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ZoomInfo Operations

ZoomInfo Operations
Formerly OperationsOS / RingLead

Overview

What is ZoomInfo Operations?

ZoomInfo OperationsOS/RingLead is a comprehensive data quality management platform for sales and marketing operations teams to clean, enrich, and route their go-to-market data.

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Recent Reviews
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Awards

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Pricing

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What is ZoomInfo Operations?

ZoomInfo OperationsOS/RingLead is a comprehensive data quality management platform for sales and marketing operations teams to clean, enrich, and route their go-to-market data.

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  • Setup fee required

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is ZoomInfo Operations?

OperationsOS/RingLead enables revenue teams to build clean and complete sales and marketing data, get new data through connections with ZoomInfo and 60+ 3rd party data sources, infuse critical first party data into the right systems, and accurately route engagement-ready data to the correct sales reps. RingLead’s no-code, automated data management engine, helps organizations to build a stronger, unified go-to-market data foundation to better power revenue motions.

ZoomInfo Operations Features

Data Quality Features

  • Supported: Data source connectivity
  • Supported: Data profiling
  • Supported: Data element standardization
  • Supported: Match and merge
  • Supported: Address verification

ZoomInfo Operations Screenshots

Screenshot of Transform, which gives users the ability to standardize record fields to keep data navigable.  Normalize enables users to clean formatting and keep data consistent. Segment allows users to organize and group records according to common criteria or data points.Screenshot of Prevent allows users to combine all of the features of RingLead (deduplicate, enrich, normalize, segment, and route) into one single task.  This can be done in real-time for net new records coming into a CRM, or on existing records when they are updated.Screenshot of Connecting one or more data vendors to RingLead enables the user to utilize enrichment packages and tasks. Bulk enrichment of records from one or more configured data vendors can be performed. Offers filters to target only the specific records to update, updates existing data that may be old or inaccurate, and fills in the gaps where data is missing, and/or normalize and segment records at the same time.Screenshot of record assignments, routed to the right owner for sales or marketing motions. Any Salesforce object can be routed: Leads, Contacts, Accounts, Opportunities, and Cases Advanced Workflow Rules enable users to define conditional logic on unlimited fields with various operators to route Leads to the right user.

ZoomInfo Operations Videos

ZoomInfo RevOS is built from the ground up around the ZoomInfo's comprehensive B2B data.
How ZoomInfo was able to help Shelli Welch, Sales Operations Manager, and her team, deduplicate over 1M accounts in Salesforce.

ZoomInfo Operations Competitors

ZoomInfo Operations Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, Canada
Supported LanguagesEnglish

Frequently Asked Questions

ZoomInfo OperationsOS/RingLead is a comprehensive data quality management platform for sales and marketing operations teams to clean, enrich, and route their go-to-market data.

LeanData, Openprise, and Cloudingo are common alternatives for ZoomInfo Operations.

Reviewers rate Implementation Rating highest, with a score of 10.

The most common users of ZoomInfo Operations are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(209)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Thomas Zimmerman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Everstring's solutions are helping us with lead prioritization, lead management automation, and personalization in the marketing department. It centralizes the lead management process to help accelerate leads through the funnel and convert prospects into customers.

With good marketing programs and lead acquisition teams, the problem becomes sorting through tens of thousands of records and focusing on the best leads. "Best" is a very subjective term and can be hard to define. Everstring helps us adhere to a scientific definition of a "good lead" and operationalize the process so that lead development representatives can use their time and focus wisely.
  • Service - Everstring is very attentive to us and is determined to solve our problems with us even if they are outside the scope of basic solutions.
  • Tech - the models created for us have worked and have shown notable results.
  • Innovation - they are always open to feedback on new ideas or improvement and make valuable adjustments to products.
  • Analytics - with the amount of data they have and what it could potentially tell you about your business, it would be valuable to have more access to the analytics.
Evestring is very well suited for monetizing marketing efforts. It is a great tool to connect marketing with the sales process and move leads down the funnel.

