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Buyer's Guide: Sales Intelligence
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the accurate and comprehensive contact information provided by ZoomInfo Sales, enhancing their marketing and prospecting efforts.
Users value the data accuracy of ZoomInfo Sales, finding reliable contact information essential for efficient sales efforts.
Users appreciate the ease of use of ZoomInfo Sales, praising its intuitive interface and reliable data access.
Users report that inaccurate data is an issue, with outdated information affecting reliability and decision-making.
Users express concern over outdated data, noting inaccuracies in contact information that hinder their productivity.
Users are concerned about outdated contacts in ZoomInfo, preferring more timely updates for accuracy.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Seamless.AI to be very easy to use, seamlessly integrating into their CRM and enhancing prospecting efforts.
Users find Seamless.AI's contact information retrieval exceptionally effective, benefiting from its real-time updates and seamless integration.
Users appreciate the ease of lead generation with Seamless.AI, enhancing efficiency in finding and managing contacts.
Users often find inaccurate data in Seamless, with outdated contact information and missing smaller companies affecting their experience.
Users experience issues with outdated contacts, making it challenging to find accurate and reliable information.
Users find outdated information common in Seamless.AI, often requiring double-checking before outreach efforts.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find LinkedIn Sales Navigator's real-time self-reported data invaluable for effective lead generation and prospecting.
Users find LinkedIn Sales Navigator incredibly easy to use, appreciating its intuitive navigation and useful features for prospecting.
Users value the contact information availability in LinkedIn Sales Navigator for effective business outreach and networking.
Users find LinkedIn Sales Navigator to be expensive and challenging, especially for smaller businesses with tight budgets.
Users find the InMail limitations restrictive, impacting their ability to connect and interact effectively.
Users find the learning curve challenging, as the interface can be overwhelming for new users initially.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Cognism, facilitating quick setup and efficient management of outreach tasks.
Users value the reliable and verified contact information provided by Cognism, enhancing their sales efforts successfully.
Users commend the data accuracy of Cognism, highlighting its reliability for effective prospecting and sales operations.
Users report inaccurate data impacting outreach efforts, with incorrect emails and contact details leading to frustrations.
Users struggle with incorrect mobile numbers from Cognism, frequently hindering their outreach efforts and causing confusion.
Users face challenges with outdated contacts, including personal numbers and inaccuracies, complicating their experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Apollo.io's intuitive interface makes lead management effortless, enhancing productivity and efficiency in their workflows.
Users value the helpful support and user-friendly interface of Apollo.io, enhancing their sales tracking and insights experience.
Users value Apollo.io for its comprehensive lead generation capabilities, enhancing efficiency and integrating essential sales tools seamlessly.
Users find the missing features in Apollo.io frustrating, particularly with editing sequences and AI capabilities.
Users report issues with inaccurate data, experiencing outdated contact information that hampers effective outreach efforts.
Users find the learning curve challenging, noting that the UI could be simplified for better usability.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Instantly's ease of use exceptional, thanks to its simple UI and helpful support resources.
Users appreciate the exceptional customer support of Instantly, with quick responses and effective problem-solving every time.
Users appreciate the helpful customer service of Instantly, consistently resolving issues and enhancing the user experience.
Users note the missing features like dynamic variables and direct reply modes, limiting their experience with Instantly.
Users find the pricing of Instantly overpriced, especially for startups and small businesses in South America.
Users dislike the limited formatting options in Instantly, hindering the creation of engaging and professional emails.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the up-to-date contact information provided by D&B Hoovers, essential for effective sales prospecting.
Users appreciate the ease of use of D&B Hoovers, finding it user-friendly and efficient for data searches.
Users value the accuracy and detailed information provided by D&B Hoovers for effective business prospecting.
Users find outdated data problematic, often struggling to obtain complete and accurate company information on D&B Hoovers.
Users face issues with inaccurate data, making it hard to find reliable and complete company information.
Users report outdated information on D&B Hoovers, affecting the reliability of contact details and company accuracy.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Wiza's ease of use exceptional, highlighting its intuitive navigation and powerful features for contact details.
Users value the easy LinkedIn integration and reliable contact information for efficient outreach efforts.
Users praise the ease of LinkedIn integration in Wiza, simplifying contact exporting and enhancing lead generation.
Users find Wiza to be expensive, especially given the limited number of contacts allowed each month.
Users are frustrated with limited credits, which do not roll over and deplete quickly, requiring additional payment.
Users find the limited contacts per month restrictive, especially for high-demand environments like agencies.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the effective lead generation capabilities of 6sense, simplifying outreach and boosting pipeline efforts.
Users find detailed intent data invaluable for cold calling, enabling effective prioritization of accounts and opportunities.
Users value the real-time visibility into buyer intent from 6sense Sales Intelligence, enhancing lead prioritization and outreach.
Users report inaccurate data, leading to bounced emails and missing essential intent insights from 6sense Sales Intelligence.
Users face challenges with data quality, including incorrect contacts and incomplete information affecting their workflow efficiency.
Users face accuracy issues with 6sense Sales Intelligence, often encountering unreliable data and inadequate contact information.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of connection with clients for conducting meetings seamlessly using Microsoft Relationship Sales.
