this here ... and that's actually gonna kick off an email to you. So we can revisit that in—  
Jay: I'll make sure I can get email, and then I'll wait to see it come in.  
Rick: Yeah. So we can ... in the meantime, why don't I jump through the rest of the app?  
Jay: Yeah, please.  
Rick: Yeah, so that was your lead record. It's really part of our CRM.  
Here we've got a visual pipeline, and these are ... this is for your sales team to manage. So we're kind of in the CRM aspects of things. This is where you manage your pipeline and it's really a fun tool to drag and drop interface for yourself.  
Jay: That is great. I love how that works with the drag and drop of the deal stage. That is super cool.  
Rick: Right. Extremely visual, right? These are the deals that have attended a demo, and with our process you usually attend a couple of demos and then we're sending you an agreement. And these are the ones we've sent agreements with, and so forth. We tried to make the whole thing fun. But first of all utility and ease of use, but fun's an aspect too, if you're going to be in using an application hours on end you want to make it fun and functional. And so that's really what SharpSpring's about.  
Jay: Email has been received, Rick.  
Rick: It has? Okay, fantastic.  
Jay: Yes.  
Rick: We'll do some fun stuff with that.  
So why don't you do that? What I've done everyone, is I've kicked off an email to Jay, and I'm asking Jay essentially to do a magic trick. So Jay if you wanna go ahead and follow that back, and—  
Jay: Yes. It says, "They say a magician never reveals his secrets, but we'll tell you ours. Marketing automation gives you magic powers. Embrace your inner marketing wizard with the ability to do all these amazing things. Identify anonymous visitors to your site, send hyper-personalized messages, etc."  
Big green button says, "Let's have some fun." So that's what we're gonna do here with SharpSpring. I click this button, and it takes me ... Let's see ... to the SharpSpring site. I'm going to share my screen, because I think this will be cool to—  
Rick: Sure. That'll be fun for me. I get to see it from your perspective. I haven't seen it in a while. So let's do it.  
Jay: Okay, so I'm here. That work for you?  
Rick: It sure does.  
Jay: Okay, it says choose a suit. I'm a lover, I'm gonna go hearts.  
Choose a rank. Jack, queen, king or ace. Well I guess I'm gonna go king.  
Rick: Now what you need to notice here is that nobody's asking you to fill out a form, right? Yeah, this is just designed to mimic you clicking around on a regular old website, and we're kind of tracking your behavior. You could have clicked on just about anything there, which I think you went with a ... what was that, a king of hearts you went with?  
Jay: A king of hearts. Yes, that's correct. And it says, "Check your email again." So want me to do that in a little bit here, or should I check it right now?  
Rick: Well, let's see how fast it is. It might take a minute bouncing back and forth, but ... you know, through the tubes that make up the internet.  
Jay: Exactly.  
Rick: Clear series of tubes, from what I understand.  
Jay: Do you want me to pass you the rights, and share your screen now, or should I just keep it?  
Rick: Yeah, sure. Let's do that. We'll come back to it. You can check your email … not waste a bunch of time there.  
All right, so we did that. And now just for the heck of it, I'll show you we've got our built-in email editor. So there's all kinds of drag and drop things that you can bring in to an email.  
Jay: Nice.  
Rick: These emails are dynamic. So I can send a single email and have the email change based on information about the recipient. Imagine for a second I'm a travel agency, and you're a customer. If I know that you like ski vacations, I can make this image up here change based on you being into snow and ski vacations, and the next person who's a foodie I can make that image change for them. Now it's one email, but it's adapting to the recipients that get it. And the reason we care about this stuff is because it affects conversion. The more relevant I can be to you, the more likely I am to convert you into a sale or a repeat customer, etc.  
So you've got email marketing platform built in. It's all drag and drop. It's responsive. It's powerful or as simple as you want it to be. We've got .... Similarly we've got a landing page builder here. This is an unpublished landing page. But all of these things are responsive, so you can see how this looks on a tablet or on a phone very, very easily.  
Jay: Nice.  
Rick: And you can have certain things appear and not appear, because they're on one of these different formats, etc.  
We've got a visual workflow builder. I think I talked to you a little bit about that already.  
Here's where you come in and you use all these tools. So you can create a workflow ... when somebody fills out a form ... so in this one, it's when somebody outs the form CRM ... it's an example form for us ... and they have a lead score above 200. So I've got two different branches here, so if they're kind of a hot lead or not a hot lead, I'll do different things with them. If they're not a hot lead, I can add them to a list of lead nurturing list. That's hard to say.  
