It’s great. It’s one of the better CRMs that we‘ve used. It’s a lot better than Salesforce. People understand how to use SalesforceIQ easier than Salesforce. With SalesforceIQ, we can have our interns update it without having to take a week long course on how to do that.
We run a lot of things through Slack. It’s our interface for non-developers. There’s a lot of back-end stuff--log messages, signups, bills paid, etc. that when we want to surface, can get moved to Slack. New accounts have a notification and show up in a Slack channel. We don't have a data dashboard, we have a bot that posts all that stuff daily. When a user takes a major action (like disabling their account or adding a new one), it helps us keep track of those important users. Slack is great for internal communication, because now when I open my email, I know it’s from someone external to the company.
We’ve had a lot of issues with Stripe, such as denied transactions. We move a lot of money through Stripe and they don’t have any answers for why we get declined. We trigger two of Stripe’s biggest “flags” (random amounts on international currencies and no regular charging schedule). We’re adding PayPal now and looking for something else. Ease of integration into Stripe was a great selling point, but their customer support has left a lot to be desired.
Front is a shared inbox. Everyone gets in there and writes support tickets. I really like Front, and we just added an integration into it. It prioritizes emails from big, important accounts so they get noticed quicker. Their plug-in API is also very nice to work with.
We use MailChimp for our blasts. It’s been a pain to get it synced up with our user database and unsubscribe database. We only use this for one-off emails, not for anything that gets sent out regularly.
We use SendGrid as an SMP provider.
We want our marketing team to edit drip campaigns without having to edit and code so they go to Sendwithus and that ties the email ID into a database.
I don't think I’ll use anything else, ever. I was running payroll independently before at a different company and it was a nightmare. We were having such issues with healthcare before like bills not turning up, things not getting paid or things getting lost through our broker, but now Gusto does everything and it's life changing.
We use Trello for our team to keep track of what they're doing. We used to use Asana but moved everything over to Trello. We needed one place to track everything. All task management tools have pros and cons, and Asana was more complicated than what we needed.