1. Email Alerts in ZoomInfo
Users must be subscribed to Email Alerts to see them
2. Events in ZoomInfo
Keep track of all of your conferences from Events
3. Ideal Customer Profile in ZoomInfo
First, review our Ideal Customer Profiles here:
How to create a new Ideal Customer Profile
(ICP)
1) Click Create New Profile
2) Decide which type of ICP you want to create
3) Select Attributes:
👉 Pro tip: Drag the slider to assign a weight to each attribute
Contact
- Contact Name / Email
- Job Titles
- Contact info
Company
- Industry
- Headcount
- Financials
- Company Attributes
Location
- US – States
- US – Metro Regions
- CA – Provinces
- CA – Metro Regions
- International
Postal Code
Street Address
Technologies
4. Click Save.
4. In App
Alerts – How to set up alerts based on your ICP (Ideal Customer Profile)
In App – Alerts can be added for:
5. Intent Signals in ZoomInfo
There are three main use cases for sales and marketing teams using intent data in 2020:
- Identify early buyer interest: Purchase intent signals help identify which companies are
- Lead scoring and prioritizing accounts: Use predictive purchase data to weight your lead
- Analyze and retain customers: Get real-time visibility into which customers are researching topics and solutions. Insights like this on existing customers make it possible to up-sell proactively, as well as identify pain points – before you’re blindsided by customers who failed to renew or bought an offering from a competitor they didn’t know you had.
6. Knowledge Center in ZoomInfo
The ZoomInfo Knowledge Center contains material for the following:
- Administration
- Applications
- Customer Release Notes
- Engage
- Enrich
- Featured Trainings
- Features
- InboxAI
- Integrations/Data Connectors
- NeverBounce
- Video Library
7. Lists in ZoomInfo
1) Click the blue Upload Lists button to start the process
List Type
2) Click to select the kind of list you are uploading
3) Click to determine it you want to use:
- ListMatch
- Enhance
- NEVERBOUNCE
- Preview File
4) Click Next
Input List
5) Click to select the list source:
- Upload CSV
- My Lists
- Text Input
6) Click Next
Name List
7) Name your List
8) Give your List a Description
9) Create a Tag for your List
10) Click to Customize Export from Settings
11) Click Next
Mapping
12) My File Fields offers two options for each field from the associated drop-down
- My Input Data
- Select a Field
13) When you have completed the mappings, click Submit
8. Scoops in ZoomInfo
Question: What are Scoops?
Answer: Scoops are unique insights that can be used to identify potential buying signals for your Ideal Customer Profile (IDP)
