Likelihood to Recommend Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
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 Plugins that change and analyze analysis improve it. Capital IQ is user-driven, unlike other market participants, which helps streamline the dashboard and acquire accurate data. Any report or analysis delivers the most in fewest words. In this data-driven world. 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 S&P Capital IQ's add-in slows down my Excel when I incorporate formulas into it. S&P Capital IQ's algorithms don't necessarily look in the footnotes of company filings, which can make for a less robust analysis of financials and multiples than desired. The user interface is not very user-friendly and thus makes maximizing the software's features difficult. It could be more intuitive to use and not so busy (e.g. not so many small icons on one web page). The S&P Capital IQ support team, however, is always available and very helpful. 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 [It's the] best ever.
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 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 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 had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
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 were a boutique investment bank, so it helped multiple people doing their job at the same time instead of waiting for a turn on the Bloomberg terminal. Brought more interactive reports in PDF format to the table. Saved some money, if I have to go basic. 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