It is not suited for quick moves into new customer segments - predictive runs on historical data and models need a sufficient sample size to be effective. Expect a time lag for models to be adjusted or leverage predictive segmentation.
Responsiveness is outstanding. Expertise and willingness to customize and adjust to your specific needs are also notable. We actually made a request that had nothing to do with predictive analytics and Everstring created a solution for us.
Implementation was a breeze and we were set up within just a few days. Also, our customer success contact has spent a lot of time helping us solve problems and providing feedback for a wide range of business issues.
We are not formally account-based, but are incorporating more and more aspects of ABM. Funnel priotiziation is a clear win for ABM as mentioned earlier, but the real value is in predictive segmentation, which allows demand gen teams to source only the most relevant companies and contacts for highly targeted segments. Marketers can actually upload sample companies in a particular target segment, filter contact role, department, etc., criteria, and Everstring will deliver all other companies and contacts that fit that profile. Compared to traditional demand gen tactics, it's an inexpensive way to source highly targeted leads.
We are not doing it yet, but we are looking at the predictive segmentation tool, which is a powerful way to source highly targeted leads.
  • Opportunities created - we saw a notable uptick in opportunities created from LDRs.
  • Deals Closed - we also saw great improvement in deals closed.
  • Same number of leads sourced - the increases in opportunities created and deals closed were all on almost exactly the same number of MSLs compared to when we didn't use predictive. The gain in efficiency in lead management has been significant.
We looked at a number of vendors in the predictive space and the sales process with Everstring was very positive. They clearly valued high quality service and we at no point felt like they were imposing products on us and just looking for a quick sell.
At the time, (more than a year ago), the deliverables across predictive vendors were very similar and static, but Everstring showed willingness to get creative with us and deviate from pre-packaged solutions.
The ultimate differentiator was that we felt they had our interests at heart.
Score 9 out of 10
Vetted Review
Verified User
We use Everstring across our organization, primarily with the functionality of rating the potential fit of new leads that enter into our system. It helps us to prioritize the leads that are more likely to buy and present only those leads to our sales team.
  • Very responsive and helpful account management team: always available to answer questions and set up update meetings to discuss progress and new product features.
  • Accurate company ratings: their algorithm rates leads with high accuracy, and is significantly better than the previous solution that we used for data enrichment on demographic fit of a company.
  • Continuous releases to their product improving usability: since we've become customers there have been multiple major releases to their product, from either an integration or new features standpoint.
  • Data enrichment: while the signals that they use to rate whether a lead is a good fit are clearly working for us, it would be nice to be able to pass some of the key demographic information back into our system to help us with maintenance and upkeep of our data.
EverString is very useful if you are looking for a way to automate the lead analysis process to identify which companies and leads you should target. It does require some noticeable level of information to accurately build their algorithm (the more opportunities you've created in Salesforce the better), but provided you meet the baseline, it builds quite a nice fit profile. Can be updated 2 or 3 times a year as needed to keep up to date with the current opportunity creation standards of your team.
Very knowledgable team, and very responsive. I have more regular check-ins with their team than just about any other vendor we work with, which is well received. With any new release we always have a call to review with a screencast so I can see the proper way to use it, then I am able to go off and experiment, then we'll have a follow up meeting whenever I am ready to review feedback and usability.
Has helped us primarily in the way we prioritize our sales funnel, in that we are filtering out the 'crap' leads that do not have a chance to convert to business with us. We are not yet using them for their lead generation capabilities on accounts similar to those we are targeting.
Prioritization of inbound leads for the sales cycle.
  • Significantly reduced (by 90%+) the new lead alerts we used to share around the company: now we only share the top targets.
  • Too early to tell on sales cycle (very long sales cycle), but optimistic on cutting down the time.
-Impressive portfolio of funding companies with a really strong trajectory for their business (were still quite young when we began conversations)
-Hands on service from one of the co-founders early on in the process
-Strong roadmap for future releases
-Lower price
July 19, 2016

Strongly Recommend

Damian Wisniewski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use a 70+ score as our shared metric for MQLs across Marketing, Sales, Analytics, etc, for reporting across all funnels. In addition, all new account sign ups through our e-commerce site are scored and we use SalesForce to automatically create leads for our SD Inbound team to call using the same 70+ cutoff.
  • Strong analytical model. I have a high degree of confidence in the results.
  • Great 3rd party data.
  • Team is very responsive and is strong technically & analytically.
  • Would love for them to offer a data appending service. I think their data is better than what I can buy elsewhere (especially # of employees) but it's not available to be imported into SFDC.
  • More transparency around scoring would be nice.
You need a fair amount of data to get started with your model, say >1000 customers (can sub in really good Closed Lost prospects if you have a long sales cycle).

