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Reference Articles. Featured Training. Contact Support. Video Library. Ensure each Engage user has integrations and personal details set up correctly within the Account drop down. Before leveraging Engage for their prospecting activities, each user must ensure their integrations and personal details are set up correctly within the Account drop down. Under the Profile tab, users can manage primary information like name, phone, email and title.
The time zone and business hours section is meant to reflect the user's primary timezone so that all emails sent automatically will reflect standard working hours. Additionally, Engage users with Admin licenses will be able to customize their team's dialer and CRM settings from the Admin Portal within their account. Manage and replace unsubscribes from your campaigns with net-new leads Easily source additional company contacts for customer nurture campaigns.
Users with Administrator permissions can use the Admin drop-down to manage users, view call and email stats across their team, and set up triggers within their CRM or configure contact statuses. Access call logs and email statistics for managing daily metrics and view pre-built Reports that display your team's effectiveness over time. Intelligent sales and marketing strategies rely on the ability to understand the effectiveness of campaigns and make improvements going forward.
View Call Logs and email statistics for managing daily metrics while pre-built Reports display your team's effectiveness over time. Sales As a Sales Professional, Engage Analytics allows you to: Identify the best time of day to engage with prospects via phone and email. Marketing As a Marketing Professional, Engage Analytics allows you to: Track and manage effectiveness of email campaigns.
Engage User As an Administrator, Engage Analytics allows you to: Monitor prospecting activities across your team to gauge productivity levels. Additional Resources. Contact Support engagesupport zoominfo. Connecting ZoomInfo to Engage allows users to access critical company firmographic details and additional contacts, while working within Engage contact profiles and lists. Sales 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.
Marketing 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.
Recruiting 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.
Contact Support helpmenow zoominfo. The Contacts Page is the home for any prospect a user has reached out to or uploaded to the Engage platform. Individual contacts can be created manually, or uploaded in bulk via CSV files where users can assign Tags for easy grouping. Once added to the Contacts Page, users can select prospects to engage with via call, email, or Salesflow from the Bulk Actions drop down of their navigation bar.
Contacts owned by any member of an organization are visible within the Contacts tab, allowing managers to build and assign contact lists to any of their team members in the form of Tasks. Sales As a Sales Professional, the Engage Contacts Page allows you to: Upload lists of target prospects for call and email activities Manage all contacts engaged with via Chrome Extension or ZoomInfo data connector Leverage Engage Mode to efficiently dial or email through any contact list.
Engage User 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.
Salesflows allows you to build multi-step campaigns that can be used by individuals or across teams. Tracking and managing touch-points in a prospecting workflow is difficult. Sales reps using multiple channels for their outreach often miss crucial follow-up steps as a result of data loss between their different systems. Salesflows automate this process while tracking all data back to CRM, eliminating the need for manual data entry.
Salesflows can be set to private or shared, and each team member can add up to contacts to a Salesflow per day. Contacts added after the will be added to a queue and sent the following day. Sales 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. Create and track the touchpoints of the sales cycle for you and members of your team.
All of a user's tasks, including those assigned to by other team members, can be viewed from the Dashboard or Actions tab. Priority levels can be set to ensure essential communications to a target account are never missed, and that follow-up is completed.
Sales As a Sales Professional, Tasks allows you to: Stay accountable for the different touch-points of your prospecting process. Engage User As an Administrator, Tasks allow you to: Assign call and email actions to different reps within your organization. Engage Release Notes. The Engage Chrome Extension gives users the ability to make calls and send emails while working in Salesforce or ZoomInfo.
Engage connects users' existing CRM, email client, phone system, and data source ZoomInfo , into a single environment, eliminating the need for manual data entry between their tools. Analytics allow leaders and team members insight into their most successful messaging and use that data to inform future strategies.
Sales As a Sales Professional, Engage allows you to: Eliminate time spent researching and uploading contacts into internal systems. Marketing As a Marketing Professional, Engage allows you to: Send targeted email campaigns to records identified within the ZoomInfo platform.
