Formed from the merger of Leadfeeder and Echobot, Dealfront is a Go-to-Market Platform for Europe used by businesses to find leads and close deals.
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RightCapital
Score10 out of 10
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According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.
If you're looking to find new sales/customer contacts and are not a fan of complete "cold calling", Leadfeeder is a great source for finding those contacts or companies which may benefit you as they're clearly already looking at you. It weeds out half of the footwork for you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Research Quality versus invested Time is absolutely efficient and motivating. Quick Research or Standard Alerts, both are done easily with instant results.
Usability of the User Interface in any of the modules is very supportive. New Team members are trained in short time. Very much self-explaining.
The connectivity between the modules is great and saves time. Each module has its key topic, but in Connection with the other modules this practical tool turns out to be even smarter more and powerful.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Leadfeeder has basic lead Tagging capabilities and some native integrations. It would be great to see more lead Activity Tracking and integration capabilities that sync with sales tools so a team could hypothetically keep their eyes on Leadfeeder-only while updating the CRM/sales tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Leadfeeder is the best anonymous visitor tracking software platform that I've ever used. Sitting as a layer on top of Google Analytics, the tool consistently provides us with accurate intelligence of what our hottest prospects are looking at while visiting our site. The Leadfeeder customer support is top notch and the company is always coming out with new updates that further improve the technology. On top of all of this, Leadfeeder integrates with Slack and our CRM, allowing me to continue to do my job without having to switch between various platforms throughout the day.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Always found the system super intuitive to use. I've never been stuck finding what I'm looking for and the team has some very clear and easy to understand documentation online.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Leadfeeder is very easy to set up, use, and maximize functionality. It is also easy to train. Other tools have a higher cost of acquisition and ownership. Plus, the customer support and training are helpful and very accessible! It's great for small to mid-market businesses.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has helped support us to understand our market and if our website is properly communicating to and providing value to that market
We currently do not have the sales staff to go after potentially qualified organizations that visit the site but don't convert but it is a strategy we will employ at some point.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
