Overview

ZoomInfo's OperationsOS is a comprehensive data management and automation platform designed to enhance the efficiency of sales and marketing operations. It offers a suite of tools aimed at improving data quality, streamlining workflows, and ensuring that teams have access to accurate and actionable information. By integrating various functionalities, OperationsOS empowers organizations to maintain clean, enriched, and well-organized data, facilitating more effective decision-making and engagement strategies.

Features and Capabilities

• Data Deduplication: Automates the identification and removal of duplicate records, ensuring a single, accurate version of each contact or company.
• Data Cleansing: Standardizes and corrects data entries to maintain consistency and reliability across the database.
• Data Enrichment: Enhances existing records by adding missing information, such as contact details or firmographic data, to provide a more comprehensive view.
• Lead Routing: Directs leads to the appropriate sales or marketing teams based on predefined criteria, optimizing engagement efforts.
• Integration Capabilities: Seamlessly connects with various platforms, including Microsoft 365, HubSpot CRM, Snowflake, and Oracle Eloqua, to synchronize data across systems.
• Workflow Automation: Streamlines repetitive tasks, such as data entry and updates, allowing teams to focus on strategic activities.
• Real-Time Data Updates: Ensures that all information is current, reflecting the latest changes in the market or within the organization.
• Customizable Dashboards: Provides visual representations of data and processes, enabling users to monitor performance and identify areas for improvement.
• Role-Based Access Control: Defines levels of authorization for access to specific files or systems, enhancing data security.
• API Access: Allows for integration with other systems/databases, facilitating a unified data ecosystem.
• Data Synchronization: Synchronizes data between two or more devices/systems and automatically updates changes to maintain consistency.
• Automated Data Retrieval: Automatically retrieves and pulls information from documents, websites, images, data sets, and other sources.
• Lead Scoring: Scores a lead on their quality or likelihood to buy based on certain behaviors, aiding in prioritization.
• Activity Tracking: Tracks and documents all activities across devices, networks, and other systems, providing a comprehensive view of interactions.
• Calendar Integration: Tracks and manages schedules and meetings via an integrated calendar, ensuring timely follow-ups.
• CRM Integration: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system to manage customer interactions effectively.
• Customizable Reporting: Alters the layout and content of reports, assembling graphs and charts for visualizing and tracking statistics/metrics.
• Data Security: Securely stores data to prevent data loss or breaches, ensuring compliance with data protection regulations.
• Task Management: Tracks and manages the scheduling of tasks, creating, saving, and repurposing templates for emails, forms, etc.
• User Management: Manages user accounts, profiles, roles, permissions, and other details across applications, devices, or networks.
• Workflow Automation: Creates, designs, and manages workflows for repetitive tasks, enhancing operational efficiency.