Cloudingo vs. SMARTe Data Platform

Cloudingo is great at mass merging account and contact records based off a specific criteria instead of having to do it manually within the record in SF. It also is easy to analyze a record while in a mass merge to see if you need to edit some values. However, having other standard objects would be very beneficial and even having it for custom objects could be helpful.

Incentivized

1. SMARTe was purchased to serve three purposes. To to act as a secondary source of enrichment to another product. Our lead qualification processes rely on accurate data being populated and enriched. SMARTe boosts our enrichment rate by 20% in some areas vs our other supplier. We performed this analysis during renewal which confirmed their complimentary functionality in this area. From this point of view it runs silently in the background without maintenance making it perfect for our needs.
2. The ability to correctly classify free Text job titles into segmentable values. Most enrichment platforms will provide values with a job title they provide which is ok, but SMARTe will categorise any title we send regardless of if they match the contact. This has a large impact to how we can successfully make use of our data from segmentation to Lead Scoring.
3. New contacts - we have two options here, download straight from their humungous dataset using the filters provided (including being able to upload accounts to match). Or, use their bespoke service which ranges from desk based research to GDPR compliant phone qualifies contacts. One area that could improve is the integration with HubSpot. A robust API means we have managed to integrate, but Native integration would be preferred.

• Cloudingo displays a single dashboard view of the quality of data you have in Salesforce. You no longer have to guess how much of your CRM is "clean" or "dirty".
• Cloudingo allows you to test functionality in Salesforce Sandbox prior to conducting changes in Salesforce Production. I highly recommend thoroughly testing functionality prior to making changes in your live CRM.
• Cloudingo allows you to mass merge and converts records automatically and manually either individually or in groups. This saves a lot of manual time in trying to keep your CRM's data clean.

Incentivized

• Unlocking Phone Number from a contact
• Unlocking Email from a contact
• Tracking the relevant role within the company
• Understanding companies organization

Incentivized

• I would love to have a multi-user mode. I realize this very difficult though given I as an admin can see records my peers cannot.

• UI could be better.
• Automate the product buying experience.

We spend enough money on Salesforce that the cost of Cloudingo when compared with its benefits is extremely small. We've been able to see measurable KPIs move as a result of the work we've done with Cloudingo

Very usable. I have not spent enough time to fully grasp the capabilities. The interface is fairly intuitive, and I think with more time, I would grasp it very well.

Incentivized

I have had to reach out to Cloudingo support several times. They almost always respond that same day. Often times they will call me directly to fix the problem or walk me through best practices. They even reach out after the fact to make sure that everything worked okay. They are also kind and personable.

Incentivized

For us it was just a matter of committing the 10 minutes to install it from the AppExchange. It automatically builds out a dashboard based on standard filters and you get a lot of insight from them. We then copied some of the standard ones and pulled two from a filter library that rounded out what we needed. I wish I had done this months before given how little of my time it actually took.

We considered DemandTools CRMFusion. As a small company with a limited budget, it was considerably more expensive than Cloudingo. It also was an installable, on-premise piece of software which is a big drawback. While the reviews of CRMFusion on TrustRadius were very positive, it appeared to have a steeper learning curve as well. So the combination of cloud-based, easier-to-use, and lower price led us to select Cloudingo over CRMFusion.

Incentivized

We use them to compliment each other, there are areas that Clearbit provides matches that SMARTe does not and visa versa. This applies at both a contact and an account level. Where SMARTe really stands out (for me) is the ability to classify any provided Job Title. This really has dramatic impact to our processes. Clearbit does have a native integration that offers data refresh.

• Neglected and not used due to destructive automation
• Fear of cleaning up data
• Not wanting a human to do proper cleansing

Incentivized

• More contacts available
• Increased response rate thanks to more way to reach out
• Increased conversion rate

Incentivized