Over here, I can change this to a qualified lead and add them to a different list of hot leads to be worked in a different way. I can assign them to a lead owner, and I can just do all kinds of stuff here. Send them an email after or during business hours, depending on how I wanna do it. I can schedule things.  
And then right from the visual workflow builder, I can actually look at these assets. I can look at these emails. And I can come in here and—  
Jay: Oh wow, that's awesome. That's super useful.  
Rick: Yeah, and I can launch directly from the visual workflow builder and be editing this email. So kind of a funny thing, I was noticing—  
Jay: That's a big time saver.  
Rick: Yeah, it really is. Somebody's put croissants and donuts in my favorite slick CRM email, so I can just click on this and come over here and I'm here, I can edit it and so on and so forth.  
It really works out neat. Of course, we have all kinds of analytics where we can tie the leads that you're generating back to the marketing efforts, and really tie all that stuff back to sales so I can understand what campaigns are working and what aren't.  
We've got AdWords integrations, where you can do that at the AdWord level and so forth.  
Jay: Social ads too, I presume?  
Rick: Well social ads are actually coming. Our social integration ads are coming to our platform ... I'm gonna say this next coming quarter. So in the next 90 days or so, we've got social ads coming with lookalike audiences. And we can kick off really targeted social ads, so I can make that part of a—  
Jay: Take a subset of your list that's actually in SharpSpring and then turn that into a custom audience, and advertise to them.  
Rick: I can do that, but I can even do it to an individual lead. So I can add an individual lead to a social campaign, based as part of a workflow. So really I can be hyper-targeted to creating a small segmented list to doing just broad social marketing—  
Jay: Almost an account-based model, but if you want to define use, almost an ABM approach. You can use it in that—  
Rick: Yeah. Absolutely you could.  
So that's an overview of the platform. Let's go back to your record—  
Jay: Awesome. I have my email by the way. I have my second email.  
Rick: All right. Well, fantastic. The first thing to notice is the life of the lead. We added a few more items to the life of the lead here. And this is all ... this little line means this is all happening today. The first thing we did was we sent you some emails ... this is ... excuse me, let me move this little image ... sorry, I'm on the wrong day over here. So, we sent you this email asking you to kind of pick a card. You came back to the website here, and this is where we picked up your visit and you picking the class that you picked, and the king. So there's that "H," probably means hearts.  
Jay: Yep. Hearts.  
Rick: That "K" probably means King. And then sure enough ... now, I don't wanna spoil this thing. Did we send you the right card?  
Jay: Uh, yeah. Let me show you. Give me a second here.  
Rick: You would be the first person on the planet that got the wrong card, if that were the case.  We'd have to question our—  
Jay: This would be the worst card for a demo of all time. So there you have it. There is my card, king of hearts. What's interesting about this email is it says, "Well, how did you know that?" And then it actually ... I love how you kind of show your work here ... in the email it describes how you inferred and were able to create this custom dynamic email based on my click path inside the previous email. So I love how this is written as well. Because, oh I see the use case in my own head. I can figure out how to put this in my own business. I love it.  
Rick: Yeah. I mean that's exactly right. If we bring this back to a real-world scenario, we're talking about being able to talk to your customers and really almost have individual conversations with each one of your customers, right?  
Jay: Which is what we've been trying to do in marketing for 25 years, right? But now, we can—  
Rick: Exactly.  
Jay: Actually do it.  
Rick: Exactly right. Exactly right, and it changes the whole dynamic from spamming people and really attacking them with untargeted messages, to providing useful information that's relevant to people, that helps them make a purchase decision. Everybody wins.  
So that's what it's all about. We found that the magic trick is a great way to kind of show that off.  
Jay: It's super easy to use. Now you mentioned that you work with a lot of digital marketing agencies. Other types of businesses that you think SharpSpring is particularly well suited for?  
Rick: Well, through our digital agencies we work with just about every kind of business imaginable, right?  
Jay: Yeah.  
Rick: So, some of our agencies specialize in a specific vertical. Others kind of work across verticals, and all kinds of business.  
We have shopping cart integrations for your kind of B2C oriented businesses, and all of the stuff that we're talking about works just as well for those types of organizations. We have shopping cart abandonment to help people convert more leads.  
