UK company Lead Forensics offers their eponymous platform for lead generation and web analytics.
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RightCapital
Score10 out of 10
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According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.
In my opinion, Lead Forensics is good for companies promoting a high-value ticket product on their website. If they are looking to maximize the results of their platform, LF is a good fit for their digital marketing strategy. If they are pushing a low-to-medium-ticket product, there is a higher risk that the platform will not be as relevant, because all the parts related to re-marketing and similar stuff can be done directly with Google tools, which are available to everyone.
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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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.
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
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
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
It is just a brilliant piece of software, and I discover more and more every time I meet with my account manager. The company missed a trick when it was first set up, as I believe they only used it to see who was looking at the site, but it can do so much more, and we would not be without it now. We have used it in relation to a cold-call campaign with Paragon to drive sales, but ultimately drilled down into who was coming to the site and whether they were our ideal customer.
Top support from the Lead Forensics team. They take time to understand your business specifications, they make sure your needs are fulfilled, they show the new assets of the platform. The rythm for the business review is very flexible. You can access a live chat at any time. A lot of tutorials help you to deepen your skills in using the platform for your busines.
I’ve used SalesIntel primarily for contact data, but I haven’t explored its web tracking features. What sets Lead Forensics apart is how quickly it delivers actionable insights from site visits. It helps me identify engaged accounts and prioritize follow-up without extra effort. For our needs, Lead Forensics offered a more immediate impact on sales productivity and customer engagement.
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
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.
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 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.
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
