ZoomInfo Enhances ‘Workflows’ to Drive More Efficient Go-to-Market Strategies
Sellers and Marketers Can Automate Repetitive Tasks to Focus More on Closing Business
With a reimagined user experience, Workflows automates tasks – such as researching prospects, building lists, and exporting companies and contacts into CRM platforms – and enables sellers and marketers to focus on higher-value initiatives, such as developing strategic relationships to close more business. The new Workflows interface uses a natural language interface that lets users set up Workflows in ways that feel conversational, simple, and secure.
“If businesses want to scale quickly, they can’t become mired in day-to-day tasks that can easily be automated,” said
With Workflows, sellers and marketers can automatically monitor the most important topics to them through a limitless series of triggers, filters, and actions, and they can add people to specific campaigns.
Triggers signal events, such as when companies install new CRMs, receive additional funding, or visit websites. Filters encourage users to specify lists of companies or contacts organized by attributes, such as size, location, industry, or job level. Actions produce the activities users want to see happen when triggers and filters are met, such as sending emails, assigning contacts to salespeople, or dropping them into salesflows.
For example, sellers can initiate triggers every time companies receive rounds of funding between
Marketers can set triggers for when companies visit their websites, and they can filter on the companies’ contact information to identify various executives. They can then export executives’ contact information into their marketing automation platforms and put them into campaigns. They can also deploy campaigns each time someone from a new company visits their website.
“With Workflows, I am able to automate the task of identifying and engaging with high-quality leads at the right moment,” said
ZoomInfo’s Workflows supports other sales and marketing platforms, such as
For more information, please attend ZoomInfo’s webinar – “Automation: The Secret to Next-Level Go-To-Market Strategy” – on