FactSet Workstation vs. ZoomInfo Sales

FactSet works for all my IR needs. I do not see a function for which I use it for that it would be less appropriate. I believe that the tool's efforts towards becoming more integrated with AI are strong and that in time the Mercury offering will be just as competitive as some of the other AI offerings out there today such as AlphaSense

Incentivized

I have found it to work best combined with LinkedIn Sales Nav. I use the filters on the sales navigation search to find people I wish to target, then use the sidebar to export individuals with the correct information into our CRM quickly. That is my bread-and-butter play as a BDR; I'm in there every day. It is also helpful to quickly check a company's revenue and employee count.

Incentivized

• Easy/clear UI for navigation
• Easily find and sort through financial filings to get to the data
• Document search functionality seems to be improving consistently with more robust features

Incentivized

• Zoominfo provides us scoops regarding any new upcoming project or pain points (difficulties) facing by certain companies which helps a lot in our business to contact such companies.
• Zoominfo gives us the exaction info such as email address, Direct or Cell phone number of particular contact which we want and we don't get anywhere except zoominfo
• Zoominfo has huge database. Intent is one of the favorite section where we get the exact info about the companies/industries which we want
• Zoominfo Connects with Hubspot which is another benefit for us to add any specific contact directly to our HubSpot app.

Incentivized

• The user interface on stock monitor needs work - sometimes I wish to clone the same fields to another tab/watchlist and it appears the best way to do so is recreate it form scratch
• transcript to be more timely and more accurate
• on the consensus financial forecast tab, have more segment breakouts like Visible Alpha

Incentivized

• For initial users, the system can be a little overwhelming. A ZoomInfor SalesOS Basics guide could be beneficial to keep new users from feeling lost amongst all the options.
• Clearer instructions on how to set targeted search parameters for inbound information would be beneficial.

Incentivized

We need the FactSet data and capabilities to complete 75% of the financial analyses that we complete for both internal and external purposes. It is invaluable and I am not aware of any other provider that would be able to fill this gap that FactSet does

Incentivized

I'm not the contact. But I see it is where things are moving and if you don't have the information ZoomInfo gathers and continues to be more honed in on our customer or prospective customers, we will lose any advantages we once had and will be left behind.

Incentivized

It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform

Incentivized

Overall super simple to use. You do not need any training to use it, just a couple of minutes as it is very intuitive. I love using it because it has everything in one place except cadence. The filters on accounts and prospects is very easy to use as well.

Incentivized

I think the data delivery could be improved, but it's a good data set.

Incentivized

I would give it a higher rating but they keep changing our account managers.

There would have nice while providing a great platform to use, to have an in person class to show how it would best serve us and to navigate. Nothing was provided to myself outside of having a sign on and the preloaded steps to get through basic processes

Incentivized

Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.

Incentivized

There’s a few not listed. All in all, ZoomInfo Sales is an essential tool if you’re hunting hard and often. The AI functionality is superior to anything else I’ve used. However, if you’re a come and go, now and then prospector you can get by with other search engines that are “static” or seeming to be lacking in current data. LI Sales Nav is great, but you’re not going to get ahold of normal mid level people on there, and contact details are protected. The biggest competitive benefit here is you get everything you could possibly want to know, I’m not aware of any other product that can hang.

Incentivized

• hard to quantify, bc i havent brought any new business bc of it, so the ROI would be 0%. I use other systems for proposals.
• However, I use it for everyday work and equity/fi analysis and portfolio construction research at ticker level, and that part works 100%.

Incentivized

• Zoominfo Sales has reduced our company research effort by at least 80%. We now have all the information in one place.
• TAM (total addressable market) data accuracy is significant.
• AOP planning is flawless, i.e., allocating budget, sales resources, etc., by territory.

Incentivized