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ZoomInfo Operations

ZoomInfo Operations
Formerly OperationsOS / RingLead

Overview

What is ZoomInfo Operations?

ZoomInfo OperationsOS/RingLead is a comprehensive data quality management platform for sales and marketing operations teams to clean, enrich, and route their go-to-market data.

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Recent Reviews
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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

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Pricing

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What is ZoomInfo Operations?

ZoomInfo OperationsOS/RingLead is a comprehensive data quality management platform for sales and marketing operations teams to clean, enrich, and route their go-to-market data.

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  • Setup fee required

Offerings

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

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Product Details

What is ZoomInfo Operations?

OperationsOS/RingLead enables revenue teams to build clean and complete sales and marketing data, get new data through connections with ZoomInfo and 60+ 3rd party data sources, infuse critical first party data into the right systems, and accurately route engagement-ready data to the correct sales reps. RingLead’s no-code, automated data management engine, helps organizations to build a stronger, unified go-to-market data foundation to better power revenue motions.

ZoomInfo Operations Features

Data Quality Features

  • Supported: Data source connectivity
  • Supported: Data profiling
  • Supported: Data element standardization
  • Supported: Match and merge
  • Supported: Address verification

ZoomInfo Operations Screenshots

Screenshot of Transform, which gives users the ability to standardize record fields to keep data navigable.  Normalize enables users to clean formatting and keep data consistent. Segment allows users to organize and group records according to common criteria or data points.Screenshot of Prevent allows users to combine all of the features of RingLead (deduplicate, enrich, normalize, segment, and route) into one single task.  This can be done in real-time for net new records coming into a CRM, or on existing records when they are updated.Screenshot of Connecting one or more data vendors to RingLead enables the user to utilize enrichment packages and tasks. Bulk enrichment of records from one or more configured data vendors can be performed. Offers filters to target only the specific records to update, updates existing data that may be old or inaccurate, and fills in the gaps where data is missing, and/or normalize and segment records at the same time.Screenshot of record assignments, routed to the right owner for sales or marketing motions. Any Salesforce object can be routed: Leads, Contacts, Accounts, Opportunities, and Cases Advanced Workflow Rules enable users to define conditional logic on unlimited fields with various operators to route Leads to the right user.

ZoomInfo Operations Videos

ZoomInfo RevOS is built from the ground up around the ZoomInfo's comprehensive B2B data.
How ZoomInfo was able to help Shelli Welch, Sales Operations Manager, and her team, deduplicate over 1M accounts in Salesforce.

ZoomInfo Operations Competitors

ZoomInfo Operations Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, Canada
Supported LanguagesEnglish

Frequently Asked Questions

ZoomInfo OperationsOS/RingLead is a comprehensive data quality management platform for sales and marketing operations teams to clean, enrich, and route their go-to-market data.

LeanData, Openprise, and Cloudingo are common alternatives for ZoomInfo Operations.

Reviewers rate Implementation Rating highest, with a score of 10.

