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 corporations, ZoomInfo serves as the knowledge engine that powers how they go to market. With this intel, you possibly can:
- Determine and goal your greatest prospects
- Entry up-to-date firm and call info
- Prioritize leads
- Shut extra gross sales
And for a lot of corporations, Salesforce serves as their CRM and ‘system of document’ for interactions with prospects and clients.
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 programs—copying and pasting info.
As a substitute of engaged on actions that assist shut enterprise, they spend time cross-referencing info.
Processes and call possession additionally get murky, with reps engaged on the mistaken 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 provides customers the power to use filters and create pinpointed lists contained in the ZoomInfo platform.
As an illustration, a Salesforce Sync consumer can construct a listing of accounts in ZoomInfo, matching for:
- Firm dimension of a minimum of 5,000 staff
- Data expertise companies business
- Intent on “cloud knowledge platforms”
- Excluding former clients
- Together with solely accounts wherein 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 clients 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 one of the 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 primarily based on dangerous intelligence.
With ZoomInfo’s Enrich functionality, you possibly can refine all of the account and call data 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 possibly can see go-to-market intelligence proper within Salesforce.
This eliminates toggling forwards and backwards between your two most beneficial platforms for the knowledge you want.
As an illustration, a gross sales rep is taking a look at an account in Salesforce. However they’re lacking crucial 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 as well configure SFNA to switch info from ZoomInfo immediately into the Salesforce document.
3. Simplify contact analysis with ZoomInfo ReachOut Chrome extension
Your reps spend hours researching corporations’ web sites and monitoring down contacts on LinkedIn. However they usually 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. For those who open ReachOut, you possibly can see the small print 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 marketing and gross sales groups use LinkedIn for prospecting, ReachOut pulls up the contact info you possibly can’t see on LinkedIn profiles.
What’s extra, customers can export firm and call info straight to Salesforce from ReachOut—with out opening ZoomInfo or Salesforce.
4. Automate your gross sales performs with ZoomInfo Have interaction
Sensible gross sales organizations hone fine-tuned and repeatable outbound processes. Why? So their gross sales reps can have big-win conversations with preferrred clients.
However you want the appropriate instruments to help these processes.
ZoomInfo Have interaction is a gross sales engagement platform designed for smarter and extra environment friendly prospecting and promoting. Which means 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 possibly can construct lists in Salesforce and automate e 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 possibly can maximize and measure every touchpoint’s effectiveness.
Wish 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 clients.
With ZoomInfo InboxAI, you possibly can 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 traits.
- 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 facility mixture simplifies prospecting, making everybody—out of your product advertising and marketing group to account executives—extra environment friendly and productive.
What does that appear like?
- Demand gen entrepreneurs can establish 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, pronounces a brand new venture, or provides/drops one thing to their tech stack. They’ll additionally establish 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 examine.
ZoomInfo and Salesforce: higher collectively for what you are promoting’s development
With regards to producing leads and shutting offers, gross sales and advertising and marketing professionals want the appropriate system for monitoring the shopping for journey and a appropriate 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 successful new enterprise.
