Once you receive your login and enter the Zoominfo platform you will need to download the Zoominfo ReachOut Chrome extension. You can also find the link by navigating down to the bottom right of your homepage.
It is recommended to add Zoominfo to your tabs in SFDC.
To do so click the :heavy_plus_sign:>Click Customize My Tabs> Scroll down to find Zoominfo>Highlight it>Hit the right arrow button :arrow_right:>Hit the Save button.
Your direct login allows for direct export into SFDC. However you can also access it directly from the lead, contact, account record within SFDC, or from the tab view as shown above. Lastly, the chrome extension allows for additional functionality while browsing LinkedIn or company websites.
To access Zoominfo University:
I'm brand new to DiscoverOrg or Zoominfo! Start here:
| Title | Duration | Summary |
|---|---|---|
| Introduction to Zoominfo (condensed version) | 6:42 | A general overview covering core concepts, profile info, building a search, saving and subscribing, and tagging. |
| Best Practices with Zoominfo (condensed version) | 6:23 | Using scoops and more advanced features. We do not currently have Intent, so you can skip this section. |
| Introduction in Salesforce | 31:15 | This is a general overview of how to use the native integration within SFDC. |
I've been using DiscoverOrg or Zoominfo already or ready to learn more! Skip to topics that interest you:
| Title | Duration | Summary |
|---|---|---|
| Tagging | 4:54 | A quick review on how to use tags. |
| Scoops | 10:04 | A guide for searching and filtering for Scoops alerts. |
| ListMatch | 13:00 | ListMatch allows you to upload a list of contacts or company information in bulk to run through the Zoominfo search. |
| Technology and Company Attributes | 3:56 | Learn how to access technology information within a company profile. |
| Exploring the Sunny Side of Saved Searches | 57:26 | Skip to 6:40 to learn about general info on saved searches. Skip to 14:32 for building a saved search. Skip to 21:30 to learn how to set up an email alert for your saved search. Skip to 29:17 to learn about how to save Scoops alerts. Skip to 35:14 for learning about targeting personas with saved searches. Skip to 38:10 to learn about the tagging feature. Skip to 43:00 for saving and sharing searches with others. |
| How to Make a (Sales) Splash with ReachOut | 53:12 | Skip to 14:10 to see how to use it with LinkedIn. Skip to 17:00 to export into SFDC. Skip to 18:00 to build a list from LinkedIn and export in bulk by using tags. Skip to 30:20 to see how to use the extension on a company website. |
Do you have a topic not covered you'd like to see? Slack #zoominfo room or reach out to marketing operations.
To access Zoominfo training sessions specific for GitLab follow this link.
To access additional Zoominfo on-demand training follow this link.
Suggest Contact Update and the research team will usually update it within 1-2 business days. When the lead is updated the user can manually append it or re-push the prospect into SFDC without expending a credit (for two months while it's "under management").All current field mappings are documented here.
Custom fields start with [ZI] and will be visible in the Zoominfo section in SFDC. Example name: [ZI] Company Phone. All [ZI] fields are set to be able to overwrite the field should new data be available on a lead, contact, or account. The only information mapped to standard fields are fields needed for basic lead, contact, or account creations. Example: First Name, Last Name, and Email Address.
All of Salesforce current accounts in the database have been enriched with Zoominfo. Accounts are scheduled to be refreshed with Zoominfo weekly on Saturdays. Instant Enrich will enrich any new accounts that are created.
Coming soon.
