TrustRadius: an HG Insights company

SalesIntel

Score7.2 out of 10

9 Reviews and Ratings

Top Performing Features

+17%

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.

Cat avg: 7.7

+13%

Load time/data access

Provides fast and consistent access to lists and leads.

Cat avg: 8

+20%

Industry information

Information about industries and markets is available and high quality.

Cat avg: 7.5

+10%

Filters and segmentation

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

Cat avg: 8.2

Worst Performing Features

-35%

Tags

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

Cat avg: 7.7

-24%

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.

Cat avg: 7.9

-9%

Identification of new leads

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

Cat avg: 7.7

SalesIntel Features from Reviews

Prospecting

Features related to generating leads and finding new contacts.

8+3%
  • Advanced search

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

    Category average: 8.2

  • Identification of new leads

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

    Category average: 7.7

  • List quality

    Lists generated by the tool are typically high quality.

    Category average: 7.3

  • List upload/download

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

    Category average: 7.8

  • 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: 7.7

  • 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?

8+3%
  • Contact information

    Information about individual contacts is available and high quality.

    Category average: 7.6

  • Company information

    Information about companies/accounts is available and high quality.

    Category average: 8.2

  • Industry information

    Information about industries and markets is available and high quality.

    Category average: 7.5

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

7-8%
  • 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: 7.2

  • 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: 7.9

  • Data hygiene

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

    Category average: 6.9

  • Tags

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

    Category average: 7.7

  • Filters and segmentation

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

    Category average: 8.2

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.