Expandi.io vs OctopusCRM

Expandi.io

Expandi.io

Expandi.io vs OctopusCRM Highlights

Expandi.io vs OctopusCRM Pros

Expandi.io Pros

• Pros of Expandi.io Compared to OctopusCRM:
• Scalable CRM: Expandi.io provides a fully integrated and scalable CRM, giving you full control over customer data and relationships.
• Automation: Expandi.io enables sales teams to automate manual sales processes, allowing them to save time and increase efficiency.
• Powerful Reporting Tools: Expandi.io offers advanced analytics and reporting tools to help you measure progress and understand customer behavior.
• Integration: Expandi.io integrates with popular software tools such as Salesforce and Marketo, enabling users to connect to their existing workflow.
• Customization: Expandi.io offers tools to customize the experience for each customer journey and use segmentation for even deeper insights into customer behavior.

OctopusCRM Pros

• Pros of OctopusCRM compared to Expandi.io
• Greater flexibility in terms of how customers can use the platform
• Comprehensive collection of customer relationship management (CRM) features
• Advanced billing and invoicing capabilities
• Customizable reporting and analytics capabilities
• Ability to create unlimited contact profiles and maps with user-specific permissions
• Automated lead capture and management capabilities
• Easy integration with popular third-party applications like MailChimp, Slack, and Zoom
• Easily customizable interface to customize the look and feel of the platform

Expandi.io vs OctopusCRM Cons

Expandi.io Cons

• Limited features compared to OctopusCRM
• Expandi.io lacks the ability to sync with other software systems
• Expandi.io does not offer advanced customer analytics and segmentation
• No mobile app available for Expandi.io
• Limited customer service and support options compared to OctopusCRM

OctopusCRM Cons

• OctopusCRM is less user-friendly than Expandi.io with fewer customization options
• OctopusCRM does not have an integrated survey feature
• OctopusCRM does not offer automatic event tracking
• OctopusCRM does not offer integration with external marketing tools
• OctopusCRM lacks some of the reporting features found in Expandi.io

Expandi.io & OctopusCRM Hyperise Integrations

Expandi.io uses the API method to integrate with Hyperise, giving you the easiest way to add personalized images to your messages.

Expandi.io makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• Using the API integration, data is passed from Expandi.io directly to the Hyperise images, enabling the widest personalization capabilities.
• First name
• Last name
• Business name
• Job title
• Profile Images are pulled direct from the LinkedIn profile, Expandi.io pass the profile image to use directly within your Hyperise images.
• Expandi.io also pass the Logo of the business attached to the prospect.

OctopusCRM uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

OctopusCRM makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Business name
• Job title

Other Expandi.io & OctopusCRM LinkedIn Automation platform comparisons

Expandi.io and OctopusCRM Frequently Asked Questions

Question: What is Expandi.io?

Answer: Expandi.io is a software-as-a-service (SaaS) platform that helps business owners, executive assistants, IT administrators, and professionals more easily access, share, and control the information they need to do their jobs.

Question: How does Expandi.io work?

Answer: Expandi.io provides a simple, secure way to access and manage information across different organizational systems. It provides easy access to corporate data, allows users to securely share content, and grants permission-based access to team members and external stakeholders.

Question: Is my data secure on Expandi.io?

Answer: Yes, your data is securely encrypted and stored in a distributed network. All user access is permission based and can be managed from a centralized dashboard. Furthermore, Expandi.io is compliant with a wide range of privacy and security regulations.

Expandi.io vs OctopusCRM

Question: What is Expandi.io?

Answer: Generate 10x as many leads with the safest LinkedIn automation tool! ‘With our easy-to-use, safe automation tools you will never have to work again. All of your marketing campaigns are always on autopilot.’ Don’t worry about learning how to use social media or hiring someone expensive - we’ve got that covered for you.

Question: How do I set up A/B testing?

Answer: I always enjoy A/B testing because I get to see which campaign ended up working best. It’s such a great way of ensuring that you’re able to create the most effective messaging and content for your audience, by simply changing one thing at a time! For example, if you want an interesting tone in voice this week but still want some consistency with what was done last month - we can change only ONE word or phrasing item and compare who it resonates more with. A/B Testing is essentially creating multiple versions of the same campaign to see which one worked the best. First you’ll need to create a Campaign to use and complete the search you wish to use. In the search, select the ‘Assign all results’ tab, or you could select all users and then select the ‘Assign to Campaign’ tab. Next select the type of campaign you’d like to add these users to from the pop down. Once you click the ‘Add selected contacts to campaign’ button each user will be randomly assigned.

Question: How can I withdraw pending connection requests?

Answer: There are so many annoying things about being on LinkedIn. For example, you can’t un-invite someone to connect with them and it’s a huge pain in the butt! Luckily there is an easy way for those of us who want out: just go into My Requests (it’ll be under Connections) then select all pending invitations that you’d like to withdraw your invitation request from - click Revoke Selected Request once selected and voila! There will still plenty time left if change your mind before they get withdrawn.

Question: Can I Bulk Pause and Continue?

Answer: In a campaign, you now have the ability to bulk pause or continue. Within campaigns, users can set up sequences of messages with multiple options including reply templates and manual responses in their hands! Users are able to mass-pause or -continue these as they see fit from within Campaigns under the ‘People’ tab, selecting your choice by selecting which people will be included and clicking the ‘Filtered actions’ button. Once paused (or continued), however long that may last for them...you’re all done!

Question: Can I switch between profiles in Expandi?

Answer: Now you can switch between accounts like a boss! If you’re looking for how to change your account, I have the perfect article just for that. Follow these steps and you’ll be switching in no time... go to the top of the page next to our logo at Expandi where there is your name and company information in brackets - click on yours; this will open up an option menu with all of your active accounts from which you may select one by clicking it. Simple!

Question: Is it possible to transfer contacts between campaigns?

Answer: We’ve made it possible to transfer contacts between campaigns, meaning that once one campaign is complete you are still able to reach out and be in touch with these prospects using a different sequence. Click on the Campaigns menu then select whichever campaign you want to move over your contact from (this should be a Connector Campaign) and click ‘Transfer’ next to their name - when transferring, just make sure they’re moving into a Messenger Campaign and not back into a Connector. One thing worth noting: this option is only available for those who come through an app connector!

Question: Is it possible to use a template for a campaign?

Answer: The templates you have access to in the campaign settings are campaigns which were created by your peers. You can make a template when creating one of these by clicking ‘Template’ and not ‘Just me’. This setting cannot be changed at any time later on down the line, so choose wisely! What’s great about using this feature is that it will allow you to create better-looking posts without having a couple years’ worth of experience with photo editing software. Plus, if there’s anything wrong with how things look after making changes (or simply feeling like something needs tweaking), don’t worry, you’re able to edit or delete them whenever necessary as well!

Question: What is OctopusCRM?

Answer: OctopusCRM is a cloud-based customer relationship management (CRM) platform that helps you build relationships with customers, manage customer data, create leads, and track and report sales activities.

Question: Is OctopusCRM easy to use?

Answer: Yes, OctopusCRM is designed for ease of use, with intuitive navigation and setup. It also comes with helpful tutorials and step-by-step instructions to help you get started quickly and easily.

Question: How can OctopusCRM help my business?

Answer: OctopusCRM can help your business by allowing you to easily track customer management, lead generation, and sales activities. This can help you manage customer relationships and build better customer experiences. Additionally, OctopusCRM features comprehensive analytics and reporting tools, which help you analyze and optimize your sales process.