ZoomInfo Operations

Ringlead's software has become an essential tool for me to manage and maintain our Salesforce instance. The power and control this tool provides is incredible. My favorite part of the product package is the mass updating function because with no stress or needing to download files to update values via excel and then send in with data loader, you can: set your criteria with ease, see the number of records in real-time that specific criteria involves, tell the system what to do for those records, update them all or only a select few (or none), and have the ability to download those CSV files for your records. Think of when you add a new default picklist value for a new or existing field; you can now mass update all the null values to this default value within in seconds. The amount of time I have saved in my everyday workload is so valuable, the tool pays for itself within a week of use!

I honestly wish I just had more time to dedicate to all of the use cases. I don't have any complaints for what I do utilize.

While RingLead has multiple functions, we primarily used it to identify duplicates before adding large lists from acquisitions into our Salesforce CRM. With the fuzzy logic and multi-step checks to identify the correct account matches, our team saved at least 50% of their time on list preparation using RingLead. For complex databases where there may be multiple accounts that could be matched and you need to select the right account, this definitely worked for us.

Training the team on how to use this tool is critical, as changes are applied directly to Salesforce. While the tool is very easy to use, due to this potential risk you may need to have a more technical team managing how it is used to prevent data errors.

Allows you to easily manage CRM data in bulk; improving overall hygiene, preventing duplicate records, and saving time from manual cleanup or data entry.

Since RingLead is a powerful tool, setting up logic and understanding all the features and steps can be difficult to understand for some less technically-savvy users. Building logic can also be limited as you can't build custom logic (1 and (2 or 3) and 4), and have to build each scenario under different "or" statements. Also no ability to do cross-object referencing for field updating.