ZoomInfo Engage

Formerly Tellwise

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.

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.

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.

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

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).

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.

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.