ClientIQ
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Most Helpful Reviews for ClientIQ
1 - 5 of 31 Reviews
Steven
Industrial Automation, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
driving Insight into Selling
Excellent knowledge and helpful professional team.
PROSComparing competitor business performance and calculating the net cash flow benefits if you could match your competitors' performance is a game-changer in a Sales Pursuit. The old ClientIQ was very easy to use but looked a little dated. The new ClientIQ 2 looks awesome and screenshots from it are much more likely to be incorporated in my customer presentations directly (saving me time transcribing numbers from the old ClientIQ). The Pursuit feature is quite nice for maybe having an interactive conversation with a client, but Im not sure it can accommodate the full subtleties of a Digital Transformation pursuit discussion. It might be good to map the primary pursuit topics/use cases, that Rockwell discuss, against the pickable options available in the Pursuit builder.
CONSVerifying that reasonable competitors have been chosen by the system demands that we check which SIC codes they are categorised as. At the moment you cannot easily see this when [a] checking the competitors chosen and [b] when checking potential replacement competitors from the wider list. I would also like People Productivity to have the 'Cash Flow Improvement' calculations done as default (most things I talk about improve people productivity). I would like to see Depreciation listed too - as this indicates if (say) their competitors have more modern equipment than them, and also happen to perform better - its a good goad/leveller.
Ross
Computer Hardware, 5,001-10,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2022
ClientIQ is Awesome
The ease of use and quality of data is instrumental in our account planning and research processes. The value modeler capability is a significant asset to our working with our customers to build value stories.
CONSIf the data entered for a company in the value modeler could be "copied" or used to apply the same calculations to another company, this would be a huge time saver. Right now, you have to remember what items you selected and the %s and values you entered to create a similar model for another company.
Fausto
Information Technology and Services, 10,000+ employees
Used monthly for less than 12 months
OVERALL RATING:
2
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed February 2022
Client IQ for Value Engineering
Interesting KPIs and analysis of results. It's concentrate relevant informations.
CONSConstant problems with login, KPIs should be updated, the blueprint could be less generic.
David
Information Technology and Services, 10,000+ employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
Have Used ClientIQ For Business Development for Years, Keeps Getting Better
I use ClientIQ often with new clients where I am doing business development work or for new solutions in an existing client. I have found the ClientIQ staff to be very helpful and flexible to help me get the most value from their software.
PROSClientIQ is very easy for novice users to get started with and create very useful output right away. The built in financial information and KPIs by industry are very helpful in developing financial justification. The "Power of One" capability provides an easy way to discuss benefits of a solution with a client. It offers both a tabular view of the data and a more graphical view of the financial data.
CONSThis is not a negative that is unique to ClientIQ, but if the client you want to use is private or a government client, then finding data can be challenging. However, I have worked with the ClientIQ team even in situations like that to help come up with proxy data that we could use to find estimated value from one of our solutions. Very fine precision is not the point of using a tool like this but rather a "directionally correct" answer that gets the conversation going with a the client and to have them provide the data we need to justify our solution.
Monica
Information Technology and Services, 10,000+ employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
A Game Changer for ROI focused Sales Enablement
Excellent. The interface has become more user friendly over time. The reports have expanded. When we use in sales enablement programs it helps sellers think through the eyes of their customers unlike any other approach we have tried.
PROSThe Power of One view which shows how much a one percent improvement across the most common KPIs per industry shifts seller mindset. The competitive view across main KPIs is also incredibly compelling. I love the standard reports also.
CONSI would like there to be a path through which a seller walked, selecting most important KPIs, business functions, technical goals aligned to their pursuit which then generates a customized PPT so that the work sellers done in the tool is captured in a customer facing presentation
Reason for choosing ClientIQ
I have not compared ClientIQ to other products.