Great for Financial Professionals
August 11, 2017

Great for Financial Professionals

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ZoomInfo

Used to search for clients with outdated accounts with AXA.

Effective way to learn about the client/prospect and the company in a quick manner.

Pros

  • Company profile
  • Easy search
  • Easy to generate leads

Cons

  • Limited to employees of small businesses
  • Hard to find older clients/prospect
  • Cheaper Excel lead
  • Faster lead conversion
  • Increased sales productivity
  • Easy to use

It was recommended by my employer, AXA Advisors LLC. We do a lot of cold calls, and its important to spend time wisely. The data is an easy way to write a personalized email, using minimal time. Much better for searching for prospects within a company. Compared to People finders and other search engine, it gives you much more.

The pricing for lead generation could be cheaper.

Zoominfo is well suited for B2B business. Also, it is very useful for searching for employees of businesses.

I recommend using the Excel download, if you are looking to make a lot of cold calls. It has to be strategic, and make sure the list is concise. It is important to make the list as useful as possible.

ZoomInfo Sales Feature Ratings

8.0
Advanced search
8
Identification of new leads
8
List quality
8
List upload/download
8
Ideal customer targeting
8
Load time/data access
8
8.0
Contact information
8
Company information
8
Industry information
8
8.0
Lead qualification process
8
Smart lists and recommendations
8
Salesforce integration
8
Company/business profiles
8
Alerts and reminders
8
Data hygiene
8
Automatic data refresh
8
Tags
8
Filters and segmentation
8
8.0
Sales email templates
8
Append emails to records
8

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