UK company Lead Forensics offers their eponymous platform for lead generation and web analytics.
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Thomson Reuters ONESOURCE
Score6.8 out of 10
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Thomson Reuters ONESOURCE is a portfolio of tax and accounting technology for corporations designed to help users boost collaboration with departments and partners and ensure seamless tax compliance no matter where a company does business.
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.
We use [Thomson Reuters ONESOURCE] to prepare federal and state income tax returns which allows us to complete the work assigned very quickly and allow senior members of the team to review the work before submitting in a very fluid state. While not in the tax or busy season, the program is not as used as much.
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
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.
ONESOURCE is excellent for providing a holistic suite of products that are specifically geared toward tax compliance.
ONESOURCE also does an excellent job of maintaining a fresh look and appearance to their products, but doesn't change the base functionality just to sell more or improve the look of the product.
ONESOURCE also does an excellent job of maintaining current tax information. In an ever changing tax world, this is the most important thing for a piece of tax software to provide.
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
ONESOURCE absolutely needs to restore their TIN Matching feature. Not having a TIN Matching feature is huge and needs to be addressed immediately.
The software interface itself is outdated and clunky. It is way behind in terms of user-friendliness and convenience. Additionally, it is only compatible with Internet Explorer. ONESOURCE is literally the only reason I would ever access Internet Explorer which is notably slower and more prone to freezing than Google Chrome or Safari. A good portion of our business uses Macs which means they are SOL on accessing ONESOURCE.
The ability to look at multiple tax years for a single recipient would be huge. Currently, if a recipient asks us to pull three years of data, this means three different searches within each year's ONESOURCE instance. It's tedious and could be improved.
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
To reiterate - a very useful tool for private company information, otherwise not forthcoming on the public domain. It is very crucial in Company analyses for various lenses, slices and dices of Company information. Also useful in industry analysis and in list building. Overall a great research and analytics tool.
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.
The ONESOURCE support has improved significantly over the years. Support sends out emails with the answer provided which helps in the future when the same issue occurs. This reduces the amount of calls to ONESOURCE Support as you can better document the calls and rely on previous answers if the same issue occurs. ONESOURCE support has also implemented a callback feature that reduces the amount of time spent on hold.
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
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
As I said it is an easy-to-use platform and saved us time and money. They have great customer service and have helped our company get new hires checked and in-service faster than our old company. By combining the two services in one place it has made it easier for the new hire and the HR staff to track results. I am a fan!
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
