Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.
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Demandbase Sales Intelligence
Score 8.8 out of 10
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Demandbase Sales Intelligence Cloud injects Account Intelligence into every step of sale, to help the user sell smarter and leave flat-footed competitors wondering what happened. It is available a la carte, or as part of the Demandbase One solution.
Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
While InsideView seems more comprehensive than LinkedIn SalesNavigator, when you're looking to identify and save contacts with a particular area of responsibility (IT, for instance), Navigator provides results and means to track them more quickly and easily. Having to "unselect" every other job area category when initially landing on a company overview page in InsideView is tedious and time-consuming.
'Call Prep' - a list of industry-related questions to ask my prospects during the phone call to enhance trust and credibility as a business partner.
Regularly scrubbed email and phone numbers of prospects. The verified direct-dial mobile number is GOLD. You may be able to get some of these elsewhere by paying extra with a separate standalone service. Having this integrated has improved my workflow, saving time from switching in and out of different apps.
The family tree of organizations is particularly useful for targeting enterprise accounts that often come with convoluted company shareholding structures.
'Challenges' and 'Trends' - information to engage prospects during conversations.
S&P Capital IQ's add-in slows down my Excel when I incorporate formulas into it.
S&P Capital IQ's algorithms don't necessarily look in the footnotes of company filings, which can make for a less robust analysis of financials and multiples than desired.
The user interface is not very user-friendly and thus makes maximizing the software's features difficult. It could be more intuitive to use and not so busy (e.g. not so many small icons on one web page). The S&P Capital IQ support team, however, is always available and very helpful.
As a system administrator, I wish I had access to real time reports regarding usage. Often times, senior leadership wants to know how their teams are using the information and who is using the software to its fullest. It's a pain to have to email InsideView and ask for a report.
We are a global organization and there is not a lot of information regarding companies outside the US. I know they are working on this, but my global field reps are anxiously waiting to use the software too.
I wish InsideView put out more "tips and tricks" documents. There does not seem to be a large repository of training documents. I am always looking to learn more, as are my reps.
Relatively inexpensive service for a decent current awareness service. They have added little in sales functionality in the past year as they focused on building a marketing version of the product. Except for the addition of broader European coverage last spring (thin Equifax records), the database was static over the past year.
InsideView was extremely user-friendly. I was able to quickly understand how to efficiently use the software and get the most out of the service. I only had a short time to quickly learn how to use the functions offered by InsideView, and I felt confident within the first day of my understanding and ability to successfully use this tool.
We had an intro session with a customer success rep and were given a rundown of the platform and it was absolutely perfect. The rep was able to show us advanced search options and shortcuts that cut our search time.
We had to work with InsideView for some custom configurations example we have a custom field in Salesforce called ha location that needed let's say NJ to spell out New Jersey and make certain fields mandatory. They were easy to work with though.
We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
In my previous company, I was using both Linkedin and ZoomInfo, both of them were good, but there was a lot of restrictions with the basic versions, and when we shifted to the LinkedIn Sales Navigator, and ZoomInfo the quality improved but there was not much to get like InsideView. In my current company, at first we were using LinkedIn, but now I appreciate the decision made by our seniors to shift to InsideView. It is my personal opinion that I feel InsideView is better than LinkedIn and ZoomInfo.
We were a boutique investment bank, so it helped multiple people doing their job at the same time instead of waiting for a turn on the Bloomberg terminal.
Brought more interactive reports in PDF format to the table.