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 SalesIntel is well suited for those times when you have not been able to reach the DM through the normal channels. SI will often include personal email addresses as well as direct line or mobile phone numbers. The platform also provides information and other pertinent press releases and updates. Such as, new funding, potential mergers, and other relevant company announcements
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 I like the ability to be very granular in my search for information to expand my pipeline. The platform is easy to use and exporting lists is by far one of the best features for how I currently use it. It integrates well with several CRM platform and there are some options for exporting and downloading lists. 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 I have found contact information that was inaccurate. Since the information is human verified, there should be some type of on-going audit to catch those. It would be nice to have some type of rating system along with the human verified options for the information. Perhaps a 5 star rating that aligns with how recent the info has been verified. it would be nice to have the option to upload my current CRM list for SalesIntel to verify my list is accurate. Read full review Likelihood to Renew [It's the] best ever.
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 The SalesIntel interface is much more cleaner and easier (at least for me) to navigate. Sometimes too much on-screen information can seem overwhelming. And not to mention, the multiple times a search is returned with 0 results, is beyond frustrating. Sometimes some of the bigger or more known companies' reps can have a little bit of an ego and are less than humble, which can be a turn off for perspective buyers.
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 The ROI is impacted by the intangibles of using the platform. As our team goes through the learning curve, we establish better collaboration skills and celebrate the 'aha' moments. SalesIntel is feature rich and we've just scratched the surface. One of the coolest added features is the ability to request information on demand. Once I've established a company qualifies for what we offer, even if I cannot locate human verified contact information for DM's, I can request info for the specific titles that I need to speak with about our solution. Read full review ScreenShots