Automate sales processes for accounting

How to create outlook signature

for sellers and marketers their world changes every single day and so the question that i always get asked is how do i keep up on that change and how do i get to my opportunities first well with zoom info you can do all of the above so let's take a look at how zoom info can help keep you up to date on all of this stuff as we talk about the world changing literally somebody changes their job every single day companies go out of business companies get acquired companies get funding they have upcoming projects there's leadership changes keeping up on all of that by yourself and doing it at scale is nearly impossible and then figuring out how do i understand when to engage with those individuals and am i getting there first it becomes a herculean task with zoom info we can solve all of that so let's say we wanted to be aware of any time there was any of these intense initiatives around wellness benefits and benefits administration that's great and we can serve that up using our workflow solution though we can get you there first and have this run in an automated fashion to keep you connected and keep you in front of your opportunities and enable you to personalize that outreach so really quickly i can use the workflows function here to set up a rule that can be triggered off of any type of change you can see funding scoops saved searches people changing jobs getting added technologies intent so if we want to go ahead and focus on the intent search i've set one up here as an example i can set my filters to be aware of anything around benefits administration and health reimbursement accounts by saving this then what the system will do is anytime a company spikes on those intent topics i can whittle it down to my ideal customer profile so for instance i will always want to be aware of c level vp level director level contacts that are responsible for compensation and benefits that have a direct dial phone number and make sure they're at least 100 employees now the zoom info platform will identify those individuals at those companies spiking on those particular topics we can connect it with your third-party systems your sales force your marketo your sales engagement solutions to scrub out any customers so in this example i've connected salesforce to my uh instance here to back out any of those customers and then the last step of this is to have this run in an automated fashion so now every time a an intent spike is found at the right companies with those right contacts that are not at existing customers we can add that into salesforce assign it to the to the proper owner we can drop them into our sales engagement solutions so these things run in an automated fashion and i can run this rule daily or weekly and so this isn't just a set it and forget it strategy this enables you to stay connected to be on top of these changes and to do this at scale so that you can hit your number you