Fin vs. SalesIntel

I can't think of anything off the top of my head regarding less appropriate. However, this product is very customizable. I think with some improvement in reporting it could be better, however, I would recommend due to these types of things. I love the knowledge base and creating those help centers. I would say that it is fairly easy to set up, but once you set it up, not really knowing all the things, it's hard to go back and change, so it would be nice to have an overall idea of guidance prior to the original setup that can just be improved over time.

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SalesIntel is well suited for those times when you have not been able to reach the DM through the normal channels. SI will often include personal email addresses as well as direct line or mobile phone numbers. The platform also provides information and other pertinent press releases and updates. Such as, new funding, potential mergers, and other relevant company announcements

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• The AI agent can answer our users' questions accurately based on the information available in our Help Center.
• Ability to set up workflows and procedures helps our team automate repetitive tasks.
• The inbox layout is clean and easy to navigate, and we can set views to suit our preferences.

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• I like the ability to be very granular in my search for information to expand my pipeline.
• The platform is easy to use and exporting lists is by far one of the best features for how I currently use it.
• It integrates well with several CRM platform and there are some options for exporting and downloading lists.

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• I wish I could pull reports on the conversations that have been closed.
• I wish I could tag fin categories in addition to our live help desk conversations so I can get a good read on the types of questions users are asking.

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• I have found contact information that was inaccurate. Since the information is human verified, there should be some type of on-going audit to catch those.
• It would be nice to have some type of rating system along with the human verified options for the information. Perhaps a 5 star rating that aligns with how recent the info has been verified.
• it would be nice to have the option to upload my current CRM list for SalesIntel to verify my list is accurate.

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We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.

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Intuitive is a very accurate descriptor. Features do not seem to be hidden by poor UI. Things are usually where you would expect them to be, and the UI has been designed to make it pleasant to work within the platform. The platform also scales really well. Both small and large organizations can achieve a great return on investment by using it.

It is fairly intuitive, and the salespeople found it to be effective and did not need much training or support to use it.

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always there

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Fin is super quick and top notch.

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I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.

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It was great. We were able to walk through step by step and get our questions answered along the way.

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The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.

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Fin far surpasses these other options in platform features and capabilities. Fin allows for side-by-side use by both the Marketing and Support teams, while none of the other similar products did that well. Most platforms are designed for one or the other, not both.

SalesIntel was comparable and a good overall value when compared to competitors. It was not overly complex and the data, although not perfect, was on par with more expensive services.

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The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin

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• New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
• Enabling Fin has also reduced our response time and allowed us to meet SLA's.

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• The ROI is impacted by the intangibles of using the platform. As our team goes through the learning curve, we establish better collaboration skills and celebrate the 'aha' moments. SalesIntel is feature rich and we've just scratched the surface.
• One of the coolest added features is the ability to request information on demand. Once I've established a company qualifies for what we offer, even if I cannot locate human verified contact information for DM's, I can request info for the specific titles that I need to speak with about our solution.

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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