RealZips GeoData Platform is a must-have Salesforce app for event marketers
November 13, 2018

RealZips GeoData Platform is a must-have Salesforce app for event marketers

Jason Kelly | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with RealZips GeoData Platform for

RealZips GeoData Platform is being used by our marketing department to target contacts who live near one of our events in order to send them emails and letters about the event. RealZips allows us to pull the field "Metropolitan Area" into reports, making it much easier to target all contacts within an area, regardless of if we have their full address or not (you only need their zip code).
  • The main strength of RealZips GeoData Platform is the ability to query the "Metropolitan Area" field they provide, which is based on the contact's zip code. For example, if you are looking to promote an event to all contacts in the New York City area, this field will automatically show contacts living within several miles of NYC, not just those living in NYC itself.
  • RealZips GeoData Platform automatically provides a zip code for contacts who may have that part of their address missing from their contact page. This helps keep the address data clean.
  • RealZips GeoData Platform will help you sort your prospects or leads into geographic areas, helping you schedule in-person meetings while on the road.
  • RealZips GeoData Platform provides a generous non-profit discount.
  • RealZips GeoData Platform only requires the contact to have a zip code to work. The contact does not need a full address.
  • RealZips GeoData Platform may be difficult to learn at first, as their reporting tie-in fields need a certain syntax. But once you figure it out, it becomes clearer for future uses. Otherwise, the product functions as intended.
  • RealZips GeoData Platform has had a positive ROI by allowing us to target specific contacts based on their geographic location, not their physical address.
  • RealZips GeoData Platform has had a positive ROI by providing a very generous non-profit discount.
RealZips GeoData Platform integrates very well with and works seamlessly alongside other apps, such as the Nonprofit Success Pack and Causeview, which transform Saleforce's data into a non-profit focused layout. Any changes in Salesforce's data structure do not seem to impact RealZips effectiveness. Furthermore, it works well as a data-cleaning tool, which increases the potency of all other apps.
RealZips GeoData Platform generates contact location reports in any format via the use of the zip code. These reports integrate well with Salesforce's default reports, as well, as all fields become part of the contact object. The reports meet almost all the needs of a standard marketing department, especially those that need to market events.
RealZips GeoData Platform is well-suited for Saleforce users and administrators who need to send targeted emails and snail mails and segment reports by a certain geographic area and are frustrated with Salesforce's built-in process for this, which is mostly non-existent. Other marketing platforms may handle this scenario better, but for Salesforce, RealZips is the best option.

RealZips GeoData Platform for Feature Ratings

Advanced search
Identification of new leads
List quality
List upload/download
Ideal customer targeting
Load time/data access
Contact information
Company information
Smart lists and recommendations
Salesforce integration
Data hygiene
Automatic data refresh
Filters and segmentation