Item: ZoomInfo Sales
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

The SalesOS platform is a very powerful tool for enhancing prospecting efforts at scale. I highly recommend augmenting the SalesOS platform with the Engage add-on. The SalesForce integration is also very good if properly implemented.

I would highly recommend two things however, before becoming ZoomInfo customers, if the users do not already have experience, undergo some form of semi formal marketing training. Then, after the contract is signed, go through the process of getting the SalesOS and Engage certificates. This goes for both leadership and front line BDRs. Not doing this will do your team a disservice, especially when starting from zero.

All that being said, I for sure love the platform, and highly recommend the platform, and am thankful for the impact its had on my job.

Just remember- it is all in the setup.

Pros and Cons

Job title classification
Key words and tagging
Integration

Industry Classification
Phone number verification
Support ticketing

Go-to-Market Impact

If properly implemented and segmented, the SalesOS workflows can be a very powerful tool to leverage. With higher tier contracts. These can be set up to use the intent signals to automatically place them in Engage SalesFlows that are tailored for specific market segments you want to target. These are more useful for companies that are SaaS or SaaS adjacent, but can be more broadly useful as well. Just depends on your strategy. I recommend anybody discuss this with a ZI account manager who can connect you with a CSM to really dive into it.

Ease of Integration

The connections on the user side are very, very fast. Almost one click to tie the SalesOS to Engage, Outlook, and SalesForce.

On the Admin side, its a bit for in the weeds with what permissions are where, but the customizability is very granular, and access to custom fields is there.

Only thing you can kinda trip on is the Engage Dialer, and VOIP can be messy, but not anything to cry over.

Return on Investment

Scale
Volume
Activity

Key Insights

Do you think ZoomInfo Sales delivers good value for the price?

Yes

Are you happy with ZoomInfo Sales's feature set?

Yes

Did ZoomInfo Sales live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of ZoomInfo Sales go as expected?

Yes

Would you buy ZoomInfo Sales again?

Yes

Alternatives Considered

The alternative our team
was looking at did not have SalesForce integration

Other Software Used

ZoomInfo Engage, Microsoft 365, LiveChat

Likelihood to Recommend

If you’re in a SaaS role, or anything sales, selling something as a service, SalesOS, especially SalesOS + Engage, is a very powerful tool, especially trying to scale with a BizDev team. If that’s the case, I think you’d benefit from a higher tier contract level- Advanced or Elite editions. If you’re in a slower sales cycle, or selling something very niche, maybe a lower level contract would be more beneficial. Maybe commodity or equipment sales.

SalesOS

Overall Satisfaction with ZoomInfo SalesOS