1) Organizations requiring broad, cross-industry prospecting outside technology/IT personas.
2) Organizations that need deep, out-of-the-box CRM deduplication and highly prescriptive integration controls.
3) Teams that require a mobile-first calling workflow; mobile capabilities were identified as a gap by multiple reviewers.
4) Procurement processes that require highly standardized, self-serve monthly-cancel SaaS terms for managed services (the SDR services have a minimum 5-month term).
5) Security and compliance processes that demand published certification evidence (SOC 2/ISO 27001) prior to vendor engagement; public materials did not include these certificates.