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 firms, ZoomInfo serves as the data 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 get in touch with data
• 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 clients. 

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 methods—copying and pasting data.

As a substitute of engaged on actions that assist shut enterprise, they spend time cross-referencing data.

Processes and get in touch with possession additionally get murky, with reps engaged on the fallacious 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 flexibility to use filters and create pinpointed lists contained in the ZoomInfo platform.

For example, a Salesforce Sync consumer can construct an inventory of accounts in ZoomInfo, matching for:

• Firm dimension of at the least 5,000 workers
• Info expertise companies business
• Intent on “cloud information platforms”
• Excluding former clients
• Together with solely accounts by which they’re the account proprietor

“Firms utilizing Salesforce profit significantly 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 clients are geared up to hit their quantity.”

How are go-to-market groups extra productive with ZoomInfo and Salesforce?

Salesforce Sync is the newest 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) information with ZoomInfo Enrich

Training good information hygiene is important. It saves your gross sales groups time (and the frustration of) pursuing offers based mostly on unhealthy intelligence. 

With ZoomInfo’s Enrich functionality, you possibly can refine all of the account and get in touch with data in your Salesforce database with a steady stream of up to date data. 

2. Entry each platforms from both platform with ZoomInfo’s Salesforce Native App

As described above, Salesforce Sync offers you entry to key CRM information inside ZoomInfo. Likewise, with ZoomInfo’s Salesforce Native App, you possibly can see go-to-market intelligence proper inside Salesforce. 

This eliminates toggling forwards and backwards between your two most beneficial platforms for the data you want. 

For example, a gross sales rep is taking a look at an account in Salesforce. However they’re lacking important contact data. Inside Salesforce, they will see all the contacts ZoomInfo has in its information cloud.

That features: 

• Key firmographic information 
• Annual revenues 
• Worker depend 
• Org charts
• Firm tech stack

You may as well configure SFNA to switch data from ZoomInfo immediately 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 usually 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. In the event you open ReachOut, you possibly can see the small print ZoomInfo has in regards to 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 data you possibly can’t see on LinkedIn profiles. 

What’s extra, customers can export firm and get in touch with data straight to Salesforce from ReachOut—with out opening ZoomInfo or Salesforce.

4. Automate your gross sales performs with ZoomInfo Have interaction

Good gross sales organizations hone fine-tuned and repeatable outbound processes. Why? So their gross sales reps can have big-win conversations with supreme clients. 

However you want the precise 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
• Make 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 information, insights, and CRM-tracking in a single place, you possibly can 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 clients. 

With ZoomInfo InboxAI, you possibly can seize contacts, actions, attachments, and relationship intelligence from inboxes and calendars. The AI data 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 group to account executives—extra environment friendly and productive.

What does that appear to be? 

• Demand gen entrepreneurs can establish and clear up current 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 mission, 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

Relating to producing leads and shutting offers, gross sales and advertising professionals want the precise 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 successful new enterprise.