Engage User As an Administrator, Engage allows you to: Monitor prospecting activities across your sales team in a central environment. Use pre-recorded voicemails and the auto dialer functionality to limit the time between calls and boost connect rates. Call campaigns can be created and executed from the Contacts tab by filtering records and selecting Engage. Call lists can also be created and assigned to other members of your team in the form of tasks via Bulk Actions.
Use Engage to quickly launch targeted email campaigns with a single click. Email campaigns can be sent directly from the ZoomInfo platform via the Google Chrome Extension, or to a group of contacts already uploaded to the Engage platform. Campaign mode and mail-merge features allow users to scale their prospecting efforts while maintaining an element of personalization.
Each user can send up to hundred emails per day, and additional emails will be put in a que to send the next day in the order they were added. Salesflows allows reps to automate multi-step campaigns by combining email templates with reminders to call, connect, or follow-up with their prospects. Effective sales teams understand the importance of using multiple channels in their prospecting campaigns, often using phone, email, and social networking touchpoints to reach out to potential clients.
Prospects can also be added to Salesflows directly from the ZoomInfo search environment via the data connector or Engage for Google Chrome Extension. Sales As a Sales Professional, Salesflows allow you to: Streamline your engagement activities with pre-built emails and call tasks Monitor which prospects are engaging with your content and prioritize your follow-up Track and manage all prospecting activities in one place to limit manual data entry.
Engage User As an Administrator, Salesflows allow you to: Standardize processes and messaging and share pre-built Salesflows with your team Capture your teams engagement analytics on dials, emails, replies, voicemails, etc.
Quickly access team and organization Salesflows by category, campaign, or owner. Marketing As a Marketing Professional, Salesflows Filtering allows you to: Quickly jump to specific campaigns, analyze success, and make adjustments to steps and cadence as necessary. The username will be the user's corporate email address and the password will be auto-generated and sent in a welcome email. After logging in, users will be walked through all steps necessary to begin using their Engage account.
Direct Response Campaigns are for sales only; engagement campaigns can be used to:. Prospecting is the core of what any business needs to do its job. A well-flowing pipeline is a foundation for a strong partnership and security, but it also helps you gain continued sales when selling your products or services.
For this reason, ZoomInfo includes its prospecting feature as a standard part of the Engage platform. The feature can be activated by the salesperson, who then automatically and continuously connects with each of her clients via their Twitter accounts. Moreover, you could personalize which target segments you focus on, set up custom email templates to be used the feature is predefined by default , and send targeted direct mail with the help of predefined scripts.
Whenever a new contact enters the system, the program automatically provides information about him. Yes, folks, this is the real power of automation in prospecting that helps you retain your pipeline connection and generate a relationship between your company and this individual across all sales channels allowing for better customer service - even at times when not available face-to-face.
According to our loyal clients, the ZoomInfo benefits and services are more than what they can receive with traditional search engines.
For example, when seeing people's profiles via social media sites like LinkedIn. Media company CNET has also shown how advanced technology can be used in order to track new products through direct response campaigns as well as conversion rate optimization. When it comes to the ZoomInfo drawbacks, we see that technology is changing consumer behaviour, and it won't be long until online targeting becomes available. This means you can use many other one-to-one media platforms like Twitter or Facebook for magazine launches as well as rallies around a single topic creating customized followers lists without even contacting them personally.
April 15, Introduction: What is ZoomInfo Engage? The service kicks off with the following analysis checks, which are located below the main map: Location: The information is updated every 15 minutes, so if there has recently been a new development in your area or a job comes up that could mean increased foot traffic increasing profit!
The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders. Zoominfo Engage has a product scorecard to explore each product feature, capability, and so much more. We're here to help you with understanding our reports and the data inside to help you make decisions. Please sign in via LinkedIn to access your free. Signing in also unlocks access to the dynamic version of the Data Quadrant, which plots vendors based on verified user reviews!
Customize the Data Quadrant according to the features and sentiments that matter most to you. This offer is available until May 31, These reports are intended for internal strategic use only and are not authorized for redistribution.
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