The Ledger

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why aren't all 15 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Opinion
Drift and Intercom Cannot Serve Mid-Market Companies in Emerging Markets
“So for the companies, I mean, for the mid-market companies who try to hit the bottom of the pyramid where internet has just reached, but education is not there yet, neither Drift nor Intercom can do anything. I mean, the English, the mixed languages have to be…”
Gaurav Singh Jul 18, 2019 ▶ 16:43 1454 How This Intercom, Drift Competitor Is Winning in India
Opinion
Fosselius: Dixa Messenger launched as an 'Intercom killer'
“We just launched Dixon messenger. It's no disrespect. We call it an intercom killer because it's taking basically live chat messaging and bringing it to a whole new level with typically brands that have many channels and many conversations back to that idea.”
Mads Fosselius Jun 2, 2022 ▶ 12:55 Details behind Dixa $43m Acquisition, $15m combined ARR, $400m Valuation
Opinion
Kuhn: Intercom chat messages get ignored due to bot overload
“But the problem is that if you send a message on intercoms chat badge, you know, that typical icon bottom, right? Those messages just like get ignored because people are so inundated with automated messages from bots. It's hard to get user attention in that wa…”
Spencer Kuhn May 20, 2020 ▶ 14:48 1761 Changelog Software Hits $650k Revenue, Bootstrapped From Spain
Opinion
Intercom and Drift's US Rivalry Leaves International Markets Open for Verloop
“So I believe, I mean, both Intercom and Drift, the good thing, they both have money, and they both are locked in the battle in United States. Yeah. We have an entire Southeast Europe empty, so Europe is massive for us, Southeast Asia is massive, and India has …”
Gaurav Singh Jul 18, 2019 ▶ 4:02 1454 How This Intercom, Drift Competitor Is Winning in India
Assertion Partly supported
Intercom and Drift Lack Deep Out-of-the-Box Backend Integrations
“Neither intercom nor drift provides the service. I mean, it's too hard to integrate your services.”
Gaurav Singh Jul 18, 2019 ▶ 11:06 1454 How This Intercom, Drift Competitor Is Winning in India
Prediction Not checkable as stated
Warner: Facebook Messenger website embeds will have an advantage over Intercom
“Here's why I think that's better than Intercom, and I love Intercom, but I think that they're gonna have an advantage over Intercom because of this.”
Andrew Warner Apr 11, 2018 ▶ 18:48 991 He's Built 400+ Chatbots Making $800k in The Process
Insight
Collin: Intercom creates silos by excluding sales from customer communication
“Intercom is good for customer communication, but what we're trying to do is having more of your communication, so customer success, product, sales on front, and on Intercom, you don't usually have your sales team. You'll use Yesware or ToutApp, which will make…”
Mathilde Collin Aug 2, 2017 ▶ 10:22 739: How Has She Has 3x'd Revenue to $700k MRR in Just 11 Months?
Opinion
Major helpdesk platforms underinvest in their bundled knowledge base products
“At the moment, the customers might use something from bundled along with your help desk products like Zendesk, Pressdesk, or Intercom. But the problem is they don't invest enough on the knowledge base side of things.”
Saravana Kumar Aug 21, 2020 ▶ 19:41 Kovai $8.5m Revenue, India Bootstrapped, 3 Core SaaS Products
Insight
Schuckert: Use Messenger for Lead Gen, Intercom for Customer Support
“So one thing that we teach our people is that on their sales pages and their landing pages, use any of the Facebook messenger lead magnets. So you could have like your chat widget, you could have a bar up top that has it and like an exit intent, use all that s…”
Carl Schuckert Aug 11, 2019 ▶ 10:12 1478 The Art of the Start: First $1k in MRR and How He Did It
Insight
Powered-By Chat Widgets Drive More Viral Growth in B2B SaaS
“Like for example, if you're an e-commerce company, like we end up getting less customers that way. If we were, if you're a B to B SaaS company, you'd see more. I imagine that both drift and intercom have seen like similar growth sort of based on where they're …”
Ben Congleton Jul 31, 2019 ▶ 8:29 1467 Olark Founded 2007, $14.4M+ in ARR, So Why Did New Live Chat Players Get All The Love?
Opinion
Valishev: Intercom targets advanced tech companies with complex software
“Intercom targets more Advanced technological companies with their complex product that can be integrated in your software product that can be like used to automate customer service, grow your retention and stuff.”
Tim Valishev Jun 29, 2019 ▶ 4:56 1435 Live Chat For Business Passes $5m in ARR, 31,000 Customers, Bootstrapped
Disclosure
Birdseed offers its full product free for two users to drive acquisition
“So it's appreciably less. We operate on a freemium model. You know, our whole product, we give away for free. We limit it to two account users, but for the majority of our Who we believe will be our business, which is small to medium sized businesses to accoun…”
Drew Sheehan Apr 13, 2019 ▶ 9:15 1358 He's Put in $450k Before Turning on Paywall, Smart or Not?
Opinion
Olson: Pendo and Intercom don't compete; Intercom targets Zendesk
“I see them trying to disrupt the support tools like Zendesk and Freshdesk more so than attacking Pendo. So I think there's plenty of room in the market for Intercom and Pendo to coexist. So I don't actually see them as competitive at all.”
Todd Olson Aug 13, 2018 ▶ 7:30 1115 How Pendo CEO Uses War Chest to Acquire Companies, Integrate
Opinion
Mentimeter CEO calls Intercom the best product created in past five years
“Intercom is the best product that has been created the last five years, and their new, like, educate version, like content management, it's amazing, so everyone should look into it.”
Johnny Warstrom Oct 17, 2017 ▶ 22:16 815: SaaS: He's Replacing the iClicker Growing From $800k ARR to $1.5m ARR in 6 months
Opinion
How Pendo positions its in-app messaging against Intercom
“I think intercoms focuses more around being a next generation communication platform. Think of our in-app messaging more like campaigns, like let's launch a campaign to do guided tour when you log in. So onboarding, new feature announcements, those sorts of th…”
Todd Olson Mar 30, 2017 ▶ 3:35 EP 614: Pendo Raises $31M Helping 200 Customers With In App Messaging To Drive Usage with CEO Todd Olson
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