Likelihood to Recommend If you are in any type of sales, and meeting with people, it is a must. If you already know you contact well, it doesn't have as much value for that particular meeting. Also I wish there was a way to not sync internal meetings, as it just provides clutter, and I don't need info on those people.
Read full review Flexible Saved Searches: I love how we can save a very complex search created for future use so that we don't have to repeat it again and again. The cherry on the top is that you can even share this saved search with your other colleagues having the LinkedIn Sales Navigator license. Access to Decision Makers: With a single click, I can filter out decision-makers in any company. This is again a time saver in many ways. Alerts and Reminders: which can be set custom-based covering specific use cases. For example - if prospect A changes companies today, I can get an alert for it on my email (the only drawback being I need to manually save this prospect in a list first).
Read full review Pros 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. Read full review Lists - Very intuitive, simple, way to create and track prospects for campaign purposes InMails - The ability to send direct messages to prospects via InMails can be a differentiator for some reps News Feed - Stay up to date on organizations you are targeting to send relevant messages that resonate Read full review Cons 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. Read full review LinkedIn Sales Navigator is very powerful, but not super well documented. The tool does not allow for the export of list names, which is disappointing for a tool at this price. LinkedIn's search is loosey goosey, you'll find that it includes names that just barely fit the criteria. Read full review Likelihood to Renew This question is a no-brainer. The tool is the industry standard for anyone tied to sales and marketing. The name "LinkedIn Sales Navigator" is synonymous with streamlining relevant customer and account data in an easy to use format that is actionable and intelligent. The focus on continuous improvement and richer means of communicating with customers and prospects is evident each time new features are rolled out. The social component of the tool even includes a gamification component to ensure that peers remain relevant among each other, which is refreshing and enjoyable for those who engage the tool on a daily basis.
Read full review Usability It lets you pull people with specific titles in specific areas and with the criteria you choose--job changes, mutual connections based on schools, roles, and companies, etc. It is easy to upload these lists into other software or download and save them to a drive.
Read full review Support Rating The tool speaks for itself, but the support is definitely a significant portion of why we use the tool. The company cares about their customer's success and it shows. We do not have to wait for long periods of time for the support team to respond; they do so in a timely manner, and virtually always with relevant insights and solutions.
Read full review Implementation Rating I am unsure of the rollout, as I was not involved. I was an early adopter, and I have had a lot of success with the tool personally at multiple organizations, but I have no idea whether the implementation process encountered any errors. I can personally say that it works, and that I have not encountered significant issues with the tool since adoption, although a few issues like messages showing up as being unread even though they have been opened have been an on-again/off-again issues throughout the past few years. Overall, the company is doing a great job, and our implementation seems to have been effective.
Read full review Alternatives Considered The thing that Charlie does best is it aggregates everything in one place. It allows me to have a one-stop shop, that I can quickly review prior to heading into a meeting. People are usually amazed with the amount of info that Charlie can give you, and it almost always works its way into my sales call.
Read full review linkedin has way better data cleanup and relevant contact information. It provides a great insight into how to target personally your prospects, and gives great engagement highlights.
ZoomInfo is sometimes outdated, the prospect has moved companies or is no longer employed there-- alot of filtering through the weeds can be hard if you are trying to hit high metrics and make your time valuable
Read full review Return on Investment 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. Read full review Helped warm up a few leads that I was having trouble getting in touch with via phone and email Allowed me to better identify the key stakeholders at companies I was targeting Kept me up to date on what was happening with my prospects and their companies. Read full review ScreenShots