Mission Suite

Comments: The Mission Suite was selected by our organization after evaluating several other marketing automation platforms because of its ability to: Offer great value for our investment; deliver all the key functionality we needed; provide excellent customer service. None of the other platforms were able to hit this combination as effectively. We’ve enjoyed great success using The Mission Suite as critical component of our go-to-market efforts.

Pros: The Mission Suite provides all of the key functionality a mid-sized organization requires to deploy, monitor, and manage marketing/demand generation campaigns. It enables our small marketing team to accomplish more by centralizing our outreach to one platform - we can send emails, track event registrations, offer "free" downloads, etc, to our target prospects and while tracking effectiveness. The built in CRM also provide the necessary functionality for our sales executives to quickly access target information, log activities, and see "hot" prospects. Customer service is excellent - The Mission Suite team is always very responsive to any inquires and we're almost always speaking to someone who is highly knowledgeable about the system.

Cons: As a long-time customer (2+ years), we’ve seen the platform evolve and improve, but the user interface can take some learning. It’s functional, but not always intuitive. From a pure UX perspective, it’s not the most attractive or elegant of interfaces – which is a bit of a superficial criticism, but the reality is that many “creatives” are not technology experts and we’ve learned that it take a bit of time to not feel overwhelmed with learning the system. While The Mission Suite provide a generally complete set of the “essentials” – we’d like to see it continue to add tools around emerging marketing techniques – like increasing it’s ability to utilize social media and facilitate ABM. There are some rudimentary component here, so we expect to see more in this area.

Comments: This is an amazingly powerful CRM, the ability you have to customize, automate and create reports is beyond compare. I’ve looked at what others are doing with other CRM software and I haven’t seen anything like it. I may have listed a lot of cons, but this is going to be with any CRM software. The more tools you have, the more opportunities there are to nitpick. Where other CRMs are allowing outside developers to integrate with them, Mission Suite has built this all into one package at an incredibly reasonable price. On top of that I don’t think you can find some of their tools, especially with the level of automation, with anything else out there.

Pros: The ability to customize, automate and track everything you do in this is fantastic. It is the best CRM I have used. I have completely automated our onboarding process from signature, to technician and then to the account management team. This notifies each person when it’s there turn to add a touch to the CRM entry and at the end it follows up with a survey to the client and a regularly scheduled QBR. The account manager receives an email when the QBR rolls around and the client can as well.
The visual tracking of opportunities from lead to signature makes this invaluable. Then you can run reports on this.
There are so many nooks and crannies it can take you a long time to take advantage of it all, but they do provide in depth setup at an additional cost. Or you could be like myself and dive into.

Cons: Some of the integration is lacking. It is available since we have access to an API, but requires development. It does have a range of Zapier plugins, but I’d like to see even more integrations. Sometimes it can be a challenge to add an integration, where another CRM like Zendesk or Salesforce you can just double click and start taking advantage of new tools.
If you have a large database, this can get pricey since it’s charged per team member.
A limited ability to modify what you add in the new contact window. Once they are added you can go in and edit this, but it could speed the process up if this was editable.
Some of the more complex automations had hiccups which needed help on the developer level to fix. That being said, the support has been amazing and quick to fix issues or provide upgrades.
Automations could use more organization. If you have a lot, they start to get buried in a long list.
The widgets in the dashboard are limited, so you can’t track certain custom reports.

Comments: Most of all, customer support is fast, efficient, and personalized. I am exceptionally happy with it's functionalities, and eager to incorporate more of them, and continue to use the system in growing my business. I refer Mission Suite on a regular basis.

Pros: I love the fact that Mission Suite has practically everything I need to run my business in one spot. I still use some other programs, like Quickbooks for accounting, but I got rid of email subscriptions, booking calendars, etc.
I also love the fact that it is priced on the size of the list, and not by users. This means I can create accounts for each of my clients as well as team members. It also encourages me not to keep a random list of inactive email addresses.

Cons: I tell folks that Mission Suite is Jack of All trades and an Ace of none (Unless you have a membership organization with different roles/chapters/etc. It is the best for that). Realistically, are there more robust booking calendars, more user friendly email systems, and integratable CRMs - yes. But not THAT much better for the ridiculous amount they charge you (per user), and then you're dealing with multiple systems, vendors, and payments. Not worth the hassle, and Mission Suite works great.

Comments: The biggest benefit I find with using Mission Suite is the support I receive from Ian. I can easily book a training with him to learn more about the features, and he responds to my emails within a few hours. The customer service I receive from Mission Suite is one of the best. The automation aspect of Mission Suite is by far the best feature the software has to offer. I never thought I would say that I love a CRM, but I do love using Mission Suite.

Pros: The software is intuitive. When I was trained on Mission Suite the first day of my position, I found it easy to use and did not have to refer to my notes much past a day or two. There are also "help" tools available on the pages that give specific instructions to achieve the task you intended. In addition, I appreciate the automation of the software. Once you set up a workflow within the system, everything happens for you so that is one less worry as you go through your day to day tasks. Scheduling events, sending emails for various reasons, assigning tasks to my colleagues, and getting notifications to complete a task all become easier because of the automation. Furthermore, as we help members with projects, we are able to track the progress of the project within Mission Suite. Finally, the search and filtering feature makes my life easier as I am able to find a group of people within one or two clicks.

Cons: The only thing I have found not to be automated is that when I have a company renew their membership, I have to go in to each company member's profile to change the renewal date.

Comments: Experience has been great as it prompts the staff to stay on task being we are in a sales related business. The Mission Suite easily payed for itself within the first month or two!

Pros: The price and ease of the software is great. Not as robust as many out there which is great for a small company like ours.

Cons: There seems to be a lot of redundancy within the opportunities and activities. It could be even that much more simple which would make this CRM wonderful.