Apollo.io vs. Xactly Forecasting®

Apollo.io played big role for us in saving $$$ by bringing data mining, AI Email Writing and acting as CRM altogether...for small to medium organization they can surely rely on Apollo.io...and it is doing things mostly right with some room for improvement for sure. Sales and Marketing team saves time in getting their emails drafted based on prompts, list of contacts they can fetch in minutes of time, earlier we used to have seperate tool just to mine data, then we used to upload the CSV file to email marketing tool, then we used to draft email...for all these process we were using three different tools - Apollo.io brought everything under one umbrella.

Incentivized

When you are looking to see where the risk are and where the future will bring you, this is the tool for you! I can see this being a useful tool, however once I am in the groove I don't know how much I would use it. All in all I would say us it if you are in sales, it will improve your overall sight.

• Firstly, finding the details of the potential customers that is there name, designation email and phone number since these are the most important cases most of the times I can get this data in Apollo.io
• I can pull the bulk data of the targeted organization, or I can pull the emails based on the location and job titles
• Apart from the email capture, the thing which helpful is that the email sequence can find emails and send emails in Apollo.io itself and also the report and the dashboard are so clean
• Friendly UI and UX Apollo.io was the first tool which I used. Since then I'm still using Apollo.io for easy understanding

Incentivized

• Clean interface
• Organization of opportunities
• Decent customization

Incentivized

• There are certain features about prospecting that require updates. For example, if people switch organisations, it should be automatically requesting the new email or new contact data for a particular contact in order to be updated in the system
• The lead databases that are created if their new addition should automatically be updated in the list that I created with Apollo.io

Incentivized

• Is only for opportunities.
• Difficult to bring in custom object.
• Some alert notifications were tough to configure

Incentivized

at this moment Apollo.io seems to be the perfect tool that has mastered all aspects of outbound marketing and CRM to handle and manage sales cycle.

Incentivized

Apollo.io does provide campaign setup help and made my SDRs team's life easier, with the use of lead enrichment, lead distribution, I can manage my team from a single dashboard. It also comes with CRM that helps me navigate the progress on leads and what my SDRs progress.

Incentivized

I have had an excellent experience so far with Xactly Forecasting®.

Incentivized

The team wants to solve probelms, but we are finding that they don't know how to solve the more technical issues quickly. I suspect that they don't have a mature process for escalations, and they don't have a usable knowledge base article repository. They seems to push emails around to let us know that people are working on the issues to find solutions, but this takes weeks and oftentimes still leaves us without a resolution.

Incentivized

All of these platforms are good and offer valuable tools, but where Apollo.io is different is how this one platform does the job of several different ones. It is nice not having to use multiple platforms to get things done and makes integration and analytics issues occur less often. It is user friendly and constantly working to improve.

Incentivized

Xactly Forecasting has a smart AI tool, this is what puts them ahead of the competition. With their smooth interaction with other apps and programs, it makes it seamless when using other apps and programs. I find that when it uses its forecasting skill it shows us exactly what we need to see for the future.

• It provides more opportunities to gather more clients.
• It gives more results and better results in targeting our sales.
• It is a more effective way to provide information to a large number of potential clients about the events/ projects the company is offering.

Incentivized

• Honestly, we cannot put a value on it. It's hard to know if it helped or hurt, but don't think it has helped.

Incentivized