Contactability vs. TargetX, from Liaison

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.

Incentivized

Most of the reason I'd recommend the solution is for their email capabilities. The email builder is par excellence, almost if not more competitive than capabilities provided by some actual Email Marketing solutions. Additionally, it runs on Salesforce, and thus allows for automated emails and campaigns with information integrated into them from SF records. It is truly remarkable and a very well-developed capability.

Incentivized

• The software reporting system is really clean and works well and they are good at sending you leads.
• Their customer service is also willing to work with you and they really tried to help me improve our ROI.
• Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.

Incentivized

• Bulk Email
• Analytics
• Event Management
• 3rd party product bundling & support

Incentivized

• Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
• The software training videos were confusing to non technical users.
• We encountered bugs with the use of Windows 10. Some of the futures were bugged.

Incentivized

• When sending large volumes of email the campaigns can be slow to send
• The events functions are not as robust as some of the competition
• Their telemarketing component has not been updated in a while and leaves a bit for current call centers.

Incentivized

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.

Incentivized

Given that it's an older solution and addresses a lot more use cases, there's a lot more bulk and technical debt in the solution. This may make it overwhelming for first-time users and administrators. The email builder though is truly par excellence.

Incentivized

• We got our people to become more open minded in trying new software and exploring options for automation.
• Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
• Once used correctly, we did have a large increase in the number of new clients that our office handled.

Incentivized

• Increases in enrollment!
• More efficient funnel

Incentivized