LeadIQ is a prospecting platform that helps outbound sales teams build pipeline through contact data, a AI cold email writing assistant, contact and account tracking for job changes, and CRM enrichment, all integrated into sales tools used daily.
$0
per month per user
Salesforce CRM Analytics
Score8.5 out of 10
N/A
Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
I think LeadIQ is a great tool. It helps me with prospecting, writing emails, finding information about prospects, etc. I use it daily when writing emails and trying to find people to reach out to. It works well with CRM integration, and most of the time, the extension and scribe functions are working. Sometimes, the numbers are not accurate.
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
For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
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
Capturing contact and lead information: Name, Designation, Phone Numbers, Work Email Address, Company board line number - almost every single data point one needs in lead or demand generation. The checkmark for verified information is a cherry on the cake.
LeadIQ integrates with LinkedIn Sales Navigator, Salesforce, and even SalesLoft pretty well. A simple click of a button from LSN can import the lead into Salesforce. A boon for any Outbound sales team. Additionally, capturing multiple contacts in a single go as well as importing them into a cadence is a time--saver.
It's also a community. Since users can suggest changes to make lead information more accurate as well as the option to request more information on a particular lead.
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. TR verified that a representative sample of customers was invited. More Info
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
Rocky start to using it - but good follow up with customer service.
It can create duplicates in salesforce sometimes which is a headache for some departments who require salesforce to be our pure data source.
Sometimes the numbers aren't correct for the right individual - it gets numbers from wrong people with the same name - this has only happened a couple of times, very rare.
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
Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
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 have been very happy with LeadIQ for the past several years. They have quality data at a fair price and that is the most important thing for us. Their product continues to grow and expand and they are great to work with from a customer experience point of view.
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
the data pool of contacts and lead info could be better compared to the other software competitors. The software is still quite easy to use and it has an extension which makes it easy to work side by side with either linkedin or salesforce. One item that doesn't work well which the rep showed us was pulling up the account page on salesforce and LeadIQ being able to pull up the company details based on the domain. That isn't working for us. Perhaps it's the industry we're in.
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
For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
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 have yet to contact LeadIQ regarding support for the tool. Usability is pretty straight forward, and I was trained well to use the tool properly. I am giving the rating of a five since I can not say I have had contact with the support team.
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 was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
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
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
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
The user experience and design of the platform + the data health were far superior to UpLead and the other tools I demoed. I was also impressed by the pricing structure and the ability for me to pick and choose my plan or customize based on the sales team numbers and team capacity.
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
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
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
So far not a happy customer. We have had a few positive results but for the most part, all phone numbers are relatively inaccurate or they are personal numbers scraped from LinkedIn. When calling a personal number, people are surprised and find it intrusive.
We would not recommend this service until it invests more into correct corporate switchboard numbers at the bare minimum. Currently, these are often incorrect.
I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
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
