Automation & Dynamics 365 Integration Inspires Data Driven Strategic Action
What do you like best about the product?
My favorite feature is the ease of use for subscribing to Advanced Searches and Intent search information; so that I receive e-mails when there are scoops, account / contacts additions and triggers within a prospective account.
What do you dislike about the product?
The separation of Intent from Advanced Searches section makes it feel rather separate, and it interrupts my workflow.
What problems is the product solving and how is that benefiting you?
Demographics Accuracy
My primary use case is to expedite finding valid, responsive contacts within ideal mid-market prospective accounts within multiple market segments.Then, I leverage the integration with Dynamics 365 for Sales CRM, in order to 1) create the account / contacts quickly and to reduce the likelihood of creating a duplicate record in CRM.
Research in a Snap
Further, I like to use the data mining features of Sales OS a lot. Perhaps, I search for the organization of a client I really enjoy serving. I can find recent activity, updates, press releases, news and financial information. Those can be great talking points when I speak to someone on the buying committe or in a line of business role. Then, I click to show Related Companies and I have a list of 10 organizations--similar to my favored client; and I can use the data to reach out to others in their segment, in order to tell them about business outcomes I helped their 'competitor' to achieve.
Further, we allow Enrich to send the Technologies information to a custom tab / field within our CRM. That makes it quick and easy to find from within CRM without having to open the Sales OS interface.
Integration for Keeping Current
Then, once I claim accounts by exporting from Sales OS, I leverage Enrich. Enrich allows me--as an Administrator--to schedule automatic updates of the Contact / Company information. That way, if new information appears in the ZoomInfo database, Enrich makes sure that empty fields (e.g., phone numbers, e-mail addresses, etc.) are populated while leaving in place information we've entered manually. I have even created custom fields to receive Enrich data that helps Sales OS and the ZoomInfo Data Services Team to help me find data and trends.
Shortening the Sales / Marketing Motion
Additionally, I like upload lists from my CRM or from my partners CRM; so that I may check for Contacts and Organizational Intelligence. You see, I tag the accounts, as I import them; so that I may use the tag as a filter. After that, I apply search criteria plus the tag to filter a massive list into a focused short list of qualified accounts who are searching for information on the services I provide. Then, I can subscribe so that I get an e-mail to alert me when I should give some attention to that organization; and I add suggested contacts to identify people of whom I may not even be aware.
Digging Into Known Network Connections
Incidentally, the Reachout browser add-in is a real winner. I like to visit LInkedIn profiles and Websites. Then, I click the Reachout button and reveal instant information about the person and their organization. I can even click to dial or click to e-mail them before / after I export the contact into my CRM. Also, Websights can tell us about site visitors browsing habits on our company Website--even when they are not yet in our CRM.
My primary use case is to expedite finding valid, responsive contacts within ideal mid-market prospective accounts within multiple market segments.Then, I leverage the integration with Dynamics 365 for Sales CRM, in order to 1) create the account / contacts quickly and to reduce the likelihood of creating a duplicate record in CRM.
Research in a Snap
Further, I like to use the data mining features of Sales OS a lot. Perhaps, I search for the organization of a client I really enjoy serving. I can find recent activity, updates, press releases, news and financial information. Those can be great talking points when I speak to someone on the buying committe or in a line of business role. Then, I click to show Related Companies and I have a list of 10 organizations--similar to my favored client; and I can use the data to reach out to others in their segment, in order to tell them about business outcomes I helped their 'competitor' to achieve.
Further, we allow Enrich to send the Technologies information to a custom tab / field within our CRM. That makes it quick and easy to find from within CRM without having to open the Sales OS interface.
Integration for Keeping Current
Then, once I claim accounts by exporting from Sales OS, I leverage Enrich. Enrich allows me--as an Administrator--to schedule automatic updates of the Contact / Company information. That way, if new information appears in the ZoomInfo database, Enrich makes sure that empty fields (e.g., phone numbers, e-mail addresses, etc.) are populated while leaving in place information we've entered manually. I have even created custom fields to receive Enrich data that helps Sales OS and the ZoomInfo Data Services Team to help me find data and trends.
Shortening the Sales / Marketing Motion
Additionally, I like upload lists from my CRM or from my partners CRM; so that I may check for Contacts and Organizational Intelligence. You see, I tag the accounts, as I import them; so that I may use the tag as a filter. After that, I apply search criteria plus the tag to filter a massive list into a focused short list of qualified accounts who are searching for information on the services I provide. Then, I can subscribe so that I get an e-mail to alert me when I should give some attention to that organization; and I add suggested contacts to identify people of whom I may not even be aware.
Digging Into Known Network Connections
Incidentally, the Reachout browser add-in is a real winner. I like to visit LInkedIn profiles and Websites. Then, I click the Reachout button and reveal instant information about the person and their organization. I can even click to dial or click to e-mail them before / after I export the contact into my CRM. Also, Websights can tell us about site visitors browsing habits on our company Website--even when they are not yet in our CRM.