D&B Lattice (formerly Lattice Engines) was a Predictive Lead Scoring solution that blended the contact profile and behavioral information from Marketing Automation systems with additional attributes that could contain hidden buying signals. The product has been discontinued.
Predictive Pipeline kept track of every change in the sales pipeline and predicts quota attainment boasting 80% accuracy, with Neuralytics, the XANT predictive engine. The product was based on C9 Predictive Sales, owned and supported by XANT (formerly InsideSales.com) since May 2015, and no longer available for sale.
Lattice has been difficult to work with in the past few months. We've struggled internally to try and improve their models, but it hasn't proven itself to offer substantial value. We're able to suppress low quality leads, but Lattice also promotes some questionable leads at times and also grades high potential leads as low scoring. We've tried time and time again to improve the model, but they haven't offered much in terms of help or partnership.
C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.
Ease of use. It is a no brainer for our sales teams. They go through just 10 minutes of training. It is very prescriptive and clear. There is a minimal amount of flipping to get through what they need to. Everything is just on one screen.
Integration to Salesforce.com. The level of integration today is moderate. It integrates opportunity to opportunity. As soon as a sales person converts, it flows.
They are highly responsive as a vendor. If there’s a field that we want to add, they will adapt the product for us very quickly.
The model for professional services (fee based) is very flexible. It’s as much as you need. They advocate high service level for ramping new regions, and are very flexible with feet on the ground and helping out.
It gives you the ability to see where your pipeline was in the past and compare to how it is now. You can set queries that will allow you to show at risk deals, committed deals, etc.
This gives much better visibility for management to coach.
Detailed technographic information - we had a lot of issues with Lattice not being able to identify specific technologies being used by a company, which would be able to provide us materially different context as a seller.
Model is built once and is static until refreshed - do not get meaningful feedback into the model in real-time
Hard to identify which attributes are meaningful enough to include as enrichment in SFDC.
We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract.
It was not dependable enough to trust the data and to count on accessing the app when we needed it.
It actually was unavailable at EOQ one time.
I also did not care for the lack of real-time pipeline information. If someone was doing a pipeline review, there was no instant gratification i.e. to see changes in pipeline occur as an AE made a change to an opportunity.
You couldn’t do any configuration at all. Even if you just wanted to change a field or add a filter, you had to go through their services team. It was a recognized challenge and I saw roadmap addressing it.
The query tool is a little hard to use and we have found that queries are very slow and lock up.
I will continue to use PRISM, especially now, because I after 3 years in the same geography, I have just transferred to a new territory. The tool really helps me focus on the best opportunities to pursue, which can sometimes be difficult with over 100 assigned accounts
C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the business
The product is part of a service. The team from Lattice did a great job of supporting us and of delivering the results we set out to attain. They became an integral part of our success.
From a sales manager’s perspective it was fairly easy to use the base functionality (just viewing current pipeline) and much harder to look at analytics (pipeline changes over time). C9 made this easier by allowing sales ops to publish views to sales managers. The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.
It's very good. They are very responsive. They aren’t pushy on providing too much. They are very transparent about what you’re getting and paying for
C9 cares about their customers and responds quickly. However, the ticketing system could be better and there is no easy way to track the status of your requests.
Please see my answers to the previous question. We had very good feedback from our product management, strategy and sales leadership and reps regarding our training.
The implementation hit the milestones we established. Lattice was VERY committed to helping us make sure what we committed back to the organization was met.
Very simple implementation. They basically set up the imports and then they configure the tool per customer requests.
I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.
Lattice was an incumbent tool from several years ago. Early on, we enjoyed a good relationship with the team there. After the acquisition, we have definitely seen a decrease in the quality of support and engagement from the team. As a result, we will look at several competing vendors when our contract ends with Lattice.
Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
We have seen quantifiable ROI when our reps have used the product to target accounts. In a recent example we found that accounts that targeted these "hi-po" accounts identified by using Lattice analytics created over $27M in pipeline over a month long period for a key product we are interested in selling more of to customers, compared to a less than $1M for accounts that were not identified as "hi-po".
The product provides a single source for pipeline and forecast data and has scaled well with our organization. We have grown from 10 sales reps to 100 reps and we really needed a tool to to manage data and do roll-ups etc.
It's also important to provide senior management visibility into the pipeline, and the tool works well for this.
