TrustRadius: an HG Insights company

SalesIntel

Score8.1 out of 10

11 Reviews and Ratings

Top Performing Features

+13%

Load time/data access

Provides fast and consistent access to lists and leads.

Cat avg: 8

+8%

Salesforce integration

Integrates with the Salesforce.com CRM platform.

Cat avg: 8.3

-1%

Identification of new leads

Helps source leads at an acceptable rate, volume, and quality.

Cat avg: 8.1

+1%

List upload/download

Lists can be easily and quickly uploaded or downloaded from the platform.

Cat avg: 7.9

Worst Performing Features

-20%

List quality

Lists generated by the tool are typically high quality.

Cat avg: 7.5

-26%

Contact information

Information about individual contacts is available and high quality.

Cat avg: 8.1

-26%

Industry information

Information about industries and markets is available and high quality.

Cat avg: 8.1

SalesIntel Features from Reviews

Prospecting

Features related to generating leads and finding new contacts.

7.7-3%
  • Advanced search

    Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

    Category average: 8.3

  • Identification of new leads

    Helps source leads at an acceptable rate, volume, and quality.

    Category average: 8.1

  • List quality

    Lists generated by the tool are typically high quality.

    Category average: 7.5

  • List upload/download

    Lists can be easily and quickly uploaded or downloaded from the platform.

    Category average: 7.9

  • Ideal customer targeting

    Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

    Category average: 7.8

  • Load time/data access

    Provides fast and consistent access to lists and leads.

    Category average: 8

Sales Intelligence Data Standards

How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory?

6.7-18%
  • Contact information

    Information about individual contacts is available and high quality.

    Category average: 8.1

  • Company information

    Information about companies/accounts is available and high quality.

    Category average: 8.4

  • Industry information

    Information about industries and markets is available and high quality.

    Category average: 8.1

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

7.6-2%
  • Lead qualification process

    Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

    Category average: 7.7

  • Salesforce integration

    Integrates with the Salesforce.com CRM platform.

    Category average: 8.3

  • Company/business profiles

    Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company. Gives sales reps context so they can deliver tailored sales pitches.

    Category average: 8

  • Data hygiene

    Helps users maintain clean lists and records, including duplicate management.

    Category average: 7.4

  • Automatic data refresh

    Contact and company data are automatically kept up to date.

    Category average: 7.7

  • Tags

    Organizational structure allows users to tag certain records in order to create groups, flag materials that need additional attention, etc.

    Category average: 7.6

  • Filters and segmentation

    Allows users to filter contacts and segment leads to explore data and create lists.

    Category average: 8

SalesIntel Features from the Vendor

Prospecting

Vendor-reviewed
  • Advanced search

    Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

  • Web browser extension

    Allows users to search across the internet to find and capture new leads using a web browser extension.

  • Identification of new leads

    Helps source leads at an acceptable rate, volume, and quality.

  • List quality

    Lists generated by the tool are typically high quality.

  • Email contacts

    Generates email contact information for leads.

  • Direct dial contacts

    Generates direct dial contact information for leads.

  • List upload/download

    Lists can be easily and quickly uploaded or downloaded from the platform.

  • Ideal customer targeting

    Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

  • LinkedIn integration

    Integrates to LinkedIn.

  • Load time/data access

    Provides fast and consistent access to lists and leads.

Sales Intelligence Data Standards

Vendor-reviewed
  • Contact information

    Information about individual contacts is available and high quality.

  • Company information

    Information about companies/accounts is available and high quality.

  • Industry information

    Information about industries and markets is available and high quality.

Data Augmentation & Lead Qualification

Vendor-reviewed
  • Lead qualification process

    Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

  • Salesforce integration

    Integrates with the Salesforce.com CRM platform.

  • Company/business profiles

    Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company. Gives sales reps context so they can deliver tailored sales pitches.

  • News updates

    Tracks news related to accounts and contacts, such as acquisitions, market expansions, changes to leadership, etc.; adds relevant news updates to contact and/or company profiles.

  • Web traffic insights

    Provides analytic insight around website interaction (aka behavioral or intent data). This may affect lead scoring and prioritization.

  • Data hygiene

    Helps users maintain clean lists and records, including duplicate management.

  • Automatic data refresh

    Contact and company data are automatically kept up to date.

  • Tags

    Organizational structure allows users to tag certain records in order to create groups, flag materials that need additional attention, etc.

  • Filters and segmentation

    Allows users to filter contacts and segment leads to explore data and create lists.

  • Salesforce opportunity creation

    Allows users to easily create an opportunity in Salesforce from within the SI tool.

  • Ability to append contact, lead, and account level data

    Users can append records at the contact, lead, and/or account level.

Sales Intelligence Email Features

Vendor-reviewed
  • Marketing automation integration

    Integrates with a marketing automation system.