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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 from ZoomInfo Sales, enhancing their marketing and prospecting efforts.
Users appreciate the data accuracy of ZoomInfo Sales, enabling efficient lead generation and reliable prospecting.
Users find the ease of use of ZoomInfo Sales instrumental in efficiently accessing accurate and robust data.
Users often experience inaccurate data in ZoomInfo, leading to challenges with outdated or incorrect company information.
Users express frustration with outdated data, noting incorrect contact details that hinder their efficiency and effectiveness.
Users often find outdated contacts in ZoomInfo, leading to challenges in reaching current professionals effectively.
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 Seamless.AI, facilitating straightforward prospecting and CRM integration.
Users highlight the ease of use of Seamless.AI, appreciating its integration and real-time contact information updates.
Users love the lead generation capabilities of Seamless.AI, streamlining their prospecting and enhancing productivity daily.
Users often face inaccurate data with Seamless, including wrong email addresses and outdated contact information.
Users often face the issue of outdated contacts affecting search accuracy and data quality on Seamless.AI.
Users often find outdated information on Seamless.AI, necessitating additional verification before making contact.
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 real-time self-reported data for prospecting leads, enhancing their sales and lead generation efforts.
Users value the ease of use in LinkedIn Sales Navigator, finding it essential for daily prospecting and connections.
Users value the easy access to contact information on LinkedIn Sales Navigator, enhancing their networking and outreach efforts.
Users find LinkedIn Sales Navigator expensive, particularly for smaller businesses, impacting its accessibility and value perception.
Users find the InMail limitations restrictive, limiting interactions and the overall functionality of LinkedIn Sales Navigator.
Users find the learning curve challenging, as the interface can be overwhelming for newcomers to navigate.
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 contact information provided by Cognism, enhancing their sales and revenue operations effectively.
Users appreciate the super reliable contact data from Cognism, enhancing their prospecting and sales efforts efficiently.
Users experience inaccurate data with Cognism, leading to ineffective outreach due to incorrect contact details.
Users report frequent issues with incorrect numbers, disrupting processes and decreasing the overall effectiveness of Cognism.
Users report issues with outdated contacts, finding email addresses and phone numbers occasionally inaccurate or confusing to manage.
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 ease of use of Apollo.io, simplifying lead management and enhancing overall efficiency in their workflow.
Users appreciate the ease of use of Apollo.io, effectively enhancing their sales tracking and insights experience.
Users highlight the efficiency of lead generation with Apollo.io, integrating various tools for seamless sales success.
Users face issues with missing features like limited editing in sequences and AI capabilities needing refinement.
Users report inaccurate data, with outdated contact information impacting outreach effectiveness and reliability.
Users find the learning curve steep, citing a need for a simpler UI and improved support responsiveness.
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 Instantly, enjoying a simple setup and effective support for campaigns.
Users rave about the exceptional customer support from Instantly, highlighting quick responses and effective issue resolution.
Users value the helpful customer support of Instantly, appreciating prompt assistance and effective solutions for their inquiries.
Users find the missing features in Instantly, like liquid syntax, limit its usability and appeal for small businesses.
Users find the pricing of Instantly to be overpriced, especially for small businesses and startups in South America.
Users find the limited formatting options in Instantly hinder their ability to create 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 commend the ease of use of Wiza, highlighting its intuitive interface and effective functionality.
Users value the easy export of contacts and verified contact details from Wiza, enhancing outreach efficiency.
Users value the seamless LinkedIn integration of Wiza, simplifying contact export with reliable data accuracy.
Users find Wiza to be expensive, especially for just 100 contacts per month, affecting its overall value.
Users are frustrated by the limited credits, as they do not roll over and deplete quickly, requiring extra payment.
Users express frustration over the limited contacts available with Wiza, impacting its overall value and effectiveness.
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 value the ease of use of D&B Hoovers, appreciating its user-friendly interface for efficient data access.
Users value the accuracy and detail of information provided by D&B Hoovers for effective lead generation.
Users find the data often outdated, making it hard to obtain reliable and complete company information.
Users experience inaccurate data in D&B Hoovers, leading to challenges in finding reliable company information and contacts.
Users experience outdated information on D&B Hoovers, affecting the reliability of contact and company details.
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 automated lead generation capabilities of 6sense, streamlining outreach and boosting pipeline efforts.
Users find customized intent data extremely helpful for prioritizing prospects and enhancing cold calling effectiveness.
Users value the real-time visibility into buyer intent provided by 6sense, enhancing lead prioritization and outreach effectiveness.
Users report inaccurate data, highlighting issues with contact reliability and insufficient intent information that hinder effectiveness.
Users face challenges with data quality, encountering inaccuracies like wrong numbers and missing information, impacting efficiency.
Users face significant accuracy issues with contact data, leading to frustration and inefficiencies in their prospecting 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 it easy to connect with clients for conducting meetings seamlessly using Microsoft Relationship Sales.
Users value the easy integrations of Microsoft Relationship Sales, enhancing their productivity with LinkedIn Sales Navigator and Dynamics 365.
Users value the seamless integration of LinkedIn Sales Navigator with Dynamics 365 for enhanced sales connectivity.
Users frequently face CRM issues that hinder their experience with Microsoft Relationship Sales and affect 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 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 value the clear and reliable company data from LinkedIn Sales Insights, enhancing their sales targeting efficiency.
Users value the data accuracy of LinkedIn Sales Insights, enhancing targeted sales strategies with reliable information on leads.
Users value the ease of building targeted prospect lists with LinkedIn Sales Insights, enhancing outreach effectiveness significantly.
Users note that LinkedIn Sales Insights can be expensive, particularly for small businesses seeking a strong return on investment.
Users experience filtering difficulties with slow updates and limited details, complicating their overall workflow.
Users find the learning curve steep for LinkedIn Sales Insights, impacting ease of use and initial efficiency.
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 ease of use of CaptivateIQ, which simplifies tracking commissions and managing compensation effectively.
Users love how simple and straightforward CaptivateIQ is for tracking commissions and processing payments efficiently.
Users value the transparency and ease of use in CaptivateIQ, enhancing compensation management and decision-making.
Users find the learning curve steep for CaptivateIQ, with challenges in using advanced features and reporting.
Users desire missing features in CaptivateIQ, such as detailed payout breakdowns and additional reporting options.
Users often face difficult reporting issues in CaptivateIQ, hindering efficient data sharing and analysis.
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 easy to use, with convenient access and crisp, accurate information readily available.
Users value the free email access for LinkedIn contacts, facilitating easy connections with professionals and speakers.
Users praise the accuracy of Mr. E, consistently receiving correct phone numbers and emails with ease.
Users find the limited credits for phone numbers restricts their ability to fully utilize Mr. E by EasyLeadz.
Users find the credit limitations challenging, restricting access to phone numbers and features in Mr. E.
Users find Mr. E by EasyLeadz to be expensive, with team plans considered unaffordable for many.
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.