Great tool for the Salesforce-centric organization
June 07, 2018
Great tool for the Salesforce-centric organization
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Data.com
Data.com is used in our organization to scrub contacts within Salesforce. After a meeting or demo we might have names, but no emails, or vice verse. Perhaps the name of a decision maker was mentioned, but no contact information was shared. Data.com helps us fill in the gaps. We also use it as we add accounts into Salesforce. Data.com is very useful because it includes annual revenue, legal name, and addresses along with the accounts that one imports. This cuts a lot of research time from my schedule and helps our sales team give the correct price book to our customers.
Pros
- Provide full contact details of an account contact.
- Provide industry and annual revenue data for accounts.
- Often provides several options when adding a new account. That is, to add the headquarters or branch, or associated company.
Cons
- It is not as clear how to use Data.com in Salesforce Lightning. If this was as clear as it was in the previous UI experience, it might be more useful.
- Sometimes smaller accounts will have duplicate entries in Data.com so that it may confuse the user to pick the correct account.
- Adding new contacts from an account that product contact search results that do not directly correspond to the account. This happens especially when the account has a rather common name.
- It does an excellent job of creating a more complete picture of an account and key contacts.
- Helps clarify the key contacts. Sometimes all you get is a mumbled name on a call that might be very important. Data.com allows for a quick search and identification of the contact that would have been lost otherwise.
- Even helped us begin sending marketing assets to customers of our partners that share a need overlap.
I have only been exposed to Data.com in this solution category. I am familiar with other comparable names, but since we are Salesforce-centric, Data.com is the tool of choice.
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