If you are going to buy outbound prospects and not just score inbound leads, you want to make sure that there are externally-facing factors (e.g. technologies deployed on the website) that will allow you to target the right companies. If your sales cycles are often kicked off by dissatisfaction with a current provider, it can be hard to tease this out from publicly available data in time to make a difference.
Everyone I have worked with at EverString is great. Very strong technical and analytical organization. We did have to take a couple of stabs at the initial model, so plan on 2-3 weeks to get up and running. The model refresh was very smooth. Definitely the type of company you want supporting a mission-critical sales system.
EverString has been most effective in the SB segment, where SD reps look through the stream of inbound account sign ups through our e-commerce self-service flow and attempt to upsell them into packages. We have achieved great gains in efficiency by only directing accounts with a score of 70+ to the SD Team for review and outreach.
EverString is key to prioritizing inbound leads and account sign ups. We have not found the net new accounts & contacts to be as helpful as we hoped. The companies they recommend are definitely in our wheelhouse, but we have a very tight window of 2-3 weeks to replace an existing vendor and there are no good external signals that can automate for us the right time to call.
  • EverString allowed us raise SD quotas by 25% (based on # of accounts per month) while introducing minimum purchase requirements for SD compensation without any disruption to the team.
Steve Susina | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Everstring to help us prioritize which prospect accounts we're most likely to close business with. Everstring combines our own internal sales data coupled with external buying signals to help develop a model so we can direct marketing programs and sales efforts toward the right target firms. We make the Everstring score and rating data available through our CRM to help guide our sales teams on how to invest their time, and we've even used it to help determine whether we should sponsor a particular event based on the attendees.
  • Quickly and easily integrates with our CRM and marketing automation platform. This makes the data accessible throughout the organization
  • Provides an integrated lead generation option to help us grow our database with the correct set of prospect leads. Documents
  • In addition to the initial data model, included a re-calculation at various times during the year, enabling our model to reflect our most up-to-date sales data.
  • Provided a customer success representative that walked us through each step of the implementation, helped us understand our results, and helped integrate with our marketing automation and CRM platforms.
  • I would like to have a lookup capability for leads or accounts without having to add to our CRM system first.
  • Would like to have a "quick rescore" feature for individual accounts or leads without having to rescore my entire database.
Here's where Everstring has helped us:
-- Prioritizing outbound sales activity
-- Prioritizing marketing list development activity
-- Improving our lead scoring models
-- Identify target accounts for our ABM initiatives
-- Determine whether an event is worth participating in based on scoring the attendance list
-- Developing target lists for event invitations, campaign membership or other markinitiativesatives
-- Rating the effectiveness of marketing programs
Everstring's customer success and onboarding was extremely easy and we were supported throughout the process. They met with us to understand our initial goals and expectations from our predictive marketing implementation, helped us integrate with CRM and marketing automation systems, and helped us develop the selection criteria for the demand generation services.
Everstring has helped us gain a better understanding of who our ideal customers actually are. Before our implementation, we held the belief that we had a good understanding of our customers and knew who would be a likely customer based on that. However, we found that more than half of our prospecting was done against the lower-rated accounts, while most of our opportunities were A-rated prospects. By incorporating Everstring scoring into our account selection, we ensure that the limited sales prospecting time is spent on prospects most likely to convert.
-- We use Everstring in our lead scoring models, accelerating high-scoring, high-engaging leads to a sales rep for direct outreach while routing low-scoring/low-rated leads to nurturing (or even unqualified) pools.
-- The Everstring score helps us prioritize who we include in demand generation marketing campaigns
-- We use the Everstring score to evaluate events--comparing the pre-registration lists with our score for those leads.
  • When we first deployed Everstring, we saw that 55% of our prospecting activity was against C and D rated leads, which have a very low conversion rate and very little revenue. We determined that we could increase company revenue by 16% and more than double the opportunity pipeline if we simply switched the prospecting time on C- and D-rated leads to A's and B's and maintained the same conversion and close rates.
  • We still have some fear that we may miss out on qualified leads that improperly score low, however, we have overcome our concerns by agreeing that any inbound leads will be routed to sales teams even if the scores are below the MQL threshold.
Fliptop was acquired during our evaluation period and therefore eliminated.
We saw Lattice Engines, 6sense, and Mintigo as being more expensive with capabilities beyond our initial requirements and beyond our budget limitations.
Everstring offered a flexible paid trial period, pricing that fit our budget, and had good integration with our CRM and marketing automation. We also relied on strong customer references.
12
We made Everstring data available and visible to all within our CRM system. The teams that use the data include:
- Field Sales/Business Development has used the data to help select target accounts for our ABM initatives
- Inside Sales used Everstring data to prioritize their outbound prospecting efforts
- Marketing uses the data to select contacts for marketing campaigns, invitation lists, and event evaluation.

1
Your organization's salesforce admin and/or marketing automation expert can easily support Everstring.
  • Prioritize sales prospecting efforts
  • Select leads for event or campaigns
  • Evaluate event programs based on attendee lists
  • Evaluating events based on the Everstring scores of pre-registered attendees. We've shifted budget in our event program based on the scores of those attending.
  • As we develop and refine our ABM target lists, we can use the Everstring data as a key factor in determining whether a company should be removed or added to our target lists.
  • We are hoping to connect the Everstring data to an upcoming programmatic advertising trial.
The Everstring data is improving the effectiveness of our marketing and sales teams.
No
  • Price
  • Product Features
  • Product Reputation
  • Vendor Reputation
  • Analyst Reports
  • Third-party Reviews
Two factors that drove a trial included postive feedback from other Everstring customers and research reports from Forrester and Topo. The Forrester report positioned Everstring in a continuum that included our current data sources like Data.com, which made the internal sales process easier, as we already had a line item in the budget.
We may have asked for two or three finalists to run a trial--even if we had to pay for it--to compare the models from different providers.
  • Implemented in-house
No
Change management was a big part of the implementation and was well-handled
FIrst, include sales in the process. Our implementation was marketing led, but demonstrating how Everstring could improve sales efforts was key to our overall success. When sales reps saw that they could get more meetings, more conversions and more closed business out of the same prospecting time and effort, they bought into using the Everstring scores to prioritize their time.
  • Getting the financial approval internally was the most significant issue. Our leadership thought we had a strong understanding of our most likely customers and that the results of the trial wouldn't show anything we didn't already know. The reality is that we found more than half our prospecting was against low-rated accounts that were unliekly to ever convert.
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
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