Users value the easy integrations of Microsoft Relationship Sales, enhancing connectivity with LinkedIn Sales Navigator and Dynamics 365.
Users value the seamless integration of LinkedIn Sales Navigator with Dynamics 365 for enhanced sales efficiency.
Users report CRM issues with Microsoft Relationship Sales, leading to frustrations and impacting user experience significantly.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users rave about the exceptional customer support from ListKit, providing comprehensive resources and personalized assistance.
Users value the ease of use of ListKit, streamlining workflows with quick searches and efficient onboarding support.
Users highlight the efficiency of lead generation with ListKit, emphasizing quick and easy access to valuable leads.
Users find ListKit to be expensive, making it challenging for small businesses and startups with tight budgets.
Users face a minor learning curve due to the non-intuitive UI, impacting initial campaign effectiveness.
Users report a filtering difficulty that hinders lead management and can lead to lost saved filters.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the accuracy of BookYourData, noting improved outreach and reliable contact information for better results.
Users value the high data accuracy of BookYourData, enabling informed decisions and effective audience connections.
Users value the high-quality leads from BookYourData, enhancing conversion rates and simplifying their lead generation processes.
Users find the pricing to be high for smaller businesses, making value assessment challenging for initial users.
Users find missing information in records, such as phone numbers and company details, limiting their experience with BookYourData.
Users find filtering difficulty with specific roles and job title mismatches, complicating the data retrieval process.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the detailed contact information from LinkedIn Sales Insights, enhancing lead generation and sales strategies effectively.
Users value the data accuracy of LinkedIn Sales Insights, enhancing targeted sales strategies and informed decision-making.
Users value the effective lead generation capabilities of LinkedIn Sales Insights, enabling targeted outreach and prospect identification.
Users frequently find LinkedIn Sales Insights to be expensive, particularly small organizations considering their budget constraints.
Users face filtering difficulties with slow updates and lagging performance, making data access cumbersome and time-consuming.
Users find the complex navigation of LinkedIn Sales Insights can hinder efficiency and slow down initial use.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find the ease of use in CaptivateIQ remarkable, allowing effortless tracking of commissions and payouts.
Users find CaptivateIQ's simplicity enables easy tracking of commissions and quick processing of payments.
Users praise CaptivateIQ's transparency in incentive compensation management, facilitating easy access to payout information and insights.
Users find the learning curve steep, with confusing features and the need for extensive training and support.
Users desire more features in CaptivateIQ, particularly the ability to view detailed payout breakdowns and financial info.
Users report difficulties with reporting issues in CaptivateIQ, making data sharing and insights cumbersome and unintuitive.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Mr. E by EasyLeadz to be exceptionally easy to use, providing convenient and accurate access to information.
Users value the easy access to free email contacts on LinkedIn, enhancing their networking opportunities significantly.
Users value the accuracy of Mr. E by EasyLeadz, consistently receiving correct phone numbers and emails.
Users express frustration over the limited credits for phone numbers, feeling it's insufficient for effective use.
Users find the credit limitations restrict access to essential features, causing difficulties in utilizing the service effectively.
Users find Mr. E by EasyLeadz to be expensive, citing high costs and limited affordability for team plans.
Sales intelligence tools offer a diverse set of insights for sales teams that eliminate the manual labor involved with creating and tailoring prospect lists for sales targeting. Furthermore, the amount of time required to make lead lists with accompanying data is significantly reduced. While these perks alone are a big draw for sales teams, there are several additional reasons why sales intelligence software is an asset throughout the sales journey.
CRM Overlap and Integration — Sales intelligence software capabilities may overlap with those of your current CRM, particularly if the sales intelligence software can store your contacts and recommend optimal times for contact. However, sales intelligence is a useful supplement to any existing CRM for many reasons. Sales intelligence solutions guide sales professionals to contacts at various stages of the sales pipeline, narrowing the focus to a specific segment of prospects. Additionally, sales intelligence software provides extensive top-down contact information of a target company to make cold calling as effective as possible. Furthermore, many sales intelligence platforms actually integrate with CRM software so you can append or edit CRM data records right in the sales intelligence software. This integration provides contextual information about the contacts that reside within your CRM system. If you are looking for insights into your company’s entire pipeline and/or already have a CRM in place, look for software that easily integrates with your CRM. This will save you from documentation redundancies, as well as rendering your system much more intelligent because you will have all of your contact insights in one location.
Data Cleaning — Depending on the health of your prospect data, you may need additional data cleansing features in your sales intelligence solution. Data cleaning helps eliminate or consolidate contact records that are erroneously duplicated, improperly formatted, incomplete, or just simply incorrect. Some sales intelligence platforms will identify these records as they are imported within the platform itself and alert you to their presence before they become a more significant issue later on after the records are imported. If you are concerned about the integrity and maintenance of your data health, take care to choose a sales intelligence product that provides strong data cleansing features.
Social Media Integration — Many sales intelligence tools offer browser extensions or plugins that can import your social connections into the platform, either as additions onto existing prospect records or as completely new sales lead lists. This is a great solution for sales professionals looking to import tailored targeting lists based on prospects they have an existing social media relationship with. The functionality of these prospecting features often overlap with lead generation software.
