G2

Samantha B.

Account Executive

Enterprise (> 1000 emp.)

12/1/2021

"Smart experience and exceeded high expectations of ProspectCloud"

5/5

What do you like best about ProspectCloud?

I can't remember a time where we've called on fewer people yet are having more conversations. Not just conversations, but truly engaged and good and qualified and interested opportunities. I best like how they slowed us down and challenged our thinking enough to help us to rethink, unpack and rank who we go hunting for and why. In 15 years, we hadn't done this before, and it's paid big dividends very quickly. Each question in their assessment process pointed us toward the best pathways, and the ideas they have given us would not have ever come to us otherwise. Their true commitment to focus and precision is something special, and the follow-through on the promise has been nothing less than perfect. Review collected by and hosted on G2.com.

What do you dislike about ProspectCloud?

I dislike myself for not having found them years ago. If I had to choose something that could be improved upon, I don't know what that would be and if my experience reveals something in the future I will update my report. I've received and continue to receive so much more than I bargained for. Review collected by and hosted on G2.com.

Recommendations to others considering ProspectCloud:

Take notes and write down EVERYTHING! Begin small and go through the assessment and discovery process first. The process is the same whether you start large or small and we took their advice in starting small. In our case, we thought we needed many leads and it turned out that our true consumption is only 10/week per team member. Review collected by and hosted on G2.com.

What problems is ProspectCloud solving and how is that benefiting you?

We thought our problem was a lead problem. We quickly learned that even as a Top-5 Insurance broker that we had just been doing things the way they had always been done. We learned that we could choose accounts and employers who cared more than others. We now make 90% fewer call attempts than before and no longer call desperately on anyone who might listen to us. In the past, my team called relentlessly of CFOs and through the process with ProspectCloud we learned that while CFOs were our ultimate decision maker, they were the single most difficult person to ever get on the phone. We now have a smart stakeholder map and are able to navigate new accounts with the right people for the right stage of the process. Review collected by and hosted on G2.com.