Close CRM vs. KickFire

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

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For small businesses that don't have big budgets for marketing automation, VisiStat is an ideal first step. For companies that have sophisticated systems in place, VisiStat will augment your analytics and provide a deeper dive into your website activity. Since the implementation involves adding javascript to your site, the user should be familiar with how to do this

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• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

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• De-anonymizes website activity at the account (company) level.
• Identifies net new target accounts.
• Displays click path, time on page, time per session, and engagement level of each de-anonymized website visit.
• Gives great daily insight on watchlists you've set up.
• Delivers every possible de-anonymized visit with little filtering for accuracy.
• More on the watchlists. I really love that you can receive immediate alerts on website visits from accounts you've listed on your watchlists. This way, you never miss the window of opportunity to reach out to your key targets while they are currently on your site.
• Salesforce integration is good. KickFire pushes most recent website visits, pages visited, website click path, activity percent change, and more to the given account in Salesforce. You can then create reports and run them regularly to see which accounts are surging in website activity. This is also great for account prospecting, and for planning your sales outreach plan of attack. You can see which bits of your website content are most interesting to the company, and which products they are most interested in.

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• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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• Some outdated information and your credits will be used
• Credit package sizes are not very customizable
• A tad pricy comapred to simillar prospecting tools I've seen

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We've been happy customers of VisiStat for many years. I've used the service at multiple companies and you can't beat it.

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It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

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It was designed for people who are business users, not tech users.

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We've never had any outages in the 7+ years using the system.

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The system is very responsive, and when there are times in which data is loading, the VisiStat system provides humorous loading messages.

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I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

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They are very good at solving cases that I bring to them. I'd like to see more proactive support to make sure we are getting the full value out of the solution.

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The tutorials are very good and they explain how to get started using the system. The online webinars are very good for advancing your knowledge of the product.

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Don't hesitate to contact VisiStat support. They are extremely helpful.

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Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

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I covered this pretty extensively in the cons. The key differentiator here is that KickFire serves up almost all the data (or so it seems) to the end client. The client then has to do their own work on interpreting it. This is good because it means we don't miss out on any website activities, but it's bad because we get a lot of false positives. 6sense uses the confidence score approach I mentioned in the Cons section, which means the match rates of the data we get are much higher. Our experience with Clearbit comes from other tools that are built on it (Bombora, Drift, etc.), and it has not been great. We've seen many more inaccuracies with Clearbit.

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We've gone from a few thousand unique visitors per month to nearly 200,000 unique visitors. VisiStat doesn't miss a beat.

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• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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• Faster lead conversion
• Less time on LinkedIn trying to figure out DM (decision maker)
• Increased employee efficiency

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