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. 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. April 12, Connect ZoomInfo to Engage. Connecting ZoomInfo to Engage allows users to access critical company firmographic details and additional contacts, while working within Engage contact profiles and lists.

Contact List Imports. Contacts Page. The Contacts Page is the home for any prospect a user has reached out to or uploaded to the Engage platform. Create a Salesflow. Salesflows allows you to build multi-step campaigns that can be used by individuals or across teams. Create Tasks with Engage.

Create and track the touchpoints of the sales cycle for you and members of your team. Create Templates and Send Emails. December 22, December 3, Likewise, this next bit is designed for ambitious people who are sick and tired of losing their friends over boring little things like “There wasn’t any pizza left”.

If you can successfully use these tools, then your summer will be far more exciting and doesn’t involve things like “Hey, what did you do yesterday? Do you have one of those free insurance quotes?! The following tools are designed to help provide better Engagement with staff, customers and suppliers and even friends!

They come asynchronously, so when certain tasks become relevant, they kick in automatically. It’s essentially a brain-powered excel spreadsheet:.

For example — what’s the average review of your restaurant on Yelp? Again, this is a great tool for creating engaging content: the best campaigns we’ve ever laid eyes on that take pride of place alongside “Keep it simple”. It provides a myriad of control points that get us answers without paying a penny. 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.

     

The Ultimate Guide To Using ZoomInfo Engage: All You Need to Know About This Tool.ZoomInfo Engage Chrome Extension – Chrome Web Store

 

Build targeted email campaigns from within Engage for all contacts sourced from the ZoomInfo platform. Manage and replace unsubscribes from your campaigns with net-new leads. Easily source additional company contacts for customer nurture campaigns. As as an Administrator, the Engage Admin Settings allow you to:. Add and remove Engage licences from different team members. Set and manage default contact statuses for all records added into Engage. As a Sales Professional, Engage Analytics allows you to:.

Identify the best time of day to engage with prospects via phone and email. Prioritize contacts actively viewing your content to improve connection rates. Compare and contrast response rates of prospecting emails to create templates for future engagement.

As a Marketing Professional, Engage Analytics allows you to:. Track and manage effectiveness of email campaigns. Improve lead qualification and conversions by prioritizing those with higher engagement scores.

As an Administrator, Engage Analytics allows you to:. Monitor prospecting activities across your team to gauge productivity levels. Monitory call, email, deliverability, and conversion rates over time to track improvements. Identify holes in your prospecting process and areas your team should be focussing more time.

Upload target prospect lists into Engage with a single-click. Add contacts directly into Salesflows for immediate engagement. Track and manage prospecting activities to CRM without manual data-uploads. Customize field mapping for account, contact, and lead records.

Set upload limits for reps to control lead flow into your CRM. Track and manage upload activity across your team. 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.

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. 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. As an Administrator, the Import Contacts feature allows you to:. Import a list from ZoomInfo and add to a Saleslow or assign to team members.

Import a list from Salesforece and add to a Salesflows or assign to team memb. Manage all contacts engaged with via Chrome Extension or ZoomInfo data connector. Leverage Engage Mode to efficiently dial or email through any contact list. 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. 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:.