TrustRadius: an HG Insights company

PersistIQ

Score1.6 out of 10

19 Reviews and Ratings

What is PersistIQ?

PersistIQ is a sales intelligence solution. The solution integrates with Salesforce as well as marketing automation platforms.

Top Performing Features

  • Salesforce integration

    Integrates with the Salesforce.com CRM platform.

    Category average: 8

  • List upload/download

    Lists can be easily and quickly uploaded or downloaded from the platform.

    Category average: 7.9

  • Sales email templates

    Users can create and share templates for emailing leads. May also include template testing capabilities, or other analytics that will recommend a template for a particular lead.

    Category average: 6.9

Areas for Improvement

  • Automatic data refresh

    Contact and company data are automatically kept up to date.

    Category average: 7.2

  • Tags

    Organizational structure allows users to tag certain records in order to create groups, flag materials that need additional attention, etc.

    Category average: 7.7

  • Filters and segmentation

    Allows users to filter contacts and segment leads to explore data and create lists.

    Category average: 8.2

PersistIQ, in my opinion, save your money and time do not bother with them

Use Cases and Deployment Scope

We had hoped they would assist us in identifying leads for our training software used onboard vessels and in maritime academies. In our experience, they failed in so many ways including not undestanding who our cusotmers are, have the ability to schedule potential client meetings in a relevant time zone. We learned after 4 months some of the emails they sent were respsonded to, but that information was not passed onto us.

Pros

  • Collect their monthly fee for, in my opinion, very poor work

Cons

  • I think they need to listen to us (their customer) when things are not going well, but, in our experience, they do not seem capable even after 6 months of our trying to work with them.

Return on Investment

  • We spent $9,000 with them kover 6 months that yielded 3 leads of which one was already our cusotmer. 95% of the leads they sent us were not even in our target industry.

Usability

Other Software Used

Salesforce CMS

Promised the world, delivered absolutely nothing for 4 months

Use Cases and Deployment Scope

PersistIQ/Wishpond approached us, offering to supply a monthly set of guaranteed qualified leads. Their process was to identify people who matched our target audience (Regenerative Medicine practitioners), and have their sales team handle outreach and appointment setting. The pricing is higher than some other providers, but would have been viable if they delivered leads as promised.

Sadly, after 4 months of bungling, they provided multiple lists that were totally unusable. Aside from a sprinkling of regen practitioners, we were given real estate brokers, VA lenders, housing developments, hospitals, breast augmentation clinics, abortion providers, and lots of elder care facilities.

It became very clear that their "process" was to use software to scrape LinkedIn for leads. Scrape, dump, and send to me without any form if QC. And then they acted surprised when I rejected the list.

By the 3rd month they just dropped out of contact ... but kept billing.

I'm hopeful of a refund, considering they delivered absolutely nothing for 4 months ... but now they are silent again and not responding.

Pros

  • Sales pitch (watch out)
  • Email scripts (these were pretty good - I'm sad that after 4 months they still never got to be put to use)

Cons

  • Quality control is awful
  • Insisting on automated data gathering with no human review
  • Continuing to bill clients even when they are not communicating and not delivering

Return on Investment

  • The ROI is incredibly negative - we paid, they delivered nothing.
  • ROI is made even worse because we had to pay for extra CRM and Google Workspace seats for their sales people - who never did any outreach, never used the licenses.
  • This was a significant investment for our small agency, and the money lost has hampered our other marketing efforts.

Other Software Used

Xero, Pipedrive, Accelo, Twist: Team Messaging, Slack

Great tool for automated outreach campaigns!

Pros

  • Good user interface
  • Easily readable reports
  • Quick automation setup

Cons

  • Hard to open different sections in different tabs
  • Can be difficult to see the overview of steps
  • Not a great ability to edit each step that does not involve an email

Return on Investment

  • PersistIQ has saved a substantial amount of time by automations
  • PersistIQ has helped to set up appropriate steps for outreach
  • PersistIQ has helped with gaining quality leads

Other Software Used

ClickUp, ActiveCampaign, Zoom

Good for basic needs and the budget conscious

Pros

  • Very simple design
  • Fast and responsive interface
  • Easy to learn

Cons

  • It's not the most feature rich
  • Can't send images, attachments
  • Can't do different pathings for emails

Return on Investment

  • It helps me get a lot of emails out efficiently.
  • It's saved me a lot of time.
  • There are times that I feel it's not as good as competitors.

Alternatives Considered

Outreach

Other Software Used

HubSpot CRM, UberConference, ZoomInfo

Persist(ence)IQ

Pros

  • Great looking interface and easy to use
  • Easy to manage and scale the tool to more people
  • Nice stats and reporting features

Cons

  • I'd like the stats to be able to go deeper past visuals. Really get into the data
  • More tool integrations into our existing toolset
  • Customer service is great, but take a bit while to get back to you

Return on Investment

  • Much more quantity of leads
  • Less time spent manually reaching out via email
  • Great reporting and stats I can share to upper management

Other Software Used

SalesLoft, Adaptive Insights, C-Insight