Likelihood to Recommend We have really enjoyed the personal level of customer service with CallidusCloud and the quick turn around on any concerns and issues. CallidusCloud works well as an integrated instance with Salesforce and also as a stand alone instance that can send to csv files. We have been able to build campaigns, track success of said campaigns and manage automation. The level of integration has been key to our success and to the ability to create professional, personalized templates that are true to our brand but allow us to innovate. We also are pleased with the way that we can add blocks of emails on during our busy times so that service is not interrupted.
Read full review While InsideView seems more comprehensive than LinkedIn SalesNavigator, when you're looking to identify and save contacts with a particular area of responsibility (IT, for instance), Navigator provides results and means to track them more quickly and easily. Having to "unselect" every other job area category when initially landing on a company overview page in InsideView is tedious and time-consuming.
Read full review Pros Reporting - we can send out emails all day, but if we don't have something to report to the client after-the-fact it voids the entire process. Genius provided a visually stimulating reporting tool. Tracking - Genius was great at tracking opens, clicks, bounces, hard bounces, etc. This helped us clean up our system as we sent campaigns out. CRM Integration - Genius was great about tracking each contact (in Salesforce) and their activity via emails. Read full review 'Call Prep' - a list of industry-related questions to ask my prospects during the phone call to enhance trust and credibility as a business partner. Regularly scrubbed email and phone numbers of prospects. The verified direct-dial mobile number is GOLD. You may be able to get some of these elsewhere by paying extra with a separate standalone service. Having this integrated has improved my workflow, saving time from switching in and out of different apps. The family tree of organizations is particularly useful for targeting enterprise accounts that often come with convoluted company shareholding structures. 'Challenges' and 'Trends' - information to engage prospects during conversations. Read full review Cons One area of LeadFormix that could be improved is the way it schedules out an email to multiple lists. It can get problematic when an email scheduled to ten lists takes ten hours (one list per hour) to go out. It also isn't efficient to make us schedule individual emails instead of this process. I would like to be able to send out an email to ten lists and have it arrive in everyone's mailboxes at the time I scheduled it for. The email design platform could use work. I've resorted to coding my emails using html, since the WYSIWYG platform seems to add unwanted and un-needed style codes throughout the email (it's not a platform for people unfamiliar with coding). Read full review As a system administrator, I wish I had access to real time reports regarding usage. Often times, senior leadership wants to know how their teams are using the information and who is using the software to its fullest. It's a pain to have to email InsideView and ask for a report. We are a global organization and there is not a lot of information regarding companies outside the US. I know they are working on this, but my global field reps are anxiously waiting to use the software too. I wish InsideView put out more "tips and tricks" documents. There does not seem to be a large repository of training documents. I am always looking to learn more, as are my reps. Read full review Likelihood to Renew Since the company has grown, the personal touch has dispatched and it's more difficult to get a rep. There is no longer a phone call that can be made but the responses don't take as long as others and the glitches are becoming more and more frequent.
Read full review Relatively inexpensive service for a decent current awareness service. They have added little in sales functionality in the past year as they focused on building a marketing version of the product. Except for the addition of broader European coverage last spring (thin Equifax records), the database was static over the past year.
Read full review Usability Very easy to use and designed well.
Read full review InsideView was extremely user-friendly. I was able to quickly understand how to efficiently use the software and get the most out of the service. I only had a short time to quickly learn how to use the functions offered by InsideView, and I felt confident within the first day of my understanding and ability to successfully use this tool.
Read full review Reliability and Availability Seems to always work.
Read full review Performance It's pretty fast.
Read full review Support Rating It has declined since we started with this company and it could be better.
Read full review We had an intro session with a customer success rep and were given a rundown of the platform and it was absolutely perfect. The rep was able to show us advanced search options and shortcuts that cut our search time.
Read full review In-Person Training She was fine, but we only had one session
Read full review Online Training Seeing the demo during the sales cycle, not much training was needed due to this application being plug and play.
Read full review Implementation Rating We had to work with InsideView for some custom configurations example we have a custom field in Salesforce called ha location that needed let's say NJ to spell out New Jersey and make certain fields mandatory. They were easy to work with though.
Jennifer Miller Senior Solutions Advisor, New Business jennifer.miller@technomedia.com
Read full review Alternatives Considered We selected CallidusCloud (Genius) based on the level of service for the price. It was more cost effective then Silver Pop which was another tool recommended to us. On the other hand, mail chimp did not provide the level of integration needed with our CRM - Salesforce. We need to be able to connect the response to an email campaign to the individual contact (student) record and determine the success of the campaign.
Read full review In my previous company, I was using both Linkedin and
ZoomInfo , both of them were good, but there was a lot of restrictions with the basic versions, and when we shifted to the
LinkedIn Sales Navigator , and
ZoomInfo the quality improved but there was not much to get like InsideView. In my current company, at first we were using LinkedIn, but now I appreciate the decision made by our seniors to shift to InsideView. It is my personal opinion that I feel InsideView is better than LinkedIn and
ZoomInfo .
Read full review Return on Investment We have had problems with our emails landing up in spam which was hampering out marketing efforts. Too many features that add very little value to business You spend too much of time on the tool because the UI is very confusing Read full review Makes researching much easier so saved time prospecting. Cleaner information than other relative sites so not using bad information. Hard to put a number on saved time and then its dollar value in benefit, but it has definitely furthered my goals. Read full review ScreenShots CallidusCloud LeadRocket (discontinued) Screenshots