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.

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.

RingLead is the platform we use to import all tradeshow / live event lists to our campaigns, and it is used to schedule duplicate resolutions across leads, accounts, and contacts. The platform has come a long way since pre-DMS.

RingLead has made huge strides with the DMS platform and the tool is flexible enough to run matches on accounts, leads, contacts and leads:accounts and leads:contacts. The tool is easy to use for admins. Match criteria is expansive and flexible, and the Master + Surviving Field Rules are easy to define (and save as templates) to ensure that field and record retention is consistent.

RingLead is a great tool, but there is one thing that bothers me: Intuitively, the way the matching rules are displayed as a cascade makes it seem as if it works like an "if" statement - where the first rules are evaluated first, and if false, then the next set of rules are evaluated. This is not the case; all of the rules are evaluated with the same level of priority. Right now - we would need to create separate de-duplication jobs to run strict, then moderate, then loose matching parameters. It would be HUGE to allow users to prioritize the match rules (i.e. give us an option to prioritize matching logic, ELSE everything will be evaluated at the same priority). Reporting is OK but could definitely be expanded to provide more detail.

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.

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

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

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.

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!

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.

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.

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.

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.