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.

RingLead is a powerful data management platform that enables us to keep our data clean and normalized. It cuts back significant time to clean, update, and import data, that would normally take hours if not days to complete.

Allows you to easily manage CRM data in bulk; improving overall hygiene, preventing duplicate records, and saving time from manual cleanup or data entry.

Since RingLead is a powerful tool, setting up logic and understanding all the features and steps can be difficult to understand for some less technically-savvy users. Building logic can also be limited as you can't build custom logic (1 and (2 or 3) and 4), and have to build each scenario under different "or" statements. Also no ability to do cross-object referencing for field updating.

Deduping

The software does indeed work as advertised. They are able to offer deduping services that our company needed.

Wow! Bad experience all around. For 7 months of our 12 month contract they were charging some random persons credit card instead of ours. Apparently they have no safeguard for protecting clients credit card info. Anyway we tried to get it fixed back in November and they just ignored us. We then got an email that they would be contacting their attorney over this. Straight up told me he didn't care if we renewed with them next year. We finally got our credit card on file and hopefully, it's fixed. But there is some serious miscommunication and confusion on their end. Their frustration should never be taken out on a client when it's their own fault. I got ahold of someone else in the company and they apologized profusely for the way we had been treated and for the mistake that had been made on their end and offered us a 10% discount. The software fits our needs for now but we are seriously unimpressed with the customer service and lack of professionalism.

Everstring has allowed us to prioritize the best leads in our database and to inform us what other companies would be best to reach out to that would benefit from our solution. It has been one of the few solutions that has significantly improved our revenue generation.

No cons for Everstring. The team is there to support, open to feedback, and on their game developing and providing additional value showing they care about their customers.

Stumbled across Capture almost 2 years ago and fell in love with the platform. Realizing it was only integrated with a few select CRMs at the time and being a Zoho Alliance Partner, decided we HAD TO HAVE this tool for ZCRM!! Capture is NOW available as a Chrome plugin for Zoho CRM with development in progress for Zoho Recruit too!! Capture allows users in sales, marketing, talent acquisition to pull lead and contact information into Zoho from anywhere on the internet. Whether you are profiling contacts on LinkedIn or directly from a corporate website, Capture is built to scrape tons of detailed information making the collection of Leads a breeze. And now with the new integration, you can import the information right into your database!!

Exceptionally accurate capture of contact information!!

Would like to see more marketing tutorials for Zoho and Capture.

I am able to sell to the most qualified prospects, not wasting my time on organizations with no use case, or ones I don't have the leg-up of referencing similar current clients.

The search engine easily allows me to search for companies I have sold to previously or had great success with, and then find similar organizations to. This gives me the advantage to referencing their competition, and telling a story as to why this my technology is valuable and impactful in their space.

This tool can be a little confusing to learn how to use, largely because there are so many ways it can be used. The training put on my the Everstring is very helpful, though. Nevertheless, there will be a bit of a learning curve with this software, but if you want to engage in account-based selling, this is a phenomenal tool.

The employees are amazing and very responsive to any need or question I may have. The tool just works!

Easy to set up, easy to test, easy to filter for duplicates, easy to use overall.

Nothing! No complaints here. Team was super helpful and product is easy to use

Capture is a great tool that assists in prospecting efforts in conjunction with LinkedIn/Navigator. While it is a bit clunkly as an add on tool/plugin. It saves a lot of time from having to manually update opportunities, new contacts and new accounts. In short this tool is a time SAVER for those who have less time to prospect. Also- your able to store 1000 contacts at any given time, this is nice simply to fall back on/ remind you of older contacts (when prospecting).

The best feature is the ability to be able to convert a contact into a lead. This accomplishes a few things, saves time and allows me to created the account, opportunity and contact all in one action (more or less). Given my job is extremely heavy on prospecting time saving steps like these help immensely.

I get the impression I'm only using capture to 50% of its potential. I wish features jumped out at you a bit more. The condensed screen (although you can alter it) isn't the most streamlined user friendly tool out there. I keep finding a lot of duplicates, which adds another step of scrubbing.

From the sales team to customer success and support everyone has been a pleasure to work with. Great integrations with other data enrichment providers and a seamless with SaleForce.

I can manage every part of my marketing and sales data process in one platform now.

The design, UX/UI could definitely use an updated. Although the deign looks up to date, the overall experience could be enhanced. A UX update would make this product amazing. Not a showstopper by any means though.

It saves so much time if you're having to manually merge leads! RingLead developed an additional feature for us to meet our business needs! It's Marketo integration is easy to set up.

Some of the logic can be confusing to set up but you figure it out with help from the implentation team. Certain features can't be used without a CRM like Salesforce. Not all of our scenarios are accounted for so I still have to manually merge some leads once a week but it's easier to do this within RingLead.

Its been a very good fit for our lead business.

Allows us to keep our leads clean and prospects flowing.

Refreshing the connection often seems harder then it should be

This software does ALL of the work for me. In sales, finding contact information is where half of my time is spent- this eliminates that and gives me more time to sell.

At times, there is contact information that is outdated.

It is easy to press the capture button within a product like LinkedIn SalesNavigator and have the contacts pop up in a separate window. The contacts then remain populated if you need to find them at a later date.

The information is typically very outdated or incorrect altogether and often takes a long time to return results. It pulls from old contacts, sometimes many years old. In addition, there is no way to directly integrate with Salesforce, so contacts have to be added manually, which is time consuming.

Great! I would like to use this at any Salesforce org that I'm part of

Easy onboarding process. Simple to implement and very easy to use day to day. De-duping/merging made easy, with added functionality we are always exploring

UI is a tiny bit clunky, but to be forgiven as the tool is so detailed

We feel that the Data Management aspect of Ringlead is helpful to our efforts. Customer support has been excellent.

We switched from another vendor because Ringlead looked as though we could get firmagraphic support along with data management. Our current vendor could only provide data management. This has not proven to be true. The firmagraphic has not worked for us.

Overall experience is good. There are some bugs but it allows me to prospect much easier.

I love the ease of use to find contact data on my target prospects then how I’m quickly able to get them into Salesforce

The implementation process was a bit complex getting it fully integrated the way we wanted to with Salesforce

Overall I like it, and would recommend if you're looking for contact info.

It gets numbers that other companies and services like this can't. It also makes it really easy to get prospects into Salesforce

It often (maybe twice a month or so) stops working for us, which is inconvenient. Sometimes I'll "premium enrich" a contact and nothing will be found and it still uses up one of my credits. Sometimes It'll pull out wrong numbers so you have to be prepared for that when using those numbers to call.

Ability to monitor VMs is huge for our business

Call functionality is not what we see as valuable

We use RL to prevent dups from entering our CRM, standardize data, and manage imports/clean up efforts.

Integration w/ SFDC and Marketo and the ability to complete multiple data hygiene tasks from one spot.

I wish it had the ability to mass update records from within RingLead

How the team works with our requirements and able to customize to our specs

Not sure who is overwriting whom when we use multiple enrich platforms

Ringlead packages together a lot of features that can be purchased individually as separate products from other vendors. If you're using a number of these features, it's a great way to bundle to get multiple technologies on a single license. I also like that Ringlead has proactively reached out to us to ensure we're getting good use of their products and what we have available to us.

You may be paying for features that you don't need or won't use, but generally if you're using a few features it's a better price than buying similar tools separately.