zoominfo engage salesforce integration

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The power combination simplifies prospecting, making everyone-from your product marketing team to account executives-more efficient and productive. See the case study. When it comes to generating leads and closing deals, sales and marketing professionals need the right system for tracking the buying journey and a compatible network of data that can plug right into it. Your teams can use Salesforce and ZoomInfo together in ways that make your organization smarter, productive, and super successful at winning new business.

ZoomInfo Technologies Inc. Show password. Remember Forgot password? Sign up. New member. English USA. English UK. English Canada. Deutsch Deutschland. Deutsch Schweiz. Nederlands Nederland. Listed companies Analyst Reco. All Stock Picks Subscribe. In Vino Veritas Strategic Metals. Add to my list. With this intel, you can: Identify and target your best prospects Access up-to-date company and contact information Prioritize leads Close more sales And for many companies, Salesforce serves as their CRM and ‘system of record’ for interactions with prospects and customers.

What happens when your data source and CRM don’t sync up? For instance, a Salesforce Sync user can build a list of accounts in ZoomInfo, matching for: Company size of at least 5, employees Information technology services industry Intent on ‘cloud data platforms’ Excluding former customers Including only accounts in which they are the account owner ‘Companies using Salesforce benefit greatly from the technical integrations between Salesforce and ZoomInfo,’ says Schuck.

Let’s take a look. Feed Salesforce the best and freshest data with ZoomInfo Enrich Practicing good data hygiene is essential. Simplify contact research with ZoomInfo ReachOut Chrome extension Your reps spend hours researching companies’ websites and tracking down contacts on LinkedIn. Automate your sales plays with ZoomInfo Engage Smart sales organizations hone fine-tuned and repeatable outbound processes.

But you need the right tools to support these processes. That means your sales reps can: Automate sales emails Streamline call lineups Ensure that follow-ups happen on time Create multi-touch outbound campaigns As a bonus, you can build lists in Salesforce and automate email sequences and tasks as new contacts meet your list criteria. Want to spend less time repeating yourself and more time prospecting? Get a visual on inter-organizational interactions with ZoomInfo InboxAI Suppose you want to visualize and analyze complex relationships between your company representatives and your prospects or customers.

The AI information feeds into Salesforce, allowing you to: Get specific insights on the engagement between your organization and the prospect or customer organization.

Visualize the relationships between organizations, as well as volume trends. Monitor your engagement score, opportunity health score, and activity velocity graph. What does that look like? Demand gen marketers can identify and clean up existing accounts in Salesforce.

They can then target those contacts for expansion opportunities. They can also identify new contacts at customer accounts for better account penetration.

Sales development reps can prospect more efficiently by viewing lead ownership right within a ZoomInfo profile. They can also exclude opt-outs and accounts already owned by colleagues when building prospect lists. ZoomInfo and Salesforce: better together for your business’s growth When it comes to generating leads and closing deals, sales and marketing professionals need the right system for tracking the buying journey and a compatible network of data that can plug right into it.

Take ZoomInfo for a spin! Attachments Original document Permalink. Disclaimer ZoomInfo Technologies Inc. Financials USD. More Financials. Duration : Auto. Period : Day Week.

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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates. Our platform makes it easy for anyone to build powerful integrations in minutes, with little to no help from IT. Connect any data source, including flat files such as CSVs , email, webhooks, and any cloud software—even using data within custom fields.

The Tray Platform makes it a breeze to freely flow intent and advertising data for customers, accounts, and campaigns anywhere. Our platform deeply connects apps at the API level so you can trigger any operation you want.

Bi-directionally sync your data enrichment vendor, social network, and any of the go-to tools in your tech stack.

And why stop with integrations? The Tray Platform also empowers you to stand up robust, multi-step automation. Now, you can reduce manual work, enrich leads at scale, and refocus on high-level strategies that help you personalize outreach and close more deals.

The Tray Platform makes creating automated workflows intuitive and easy for any business user, including those in sales, sales operations, marketing, demand generation, revenue operations, and many other departments across the organization. Anything is possible with the Tray Platform. Our platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows that meet your exact needs.

Easily connect LinkedIn, ZoomInfo, and any other tool, including your CRM, helpdesk, internal chat tool, email marketing service, project management platform, and more.

Power users also use our platform to run large-scale data projects that touch massive volumes of data every day. And thanks to our elastic, serverless architecture, your workflows automatically scale with your changing data needs. Need to make sales prospecting hyper-efficient by bi-directionally syncing ZoomInfo with LinkedIn Sales Navigator to auto-enrich prospects?

Need to improve data hygiene and send personalized outreach by bulk-enriching leads with missing fields such as job title, company size, or interests? Need to automate exclusion and retargeting lists in your LinkedIn ad campaigns to maximize your return on ad spend? We offer enterprise-grade security that IT professionals trust. Microsoft Power BI. Tableau Desktop. SAP Analytics Cloud. Logi Info. Periscope Data.

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Zoominfo engage salesforce – none:.ZoomInfo for Salesforce

By default, the ZoomInfo Salesforce application checks for duplicates prior to importing records. When importing Leads, Accounts, or Contacts ZoomInfo will examine all of your existing Leads and Contacts. Duplicates are identified so that you can update existing records and only import new records. Please note: In all instances of duplicate. Oct 16,  · Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews.; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions Accelerate your automation with pre-built business processes and flow building blocks.; Lightning Data Find . Check out this data on ZoomInfo, the leading sales intelligence platform for go-to-market teams.


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