What occurs when your most essential go-to-market machines sync up? You gas your CRM with highly effective deal-making knowledge.
For a lot of firms, ZoomInfo serves as the data engine that powers how they go to market. With this intel, you’ll be able to:
- Determine and goal your finest prospects
- Entry up-to-date firm and get in touch with info
- Prioritize leads
- Shut extra gross sales
And for a lot of firms, Salesforce serves as their CRM and ‘system of document’ for interactions with prospects and prospects.
What occurs when your knowledge supply and CRM don’t sync up?
Right here’s what occurs: gross sales reps spend numerous hours leaping between techniques—copying and pasting info.
As a substitute of engaged on actions that assist shut enterprise, they spend time cross-referencing info.
Processes and get in touch with possession additionally get murky, with reps engaged on the incorrect accounts or emailing individuals who have already opted out of emails.
“Knowledge silos are sadly nonetheless an issue for lots of go-to-market groups,” says Henry Schuck, ZoomInfo’s Founder and CEO
That’s the place Salesforce Sync is available in.
Salesforce Sync is a brand new integration from ZoomInfo that pulls essential details about Accounts, Contacts, and Leads from Salesforce proper into the ZoomInfo platform.
This offers customers the power to use filters and create pinpointed lists contained in the ZoomInfo platform.
As an example, a Salesforce Sync consumer can construct an inventory of accounts in ZoomInfo, matching for:
- Firm dimension of not less than 5,000 workers
- Data know-how providers business
- Intent on “cloud knowledge platforms”
- Excluding former prospects
- Together with solely accounts through which they’re the account proprietor
“Corporations utilizing Salesforce profit enormously from the technical integrations between Salesforce and ZoomInfo,” says Schuck. “By placing into motion each their group’s Salesforce knowledge and ZoomInfo’s high-quality knowledge, our prospects are geared up to hit their quantity.”
How are go-to-market groups extra productive with ZoomInfo and Salesforce?
Salesforce Sync is the most recent in a set of integrations between ZoomInfo and Salesforce.
With this ‘dynamic duo’ of their toolboxes, your groups have the assets they should fill their pipelines with high quality leads.
Let’s have a look.
1. Feed Salesforce the very best (and freshest) knowledge with ZoomInfo Enrich
Training good knowledge hygiene is crucial. It saves your gross sales groups time (and the frustration of) pursuing offers based mostly on dangerous intelligence.
With ZoomInfo’s Enrich functionality, you’ll be able to refine all of the account and get in touch with information in your Salesforce database with a steady stream of up to date info.
2. Entry each platforms from both platform with ZoomInfo’s Salesforce Native App
As described above, Salesforce Sync offers you entry to key CRM knowledge inside ZoomInfo. Likewise, with ZoomInfo’s Salesforce Native App, you’ll be able to see go-to-market intelligence proper within Salesforce.
This eliminates toggling backwards and forwards between your two most precious platforms for the data you want.
As an example, a gross sales rep is an account in Salesforce. However they’re lacking vital contact info. Inside Salesforce, they will see all the contacts ZoomInfo has in its knowledge cloud.
That features:
- Key firmographic knowledge
- Annual revenues
- Worker depend
- Org charts
- Firm tech stack
You may also configure SFNA to switch info from ZoomInfo instantly into the Salesforce document.
3. Simplify contact analysis with ZoomInfo ReachOut Chrome extension
Your reps spend hours researching firms’ web sites and monitoring down contacts on LinkedIn. However they typically return empty-handed.
With the ZoomInfo ReachOut Chrome extension, they will entry our knowledge with out ever leaving the web page they’re on—then ship that wealthy knowledge proper to Salesforce.
Let’s say you’re prospecting on a company web site. When you open ReachOut, you’ll be able to see the main points ZoomInfo has concerning the firm—from its revenues to the applied sciences it makes use of—in the identical browser window.
Moreover, in case your advertising and gross sales groups use LinkedIn for prospecting, ReachOut pulls up the contact info you’ll be able to’t see on LinkedIn profiles.
What’s extra, customers can export firm and get in touch with info straight to Salesforce from ReachOut—with out opening ZoomInfo or Salesforce.
4. Automate your gross sales performs with ZoomInfo Interact
Sensible gross sales organizations hone fine-tuned and repeatable outbound processes. Why? So their gross sales reps can have big-win conversations with very best prospects.
However you want the suitable instruments to assist these processes.
ZoomInfo Interact is a gross sales engagement platform designed for smarter and extra environment friendly prospecting and promoting. Meaning your gross sales reps can:
- Automate gross sales emails
- Streamline name lineups
- Be sure that follow-ups occur on time
- Create multi-touch outbound campaigns
As a bonus, you’ll be able to construct lists in Salesforce and automate electronic mail sequences and duties as new contacts meet your checklist standards.
With these real-time knowledge, insights, and CRM-tracking in a single place, you’ll be able to maximize and measure every touchpoint’s effectiveness.
Need to spend much less time repeating your self and extra time prospecting?
5. Get a visible on inter-organizational interactions with ZoomInfo InboxAI
Suppose you wish to visualize and analyze advanced relationships between your organization representatives and your prospects or prospects.
With ZoomInfo InboxAI, you’ll be able to seize contacts, actions, attachments, and relationship intelligence from inboxes and calendars. The AI info feeds into Salesforce, permitting you to:
- Get particular insights on the engagement between your group and the prospect or buyer group.
- Visualize the relationships between organizations, in addition to quantity tendencies.
- Monitor your engagement rating, alternative well being rating, and exercise velocity graph.
Who loves ZoomInfo and Salesforce collectively?
Gross sales groups and entrepreneurs profit most from the interconnected platforms. The ability mixture simplifies prospecting, making everybody—out of your product advertising group to account executives—extra environment friendly and productive.
What does that appear to be?
- Demand gen entrepreneurs can determine and clear up present accounts in Salesforce. They’ll then goal these contacts for enlargement alternatives.
- Account executives can arrange automated alerts when an account they personal will get new funding, publicizes a brand new venture, or provides/drops one thing to their tech stack. They’ll additionally determine new contacts at buyer accounts for higher account penetration.
- Gross sales growth reps can prospect extra effectively by viewing lead possession proper inside a ZoomInfo profile. They’ll additionally exclude opt-outs and accounts already owned by colleagues when constructing prospect lists.
“With ZoomInfo fueling our tech stack, we’ve been capable of maximize productiveness, keep forward of the competitors and drive ROI,” says Ryan Whitehouse, Gross sales Ops and Enablement Chief, Intralinks. See the case research.
ZoomInfo and Salesforce: higher collectively for what you are promoting’s development
With regards to producing leads and shutting offers, gross sales and advertising professionals want the suitable system for monitoring the shopping for journey and a suitable community of information that may plug proper into it.
Your groups can use Salesforce and ZoomInfo collectively in ways in which make your group smarter, productive, and tremendous profitable at profitable new enterprise.
