The last thing to read before entering a sales meeting
Pros
- They easily connect with my Outlook to sync my upcoming meetings.
- It provides me with the social profiles of people I am meeting with.
- It gives me the ability to have all my info about my contact in one place to easily review.
Cons
- At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile.
- The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective.
- It takes a lot of time to sync at points, which is frustrating.
Return on Investment
- The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter.
- Charlie helps my relationships go deeper than just surface level info.
- The ability to go deeper in my relationships while using Charlie has absolutely closed me business.
Alternatives Considered
Linkedin, Twitter and Facebook
Other Software Used
PersistIQ