I think there's probably ... you've gotta have a minimum amount of traffic to your website in order for these tools to really be—  
Jay: What would you think that would be?  
Rick: It really depends ... it's all over the place, because if I've got really high revenue per user. I might not have a lot of traffic. It's probably worth it. There's a dynamic there, where—  
Jay: Somebody like me, who's got a quarter million people a month, that's enough traffic.  
Rick: Oh my gosh, yeah! No, divide by 100 and it still may be enough traffic depending on your revenue per user. This is not for the pizza shop down the road, where most of the traffic is foot traffic and word of mouth and all those things. But any sort of business that uses a sales team, you're crazy not to be using marketing automation. Anything ... and high volume B2B and shopping cart business need to use marketing automation for a different reason, and a different set of tools within the platform.  
Jay: Because it does so many things, and in theory, right ... you can run your email, your social, your database, the whole show. Do you feel like you need a dedicated in the organization? Like, look, your job as a SharpSpring person.  
Rick: Yeah, it's harder to build a great ... somebody's gotta spend the time to use it. There won't ... that person needs to spend time to learn how to use the platform, and here I'm talking generally about marketing automation, not SharpSpring. Somebody needs to be trained up on that within the organization. It does not take 40 hours of that person's life to implement these things, though. You can run the ... the magic trick thing that we just got done ... you can put together in the automation engine with ... it'll take you more time to think about how to make it happen, then it will take to do, to actually implement it.  
The hard part about it is your building all the emails and assets that's around it. You've still gotta build that landing page, and the extra emails so—  
Jay: You've gotta write the emails to get all that stuff.  
Rick: Yeah, so you need somebody who knows how to use these tools, and understands the power of how to set up lead scoring and all that. That takes a little bit of time. But absolutely it's not the kind of thing that you would spend more than an hour or two a week really implementing. Again, other than the content creation around it, which you should be doing anyway, right?  
Jay: Yep. We talked about the fact that all your packages are month to month, which is fantastic. What's the price range, and does it depend on whether you're using email versus social, or sort of which of those circle of features that we talked about at the beginning ... are those individually priced or is it sort of all you can eat?  
Rick: This answer shouldn't surprise you, as you've gotten to know us and hopefully your audience is getting to know us. We have it simple. We wanna be easy to use in just about every single way. So we're never gonna nickel and dime somebody and say, "Hey, you gotta pay an extra $50 for this or that." And, really to get the power out of these things, you should be trying to use as much of the platform as possible. We don't want to introduce barriers there and say you've gotta pay another 50 bucks or what have you. So our pricing is very easy. It's all-inclusive. It's one price per month. It ends up being a tiny fraction of what our competition uses. For our agency partners, it's as little as a tenth or even a twentieth of the cost. I get the question all the time, and I don't mean to sound like this, but I generally get the question from investors. Why are we charging this? Why not 3 or 4 times as much? We're just committed—  
Jay: It's a reasonable question.  
Rick: It is. If you think about the power of it, it really is. But we love the idea we're democratizing all this, and we're committed to making this affordable. Really since day one, again I told you the story ... I fell in love with the technology but it was $250,000 and it was up at the Enterprise, and we were focused from day one on making it affordable for agencies and for their customers and for end users. So a few hundred dollars a month depending on where you fall, and you can really run your entire organization.  
I can contrast that with a tool like SalesForce, that's literally a $150 a seat just for the CRM portion of it. We just want to be an absurd value, frankly. Committed to it. And if for some reason—  
Jay: And free customer support, which we talked about. Free customer support, unlimited users so there's no limit to the number of logins that you can have, and you've got this whole library of training videos online too. So if you're like, "I'm not really sure how to this particular email thing," it's probably already been covered by SharpSpring and you can look it up and teach yourself, which is super handy as well.  
I'm glad you talked about SharpSpring versus some other marketing automation platforms out there. And they each have their own use. If you're an enormous business, you probably might wanna go use a bigger automation marketing platform. Sure, for sort of scalability reasons, of course.  
But I love this piece of content you've put together that sort of compares different people in the space, in a very forthright, objective way. It says here's what they do, here's what we do, and make a decision.  
