Charlie App vs DiscoverOrg (discontinued)

• They easily connect with my Outlook to sync my upcoming meetings.
• It provides me with the social profiles of people I am meeting with.
• It gives me the ability to have all my info about my contact in one place to easily review.

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• Prospecting Lists/Lead Gen - Discover Org does this very well because of it's ability to provide current information (email/phone) on an individual at a company. It's easy to segment & drill down by categories - to find the right targets to reach out to.
• Insights - DiscoverOrg is great at providing insights or "scopes" on prospects as well. Meaning it will show who is handling what project (Decision-Maker) and what projects they are particularly interested in at the moment/what initiatives. For example, the scopes may show that they are interested in AI initiatives or a Merger & Acquisition or Digital Transformation & will say who is in charge of the initiative.
• Stellar filtering capabilities - you can filter lists in so many ways. You can go by function, or even look at companies with small marketing teams (let's say less than 10), or you can search for companies with an "x" amount of $ budget for IT spend. Or even companies that use a specific HR workplace management system.

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• At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile.
• The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective.
• It takes a lot of time to sync at points, which is frustrating.

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• Speed - it can be quite slow at times.
• Improvement on the search capabilities - since there is so much to search (which is a plus) it makes it harder to do this in a timely manner. You have to dedicate a certain amount of time to be able to pull a proper, useful and clean list.
• Make it more user friendly - there are so many different tabs, search buttons, pull down, etc. I think it can be quite confusing to a new user.

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• The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter.
• Charlie helps my relationships go deeper than just surface level info.
• The ability to go deeper in my relationships while using Charlie has absolutely closed me business.

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• After using DiscoverOrg, our lead are now well qualified and suitable. We are able to generate good and qualified. This is the positive impact.
• After using DiscoverOrg, our sales team is now able to cold call the target contacts, the number provided by DiscoverOrg, the interaction held is now increased and we are able to produce good leads.
• After using DiscoverOrg, we are able to understand better because of their reports and dashboards which is very informative.

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