Likelihood to Recommend Fileboard is great for all sizes of sales organizations and very useful for those utilizing Salesforce. Their pricing is more affordable than competitors and their people are less pushy. My advice would be to demo the product and see if it fits your needs before looking at the more established and expensive competitors.
Read full review I think Lead Liaison could work well for new companies without an existing tech stack as you can also use it as your CRM. For a more mature company, especially one with multiple existing platform, I do not think it is worth switching, as all of the features will likely seem inferior to alternative specialist tools, many of which are cheaper, better supported and better integrated
Read full review Pros Excellent tracking of email and alert notifications Great sales analytics that helped forecasting The live demo function was extremely helpful Tight integration into Salesforce Read full review The form customization is perfect. Very easy to use. The insight we get from the form's (GPS) data is nice as we do not have to mandate fields anymore. The ability to pass thru a lot of data on the back end works for our process. The internal receiver (customer service or sales reps) of the form data knows exactly what campaign the lead came from, what clinical specialty is tied to the prospect and what product is of interest. All seamlessly. Read full review Cons My experience with Fileboard has been less than ideal after making the switch from a very similar product. Our sales team as well as our operations team has experienced a number of stability issues on calls with our prospective customers to the point that we are looking for alternative solutions before our contract with fileboard has even expired. I received more complaints from my team in 6 months using Fileboard than 2 years using a competing product. We attempted to part ways mid contract and request a refund for unused access but were rejected and accused of blackmail after I provided two possible outcomes to our situation. One being private resolution and parting ways and second being an honest assessment of my experience with Fileboard and wishing we had stuck with the slightly more expensive solution. Read full review ROI reporting is lacking to some degree. We get too many feature updates but it doesn't appear to contain anything useful. Not integration friendly. Read full review Likelihood to Renew Great sales tool especially because we didn't know we needed it... its helped us increase our performance which is ALWAYS important!
Read full review Why move from a product that is help grown the speed on Marketing ROI? We see that the dashboards, flexibility and tracking are meeting and exceeding the business needs we had outlined. The support they provide is consistent, available and responsive. They will work with you until your issue is resolved.
Read full review Usability One item you did not ask, but should be in around customer support. They do a great job of working with you, training and ongoing questions. Lead Liaison is always available and easy to get answers. The dashboards are great to gain business trends. The social media management is easy and a great way to ensure content is being tracked. The ability to gain tracking code for additional tactics. Our team enjoys the easy access and useability. We work with our clients to make sure they have a tool that we can use to scale for their needs. Lead Liaison makes it easy for us to help clients understand that Marketing ROI is closer to their finger tips than ever before.
Read full review Support Rating Lead Liaison has tremendous support. I''ve never gone more than a hour or so without a response. They are quick to understand my request, review the options for solution and deliver the best option with the best outcome. Also, the good part is that I don't need support all the time because the product is so easy.
Read full review Implementation Rating Any issue with the adoption of the product were on our end. I wish we had the band width to run faster so we can know more faster. Our team enjoys the dashboards and ease of using the product. I know our clients are appreciating the results of the information as well.
Read full review Alternatives Considered Fileboard has tighter integration into Salesforce and is less expensive.
ClearSlide has a few more bells and whistles that may or may not be needed for your environment.
Read full review I have not used any other product than Lead Liasion. I just recently started using this product and was not aware of the other options. Either way I am looking forward to seeing how far I am able to succeed using Lead Liasion and will continue to use this platform in the future.
Read full review Return on Investment Decreased sales time based on us know what content our prospects were/weren't looking Increased opportunity pipeline Improved our forecasting abilities. Read full review Ability to attract more targeted prospects. Deepen the relationship with existing clients AND increase the amount of revenue from clients as this is an added service in addition to our online marketing services. One client paid for my costs! Read full review ScreenShots