Huge Impact on Data Integrity.
Use Cases and Deployment Scope
Ringlead / ZoomInfo Operations is a critical component of our Sales Operations function and for our Salesforce data hygiene. We use scheduled bulk update tasks to ensure the right Accounts and Contacts are assigned to the right Owners, and we create one-off tasks when turnover occurs on the team. We perform manual list imports throughout the week using a templated task in Ringlead, making it very quick and easy to create and update records in Salesforce for reports and dashboards of data that is otherwise managed outside of Salesforce. We wouldn't mess with that if we didn't have Ringlead to make it easy. We have a lot of automated tasks set up to date-stamp records that fit specific criteria, which enables us to build trending reports and then use the date fields in report filters, etc. We also use Ringlead to update picklist fields from our text formula fields, instead of building that as a flow in Salesforce, because Ringlead is much easier to set up and maintain over time with any adjustments we would want to make. It is a very powerful, intuitive tool.
Pros
- Automated Field Updates based on easy to configure Filters.
- Bulk Owner Assignment & Reassignment.
- List Imports - to Create or Edit Records.
- Deduplicate Records (Accounts, Contacts, Leads).
- Add Contacts or Leads to Campaigns.
Cons
- Accounts can now be added as Campaign members in Salesforce, but Ringlead isn't able to process Accounts that way yet.
- We did a pilot of Ringlead's Enrich functionality and didn't find it very intuitive or useful enough to keep.
Likelihood to Recommend
ZoomInfo Operations is very well suited for bulk record updates, list imports, and record ownership assignments and reassignments. The intuitive user interface makes it easy to explore as many scenarios as possible to use the platform. The platform is extremely powerful as well - the volume of scheduled/automated bulk updates that we have running hourly and daily has never seemed to cause any issues with the system. All expected tasks are completed every time, and if any records couldn't be updated, the system does a great job of highlighting those errors for you. Based on my experience, scenarios that would be less appropriate include automated enrichment, specifically for contacts who may have moved to another company. Also, they need to keep up with Salesforce capabilities regarding what objects can be added as Campaign Members - we have to come up with a workaround when we want to add Accounts to campaigns.
