Databook provides me curated content about my customers. It saves me hours of research by providing customer content in an easy to absorb fashion. It is my go resource to when I am working with a new customer and during continuous customer account planning. Review collected by and hosted on G2.com.
Some of the information can appear to be dated when a customer has not published new earnings or press releases. Perhaps, some clearer indication of when the next information update (10K, earnings release, etc) might be coming. Review collected by and hosted on G2.com.
177 out of 178 Total Reviews for Databook
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Such an efficient way to understand my customer or prospect key success factors to help me tailor my pitch to their top of mind. I also use internally to have my matrix team understand the pains and opportunities of the customers we serve. Review collected by and hosted on G2.com.
This is a bit obvious, but privately help company data can be sparse. I worked at D&B so I get that it can be hard to get financial data on private companies. That said, I can still find some good summary info on some private equity behemoths. Review collected by and hosted on G2.com.
1. Great external data integration, 2. Great peer comparisons, 3. Organization of Dashboard, 4. Great linkage of financials to Schneider Electric Value Propositions & Solutions, 5. Great training, 6. Management Intent feature is great, 7. Automation of PPT decks produced, 8. Value Driver maps are useful Review collected by and hosted on G2.com.
1. Would like to see more customizability in general - adding custom management intent search terms, adding custom business case financial/value drivers etc, 2. Simplify all of the financial acronyms as the users are not financial statement trained - i.e. don't use multiple names for the same term (EBIT Margin - Operating Margin - Profitability all mean the same thing etc), 3. Should add access to Income Statement/Balance Sheet/Cash Flow Statements for each account, 4. The linkage between value drivers and roadmaps needs to be better explained, 5. The Schneider Electric solutions are way too vague and don't easily lend to understanding exactly what we're proposing to sell, 6. The output for the Roadmaps should show a visual of the solution and how it affects the financial/value driver - example how Remote Operations actually improves gross margins by reducing specific COGS components like lowering mfg costs by reducing power system downtime etc, 7. Strategic Priorities needs to be customizable as the AI doesn't capture them properly, 8. The customer case studies need to be industry/segment relevant - those that are suggested for General Motors are not relevant etc. Review collected by and hosted on G2.com.
Data insights on buyer intents. Listing of data for competitors. Ranking of the company in view against its peers. Providing Roadmaps based on potential Use cases. Recommendations of independant research companies with relevant articles. This has helped me realise the ease of use and leads me to frequently use Databook for my role. Customer support is very prompt and knowledgeable to share the features and functionalities of Databook Review collected by and hosted on G2.com.
The AI component on email auto-generation is weak - maybe possibility of integration with Salesforce or other Sales tools will help further. Review collected by and hosted on G2.com.
The platform's seamless integration with Salesforce’s ecosystem allows sellers to gain actionable insights that were previously difficult to unlock.
Databook empowers our seller teams to generate tailored, customer-centric views and insights. The tools also give users the ability to track and visualise key metrics with trust and precision.
Overall, Databook has become an indispensable tool for our sales team, and I highly recommend it if your leveraging data to build a high impact customer meeting.
Pros:
Seamless Salesforce integration
It helps sellers generate customised insights and reports
AI-driven insights and predictions for sellers
Easy to use Review collected by and hosted on G2.com.
Cons:
Can take time to fully explore all advanced features and inform sellers
Ramping new sellers Review collected by and hosted on G2.com.
The amount of data it pulls together for you when creating account plans, executive POV, etc is amazing. Also the time it saves when prepping for a call. As well as the integration with solutions ...saves a ton of time Review collected by and hosted on G2.com.
I'd like to see the option to download the info in word (not sure if that exists) vs just ppt Review collected by and hosted on G2.com.
Synthesizing all the data points (including financial data) and key persons of the account. I also like that there is a market watch summary email i can get sent to me daily. Review collected by and hosted on G2.com.
nothing much I cant think of any for now. I just saw amazing new AI features rolled out. Review collected by and hosted on G2.com.
Imagine needing to research a company financials, leadership mandates, ranking against competitors, what has hit the wires like an investor report, press release and then create an outbound campign with key value drivers and that process can take 5-10 hours. Now think about clicking a hndful of buttons to generate that data on demand. THAT is the power of Databook for an AE who needs more touches and less administrative overhead to prospect. Review collected by and hosted on G2.com.
Candidly there is nothing I dislike as it has eliminated multiple tools I used to use. Review collected by and hosted on G2.com.
Databook helped me craft perspectives that I wouldn't otherwise have considered and takes the heavy lifting out of searching for news about my customer. It is incredibly easy to use and check back in on day to day to see if any changes have happened with my customer. Review collected by and hosted on G2.com.
I have nothing bad to say about databook. Review collected by and hosted on G2.com.
Very strong and clear data insights --- gives clear insights and find data and personas needed to target and have a meeting. Review collected by and hosted on G2.com.
Can be hard to naviagte at times with all of the features. Review collected by and hosted on G2.com.
That it consolidates all the public information about my clients and targets to one place with the GPT tool to help me search, sort, prep and learn more about them. It has saved me prep time and given me better insights and points of view to share with my clients and targets. Review collected by and hosted on G2.com.
Some of the insights can be duplicative across accounts and a bit generic. I wish there was more industry information available. Review collected by and hosted on G2.com.
