Proposify vs. ZoomInfo Engage

It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.

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ZoomInfo Engage has been outstanding in setting up automated workflows. It allows us to be more efficient in our day-to-day planning because once you set up a workflow, your planning for the next several days is done. One area for improvement would be to allow other domain emails for marketing. I have my primary domain email, but when I'm reaching out to potential candidates I would rather use a different domain. This is not possible.

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Independently Invited by TrustRadius

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• TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
• ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
• EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.

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• Allows for customization, automation, and scaling of outreach
• Works as a secondary and well done CRM to compliment or serve as a main internal CRM. Also helps organize your prospects.
• Tracks customer actions and engagement at a very convenient level, with easy to read data.

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Independently Invited by TrustRadius

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• Export into Word would be useful
• SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
• Some of controls (editing proposals and templates) could be more clear/intuitive
• Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration

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Independently Invited by TrustRadius

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• In my experience, super unreliable product... too many bugs for a knowledge worker
• In my opinion, overpriced. They are making money for its affiliation with sales os product.
• In my experience, filtering is messed up and buggy. No real support for Account based focus campaigns... Just good for basic calling, recording, and auto sync with CRM... everything else, sucks. Not reliable

We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us

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I think the automated workflows and outstanding support are game-changers. I typically won't use a software platform that does not offer exceptional real-time support.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It works very well with the tools and other Zoom Info products that we already use. The fact that it integrates is a huge win for us because we designed our CRM internally so we are very sued to working a certain way. We can use this to boost the information and tools from our pre-existing ZoomInfo products as well, so it brings out a lot of value.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.

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I get a higher response rate from Linkedin Recruiter, but I think I can reach more passive candidates with ZoomInfo Engage. On the other hand, I did not have success with UpLead at all. Linkedin Recruiter does not have an automation feature, and you are limited to the amount of InMails you can send in a month, which is disappointing. ZoomInfo Engage customer service/technical support is hands-down better than LinkedIn.

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• The detailed proposal has saved me time explaining a game plan to potential clients.
• They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
• When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.

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• We decided not to use Tellwise for the time being and will test it again in one year because what I saw so far is promising.
• We haven't seen any substantial ROI.
• If you need to track content shared with prospects and stakeholders, Tellwise may be exactly what you need.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info