Detective vs. SMARTe Data Platform

If you are in any type of sales, and meeting with people, it is a must. If you already know you contact well, it doesn't have as much value for that particular meeting. Also I wish there was a way to not sync internal meetings, as it just provides clutter, and I don't need info on those people.

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.

• They easily connect with my Outlook to sync my upcoming meetings.
• It provides me with the social profiles of people I am meeting with.
• It gives me the ability to have all my info about my contact in one place to easily review.

Incentivized

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

Incentivized

• At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile.
• The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective.
• It takes a lot of time to sync at points, which is frustrating.

Incentivized

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

The thing that Charlie does best is it aggregates everything in one place. It allows me to have a one-stop shop, that I can quickly review prior to heading into a meeting. People are usually amazed with the amount of info that Charlie can give you, and it almost always works its way into my sales call.

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.

• The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter.
• Charlie helps my relationships go deeper than just surface level info.
• The ability to go deeper in my relationships while using Charlie has absolutely closed me business.

Incentivized

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

Incentivized