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ZoomInfo Engage

ZoomInfo Engage
Formerly Tellwise

Overview

What is ZoomInfo Engage?

Engage by ZoomInfo is a sales engagement platform that sellers use to source and connect with prospects from a single platform, automate multi-step email and call campaigns, personalize communications at scale, and analyze results.

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Recent Reviews

Tellwise Review

10 out of 10
July 02, 2018
Incentivized
We use Tellwise to send email to various groups of clients and potential clients. The software is easy to use and allows for you to move …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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What is ZoomInfo Engage?

Engage by ZoomInfo is a sales engagement platform that sellers use to source and connect with prospects from a single platform, automate multi-step email and call campaigns, personalize communications at scale, and analyze results.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.zoominfo.com/products/engag…

Offerings

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

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Alternatives Pricing

What is Yesware?

Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.

What is Close CRM?

Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.

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Product Details

What is ZoomInfo Engage?

Engage by ZoomInfo is a sales engagement platform that sellers use to source and connect with prospects from a single platform, automate multi-step email and call campaigns, personalize communications at scale, and analyze results.

ZoomInfo Engage Features

  • Supported: Automate & optimize communications: Scales communications so users can connect with more prospects without additional manual work.
  • Supported: Streamlines tech stacks: Provides a platform to prospect, reach out, and track activity, saving time and reducing toggling between systems.
  • Supported: Identifies ideal prospects: Identifies prospects who are searching for solutions like those offered by the user, and offers contact data to ensure messages reaches them.
  • Supported: Analyze and track engagement: Continuously optimizes omni-channel engagement strategy based on real-time data.

ZoomInfo Engage Screenshots

Screenshot of Engage Home Screen: An automated, real-time view of upcoming tasks, so follow-ups don’t slip through the cracks.Screenshot of Contacts that meet the Ideal Customer Profile (ICP) can be reached from a single platform.Screenshot of A Contact’s demographic information, prior engagement activity, and company information can be seen before reaching out.Screenshot of Pre-written email templates from Engage’s library save time crafting email communications.Screenshot of Multi-step omnichannel campaigns help to increase response rates and reduce manual activity tracking.Screenshot of Engage’s intelligent recommendations engine will recommend the perfect persona that is most likely to engage.

ZoomInfo Engage Videos

Engage by ZoomInfo empowers users to identify ideal prospects and reach out in a personalized way.
In this video, Chad Helmlinger, Product Marketing Manager for Engage by ZoomInfo, walks through 3 major tips for improving sales and prospecting workflows.
How Katie Mahon, Program Manager at Ascent Risk Management, uses Engage to intentionally follow up with prospects in a structured and organized way.
How to Use the Microsoft Dynamics / Engage by ZoomInfo Integration.
How to Use the Chrome Extension for Engage by ZoomInfo.
Createing a Salesflow in Engage by ZoomInfo.

ZoomInfo Engage Competitors

ZoomInfo Engage Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Engage by ZoomInfo is a sales engagement platform that sellers use to source and connect with prospects from a single platform, automate multi-step email and call campaigns, personalize communications at scale, and analyze results.

Outreach, Salesloft, and HubSpot Sales Hub are common alternatives for ZoomInfo Engage.

The most common users of ZoomInfo Engage are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(48)

Attribute Ratings

Reviews

(1-2 of 2)
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Score 7 out of 10
Vetted Review
Verified User
I've used Zoominfo Engage to find and reach the right talent and buyers in recruitment. It's similar to how herohunt.ai works. Works quite wel when sending messages and follow ups. Personlization and automation features could improve though.
  • Sending messages
  • Sending analytics
  • Further automation from an outreach perspective
  • Better personalization tokens
Good for more experienced sales teams who already know automation
  • Message automation
  • Workflows
  • Reply rates are decent
  • Open are too low
Bonnie Lewinstein | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Since we are an executive recruitment firm, we use ZoomInfo Engage to identify potential candidates for our assignments for either direct recruitment or referral requests. We can also use the ZoomInfo Engage for business development/marketing when needed. The entire company uses ZoomInfo, and it has been instrumental in identifying candidate contact information, company information, and organizational charts at companies.
  • Engage allows us to find several means of contact (mobile phone, business phone, work email, personal email.
  • Engage allows us to email directly from the site and we can see when the emails are opened by the recipient.
  • Engage has the ability to create automated "workflows" so that you can email automatically, then call, etc.
  • It's cumbersome to set up templates and workflows.
  • There is an order of operations, and it's not always easy to set up a workflow.
  • I want to see candidates who may not be on LinkedIn but would be on other professional sites. I'm not sure that this is possible.
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.
  • Setting up email templates.
  • obtaining multiple types of contact information.
  • searching via NAICS or SIC codes.
  • Creating automated workflow campaigns which include both automated emails and telephone calls.
  • We are more efficient in our day to day work.
  • We reach more people more quickly so we can complete assignments for our clients more quickly.
  • We can see when an email is opened in real-time, so we can see who is actually seeing the messages (verses them going into a junk/spam folder or being blocked by a firewall. On other platforms, you have no idea if your email has been opened or read unless the recipient responds.
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.
2
Executive Recruiters (permanent placement of mid to senior-level executives).
1
I think anyone can use it; it's cumbersome at first (as is any new software platform) until you use it a few times. They have real-time chat and telephone support which is critical to me. When I can't figure something out, I have several ways to get the answers I need.
  • Identifying candidates for recruitment and/or referrals.
  • Identify competitive companies based on geography.
  • Efficient automated workflows to contact candidates.
  • We also use it for business development and marketing to obtain new clients.
  • We will use it to get market intelligence to provide to our clients.
  • ZoomInfo Engage lets us see who may be more open to a conversation, we will use the feature soon.
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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