Jeeva AI vs. Projector PSA

If anyone is looking to pile up the list of email lists to send out e-blast or cold messages, I would highly recommend Jeeva AI. However, if anyone needs more of organic work, I would recommend using Jeeva AI to collect contact information, but do the work manually.

We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems

• Finding specific leads according to descriptions provided
• Allowing customers to experience Jeeva AI by offering free credits
• Following up with leads

• Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
• Time and expense entry is intuitive and quick for our staff.
• Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
• Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!

• You run out of credits very fast, they charge per email sent. The credits should be for lead generation not emailing.
• Incorporate delivery results, bounce results, mailer unfound results, etc... We can not see any of those metrics.
• Incorporate a text sequence campaign as well. To be one stop shop for contacting all ways.

• Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.

We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.

Jeeva is composed of individual products / features that form a robust, automation-based, outbound system when combined. Parts of the tech stack within Jeeva itself – can be difficult to work with independently. Some of what the individual products provided makes you ask why? Why was this individual product / feature implemented

Incentivized

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

Desktop interface feels complex to new users.

In 5 years of use we have never experienced an unscheduled outage.

Jeeva AI is less straightforward than Sales Nav. It seems that it is trying to be everything that Sales Nav is, but not quite achieving it yet. The customer service for Linkedin is far superior to Jeeva's. Jeeva's team refused to give me a refund on my first month's subscription despite their refund policy clearly stating that I was entitled to it. This has never happened before with Linkedin Sales Nav.

Incentivized

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

We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.

• We just started and was great for lead generation
• Those leads we can manually email them or call them
• Our sequence campaigns are barely 1 email in, looking forward to see if we get any traction on the last 2 sequences

• Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
• Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
• Project proposals were more realistic because they were driven by real data.
• Decision making overall for the department became more efficient and effective

Incentivized

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