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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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Awards

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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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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 From Top Reviewers

(1-5 of 11)

ZoomInfo Engage - The preferred modern engagement tool

Rating: 10 out of 10
August 29, 2024
IA
Vetted Review
Verified User
ZoomInfo Engage
1 year of experience
Verified on LinkedIn
ZoomInfo Engage is an addon to increase engagement in sales efforts to reach more prospects, and connect with them. It allows automation, campaigns, personalized options for B2C communication, and metrics to measure. This is a critical add-on to the ZoomInfo suite as it bolsters some of the more well known and robust products that we use. It definitely helps us with our customer touchpoints, and creating stronger connections!
  • 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.
Cons
  • The platform has plenty of room to expand in terms of the actual CRM features it has
  • It would be beneficial if it was easier to upload and download information to exchange with internal CRM
  • I would love to see AI automation for outreach to customers at a high level. It already has the framework to make this happen technically.
ZoomInfo Engage is great for taking the next step to keeping a hold of and in touch with your prospects. The more prospects and automation your team or salesperson is seeking, the more useful this becomes. Once a sales pipeline becomes big enough, the engagement and activity tracking allows you to cut down on time and limit the amount of information you need to focus on. It also is great that as opposed to just a tool or add-on, this is basically a barebones CRM, so it complimented ours very well.

In my opinion, not reliable...buy only for its sister product, sales OS

Rating: 2 out of 10
June 10, 2024
SD
Vetted Review
Verified User
ZoomInfo Engage
2 years of experience
Use it for leads prospecting to move from suspect to prospect to qualified... and use VOIP functionality to call
  • Integration with ZoomInfo Sales OS
  • Sending Emails without screwing up
Cons
  • 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
I dont like it. In my opinion, UI is pretty and does basic functions well, which any other product in this space may also easily cover up...

An effective tool to manage business development

Rating: 8 out of 10
November 15, 2024
Vetted Review
Verified User
ZoomInfo Engage
3 years of experience
We use ZoomInfo Engage in our outreach marketing campaigns to coordinate communications with potential clients. It helps us share among the team and helps us manage the number of communications with an individual.
  • Manage contacts
  • Coordinate outreach to an individual
  • Track responses
  • Share contacts among the team and select our best outreach targets
Cons
  • Reminders of pending tasks
It is much more efficient than other methods of sending emails to a high number of potential customers. When a team is doing coordinated outreach ZoomInfo Engage facilitates collaboration between the team and allows for a more aligned and cohesive message to the customer.

Decent for experienced outbound teams

Rating: 7 out of 10
October 06, 2023
Vetted Review
Verified User
ZoomInfo Engage
1 year of experience
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
Cons
  • Further automation from an outreach perspective
  • Better personalization tokens
Good for more experienced sales teams who already know automation

ZoomInfo Engage Automates Your Workflow Seamlessly

Rating: 10 out of 10
October 21, 2021
BL
Vetted Review
Verified User
ZoomInfo Engage
1 year of experience
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.
Cons
  • 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.
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