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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

(1-8 of 8)
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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
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.
Pablo Povarchik | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Tellwise is a drip email system that integrates with Salesforce. We tested it to replace Yesware and compared to CirrusInsight. We choose CirrusInsight.
  • Tellwise is great to manage documents, attachments and to track those attachments.
  • Tellwise provides a super cool way to present marketing materials and documents giving you the ability to track activity and understand what your users are doing with those documents.
  • My impression is that Tellwise is a newborn and needs lots of improvement integrating with Salesforce and contextual info.
  • Tellwise will show Salesforce information only related to actions taken through Tellwise. You can't load someone else's contact data like you would with Yesware or CirrusInsight.
  • The user interface needs lots of improvement to become more intuitive.
Tellwise can implement great drip email campaigns integrated with Salesforce. it is also great for people who manages lots of collateral and marketing materials to share with prospects and stakeholders.
Bethany Vidaurri | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
When I first started using Tellwise I used it a lot more than I use it now. I would use it for my email templates, sending out emails and making and documenting the call. Now I do not use the email feature anymore because my emails are not getting seen and sent to the "other" folder in Outlook. My open rate has dramatically decreased this past year (Q1 & Q2).
I used Tellwise a lot for phone calls. I love this feature because I can organize my VMs and get my calls logged automatically.
  • The phone call feature is fantastic. It makes calling out a breeze!
  • I like how I can prerecord my VMs.
  • My emails are not getting viewed as much as they used to.
  • I have seen a decrease in view rate this past year.
When I have to make calls Tellwise is amazing because it makes this process a lot easier!
July 02, 2018

Easy to Use

Brittany Leonard | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our organization is using Tellwise in our sales department. The ADM team is using it to track, send, and monitor email activities. We are able to see who has opened emails and clicked links and even interact with our audience through those links. It creates a direct link between us and our audience while helping us see what emails are most effective.
  • Email Templates - Being able to create, save, and tag email templates is a huge bonus. I can go into a certain tagged folder and find the exact kind of email I'm looking for.
  • Activity Icons - Clear icons on the main page are a quick and easy way to know who is engaged with my emails and how they are engaging. It's a snapshot view I can work from of who my hottest leads are.
  • Syncing Between Applications - Tellwise works wonderfully with Salesforce and Outlook to allow me to send and track my emails from anywhere.
  • Hot Prospects - I don't find this particularly useful. A flame in varying colors doesn't tell me anything the Activity doesn't
As a whole, I really enjoy using Tellwise. From using it to track one-off emails to setting up entire Salesflows, it's a very simple tool that lets me focus on my job instead of trying to track down emails and activity. It's user-friendly and the support we get from the Tellwise team is amazing.
July 02, 2018

Tellwise Review

Score 10 out of 10
Vetted Review
Verified User
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 individuals from one group to another without complicated steps.

There's also a feature that allows you to automate your emails and when they are sent/create a sequence of emails to be sent.

I don't personally use their phone dialer but that was something I had tried out just to see what it was like and that also seemed like a great product. I just don't make calls in a series that would require me to use a dialing service but if I did I would certainly be using this as well.
  • Allows you to import groups and attach labels to them for separate campaigns to be sent to various groups.
  • Allows you to easily email large groups of individuals with content you can match to their label/group.
  • Simple UI
  • Editing a template can be a little tricky until you learn the tricks (their team is great at helping out).
If you're sending emails to prospects and would like a simple way to get various messages out to specific groups, this is a great tool. Billy and the team are awesome and always quick to help when there is a question or an issue.

I've found their solution to be a great fit for my small business.

If you're not sending emails or making phone calls then it wouldn't be appropriate. If you are then this is certainly worth a look.
Chris Connelly | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tellwise is a tool that our account development team at Marketware uses to help us to more efficiently reach out to potential clients within different organizations. It allows us to better warm up leads to our tool via email and track which people are engaging with me and the messages that I've sent them.

I would recommend Tellwise to any organization looking to structure their sales or account development team for success.
  • It has an extension for outlook.
  • You can use it seamlessly with Salesforce for adding leads, calling, emailing etc.
  • It at times has made my outlook slower because of the extension.
  • Sometimes the email setting to plan for emails to go out at a specified time doesn't work.
My understanding of the tool is that it would work well within sales or account development teams that exist within a SaaS company, but I don't know where it would be less applicable.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tellwise is being used by multiple departments in my organization. We use it to track activity surrounding our outreach to prospects and clients. One of our team's uses Tellwise to email 500+ individuals weekly (10-15 from a single company) and it helps to qualify those leads in our of priority. They also use the auto-call feature for voicemails.

Another team uses it to email ~100 clients in a client update newsletter every month. As a part of these newsletters, we include opportunities for additional sales. Tellwise is great because the Templates are completed customizable in the web app. and it easily integrates to mail lists in Salesforce.

However, I do not like the Outlook plug-in. It is very prone to glitching and the emails do not look that great on the receiving end. That said, anyone who responds to a Tellwise mass email can then be handled individually through a standard Outlook mailer, and still tracked for activity.
  • Track email opens and links clicked
  • Auto-voicemail after calls
  • Customizable templates
  • Easily Integrates into Salesforce
  • Easily add PDFs, word Docs., or URLs into templates
  • Relevant merge fields.
  • Outlook compatibility (when mailing from Tellwise Outlook plug-in)
  • Excel sheet links in templates
  • Recipient activity can result in many more notifications then necessary.
Well-suited for mass outreach, not appropriate for mostly 1 on 1 emailing.
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