
Using the funding data in Crunchbase, our sales team is able to identify shared investors across our customer base. This enables our team to craft tailored messaging tied to social proof during our prospecting efforts and allows us to come prepared during calls with our prospective clients. Review collected by and hosted on G2.com.
The Salesforce integration needs a bit of work. While it is helpful to see if an account is already in our database, there is no way to filter by Salesforce account owner. The only workaround I've been able to find is to import .csv lists for each account owner which can be manual/time intensive.
Also, there is no way to save/adjust the default format of your reports so each time you import a list you have to reselect the columns that you wish to include. Review collected by and hosted on G2.com.
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