ZoomInfo Operations

RATING:

4.3

(103)

About ZoomInfo Operations

ZoomInfo OperationsOS caters to the needs of an organization's operations and sales teams. ZoomInfo OperationsOS Lite is a free version of the software that allows you to manage your contacts, schedule meetings, and coordinate communications with other people in your company. ZoomInfo OperationsOS Lite offers the following functionalities: - Manage Contacts: You can add or remove contacts from your account, update their information, and search for new contacts by name or location. - Schedule Meetings: With this feature, you can send out invitations to prospective clients or customers, set up follow-up reminders for yourself or others involved in the meeting, and track who has accepted or declined an invitation. - Coordinate Communications: This feature allows users ...

ZoomInfo Operations Pricing

Free trial: 

Available

Free version: 

Not Available

Image not available

ZoomInfo Operations Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4

Most Helpful Reviews for ZoomInfo Operations

1 - 5 of 102 Reviews

User Profile

Reunaldo

Verified reviewer

Marketing and Advertising, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed March 2023

ZoomInfo OperationsOS: Pros and Cons Review

PROS

I appreciated how simple ZoomInfo OperationsOS was to use and navigate as well as how quickly it could provide me with the information I required. I also discovered that the platform was very user-friendly and helpful for quickly and easily gathering data about my contacts and prospects.

CONS

I discovered ZoomInfo OperationsOS to be unintuitive to use and to lack a user-friendly interface. In addition, I discovered that the system was challenging to navigate and took a long time to load.

Jordan

Information Technology and Services, 1,001-5,000 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2020

Data Quality Management Tool

PROS

RingLead is easy to use and setup rules to cleanse and enrich your CRM and MAP data.

CONS

The account matching and previews of outcomes on list uploads can be improved.

Reason for choosing ZoomInfo Operations

All in one - lead routing, data quality and enrichment tool

Nicol

Financial Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed July 2020

Not a complete solution

We had some issues in implementation that dragged on for months. Customer service was very responsive and helpful, but the product just wasn't a complete solution for both our CRM and email automation platform.

PROS

RingLead does a decent job at restricting/preventing duplicates from being created in Salesforce.

CONS

It is not a viable solution for preventing/deleting duplicates in Marketo.

Julia

Verified reviewer

E-Learning, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Salesforce Admin Essential!!

Ringlead's on-boarding and support is awesome. They schedule the time with you and make sure you are achieving what you need to achieve right from the beginning. They take the time to listen to suggestions and improvements while being highly responsive to any questions or emails. I have needed a few last minute meetings and they made it their priority to jump on a call with me; I super appreciated that.

PROS

Ringlead's software has become an essential tool for me to manage and maintain our Salesforce instance. The power and control this tool provides is incredible. My favorite part of the product package is the mass updating function because with no stress or needing to download files to update values via excel and then send in with data loader, you can: set your criteria with ease, see the number of records in real-time that specific criteria involves, tell the system what to do for those records, update them all or only a select few (or none), and have the ability to download those CSV files for your records. Think of when you add a new default picklist value for a new or existing field; you can now mass update all the null values to this default value within in seconds. The amount of time I have saved in my everyday workload is so valuable, the tool pays for itself within a week of use!

CONS

I honestly wish I just had more time to dedicate to all of the use cases. I don't have any complaints for what I do utilize.

Anonymous

5,001-10,000 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2020

Save Time Finding Duplicate Records

We have definitely saved time using RingLead as it automates a large portion of the de-duplication process on accounts. It's great for complex organizations that will need multiple rules to identify the best matching accounts. What anyone considering a purchase of RingLead or similar product should know is that it's unlikely to solve all of your duplication problems, so you will need to weigh the cost and potential benefit accordingly.

PROS

While RingLead has multiple functions, we primarily used it to identify duplicates before adding large lists from acquisitions into our Salesforce CRM. With the fuzzy logic and multi-step checks to identify the correct account matches, our team saved at least 50% of their time on list preparation using RingLead. For complex databases where there may be multiple accounts that could be matched and you need to select the right account, this definitely worked for us.

CONS

Training the team on how to use this tool is critical, as changes are applied directly to Salesforce. While the tool is very easy to use, due to this potential risk you may need to have a more technical team managing how it is used to prevent data errors.