Salesforce Sales Engagement vs. SMARTe Data Platform

HVS should be well suited for automated email responses and cadences. However, we have been unable to get it to work as we would like it to. The cadence builder is robust, but can be a bit complicated. It's not as easy to set up a cadence, as we would like. The program isn't well suited for mass marketing emails, but more for SDR emails.

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1. SMARTe was purchased to serve three purposes. To to act as a secondary source of enrichment to another product. Our lead qualification processes rely on accurate data being populated and enriched. SMARTe boosts our enrichment rate by 20% in some areas vs our other supplier. We performed this analysis during renewal which confirmed their complimentary functionality in this area. From this point of view it runs silently in the background without maintenance making it perfect for our needs.
2. The ability to correctly classify free Text job titles into segmentable values. Most enrichment platforms will provide values with a job title they provide which is ok, but SMARTe will categorise any title we send regardless of if they match the contact. This has a large impact to how we can successfully make use of our data from segmentation to Lead Scoring.
3. New contacts - we have two options here, download straight from their humungous dataset using the filters provided (including being able to upload accounts to match). Or, use their bespoke service which ranges from desk based research to GDPR compliant phone qualifies contacts. One area that could improve is the integration with HubSpot. A robust API means we have managed to integrate, but Native integration would be preferred.

• Allows you to move to different cadences and cadence steps without refreshing the screen or clicking to a new screen
• Fairly simple to send a one-off email to a single prospect
• Pretty easy to update contact information b/c it's directly integrated with Salesforce

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Independently Invited by TrustRadius

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• Unlocking Phone Number from a contact
• Unlocking Email from a contact
• Tracking the relevant role within the company
• Understanding companies organization

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Invited by the Vendor

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• We haven't found anything in High Velocity Sales that we don't like. To reach out to prospects the company may use an all-in-one platform. The ability to organize, call, email, and follow up on leads is a game-changer for sales representatives.

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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

• UI could be better.
• Automate the product buying experience.

While I have not used many other automated email CRM integration systems, SalesforceIQ is hands down a crucial part of my daily work flow. I could not picture our company putting up the monthly numbers we are able to allocate without the efficiency and concise notification settings SalesforceIQ gives Everlasting Capital. I highly recommend if you're looking for fast integration results to update numerous departments within your company, to look into SalesforceIQ as it will make your daily tasks substantially easier while keeping all parties more thoroughly notified.

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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 use them to compliment each other, there are areas that Clearbit provides matches that SMARTe does not and visa versa. This applies at both a contact and an account level. Where SMARTe really stands out (for me) is the ability to classify any provided Job Title. This really has dramatic impact to our processes. Clearbit does have a native integration that offers data refresh.

• Positive. We close deals faster and don't need to have a long thread of back and forth emails
• We have far valuable insights into if the client opened the email and how many times they've opened their emails
• We can schedule sends so it appears at the top of the customers inbox.

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

• More contacts available
• Increased response rate thanks to more way to reach out
• Increased conversion rate

Incentivized

Invited by the Vendor

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