Demandbase One vs. RightCapital

Demandbase One is well-suited for ABM Marketing, providing intent-based account details, account scoring methods, and understanding account intent. It also enables creating a list of accounts and individuals for retargeting based on specific filters. Easy to integrate with Salesforce, LinkedIn, Google Ads, and multiple other channels. Advertising through the Demandbase channel is more effective for advertisers who use retargeting with the intent list.

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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.

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• The Demandbase UI is user-friendly, easy to navigate and super intuitive.
• Ad Targeting and budgeting is very concise, the platform tells you how much reach and spend you can expect for each campaign.
• Person-based ad targeting, they are one of the only platforms that offers this which is a game changer.

• User friendly
• Easy client access
• Capability to embed code into our website
• Customizable colors for the reports
• Weekly meetups to educate us more on how the platform is used

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• Under the "highlighted" section there are only 6 accounts to see. It would be nice to have more than 6.
• The engagement is rated in "minutes" while that's not really what is being scored. It's a little confusing as to how their engagement is scored.
• It would be nice to be able to mute or hide of some contacts that we have already spoken to so that it opens space for other prospects.
• Overall happy with the product

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Independently Invited by TrustRadius

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• Customize the colors on the main platform
• Continue to build tutorial videos as the platform expands
• Allow us to manually input budget data for budget tracking purposes

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Independently Invited by TrustRadius

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Relatively inexpensive service for a decent current awareness service. They have added little in sales functionality in the past year as they focused on building a marketing version of the product. Except for the addition of broader European coverage last spring (thin Equifax records), the database was static over the past year.

InsideView was extremely user-friendly. I was able to quickly understand how to efficiently use the software and get the most out of the service. I only had a short time to quickly learn how to use the functions offered by InsideView, and I felt confident within the first day of my understanding and ability to successfully use this tool.

Seems to always work.

It's pretty fast.

We had an intro session with a customer success rep and were given a rundown of the platform and it was absolutely perfect. The rep was able to show us advanced search options and shortcuts that cut our search time.

She was fine, but we only had one session

Seeing the demo during the sales cycle, not much training was needed due to this application being plug and play.

We had to work with InsideView for some custom configurations example we have a custom field in Salesforce called ha location that needed let's say NJ to spell out New Jersey and make certain fields mandatory. They were easy to work with though.

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We selected Demandbase based on their premium B2B DSP, their integrations with third party ad sites and our CRM and tech stack. Their intent signals and ability to integrate the data we have in Demandbase to GCP through their DataStream product to build our own models and leverage in our own dashboards has been extremely beneficial

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Invited by the Vendor

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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.

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Independently Invited by TrustRadius

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• Save me time doing company research from an average of 25 mins to an average of 7 mins for large ICP accounts.
• Save me time by integrating the contact research without jumping out of InsideView to do it in a separate app.
• A morning 10 mins scan of the target company news feed gave me a high level view of the most important news that I need to know regarding my prospect accounts and their respective industries.

• It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling.
• We use the reports feature to help compose financial plans which is a service offering
• The Vault is used as a risk management control for legal and regulatory purposes.

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Independently Invited by TrustRadius

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