Zoominfo engage training -
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- ZoomInfo - Engage CX Sales
Zoominfo engage training -
Last Review Written. My sales have increased dramatically and the quality has improved as well. I uses this platform very often to run my different marketing automation campaigns. Their multiple automation features like sequencing the campaign is amazing. I occasionally have issues with email formatting and these problems are very hard to fix.
UI is bad, and Marketo Sky will help fix this, but it's taking forever for Marketo Sky to get to a point where I can actually use it. Many features do cost extra but you can pick and choose. Read all user reviews. Prospect and company contact information is updated frequently which has saved me a lot of time while prospecting.
If you ever need help, the support team is friendly and knowledgeable. Ve had the feature since I started using the zoom info. Set upload limits for reps to control lead flow into your CRM. Track and manage upload activity across your team. As a Sales Professional, the Import Contacts feature allows you to:. Import lists from Salesforce, ZoomInfo, or an existing csv.
Upload lists of target prospects for call and email activities. Add leads right to a Salesflow when importing. Tag your Contact Lists when importing for easy filtering and sorting later. As a Marketing Professional, the Import Contacts feature allows you to:.
Import Lists and add to Salesflow campaigns in one step. Easily import the lists you already have in Salesforce or ZoomInfo. Combine lists using the tagging feature for easy sorting and tracking. As a Recruiter, the Import Contacts feature allows you to:. Build candidate lists inside of ZoomInfo and then easily Import that curated list to Engage for outreach. Import existing lists and tag them by category or specialization so that you can easily source and combine lists of candidates for each requisition.
As an Administrator, the Import Contacts feature allows you to:. Import a list from ZoomInfo and add to a Saleslow or assign to team members. Import a list from Salesforece and add to a Salesflows or assign to team memb. Manage all contacts engaged with via Chrome Extension or ZoomInfo data connector. Leverage Engage Mode to efficiently dial or email through any contact list.
As an Administrator, the Engage Contacts Page allows you to:. Sort and manage all your users contacts within Engage. Build and assign task lists to different team members. Export prospects to a. CSV file. As a Sales professional, Salesflows allow you to:. Customize and automate multi-touch prospecting campaigns. Integrate directly with Gmail or Outlook to send directly from your inbox.
Send up to personalized emails per day. Utilize email tracking for open, reply, and click through rates. As a Sales Professional, Tasks allows you to:. Stay accountable for the different touch-points of your prospecting process. Set priority levels for action items that are the most time-sensitive. Work collaboratively with other member of your sales team. As an Administrator, Tasks allow you to:.
Assign call and email actions to different reps within your organization. Monitor follow-up activities for continued engagement across your teams target accounts. Send pre-built, personalized messages to prospects individually or in bulk. Time your follow-up around when prospects are engaging with your content.
Specify specific delivery time for your emails to increase open rates. Set follow-up Tasks to any sent email for continued engagement.
Create custom messaging for your team to send to their prospects. Track and manage the email prospecting activities of your team. Monitor email open, reply, click-through rates, and more. Call, email, and add contacts to Salesflows from your Salesforce or ZoomInfo lists.
View contact lists, email, dial, and engagement analytics. As a Sales Professional, Engage allows you to:. Eliminate time spent researching and uploading contacts into internal systems. Increase engagement activities with customized emails and auto-dial functionality. Increase call volume with integrated dialer and pre-recorded voicemails. As a Marketing Professional, Engage allows you to:. Send targeted email campaigns to records identified within the ZoomInfo platform.
Load contact lists from outside databases for follow-up and nurture campaigns. As an Administrator, Engage allows you to:. Monitor prospecting activities across your sales team in a central environment. Customize email and upload limits by user to align with company processes. Build and assign contact lists to reps for call and email activities. Report on each member of their teams usage i. Build out custom call lists for peak engagement hours. Create lists by territory, account segmentation, or custom tags within the Contacts tab.
Leverage pre-recorded voicemails and the auto-dialer to increase call volume. Create and assign call lists to individual sales reps. Create follow-up Tasks for continued engagement. Leverage Local-presence numbers to increase connection rates.
Group and target prospects by territory or audience segment. Specify email delivery time for optimal open rates. November 19, October 13, Salesflows Overview. Salesflows allows reps to automate multi-step campaigns by combining email templates with reminders to call, connect, or follow-up with their prospects. Quickly access team and organization Salesflows by category, campaign, or owner.
September 15, September 29, Use ZoomInfo in Engage. Engage's integration with ZoomInfo allows users to access critical company firmographic details and additional contacts, natively within Engage contact profiles and lists.
Using Tags to Organize Your Work. Using Tags for Contacts, Templates, and Salesflows is an efficient way to build and filter contact lists, categorize templates for easy access, and organize campaigns. Customize your Knowledge Clear Active Filters. Featured Training.
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