Gross sales reps and entrepreneurs that use ZoomInfo and Microsoft Dynamics 365 are about to see their day-to-day lives get simpler due to a brand new collaboration between the 2 firms.
On the coronary heart of this relationship is a brand new ZoomInfo software for Dynamics 365. This integration permits clients to speed up their gross sales and advertising efforts by utilizing ZoomInfo’s best-in-class information whereas by no means leaving Dynamics 365.
“Bringing the total suite of ZoomInfo instantly into Microsoft Dynamics has been a relentless request from our clients,” says Henry Schuck, CEO at ZoomInfo. “Delivering our information, insights, and expertise allows sellers and entrepreneurs to be simpler and environment friendly when they’re partaking with prospects and clients and constructing demand and lead era campaigns.”
Options of the Dynamics Integration with ZoomInfo
It is not uncommon for gross sales and advertising professionals who use Dynamics 365 to have the buyer relationship administration (CRM) system open consistently as a result of it’s such an integral a part of their work.
“CRM programs act as a house base for sellers. It’s the system of document the place nearly all of sales-related actions are entered and managed,” says Sneh Kakileti, head of enterprise merchandise at ZoomInfo. Beforehand, these similar gross sales reps wanted to go away their dwelling base to seek for prospects and construct alternative pipelines.
“Now we’re bringing the gross sales intelligence on to the sellers,” Kakileti explains of the brand new setup. “With our ZoomInfo for Microsoft Dynamics software, we’ve streamlined gross sales workflows. Reps will spend much less time prospecting and extra time promoting.”
Amongst these options coming straight to clients of each assets are the next:
- The brand new software itself, which supplies customers entry to search out essentially the most up-to-date B2B contact and account data inside Dynamics 365.
- Dynamics 365 Connector, which lets clients push ZoomInfo information instantly into Dynamics. This setup bolsters the flexibility of gross sales and advertising groups to prospect and shut effectively.
- ZoomInfo Enrich, an automatic characteristic that updates and appends information data.
What This Appears Like for Clients
Let’s briefly illustrate how the options of this new Dynamics integration come to life for patrons.
Suppose a gross sales rep within the well being IT trade who makes use of each ZoomInfo and Dynamics 365 finds a brand new prospect at a goal account. The unique document of the prospect in Dynamics 365 may present solely the title, title, and healthcare facility that the particular person works at.
With the brand new ZoomInfo software, reps are capable of replace the document utilizing ZoomInfo’s information whereas remaining inside Dynamics 365, thus not losing time toggling between purposes. Not solely are reps eliminating information decay inside Dynamics 365, however they now have the prospect’s up-to-date contact data (together with cell quantity), the tech stack utilized by the healthcare facility, and upcoming IT initiatives there.
“An integration like that is extremely impactful for gross sales and advertising,” says Katie Landaal, vp of strategic alliances at ZoomInfo. “Not solely does it create efficiencies, however it additionally permits for the consumer to work effortlessly by means of issues like day by day prospecting, viewers concentrating on, and general account administration. It’s like a symphony of workflows somewhat than the notes all sounding out of key.”
With out ever leaving Dynamics 365, reps can discover Org Charts to attach with decision-makers, discover a fuller image of the goal account, and instantly start crafting a message to the appropriate purchaser that displays perception gained from the info. The rep saves time and will increase gross sales workflow effectivity utilizing the CRM and information assets collectively in a seamless expertise.
Aggressive Benefit for Reps
The success of contemporary gross sales and advertising efforts is a mixture of pace and correct data.
ZoomInfo’s new Dynamics integration permits gross sales to pursue prospects faster and replace contacts whereas having in-depth information about goal and current accounts.
WIth ZoomInfo’s options now obtainable instantly inside the Dynamics 365 platform, advertising and gross sales professionals have a trove of assets on one display screen, permitting them to extra effectively develop their enterprise and keep forward of opponents.
