[ GTM Wor... Reviews ](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) [ GTM Wor... Reviews ](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) # GTM Workspace - Powered by ZoomInfo Features ##### ## Data Availability (7) Contact Data Availability Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. Company Data Availability Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. Industry Research Availability Does this product offer industry research data that you require? Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Contact Data Availability Provides detailed contact-level buyer intent data Account Data Availability Provides aggregated intent data for individual contacts to supply an account-level view of intent Offline Data Ability to connect offline databases to collect information that can be matched to online devices Show More ##### ## Data Accuracy (3) Contact Data Accuracy How accurate and up to date is the contact data? Company Data Accuracy How accurate and up to date is the company data? Technographic Data Accuracy How accurate and up to date is the technographic data? Show More ##### ## Features (8) Lead Builder Ability to create targeted contact lists. Integration to CRM/Marketing Automation Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. Data Cleaning/Enrichment Ability to clean/enrich existing data that is maintained in other systems Data Segmentation/Filtering Functionality to filter or segment data from within sales intelligence software Search Offers search tools that allow users to find the data they need quickly News/People Alerts Alerts you to changes happening to industries, companies and people you follow Reporting Provides ability to create the reports that meet your business requirements Messaging Provides ability to message contacts directly from within the sales intelligence software Show More ##### ## Platform (12) Internationalization Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting/Dashboards Access pre-built and custom reports and dashboards. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. APIs Enables integration to external systems Search Provides users with search tools in order to find the data they need quickly User, Role, And Access Management Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Mobile User Support Allows software to be easily used on multiple mobile devices, including phone and tablet devices Alerts Provides features for email and messaging alerts surrounding contact and company updates Collaboration Allows multiple users to access and collaborate on the platform Compliance Provides features for users to follow domestic and international privacy and data colelction compliance laws Show More ##### ## Lead Intelligence (11) Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Lead Validation Product accurately cleans, deduplicates, and verifies lead data. Lead Enrichment Product enriches existing lead data with missing information. Lead Quality Product provides accurate, up-to-date contact information for leads, such as email address or phone number. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Browser Extension Product offers a browser extension that validates or enriches lead information within the user’s browser. Show More ##### ## Lead Management (6) Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Show More ##### ## Marketing Campaigns (8) Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Show More ##### ## Campaign Execution (4) Website Personalization Provides tools that dynamically serve content, messaging, and calls-to-action. Prioritized Accounts Helps determine which accounts have the highest/lowest opportunity to convert. Trending Accounts Helps determine the direction of each individual account and how to engage through specific content. Email Campaigns Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels. Show More ##### ## Calling (5) Record Calls Records calls for future reference. Generate Location Generates an area code local to where the user is calling to increase likelihood of pick-up. Call Types Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. Click-to-Call Gathers contacts from integrated tools, allowing users to call with one click. Auto Dialer Has auto-dialing or predictive dialing functionality. Show More ##### ## Contacts (3) Personalization Retains a log of extraneous contact information such as timezone and contact engagement. Information Locater Finds and opens saved contact information for reference at the time of a new call. Record Prospect Data Allows users to denote which contacts they believe are prospective customers. Show More ##### ## Insights (6) Notes Allows users to take notes during or after the call for future reference. Daily Summary Delivers users a daily summary of activity. Automated Voicemails Sends automated voicemails to prospective clients who fail to answer. Automated Emails Sends automated emails to increase engagement with prospective clients. Sorts Prospects Organizes contacts based on probability of success. Automated Note Taking Automatically transcribes and summarizes meeting discussions. Show More ##### ## Analytics (5) Open Rates Records the rate at which emails are opened. Link Activity Records the rate at which links in emails are followed. Attachment Activity Records the rate at which email attachments are opened or downloaded. Export/Import Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. Reporting Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. Show More ##### ## Customizations (5) Email Platform Integration Syncs information from other software such as contacts, emails and calls to reduce manual data entry. Email Scheduling Allows administrators to schedule out emails in advance. Notifications Reminds administrators to follow-up on emails based on pre-set reminders. Email Categorization Allows for the categorization of emails. Templates Allows for the creation of templates for frequently-sent emails. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Integrated Workflows (7) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Calls and Voice Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Other Outreach Options Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. CRM Integration Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## Dialing Options (3) Preview Dialing Presents information about the individual being called before the call begins. Progressive Dialing Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing. Predictive Dialing Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently. Show More ##### ## Agent Tools (2) Callback Scheduling Reschedules calls within the software itself, either through a prompt or by the agent themselves. Call Recording Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary. Show More ##### ## Automation (2) Voice Activity Detection Decides response type by determining if voice is a human response or an answering machine. Call Scrubbing Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry. Show More ##### ## Platform Additional Functionality (5) Integrations Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) Topic Customization Provides the ability to customize the relevant topics that are tracked Natural Language Processing (NLP) Provides natural language processing (NLP) to identify topics within content (i.e. number of people researching a topic from a business) Alerts Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.) Real-time Intent Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries) Show More ##### ## Lead Monitoring (3) Features Provides features to create and manage lists of potential customers Performance Monitors form‚Äôs performance and contribution to the sales pipeline Identification Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page Show More ##### ## Data Capture (4) Mobile Records leads using different types of devices Websites Captures form submissions from existing forms on websites or landing pages Social Media Captures leads across social media channels Data Captures measurable, real customer data gathered directly from a website Show More ##### ## Customization (4) Forms Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter Personalization Changes colors, calls to action, or form length to personalize lead capture Templates Provides pre-configured templates that can be customized by users Integration Integrates with sales and marketing software solutions to transfer lead data between them Show More ##### ## Data collection (5) Natural Language Processing (NLP) Provides NLP features for filtering data collection down to specific data points Data Sources Provides a wide selection of data sources for aggregated news and MARKET data Custom Research Sources Allows users to make custom data collection queries Lead Enrichment Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy Advanced Data Collection Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history, Show More ##### ## Segment Trending (4) Web Provides features for tracking competitors websites including information such as pricing changes or new product features Social Provides features for tracking competitor activity on social media Benchmarks Allows users to benchmark their product against other competitors in order to understand competitive position in the market Finance Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations Show More ##### ## Analysis (3) Custom Dashboards Allows users to create custom market intellignece dashboards Reports Allows users to build and export reports for market data Integrations Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Lead Scoring Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage Best Time of Day Scheduling Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations Buyer Intelligence Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Generative AI (6) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Data Availability - Marketing Account Intelligence (1) Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Show More ##### ## Data Accuracy - Marketing Account Intelligence (1) Technographic Data Accuracy Is this technographic data accurate and up to date? Show More ##### ## Agentic AI - Market Intelligence (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Lead Mining (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Lead Intelligence (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Visitor Identification (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Lead Capture (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Intelligence (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Email Tracking (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Outbound Call Tracking (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Account Data Management (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Marketing Account Intelligence (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Auto Dialer (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Sales Engagement (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AI Sales Assistant (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Email Verification (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI Capabilities - Auto Dialer (3) Call Prioritization and List Optimization Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times. Compliance Monitoring Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions. Speech Analytics and Sentiment Analysis Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review. 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