ClientIQ Reviews

Pros

The ability to compare competitor business performance and calculate net cash flow benefits if matching competitors performance is a game-changer in Sales Pursuits. The previous version of ClientIQ was easy to use but looked outdated, while the new ClientIQ 2 looks fantastic, with screenshots much more likely to be directly included in my presentations, saving me time transcribing numbers. The Pursuit feature is nice for interactive client conversations, though it may need more flexibility to handle the complexity of Digital Transformation pursuit discussions. It might be helpful to map primary pursuit topics to the options available in the Pursuit builder.

Cons

Verifying that reasonable competitors are chosen by the system currently requires checking the SIC codes they are categorized under. It's not easy to see this when checking the selected competitors or potential replacements from the broader list. And I would like People Productivity to automatically include 'Cash Flow Improvement' calculations by default (as this often applies to the discussions I have about improving productivity). Depreciation should also be listed as it helps compare competitors' equipment quality, which could indicate performance differences.

Pros

The peer ratio analysis in client assessment reports and company insights are valuable features.

Cons

There is no region wise list of medians and the companies ranked in the communication sector aren't correctly ordered based on market size or revenue. It would also be helpful to include operational KPIs such as churn, ARPU, NPS, CSAT etc. The "Power of One" method used in the tool feels too unrealistic since it's based on the "what if" approach.

Pros

The features are good and it's so easy to navigate.

Cons

No specific concerns here because everything is fine.

Pros

The ease of use and data quality play a crucial role in our account planning and research. The value modeler capability is especially valuable when working with customers to build compelling value stories.

Cons

It would be a huge time saver if the data entered for a company in the value modeler could be "copied" or applied to another company. Also you have to manually remember and re-enter the same details, which is inefficient when creating a similar model for another company.

Pros

Business drivers and conversation guides tailored for each C-level executive are helpful.

Cons

There's a lack of local industry data and the frequency of updates needs improvement.

Pros

I appreciate the detailed reports at the bottom when prospecting for a company. They provide additional insights into initiatives and industry trends, which are easy to digest.

Cons

Sometimes, smaller firms aren't included in the platform, which can be an issue when conducting competitive research.

Pros

The financial and operating segment data for companies is insightful. Identifying opportunities within this context is also very helpful.

Cons

It would be helpful to quickly access competitive insights for the various categories a company competes in.

Pros

It was really easy to navigate and use for competitive analysis.

Cons

The interface feels outdated and is not very visually appealing to users.

Pros

It was my first time using Finlistics, and I found it easy to access and find the information I was looking for. It was very helpful.

Cons

There's a lot of information provided but it takes time to fully understand the various sections and how to navigate them effectively.

Pros

Ease of use, along with the insights into industry trends and product disruptors, were particularly useful.

Cons

It would be beneficial to include additional information on each company, such as stock price trends.

Pros

The tool offers easy accessibility allowing me to find exactly what I need with minimal effort.

Cons

The data could sometimes be organized more cleanly.

Pros

What I like most is the ease of use and the reporting capabilities. Exporting insights to PDF for internal and external sharing is always useful.

Cons

It would be even better if I could customize the pieces of information added to a report before exporting it to PDF.

Pros

The Power of 1 feature has been incredibly helpful in financial conversations.

Cons

More information on privately held companies would be very useful, as this is often lacking.

Pros

It's easy to use for my role, especially when supporting government accounts.

Cons

Having more Australian and New Zealand content would be ideal for users in those regions.

Pros

When trying to understand how customers are performing financially, this is the best tool. It provides metrics that are invaluable for justifying engagements.

Cons

The purchasing process is not so simple and feels cumbersome. There needs to be a more streamlined way to buy a license.