Setting up scoring models to target the best-fit, highest priority accounts is essential for optimizing outbound prospecting performance. Many scoring models rely on CRM data to seed and train the model to return an ideal customer profile—but that data is often inaccurate or incomplete.
With ZoomInfo’s RevOS platform, you can analyze account profiles for deals won and lost, customer attributes, firmographics, technologies, and other relevant data points to create ideal customer profiles. You can further prioritize your ICPs with buyer intent and other actionable insights.
Triggers
- Meeting with contact of multiple contacts completed but no existing Opp
Actions
- Source expanded set of contacts which meet your persona definition
- Send records to your CRM
- Assign to a Account Owner
- Enroll in Completed Meeting, No Opp campaign
Ads Template
Tip:
Develop an ICP audience and segment that audience by management level to see which management level engages the most.
GPT Email Example
Company:
Persona:
Director, Business Development
Subject: Let’s Connect on Data Solutions
Hi Gene,
I noticed that Hewlett Packard Enterprise is similar to many of our best customers, and I see that you’ve been doing research into our solutions. I wanted to reach out and let you know how our company, ZoomInfo, can provide value to your business. Our solutions integrate seamlessly with Salesforce and Outreach, which I know you use at HPE.
I’d love to schedule a time to chat more about how we can help you unlock the full potential of your data. Let me know if you’re interested and we’ll set something up.
Best,
Devon Hemenau
Account Manager III, Enterprise Accounts ZoomInfo
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Tech Install Targeting
Knowing what tech your product plays well with can expand your market. Identify which of your technologies complement the products or tools of other companies. Then run outbound campaigns to potential customers with messaging about using your product with that complementary technology.
You can automatically discover ZoomInfo contacts at these companies that fit the buying committee for those technologies. Create a play specific to each complementary technology and pair it with specific outbound messaging.
Triggers
- Identify signals for specific technologies added at a company within your ICP
Actions
- Filter companies to reduce the records to meet specific criteria
- Source expanded set of contacts which meet your persona definition mapped to each technology category
- Send records to your CRM
- Assign to a Account Owner
- Enroll in Tech Install Campaign
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Intent Signal Targeting
Firmographics and technographics help identify which companies are your potential customers. Intent data lets you know which companies are actively searching for a solution like yours.
Intent data casts a broad net across the internet to gather top-of-funnel signals about the issues, solutions, technologies, and vendors that potential buyers research before buying. This early visibility on developing opportunities gives your sales teams a head start on the competition.
Select intent topics related to your business and monitor when a specific account, or set of accounts, conducts high-level, potential-purchase research. When relevant prospects show buying intent, you can target them with messaging tailored to their specific search, buyer persona, industry needs, etc.
You may want to implement this play multiple times and pair specific messaging with each group of intent topics.
Triggers
- Identify companies within your ICP surging on specific intent topics or researching content on the web
Actions
- Filter companies to reduce the records to meet specific criteria mapped to each intent topic
- Source expanded set of contacts which meet your persona definition mapped to each intent topic
- Send records to your CRM
- Assign to a Account Owner
- Enroll in Intent Signal Campaign
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General News Signal
Company news can predict an organization’s readiness to purchase. When significant company news happens — such as the opening of a new facility, the relocation an office, or company-wide layoffs — your sales and marketing teams should move quickly and reach out to new buying groups.
However, it’s difficult and time-consuming to track company news. With ZoomInfo’s Scoops function, automated triggers and actions can keep track of company news. Instead of manually adding contacts to campaigns and lists, you’ll be able to stay focused on fostering customer relationships, prospecting sales, and closing deals.
Triggers
- Identify news signals within specific category types for your ICP
Actions
- Filter companies to meet specific criteria based on news category
- Source expanded set of contacts which meet your persona definition mapped to each news category
- Send records to your CRM
- Assign to a Account Owner
- Enroll in General News Campaign
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