D&B Hoovers for Financial Advisor
June 29, 2023

D&B Hoovers for Financial Advisor

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

D&B Hoovers

Overall Satisfaction with D&B Hoovers

We seek to identify qualified leads and centers of influence that we can connect with to grow our revenue. A challenge that D&B Hoovers addresses for us is quick access to email addresses. Access to accurate contact data (emails, phone number, job title, etc.) cuts down on time spent researching leads significantly.

Pros

  • Email addresses
  • Data filtering
  • Accurate data
  • User interface

Cons

  • Deeper filters
  • Nuanced title identification
  • Built in email campaigns
  • Increased productivity
  • increased revenue
  • more conversations
We use the revenue filter, company size filter, industry filter, and bombora topics.
Yes, D&B Hoovers gives us a strong baseline to connect with the proper prospects in the industries and company sizes that we are trying to reach.
D&B Hoovers had more accurate data than Apollo and fit the needs of our campaign more accurately. D&B has much better financial data about a company than Apollo.

Do you think D&B Hoovers delivers good value for the price?

Yes

Are you happy with D&B Hoovers's feature set?

Yes

Did D&B Hoovers live up to sales and marketing promises?

Yes

Did implementation of D&B Hoovers go as expected?

Yes

Would you buy D&B Hoovers again?

Yes

Envestnet Tamarac, StreetSmart Edge by Charles Schwab, Active Trader Pro (Fidelity Investments)
D&B is well suited to finding leads for an email or phone campaign.

D&B is not suited for identifying detailed financial data about a lead.

D&B Hoovers Feature Ratings

7.2
Advanced search
9
Identification of new leads
9
List quality
7
List upload/download
5
Ideal customer targeting
7
Load time/data access
6
7.0
Contact information
7
Company information
7
Industry information
7
7.2
Lead qualification process
6
Smart lists and recommendations
7
Salesforce integration
7
Company/business profiles
8
Alerts and reminders
9
Data hygiene
5
Automatic data refresh
7
Tags
8
Filters and segmentation
8
8.0
Append emails to records
8

Comments

  • Kevin Johnson | TrustRadius Reviewer
    Kevin Johnson
    (Vendor Representative) commented 2 years ago
    Thank you so much for your kind words! We’re glad you’re pleased with D&B Hoovers and that it’s been beneficial to your company. We are thrilled that you are enjoying your experience, but we also understand some challenges you face. I wanted to let you know we are constantly improving our product, so we value your feedback. Thank you for taking the time to write this review; we appreciate it greatly. Cheers!

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