The most common users of ZoomInfo Operations are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(209)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Phil Nugent | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The sales department has access to EverString. It is used to identify the revenue of a specific company, the C Level contacts within the organization as well as where the organization is headquartered.
  • Accurate Data
  • Filtering ability
  • Intuitive interface
  • Limited search capability
  • Outdated contact info
  • No app
Great for searching a territory for specific audiences and/or industries. Not so great if you want to export a list of your findings.
Little to no training. Very intuitive and makes sense. Just wish the search function was better.
Very satisfied. Adding in the parameters you want allows you to get the results you’re looking for.
We don’t use this in sales.
By filtering to specific industries you can target the accounts you are looking for and it is very easy to do so
Not sure about the company on the whole but I identified (in my first couple months on the job) an account that I will close that was in EAP but not in my company’s CRM.
Big impact allowing us to create marketing specific to the audience we are looking for
EverString is a bit more intuitive although Salesgenie does have an app.
500
Sales, Marketing
50
Minimal skills required
  • Find C Level team
  • Filter by industry
  • Geographically identify territory
  • Data integration into CRM
  • Creation of users preferred audience
  • Faster data integration
  • Allow single account data integration
Great product. Need better search capability and a mobile app
Not Sure
Not sure
  • Product Features
  • Product Usability
  • Vendor Reputation
N/A
  • Don't know
Not sure
I’ve had one support request that was addressed and resolved within 30 minutes
No
N/A
I was unsure of how to create an exportable list. I requested via the EAP chat now and was addressed quickly
  • Geo filtering
  • Creating Audiences
  • Search requires website URL
No
Can’t find one
Easy and seamless to operate
Melissa Davies | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Used with sales team in SFDC order to prevent duplicates and reduce data entry by sales. Duplicates cost the company about $20 per record (storage in Marketing Automation tool), confusion on who is working what, and poor prospect experience (2 different sales people calling into the same prospect on the same day). Implementation was quick and easy with no downtime, little to no training of the sales team involved - an error message pops up saying "Are you sure you want create a new record - there is one already" with this xxxx and a link to that record. Its flexible enough to allow the person to create the record but it has already dropped duplicate creation significantly.
  • Duplicate prevention
  • Customizable error message - nice to have
Companies that use round robin assignment (without dedicated territories), large sales teams with lots of record creation by sales (inbound, etc), companies using SFDC.
  • Reduction of duplicates - lower costs.
  • Improved sales management (no more 'whose lead is it' discussions), improved forecasting and reporting.
  • Reduction of loss of prospects due to multiple sales people reaching out to the same one at the same time or with different information (ie. I'm in a closing status on one record, and then I get a prospecting call as if I know nothing about the company or the product from another sales rep).
80
Sales
1
SFDC Admin
  • duplicate management
Great product, easy to implement, positive return on investment
Yes
Manual look up
  • Price
  • Product Features
  • Product Usability
  • Vendor Reputation
  • Third-party Reviews
Useablity by end user
  • Implemented in-house
No
Change management was minimal
Having the right access in SFDC to implement is important.
Quick response and quick resolution.
Not Available
No
It's super easy and requires no training to implement or to use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Everstring to provide fit scoring for accounts and to find companies that would be a good target for our products based on modeling of where we have won etc.
  • Easy to use and integration with Salesforce and Bombora
  • Great customer support and help to ensure our success
  • Innovation in product and strong vision oh how AI can help B2B marketers
  • Comprehensive and accurate data
  • Would love to see more options for filters, ways to create lists and export them without having to manipulate in Excel
  • Integrations to Marketo
Everstring is great for marketers who want to find companies to target, for scoring leads based on a fit model and provides deep intelligence on accounts for the sales team.
Not too much. The team did great with onboarding us and is really intuitive to use in the interface.
So far very happy with the results to help us identify high fit accounts.
Everstring is core to our ABM strategy to identify high for accounts we can target along with intent data from Bombora it's a win-win.
The team sees info about accounts righ in Salesforce and doesn’t have to go out to other sources. It’s a big time saver. It’s also cut down time significantly in choosing target accounts.
It’s changed the dynamic between sales and marketing when doscussing good fit accojnts since we have a strong data source to rely on now!
We chose Everstring for their market vision, strong product and approach as a partner for marketing and sales success.
15
Marketing, sales and sales Development
1
Marketing ops
  • Account insights
  • For score for leads or accounts in Salesforce
  • Predictive fit model for finding new accounts to target
  • Prioritization of accounts for ABM
  • Used it to help prioritize large tradeshow lead list
  • Real time use for lead or account scoring in conjunction with Marketo or Engagio
Seen value realized
No
  • Product Features
  • Positive Sales Experience with the Vendor
Experience with the vendor in evaluation and their persistence in a non-pushy way
I wouldn’t change a thing
  • Implemented in-house
No
Change management was minimal
  • Getting users set up in Everstring and Salesforce
  • Not uploading lists correctly
Spend time thinking about how you want to use the scoring data.
  • Online training
  • Self-taught
It was helpful
It was easy to learn with a little explanation from our Customer Success Manager.
Just right - balances best practices and our specific needs
Trust their team!
No - there is no facility to customize the interface
N/A
No - the product does not support adding custom code
N/a
Nothing to note
Haven’t had any issues
We had someone leave our company who had managed Everstring and after I found myself in need of help several times and the Everstring team was responsive, helpful and consultative. Great customer experience!
  • Publishing data over to Salesforce
  • Uploading a list and scoring it
  • Seeing the criteria used in the model
Intuitive and haven’t had any major issues
Hasn’t experienced any issues to doubt reliability
No problems
Had very good experience when using it
Bombora was totally seamless. Salesforce was easy to connect as well.
Not yet to my knowledge
  • File import/export
Been simple
Nothing to note
Super consultative, persistent but not pushy, fun! They built a relationship.
Been amazing partners
Yes
No
  • Additional functionality
  • Enhanced features
No
No
Steve Susina | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Everstring to help us prioritize which prospect accounts we're most likely to close business with. Everstring combines our own internal sales data coupled with external buying signals to help develop a model so we can direct marketing programs and sales efforts toward the right target firms. We make the Everstring score and rating data available through our CRM to help guide our sales teams on how to invest their time, and we've even used it to help determine whether we should sponsor a particular event based on the attendees.
  • Quickly and easily integrates with our CRM and marketing automation platform. This makes the data accessible throughout the organization
  • Provides an integrated lead generation option to help us grow our database with the correct set of prospect leads. Documents
  • In addition to the initial data model, included a re-calculation at various times during the year, enabling our model to reflect our most up-to-date sales data.
  • Provided a customer success representative that walked us through each step of the implementation, helped us understand our results, and helped integrate with our marketing automation and CRM platforms.
  • I would like to have a lookup capability for leads or accounts without having to add to our CRM system first.
  • Would like to have a "quick rescore" feature for individual accounts or leads without having to rescore my entire database.
Here's where Everstring has helped us:
-- Prioritizing outbound sales activity
-- Prioritizing marketing list development activity
-- Improving our lead scoring models
-- Identify target accounts for our ABM initiatives
-- Determine whether an event is worth participating in based on scoring the attendance list
-- Developing target lists for event invitations, campaign membership or other markinitiativesatives
-- Rating the effectiveness of marketing programs
Everstring's customer success and onboarding was extremely easy and we were supported throughout the process. They met with us to understand our initial goals and expectations from our predictive marketing implementation, helped us integrate with CRM and marketing automation systems, and helped us develop the selection criteria for the demand generation services.
Everstring has helped us gain a better understanding of who our ideal customers actually are. Before our implementation, we held the belief that we had a good understanding of our customers and knew who would be a likely customer based on that. However, we found that more than half of our prospecting was done against the lower-rated accounts, while most of our opportunities were A-rated prospects. By incorporating Everstring scoring into our account selection, we ensure that the limited sales prospecting time is spent on prospects most likely to convert.
-- We use Everstring in our lead scoring models, accelerating high-scoring, high-engaging leads to a sales rep for direct outreach while routing low-scoring/low-rated leads to nurturing (or even unqualified) pools.
-- The Everstring score helps us prioritize who we include in demand generation marketing campaigns
-- We use the Everstring score to evaluate events--comparing the pre-registration lists with our score for those leads.
  • When we first deployed Everstring, we saw that 55% of our prospecting activity was against C and D rated leads, which have a very low conversion rate and very little revenue. We determined that we could increase company revenue by 16% and more than double the opportunity pipeline if we simply switched the prospecting time on C- and D-rated leads to A's and B's and maintained the same conversion and close rates.
  • We still have some fear that we may miss out on qualified leads that improperly score low, however, we have overcome our concerns by agreeing that any inbound leads will be routed to sales teams even if the scores are below the MQL threshold.
Fliptop was acquired during our evaluation period and therefore eliminated.
We saw Lattice Engines, 6sense, and Mintigo as being more expensive with capabilities beyond our initial requirements and beyond our budget limitations.
Everstring offered a flexible paid trial period, pricing that fit our budget, and had good integration with our CRM and marketing automation. We also relied on strong customer references.
12
We made Everstring data available and visible to all within our CRM system. The teams that use the data include:
- Field Sales/Business Development has used the data to help select target accounts for our ABM initatives
- Inside Sales used Everstring data to prioritize their outbound prospecting efforts
- Marketing uses the data to select contacts for marketing campaigns, invitation lists, and event evaluation.

