Templates

ZoomInfo Frequently Asked Questions Template

Customize this training to give your sales team the help they need directly in ZoomInfo – or any tool they’re using. Chat with Spekit today to get started.

Chat with Spekit

👈 Back to all content templates

1. Email Alerts in ZoomInfo

Users must be subscribed to Email Alerts to see them

2. Events in ZoomInfo

Keep track of all of your conferences from Events

3. Ideal Customer Profile in ZoomInfo

First, review our Ideal Customer Profiles here:

How to create a new Ideal Customer Profile

(ICP)

1) Click Create New Profile

2) Decide which type of ICP you want to create

  • AI profile
  • Custom profile

3) Select Attributes:

*Pro tip: Drag the slider to assign a weight to each attribute

Contact

  • Contact Name / Email
  • Job Titles
  • Contact info

Company

  • Industry
  • Headcount
  • Financials
  • Company Attributes

Location

  • US – States
  • US – Metro Regions
  • CA – Provinces
  • CA – Metro Regions
  • International

Postal Code

Street Address

Technologies

  • Simple search
  • Explore

4. Click Save.

4. In App

Alerts – How to set up alerts based on your ICP (Ideal Customer Profile)

In App – Alerts can be added for:

  • News
  • Technologies
  • Funding

5. Intent Signals in ZoomInfo

There are three main use cases for sales and marketing teams using intent data in 2020:

  1. Identify early buyer interest: Purchase intent signals help identify which companies are
  2. Lead scoring and prioritizing accounts: Use predictive purchase data to weight your lead
  3. Analyze and retain customers: Get real-time visibility into which customers are researching topics and solutions. Insights like this on existing customers make it possible to up-sell proactively, as well as identify pain points – before you’re blindsided by customers who failed to renew or bought an offering from a competitor they didn’t know you had.

You could have accessed this content directly within ZoomInfo

All this content (and more) is available to import and surface in your own ZoomInfo instance with Spekit. Give employees the bite-sized training, documentation, and knowledge they need – where and when they need it.

Spekit sidebar showing a Spek titled "Stage 1: Qualifying an Opportunity"
See Spekit in Action

6. Knowledge Center in ZoomInfo

The ZoomInfo Knowledge Center contains material for the following:

  • Administration
  • Applications
  • Customer Release Notes
  • Engage
  • Enrich
  • Featured Trainings
  • Features
  • InboxAI
  • Integrations/Data Connectors
  • NeverBounce
  • Video Library

7. Lists in ZoomInfo

1) Click the blue Upload Lists button to start the process

List Type

2) Click to select the kind of list you are uploading

  • Contacts
  • Companies

3) Click to determine it you want to use:

  • ListMatch
  • Enhance
  • NEVERBOUNCE
  • Preview File

4) Click Next

Input List

5) Click to select the list source:

  • Upload CSV
  • My Lists
  • Text Input

6) Click Next

Name List

7) Name your List

8) Give your List a Description

9) Create a Tag for your List

10) Click to Customize Export from Settings

11) Click Next

Mapping

12) My File Fields offers two options for each field from the associated drop-down

  • My Input Data
  • Select a Field

– When you have completed the mappings

13) Click Submit

8. Scoops in ZoomInfo

Question: What are Scoops?

Answer: Scoops are unique insights that can be used to identify potential buying signals for your Ideal Customer Profile (IDP)

Ready to customize this training content and surface it within your own ZoomInfo instance? Chat with Spekit today!