Account Executive | Engage - ZoomInfo | Built In
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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. Re-engage points of contacts at accounts with low activity. Set follow-up tasks for continued engagement. Create contact lists for targeted lead generation and nurturing campaigns.
Upload and engage with lists of contacts sourced through events or webinars. 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. 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. Add contacts on behalf of other team members.
As a Sales Professional, Salesflows Filtering allows you to:. 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. As an Administrator, Salesflows Filtering allows you to:. After completing the Engage Setup Wizard, users will be able to:. Streamline prospecting efforts by combining phone, CRM, and email activities.
Utilize email tracking to take immediate action on positive engagements. Personalize outreach at scale with pre-built email templates and recorded voicemails. Add, send, and manage content on-half of other team members. Leverage call and email analytics to identify what's working and improve your processes. Personalize your touchpoints with company Scoops and Technology data.
Leverage the Replace functionality for prospects that unsubscribe or go cold. As a Sales Professional, using the Tagging feature in Engage allows you to:. Organize contacts by tagging as you import lists. Add contacts to a tagged list based on level of engagement and hot prospect status. Build a series of outreach templates and tag by industry, role, or step. As a Marketing Professional, using the Tagging feature in Engage allows you to:. Tag Salesflows to organize campaigns and share across the team.
View analytics for specific groups of templates and Salesflows to measure success rates and adjust messaging or cadence. As an Administrator, using the Tagging feature in Engage allows you to:. Organize contacts, templates and Salesflows and share with teams. Easily group templates and Saleflows for analysis.
All Knowledge Articles. 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. Check out our list of review sites and social networks to find hundreds more, and a free source is Facebook. You can plug your unique categories into ZoomInfo's search or use any common web scraper tool example.
A great start is Keyword Match which will provide you with all the Google Plus and Facebook best keywords, their average monthly PR, suggestions to improve your account's visibility and links to follow. In addition, there are some content marketing topics that our clients find most effective for lead generation.
ZoomInfo gives deep intelligence and human-based tools to gain more insights through interactions and feedback from the targeted customers. You can use it as a sales engagement tool, where you configure highly engaging goals with specific intent or value propositions called Enjoyments.
The goal is not only to reach maximized traffic but also qualified buyers who will become loyal customers. With "Enjoyment capture" built into the ZoomInfo Engage platform, it's possible for the sales team to:. 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. Word Cloud As organizations become more and more dependent on software to automate and streamline operations, users are developing strong emotional connections to their applications and vendors.
Zoominfo Engage Product Report The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders. Still need assistance? Get Assistance. Explore SoftwareReviews. See All Categories. Get Instant Access to this Report Unlock your first report with just a business email.
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