GTM Studio powered by ZoomInfo is a revenue operations platform for building, enriching, prioritizing, and activating business-to-business (B2B) audiences and go-to-market workflows. It supersedes capabilities from the former ZoomInfo Marketing product, branded MarketingOS for a period, and ZoomInfo Operations. The product carries forward audience targeting, intent-based activation, campaign orchestration, enrichment, data management, scoring, routing, and operational workflow capabilities into…
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LeanData
Score 8.8 out of 10
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LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
We used to suffer with the leakage of leads and with duplicate entries, just like how I mentioned earlier. After implementing it, our data hygiene has improved by a huge quantity. Our team has become more efficient in terms of reaching out to the prospect within minutes of showing interest in our SAAS security products and services, instead of spending time on data entry in the Excel sheets and then working on the lead. It has reduced our manual research time by almost 36 %, allowing the team to focus on revenue generation rather than Sales operations.
LeanData is best suited for lead contact or account routing. If you need Round Robins. If you need reporting on AHT. If you need normalization. If you need a way to identify inbound duplicates. If you want to set up a schedule link and calendar invites for your Sales Reps.
The ease of campaign creation is amazing! I can get a campaign set up in just a few minutes.
The reporting allows us to easily see the performance of our ads. There is no guesswork.
I love being able to create audiences from ZoomInfo tools such as Websights, intent, workflows and lists. This allows us to target a very specific audience that we otherwise would not have access to.
LeanData's UX is top notch. I love how intuitive the FlowBuilder is, and how it helps visualize a process. I don't need to use another tool to map out the flow, and then build it again in LeanData. I also love the testing feature.
LeanData support is amazing. So communicative, and helpful. They were so helpful during onboarding, and continue to be a great resource as we optimize.
Territory management/Routing/user scheduling is super easy in LeanData. Far more robust than other solutions out there.
When uploading leads from a tradeshow, if you have multiple leads from the same company, LeanData will create multiple opportunities. We created a work-around to add a delay to the second individual from each company so that LeanData would not create the duplicate opportuntity, but the ability to do that out of the box would be nice.
We have a complex salesforce instance with complicated hierarchies. Sometimes LeanData will match to the incorrect account. We would like it to match to the headquarters.
I give this rating because I feel that ZoomInfo Operations has made our work easier and smoother than before. Like now we manage our sales leads, new engagements, easily, and the data we get from ZoomInfo Operations helps us a lot to move in the right direction. our customer success rate is higher than before after implementing it.
Very easy to use - there are only a couple of areas that I need to think through how best to build specific rules or logic to ensure updates are made as expected. The ability to easily add filters and immediately see how many records match them creates a use case in itself. Sometimes we pull up Ringlead just to gain quicker access to counts of records that meet specific criteria, because it is faster than building views or reports in Salesforce. It is also extremely easy to see what records were updated, imported, or merged - the reporting and access to the history of activities are very helpful.
LeanData is pretty much straightforward if you just know the basics of accessing fields and objects in SFDC, and for me, personal opinion, LeanData is more flexible compared to native SFDC flows, visual-wise. I really find LeanData very easy to work with; when something unusual happens or goes wrong, I can just use the Audit Logs and do some quick search on what really happened there on the routing as it preserves the history
I have been using ZoomInfo on and off since 2018, and I have NEVER had the site go down on me once. I'm not sure how they do it, I'm not a software engineer, but they have 100% up time compared to other software as a service. Our CRM has already gone down a couple times this year, but not ZoomInfo.
I would rate its performance 9. I do not doubt its performance, the pages load quickly withour laging or error. It gives a report within the time frame without errors, no matter how complex the report is. We integrated it with our CRM; at first, it tended to slow a little, but later it was fixed and ran smoothly.
I give this rating because I never feel they deserve less than it. Their commitment towards the customer is outstanding, whenever I need to reach out to the supprot, I feel like I am just talking to a person who is sitting beside me. They respond quickly and solve the problems easily, even guiding us on how not to get into the same problem again and again, so we can avoid going back to support.
Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.
Have a plan on how you're going to evaluate. We had a two-month trial period, but a six-month average lead cycle time, making it impossible to evaluate on a purely new-business ROI basis within the trial. We applied the model to our prior data, which demonstrated how much time and effort was devoted to accounts that weren't going to close
ZoomInfo is a more refined product that is more intensive, and it also has a considerably larger, more reliable database for data collection. However, cost is a big difference between ZoomInfo and Seamless AI. Consequently, it can sometimes be difficult to justify the price point difference.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
It can be scalable, and I've seen it at organizations that made it scalable, and organizations that did not. It really depends how well it integrates with your CRM (does great with Salesforce, for example). If a company doesn't take it serious, it will never scale unless you have decision makers and C-Suite pushing for it.