Technology Prospecting — A few sales intelligence tools offer features that enable users to identify what software is being used by which prospect company and download lead lists containing the information of prospects that use the specific software. Occasionally these features will notify users when a certain company stops using specific software. Users can designate when and why such notifications crop up; in this case, the notification would be triggered by a contract expiration. If your company provides software solutions, you may want to take features such as these into consideration to precisely focus your efforts to best satisfy the needs of a prospect as they search for a new software vendor.
Key Benefits of Sales Intelligence Software
Sales intelligence software provides salespeople with contact data and insights that can be used to better identify sales opportunities and facilitate the overall sales process. In other words, sales intelligence solutions educate you on industry-specific talking points for every contact and industry before you communicate with them. It eliminates the previously manual process of locating the relevant insights you need while verifying them for accuracy and giving you a complete overview of every prospect. Data provided by sales intelligence products can be sourced both externally and internally and can include data from website traffic, social media, organizational structures, technology usage, and market information. This kind of data capture is integral in making sure the amassed prospect information is accurate. Sales intelligence products can be used to track lead interactions, organize lead activity and insights, and gather data obtained from a variety of public sources into one centralized database.
Additional reasons to implement sales intelligence software:
Locating Prospects — One of the strongest components of sales intelligence software is its ability to curate prospect lists based on a targeted contact search. Sales professionals can target a specific set of prospects based on data points like industry, revenue, the technology used by the company, and others. With these sets of filters, a very specific search can be done to find the most lucrative prospects and eliminate the worst leads, ultimately saving time and resources of the team.
Identifying Sales Insights — The ability to gain insights on prospects prior to initial contact is almost as big of a goal to sales teams as locating sales prospects. Having insights into technology usage, corporate hierarchy, or market trends can increase the odds of engagement when prepping for a cold call. Many sales intelligence solutions offer tools that help users identify and record such insights. With technology prospecting tools, users can see what software a company uses. These insights are particularly important to software sales teams, as they can monitor prospects and reach out based on what software prospects actually do or do not use. Some sales intelligence products use prospect and user social data to provide a list of common connections to sales reps. Sales professionals can leverage those identified connections to great effect when pursuing enterprise accounts. Authentic relationships are key to successful sales in enterprise accounts and, thanks to sales intelligence software, users are able to identify the chain of relationships between themselves and their target prospect.
Enhancing Existing Contact Records — Contact records can easily become out of date as prospects move into new roles, points of contact change, or company locations shift. Sales intelligence software makes it easy for sales teams to keep contact records up to date with minimal attention.
Sales Teams — The perfect audience for sales intelligence tools is the sales team. Sales professionals use sales intelligence solutions to curate prospect lists and obtain the most accurate prospect information for a successful sales approach.
Recruiters — Recruiters have much to gain from sales intelligence tools, even though the solution is not necessarily catered to them. With the abundance of information that is stored within the solution, recruiters can use the software to identify potential employees by narrowing down professional information, personal information, industry achievements, and other components necessary for find the perfect candidate.
Marketing Teams — Marketing teams can also take advantage of specifically curated prospect lists to focus on prospects that are best to market toward. Equipped with relevant, highly specific data such as demographics, location, and industry, marketers have the advantage of being able to craft specific marketing efforts.
Contact Data Availability — Sales intelligence software continuously indexes open-sourced company and prospect data for the most up-to-date contact information and insights to help generate and nurture sales.
Lead Builder — Easily compile a list of targets to prospect using the lead builder tool. Sales professionals can effectively organize and filter prospects, as needed, with such a tool.
Data Cleaning — Sales intelligence software offers data enrichment tools to ensure that all prospect data is accurate and kept up-to-date.
Lead Scoring — Lead scoring allows leads within your database to be evaluated in accordance with configurable rules and ranked in order of highest likelihood to purchase. Users of sales intelligence solutions are able to share these rankings of leads across sales teams to maximize focus on prospects that are further along the sales funnel.
Alerts — Sales intelligence products offer notification and alert features that can be customized to notify you of important events, deals, and relevant movements in a market. By understanding your prospect’s industry, related competitors, and the way they position themselves in the market, you can prove yourself as an expert who is familiar with their needs.
Filtering — While the presentation of a ton of prospect information may be useful, it can often be overwhelming upon first glance. With filtering ability, sales teams can filter through the populated prospect data and only view information that is worth seeing.
Lead Management — The lead management process involves several factors, including nurturing existing leads and facilitating strategies to gain new leads. Sales intelligence software incorporates similar tools to help streamline the lead management process and improve the stability of the sales pipeline.
Other Features of Sales Intelligence Software: Connections, Industry Research Availability, Messaging, Mobile User Support, News/People Alerts, Reporting, Search, User, Role, and Access Management
Accuracy — While sales intelligence software eases the labor of maintaining prospect data, the responsibility still falls upon the prospect to keep their own information up-to-date. If a prospect decides not to regularly or accurately update their professional information, it could lead to inaccurate data compilation.