What occurs when your most essential go-to-market machines sync up? You gasoline your CRM with highly effective deal-making information.
For a lot of corporations, 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 make contact with info
- Prioritize leads
- Shut extra gross sales
And for a lot of corporations, Salesforce serves as their CRM and ‘system of file’ for interactions with prospects and prospects.
What occurs when your information 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 make contact with possession additionally get murky, with reps engaged on the improper accounts or emailing individuals who have already opted out of emails.
“Information 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 an inventory of accounts in ZoomInfo, matching for:
- Firm dimension of not less than 5,000 staff
- Data know-how companies trade
- Intent on “cloud information platforms”
- Excluding former prospects
- Together with solely accounts during which they’re the account proprietor
“Corporations utilizing Salesforce profit tremendously from the technical integrations between Salesforce and ZoomInfo,” says Schuck. “By placing into motion each their group’s Salesforce information and ZoomInfo’s high-quality information, 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 perfect (and freshest) information with ZoomInfo Enrich
Working towards good information 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’ll be able to refine all of the account and make contact 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 provides you entry to key CRM information inside ZoomInfo. Likewise, with ZoomInfo’s Salesforce Native App, you’ll be able to see go-to-market intelligence proper inside Salesforce.
This eliminates toggling backwards and forwards between your two most precious platforms for the data you want.
As an illustration, a gross sales rep is an account in Salesforce. However they’re lacking vital contact info. Inside Salesforce, they will see the entire contacts ZoomInfo has in its information cloud.
That features:
- Key firmographic information
- Annual revenues
- Worker depend
- Org charts
- Firm tech stack
You too can configure SFNA to switch info from ZoomInfo straight into the Salesforce file.
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 typically return empty-handed.
With the ZoomInfo ReachOut Chrome extension, they will entry our information with out ever leaving the web page they’re on—then ship that wealthy information proper to Salesforce.
Let’s say you’re prospecting on a company web site. Should you open ReachOut, you’ll be able to 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 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 make contact with 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 perfect prospects.
However you want the appropriate instruments to assist these processes.
ZoomInfo Have interaction 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
- Make 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 e-mail sequences and duties as new contacts meet your listing standards.
With these real-time information, insights, and CRM-tracking in a single place, you’ll be able to 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 complicated 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 facility mixture simplifies prospecting, making everybody—out of your product advertising staff 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 will then goal these contacts for enlargement alternatives.
- Account executives can arrange automated alerts when an account they personal will get new funding, proclaims a brand new mission, or provides/drops one thing to their tech stack. They will 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 will additionally exclude opt-outs and accounts already owned by colleagues when constructing prospect lists.
“With ZoomInfo fueling our tech stack, we’ve been in a position to 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 your online business’s progress
In relation to producing leads and shutting offers, gross sales and advertising professionals want the appropriate system for monitoring the shopping for journey and a suitable community of knowledge 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.