It's called SharpSpring's Marketing Automation 6 Vendor Comparison Guide. The 6 Vendor Comparison Guide to Marketing Automation. You can get it for free at That's, T-O-P, 6, the number six, guide:  
And just look at the features. And so typically what happens is that someone will do demos on all these platforms, kick the tires and look at a video like this, and then they'll start to do that comparison themselves. When you've kind of shortcutted that process for them. You've actually done the features set comparison for potential customers already, which should save them some time and some heartache. So thanks for doing that.  
Rick: Yeah, that's exactly right. We probably wouldn't have put that together if we didn't stack up extremely well on that chart. Spoiler alert.  
Jay: Yeah.  
Rick: It's exactly that. It's objective. I mean, it's a tiny fraction of the cost. It's month to month. And then you just go down the list, feature by feature by feature. So all that stuff's verifiable and it is, it's a nice thing. And frankly, the idea came up because we're constantly benchmarking ourselves against the competition, because we want to be the best value that's out there. So what do they have that we don't have?  
Jay: Sure.  
Rick: Does it work? Does it make sense? Can we include it in the platform? Will our customers like it? If those answers are yes, then we're gonna work hard to make it happen and include it in the platform.  
Jay: I love it. Last question for you, Rick Carlson, CEO of SharpSpring ... Thanks for being here. Amazing, amazing demo. Love what you guys are doing. What's the Marketing Marvel for you? Like you're familiar with a lot of software. You're in the business. Is there a software out there that you're like man, I love what those guys are doing, that's a pretty cool platform?  
Rick: Oh, I thought you were asking about a person. But you mean a technology—  
Jay: Yeah, what else out there ... I mean you guys do a lot of things, do a lot of things you might neighbor in your platform already ... but is there something out there you're like you know what that's a cool platform?  
Rick: Yeah, I tell you ... we integrate with these guys ... PieSync. I don't know if you've … You know there's a couple—  
Jay: Is that P-I-E, like a—  
Rick: Yeah, like a tasty treat. That's right. PieSync. PieSync is a little bit like Zapier. Maybe you know Zapier?  
Jay: Sure.  
Rick: It's a class of software that's an API to API connector, is what it allows you to do. And so PieSync is a really great piece of middleware. SharpSpring has so many different connections now, but if we don't have a connection the chances are PieSync has a connection. And so we've integrated with PieSync, and now we integrate with everything that ... with every other company that is integrated with PieSync. And the reason I like PieSync is because it's two-way rules-based synchronization. So you can, for example, choose to sync a contact but only if the lead score's above a certain amount, or only if something in the other application is satisfied. And then you can sync it both ways. With other tools, you create recipes that are a little bit less robust and really represent like—  
Jay: One direction. Yep.  
Rick: So I really love PieSync, and shamelessly, it's integrated with our platform. Full disclosure, I'll admit that. It's a great tool for that reason. We integrated it because it is my Marketing Marvel—  
Jay: I love it. I'll check it out. Thank you. I wasn't familiar with that one. And that's a little bit unusual, so I will definitely go look that up right now. Thank you very much for that recommendation.  
Rick, if people are interested in doing a full demo of SharpSpring, and looking into its suitability for their own company ... in addition to getting the free Vendor Comparison Guide that we talked about a minute ago, which is ... should they go to and click on something? You'll know they're there magically?  
Rick: Absolutely, they should. And you just fill out just about any form that's on our site, that would be great. And we'll gladly give a demo. It's a one-on-one demo with one of our product specialists that really knows the platform in and out, they take some time to learn a little bit about your business and how it applies to you. And then they'll tailor that demo so it's not some recorded, superficial type of experience. They'll actually do the magic trick with you on the demo. That helps bring things to life a little bit, and shows how a lead score increases, and the email and how it all works together. As we witnessed here.  
For the record, it was a lot of fun to see you experience it and actually be able to see your screenshot—  
Jay: Yeah, I was fired up. I love it.  
Rick, thank you so much for being here.  
Rick: Absolutely.  
Jay: Thanks for all the work you do at SharpSpring. It's really terrific. Ladies and gentlemen, for other episodes of Marketing Marvels go to That's all lower case: That's the YouTube channel for this series and you can subscribe there making sure you don't miss an episode.  
Rick Carlson, CEO of SharpSpring, thanks so much for being here. I really appreciate it.  
Rick: I appreciate the opportunity. Fantastic to talk to you and your listeners, so thank you very much for the opportunity. Appreciate it.  
Jay: See you next time everybody.  
Rick: Take care.  
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