ZoomInfo - Engage CX Sales.
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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. 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. Use Engage to quickly launch targeted email campaigns with a single click. March 1, 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.
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