Getting Started with ZoomInfo Sales
The customer onboarding center was designed to allow you to get started quickly. For an overview of the onboarding process, join us for a live webinar.
When you’re ready, follow the steps below to begin!
Step 1: Account Provisioning
The first step to getting started with ZoomInfo Sales is to get access to your accounts and provide access to your team.
Activate Your Admin Account
You should have received an automated email from ZoomInfo in your inbox. If you have not received that email (check your spam), the email will be from helpmenow@zoominfo.com or you can request a reset password from the main ZoomInfo login page.
Provision Your Users
The first step in utilizing ZoomInfo Sales is to add your users. Users will be able to see value from the platform right away.
Check out our article How to Manage Users from the Admin Portal to learn how to add users.
Step 2: Set Up Your Integrations
Unlock the Power of Your Subscription: Connectors and Integrations
If you have purchased integrations, activate the included CRM/MAT/SAT connections in your new subscription now for an enhanced experience. Our user-friendly plug-and-play setup guarantees a quick and effortless start.
View Available ZoomInfo Sales Integration Guides
- Gong Engage Integration Guide
- Bullhorn Integration Guide
- Chorus Integration Guide
- Eloqua Integration Guide
- G2 Integration Guide
- HubSpot Integration Guide
- Marketo Integration Guide
- Microsoft Dynamics Integration Guide
- Outreach Integration Guide
- Pardot Integration Guide
- Pipedrive Integration Guide
- Salesforce Integration Guide
- Salesloft Integration Guide
- SugarCRM Integration Guide
- Zoho Integration Guide
- ZoomInfo for Slack Integration Guide
Step 3: Schedule Your Trainings
The next step is registering and inviting your team to an end-user training session. Select the option below that works best for your team.
Register for Live Training
ZoomInfo Sales Pro
ZoomInfo Sales Advance
ZoomInfo Sales Elite
View Available Self-paced Training
ZoomInfo Sales Pro
ZoomInfo Sales Advanced
ZoomInfo Sales Elite
Step 4: Next Steps
Congratulations! You’ve completed your onboarding steps.
With your onboarding completed, take advantage of add-on features like FormComplete or Enrich (not available to all customers). These enable your team to increase web form conversions and enrich your targeted account lists.
Additionally, consider completing a ZoomInfo Sales Certification course. This comprehensive program offers valuable insights into persistence, different ways to prepare before connecting with prospects, understanding the art of persuasion, remaining relevant, and speaking with conviction.
FormComplete
To set up FormComplete, please utilize the resources below:
FormComplete is an add-on feature and not available to all customers. Review your contract to confirm you have access. If you are interested in adding FormComplete please reach out to your Account Manager. Your website administrator will be responsible for setting up FormComplete.
- Self-service documentation
- Request a 1:1 solutions implementation session. Your ZoomInfo Sales admin user and your website administrator will need to attend this meeting.
Enrich
To set up Enrich, please utilize the resources below:
Enrich is an add-on feature and not available to all customers. Review your contract to confirm you have access. If you are interested in adding Enrich please reach out to your Account Manager.
- Self-service documentation
- Request a 1:1 solutions implementation session. Your ZoomInfo Sales admin user and your website administrator will need to attend this meeting.
- Enrich is available for the following technologies: Salesforce, Hubspot, Marketo, Eloqua, and Microsoft Dynamics
Get ZoomInfo Certified
Become a ZoomInfo expert with the ZoomInfo Sales Certification.
Looking for more? Expand your expertise by completing Certifications for all ZoomInfo products through ZoomInfo University.
Configure Your Account
As a part of your subscription, you may have access to additional features that require you to take action to set up. Below, you will find the resources to implement each feature.
Please be aware that the steps below include advanced features that not all customers can access. If you are interested in adding any of the features below, please contact your Account Manager.
Intent
- Overview of Intent
- Review available Intent Data Topics here.
- Check our How to Use Self-Serve Intent Topics for assistance.
WebSights
Buying Committee
Ideal Customer Profile
Workflows
Additional Resources
The ZoomInfo team is here to help. If you need help at any time, please refer to any of the resources below, including our support team.