CRM Strategy: Harness the Power of Customer Data! | In Your Corner Ep. 5
Harness the power of customer data and change your CRM from a system of record to a system of insight. With ZoomInfo, you get instant insights on your accounts, buying committees, projects, and executive moves — right at your fingertips.
1. How can sales managers and reps access insights on new accounts and opportunities in Salesforce?
Sales managers and reps can use the ZoomInfo Salesforce integration to set up a buying committee. This will automatically gather contacts for specific roles (such as VP of HR) when a new account is created and identify key decision-makers. They can also use Scoops to monitor specific activities or initiatives, such as product development or management changes, for insights into what a company is focusing on.
2. How can executive moves at specific accounts be tracked and accessed in real time?
You can track executive moves using the Scoops feature in ZoomInfo's Salesforce integration. By setting up a Scoop for personnel moves, any changes in executive positions are captured and displayed in Salesforce.