Lead Forensics vs. Optimal

Lead Forensics has helped the team monitor and track high intent prospects, and reference their buying behaviour against conversations. Lead Forensics may struggle to deliver meaningful lead volume in our ICP. In this case, the outbound team could be chasing companies that aren’t aligned with [...]'s core offering or aren’t showing genuine buying intent.

Incentivized

Optimal Workshop is great for UX testing for those with a budget to do so. This may be a little on the expensive side for smaller businesses, but definitely not anything crazy expensive. The insights that you get out of these tests are invaluable and can be the difference between launching a site and succeeding/failing.

Incentivized

• Lead Forensics helps us see which companies are visiting our site, even if they don’t fill out a form. This gives us a chance to reach out to businesses that are already showing interest but might not have contacted us yet.
• Instead of cold-calling random prospects, we can see which pages a company has viewed and how often they return. This helps us tailor our conversations based on what they’re actually interested in.
• The Lead Forensics support team has been great whenever we’ve had questions. They’re quick to respond and always ready to help, whether it’s troubleshooting an issue or offering advice on how to get the most out of the platform.

• Tree Testing - it is a very simple and easy to use system, that provides the data needed from a tree test
• Card sorting - provides a system for users to participate in navigation menu layouts. We looked into several options, but this seemed very intuitive for users.

Incentivized

• Better updates on companies' current names. Often if a company was a different company years ago it still says the old company name which is confusing.
• Better identifying the correct location. Sometimes it seems like that the location coming up is the wrong location.
• Giving a better understanding of how they got to the website would help too. Often is says "direct" but I would like to know if it was via a link from an email or what

• The recruitment panelists are not professional, nor do they take the tasks seriously. You are going to get a lot of bad data.
• They are HQ'd outside the US and must have a small team because the customer service is the absolute WORST I've experienced in their industry.
• They pride themselves on documentation, but when they fail to document something they blame the customer for the mistake.
• There are way too many limitations with the tool after you launch, limited integrations, and poor survey questionnaire options. The tool itself is far too basic for most sites, especially B2B.

I give it an 8 because with just 15–30 minutes a day, I can uncover valuable activity that leads to real revenue. It’s simple to use, and the insights help me prioritize outreach effectively. That small daily investment consistently turns into meaningful follow-ups, upsells, and new opportunities, making it a strong contributor to my sales results.

Incentivized

I would rate Optimal Workshop's overall usability 9 out of 10 due to several key factors. Firstly, the platform has a user-friendly interface makes navigation straightforward, even for first-time users. The tools and features are well-organized, ensuring users can quickly find what they need without unnecessary complexity. Secondly, the platform is highly intuitive, meaning users can easily understand how to perform tasks without extensive guidance. This is supported by clear and concise instructions throughout the application, reducing the learning curve significantly.

Additionally, the learnability of Optimal Workshop is exceptional. New users can become proficient in a short amount of time, thanks to its well-thought-out design and helpful onboarding materials. Even more advanced features are presented in a way that feels approachable and manageable. Finally, the platform supports a seamless workflow, allowing users to focus on their research or tasks rather than struggling with the software. These qualities collectively make Optimal Workshop a reliable and efficient tool for many projects, justifying its high usability rating.

Incentivized

[Their] support is great, [whether] you call or send in an email. They are always friendly and willing to help. Anytime I can’t figure something out and need to reach out, I always get a response back quick[ly] - and they will always offer to go in and make the change, but I like when they show me so I can do it next time.

Incentivized

We’ve never had to use much of their support services since the platform is very easy to use, we have however needed to transfer ownership between team members due to people leaving or other circumstances. Under those situations, the support offered to us has been been very quick and efficient and we never had to nudge them much to get the job done.

Incentivized

I personally use sales intel in tandem with Lead Forensics. They provide different set of data. Lead Forensics is a great tool for helping open up to new markets that you might not have realized existed. It’s an excellent tool for anyone in any facet of sales, worth the money all day long.

For the price as it is very convenient for first-time beginners, its intuitiveness both for the one who is designing the activities and for those who have to interact with them. The fact that it collects and gathers the data into insights of the overall responses collected by all users.

Incentivized

• We are still in the very early stages of using Lead Forensics for our agency, but I can see that it could already be very useful to us as we haven't had insights like this previously.
• Our very first use case with Lead Forensics was with a brand-new client and I would say it went exceptionally well. We were running a large media campaign for them, and it was very insightful to see how those specific businesses were getting to the site and what page they were going to. Like mentioned previously, this helped their very small sales team to go after businesses they know were interested in them.

• Optimal Workshop has had a positive impact on investigating information architecture on several websites.
• Optimal Workshop has helped investigated the labeling on several websites.
• Optimal Workshop has also support in the investigation of UX in navigations.

Incentivized