What do you like best?
This platform has some great potential and some great functionality. I love that you can see the actual companies that visit your site including contact information all in one place. The fact that that can be tied to the traffic source/attribution and even multi-touch/visitor level attribution is also very useful. A couple other very useful features are the way you can assign tasks to users and assign flagged leads to users. The other feature that deserves highlighting is the ability to set auto-filters for categorizing site visitors. For example you can set filters to flag current customers that come to your site, based on rules. This is very helpful in weeding through leads and visitors to your site.
What do you dislike?
This platform has some great potential and some great functionality as mentioned in the previous, "what do you like" response. But it also falls short in some areas and does not reach its potential.
I haven't found a way to upload in bulk filter criteria. For example, I'd like to just be able to upload a list (csv file?) of companies that are our clients or our vendors so they can be flagged automatically.
Also, I'd like to be able to be able to filter out current clients/vendors from all lead/visitor reports if I want to. Currently they are simply flagged with color codes, which is nice and useful, but sometimes I'd like to just not see those at all to focus on new prospects.
What business problems are you solving with the product? What benefits have you realized?
We've only started using this tool recently (2-3 months).
We're solving for the following problems
Difficulty engaging more leads/prospects efficiently
Difficulty easily passing lead/prospect data (leads for followup, leads' interest levels, leads contact information) from website visitors to our sales team members
Difficulty identifying leads/prospects who visit our website and attributing them to a marketing source to improve ROI on marketing
So far we've better engaged with our prospects and been able to better identify them as well.