Databook provides me curated content about my customers. It saves me hours of research by providing customer content in an easy to absorb fashion. It is my go resource to when I am working with a new customer and during continuous customer account planning. Review collected by and hosted on G2.com.
Some of the information can appear to be dated when a customer has not published new earnings or press releases. Perhaps, some clearer indication of when the next information update (10K, earnings release, etc) might be coming. Review collected by and hosted on G2.com.
167 out of 168 Total Reviews for Databook
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1. Great external data integration, 2. Great peer comparisons, 3. Organization of Dashboard, 4. Great linkage of financials to Schneider Electric Value Propositions & Solutions, 5. Great training, 6. Management Intent feature is great, 7. Automation of PPT decks produced, 8. Value Driver maps are useful Review collected by and hosted on G2.com.
1. Would like to see more customizability in general - adding custom management intent search terms, adding custom business case financial/value drivers etc, 2. Simplify all of the financial acronyms as the users are not financial statement trained - i.e. don't use multiple names for the same term (EBIT Margin - Operating Margin - Profitability all mean the same thing etc), 3. Should add access to Income Statement/Balance Sheet/Cash Flow Statements for each account, 4. The linkage between value drivers and roadmaps needs to be better explained, 5. The Schneider Electric solutions are way too vague and don't easily lend to understanding exactly what we're proposing to sell, 6. The output for the Roadmaps should show a visual of the solution and how it affects the financial/value driver - example how Remote Operations actually improves gross margins by reducing specific COGS components like lowering mfg costs by reducing power system downtime etc, 7. Strategic Priorities needs to be customizable as the AI doesn't capture them properly, 8. The customer case studies need to be industry/segment relevant - those that are suggested for General Motors are not relevant etc. Review collected by and hosted on G2.com.
The platform's seamless integration with Salesforce’s ecosystem allows sellers to gain actionable insights that were previously difficult to unlock.
Databook empowers our seller teams to generate tailored, customer-centric views and insights. The tools also give users the ability to track and visualise key metrics with trust and precision.
Overall, Databook has become an indispensable tool for our sales team, and I highly recommend it if your leveraging data to build a high impact customer meeting.
Pros:
Seamless Salesforce integration
It helps sellers generate customised insights and reports
AI-driven insights and predictions for sellers
Easy to use Review collected by and hosted on G2.com.
Cons:
Can take time to fully explore all advanced features and inform sellers
Ramping new sellers Review collected by and hosted on G2.com.
Imagine needing to research a company financials, leadership mandates, ranking against competitors, what has hit the wires like an investor report, press release and then create an outbound campign with key value drivers and that process can take 5-10 hours. Now think about clicking a hndful of buttons to generate that data on demand. THAT is the power of Databook for an AE who needs more touches and less administrative overhead to prospect. Review collected by and hosted on G2.com.
Candidly there is nothing I dislike as it has eliminated multiple tools I used to use. Review collected by and hosted on G2.com.
That it consolidates all the public information about my clients and targets to one place with the GPT tool to help me search, sort, prep and learn more about them. It has saved me prep time and given me better insights and points of view to share with my clients and targets. Review collected by and hosted on G2.com.
Some of the insights can be duplicative across accounts and a bit generic. I wish there was more industry information available. Review collected by and hosted on G2.com.
Our team has been using this powerful customer insights tool, and the results have been phenomenal. Not only has it saved us valuable time by streamlining our customer research process, but the depth of customer insights it provides for account planning and executive briefing is simply outstanding. The tool's intuitive interface and comprehensive data have empowered us to make well-informed decisions and tailor our approach to better serve our clients. Highly recommended for any sales team looking to elevate their strategies and drive meaningful customer engagements! The best part of the tool is that the way the information is aggregated and presented to show how our offers can solve the customer's business challenges and help them meet their goals.
I also appreciate all the support our team received from Databook. They are truly passionate about the user experience and the value the tool brings to our sales team. Review collected by and hosted on G2.com.
The only thing that I dislike is not having the same level of detailed information on private companies, government entities and local municipalities. This is completely understandable because of the limits on financial data for these types of companies. On the positive side though.... in most cases on the private accounts Databook still offers an impressive analysis of the company's publicly traded peer group. This can still be quite helpful for discussion topics with the customer. Review collected by and hosted on G2.com.
I like that the Databook team seems to continually be rolling out new features that actually benefit their customers. I also appreciate the wealth of data and insights that they make available to you while trying to provide an easy to use interface. Because of the information availalbe, it keeps me coming back time and again for more insights. Review collected by and hosted on G2.com.
Connecting a recommended solution to an actual account could use more automation to reduce the time needed on the user side to generate the use cases. I also wish there were more ways to integrate data from Databook into other proprietary systems. Review collected by and hosted on G2.com.
easy to use, included source links to where the information is found. GPT innovation has made it much easier to digest this content so better prepare our sellers when engaging with prospects Review collected by and hosted on G2.com.
Potential hallucenations since it is using the open AI platform Review collected by and hosted on G2.com.
Databook is my go-to tool when preparing for executive meetings, crafting a POV for a presentation, better understanding compelling events around an account, and getting deeper insights in an industry.
I use it regularly. It's simple, efficient and with its integrations to my company's CRM, makes it seamless to navigate accounts and attach opportunities to sales plays.
Loved it since Day 1 when I started using it in May 2022. Review collected by and hosted on G2.com.
I wish we could get more insights from private companies, possibly focusing on industry trends and broader POV! Review collected by and hosted on G2.com.
The consolidation of the account strategic objectives and initiatives. Impressive Review collected by and hosted on G2.com.
Nothing yet. Overall is been an amazing tool for my day to day use as an Account Executive Review collected by and hosted on G2.com.
