The investment-research platform moved conversation intelligence onto a vendor it already used, cutting that spend by 50% while preserving three years of recorded calls.

ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Tegus, an investment-research platform that investors rely on to inform their decisions, cut its conversation-intelligence spending by 50% compared with its previous vendor after consolidating that work onto ZoomInfo, according to the company. Tegus redirected the savings into sales incentives and went on to exceed its targets for the next 2 quarters.

Tegus combines expert insights, company filings, key performance indicators, and financial data in one place, and it grew for almost a decade before AlphaSense acquired it. As part of a push to simplify daily operations, its revenue operations team audited the go-to-market stack and found a wide vendor spread: forecasting tools, sales engagement tools, conversation intelligence, and third-party data, some of it doing the same job twice.

The redundancy was only half the problem. The cloud apps did not work well together, so reps toggled between multiple browser tabs to get through routine tasks. The company was also paying a separate vendor for conversation intelligence, the recording and analysis of sales calls, on top of ZoomInfo, which it already used for B2B contact data and buying signals.

So Tegus consolidated. It moved conversation intelligence onto the platform it already ran, which put recorded calls next to the contact and company data its teams used every day. Sales and go-to-market leaders could see the full relationship history for an account in one place instead of rebuilding it across tabs. They could also pair buying signals with call sentiment to forecast pipeline from facts rather than hunches.

The risk was the history. Tegus was sitting on three years of recorded calls that sales, product, and go-to-market teams all depend on, and the fear was losing that archive or degrading it in the move. Rather than take the switch on faith, the team migrated six months of calls into a sandbox first. It confirmed that nothing was lost, at no effort to its own staff, before rolling out to the wider organization.

The payoff was immediate. Tegus cut its conversation-intelligence spend by 50% compared with the vendor it replaced, according to the company, and moved that budget into sales incentives to energize the team. It then exceeded sales targets for the following two quarters, hitting 109% and 101% of goal respectively. The switch happened without disruption to the teams that use call data every day.

With conversation intelligence and its existing data now on one platform, Tegus frames the move as part of a longer effort to optimize its go-to-market engine and put resources where they drive the most return. Its advice to other revenue leaders is blunt. Ask to see your own data in the new environment first, which turns the decision from a gamble into a straightforward cost-saving move.

About ZoomInfo
ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing, and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry's most comprehensive B2B data, including more than 100 million companies, 500 million contacts, and billions of signals, ZoomInfo delivers the intelligence, automation, and integrations that modern revenue teams need to identify, engage, and convert their best buyers.

Learn more at zoominfo.com.

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