1
Your organization's salesforce admin and/or marketing automation expert can easily support Everstring.
  • Prioritize sales prospecting efforts
  • Select leads for event or campaigns
  • Evaluate event programs based on attendee lists
  • Evaluating events based on the Everstring scores of pre-registered attendees. We've shifted budget in our event program based on the scores of those attending.
  • As we develop and refine our ABM target lists, we can use the Everstring data as a key factor in determining whether a company should be removed or added to our target lists.
  • We are hoping to connect the Everstring data to an upcoming programmatic advertising trial.
The Everstring data is improving the effectiveness of our marketing and sales teams.
No
  • Price
  • Product Features
  • Product Reputation
  • Vendor Reputation
  • Analyst Reports
  • Third-party Reviews
Two factors that drove a trial included postive feedback from other Everstring customers and research reports from Forrester and Topo. The Forrester report positioned Everstring in a continuum that included our current data sources like Data.com, which made the internal sales process easier, as we already had a line item in the budget.
We may have asked for two or three finalists to run a trial--even if we had to pay for it--to compare the models from different providers.
  • Implemented in-house
No
Change management was a big part of the implementation and was well-handled
FIrst, include sales in the process. Our implementation was marketing led, but demonstrating how Everstring could improve sales efforts was key to our overall success. When sales reps saw that they could get more meetings, more conversions and more closed business out of the same prospecting time and effort, they bought into using the Everstring scores to prioritize their time.
  • Getting the financial approval internally was the most significant issue. Our leadership thought we had a strong understanding of our most likely customers and that the results of the trial wouldn't show anything we didn't already know. The reality is that we found more than half our prospecting was against low-rated accounts that were unliekly to ever convert.
Have a plan on how you're going to evaluate. We had a two-month trial period, but a six-month average lead cycle time, making it impossible to evaluate on a purely new-business ROI basis within the trial. We applied the model to our prior data, which demonstrated how much time and effort was devoted to accounts that weren't going to close
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