How To Set Up ZoomInfo Salesforce Integration and Key Benefits

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Published on: June 28, 2021 Updated on: June 12, 2024 views Icon 684 Views

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Sakshi Arora
Sakshi Arora LinkedIn

Assistant Manager- Content Marketing

Sakshi Arora is a seasoned content writer and marketer specializing in B2B topics such as marketing automation and website development. Leveraging her journalism background, she infuses her work with clarity and creativity, captivating audiences. Beyond her professional pursuits, Sakshi finds joy in writing about personal emotions, showcasing her introspective side and adding a unique touch to her portfolio.

Article Reviewed By: Rahul Saini LinkedIn

Table of Contents

“We shape our tools and afterwards our tools shape us”. -                                                                             Marshall Mcluhan

Salesforce CRM and its Data Platform

Salesforce CRM is a powerful customer relationship management platform that enables businesses to effectively manage and analyze customer data. It serves as a central hub for storing and organizing customer information, facilitating seamless collaboration among sales, marketing, and customer service teams.

With Salesforce CRM, businesses can track customer interactions, manage sales leads, and gain valuable insights into their customer base. This platform acts as a comprehensive database that houses a wide range of data, including contact information, purchase history, and customer preferences.

The role of Salesforce CRM goes beyond storing data. It empowers businesses to leverage their customer data to make informed decisions and drive sales and marketing efforts. By harnessing the power of data analytics and reporting tools, businesses can gain a deeper understanding of their customers, identify trends, and develop targeted marketing campaigns.

Data is the backbone of any successful sales and marketing strategy. It enables businesses to segment their customer base, personalize their communications, and engage with prospects and customers at the right time, through the right channels. Salesforce CRM provides the foundation for businesses to collect, manage, and analyze their data effectively, empowering them to make data-driven decisions and optimize their sales and marketing activities.

Lead Generation with ZoomInfo

Discover how ZoomInfo can empower sales and marketing teams to excel in lead generation, helping them to achieve remarkable results. By leveraging ZoomInfo's extensive database of accurate and up-to-date contact and company data, businesses can effortlessly identify and target potential leads.

  • Uncover high-quality leads with ZoomInfo's vast collection of contact information
  • Identify key decision-makers and influencers within target organizations
  • Access valuable company insights to tailor your sales and marketing strategies effectively
  • Stay updated on the latest industry trends and gain a competitive edge

With ZoomInfo's powerful lead generation capabilities, you can maximize your outreach efforts and significantly boost your conversion rates. Start generating quality leads today with ZoomInfo.

Contact Enrichment: Augmenting Customer Data

When it comes to maintaining a successful business, accurate and up-to-date customer data is crucial. This is where ZoomInfo Salesforce Integration plays a vital role. With its contact enrichment capabilities, ZoomInfo helps to enhance and append contact records within Salesforce, ensuring a comprehensive and robust database.

So, how does ZoomInfo work its magic? Let's dive into the details:

Detailed Explanation of ZoomInfo's Contact Enrichment

ZoomInfo goes beyond the basic information available in Salesforce by enriching and appending customer contact records. Through its vast database and advanced algorithms, ZoomInfo gathers additional information about prospects and updates existing records. This includes valuable details such as job titles, company information, contact information, and even social media profiles.

By utilizing ZoomInfo's contact enrichment capabilities, Salesforce users can access a wealth of accurate and comprehensive data. This not only improves the quality of customer profiles but also empowers sales and marketing teams to make informed decisions and engage with customers more effectively.

Let's take a closer look at the specific information ZoomInfo brings to the table:

  • Job Titles: ZoomInfo provides detailed job titles for contacts, allowing sales reps to understand each prospect's role and level within the organization. This insight enables personalized and targeted communication, ensuring higher conversion rates.
  • Company Details: With ZoomInfo's company information, Salesforce users gain access to valuable insights about a prospect's organization. This includes company size, industry, revenue, location, and more. Such information helps sales teams tailor their messaging, identify ideal prospects, and align their offerings accordingly.
  • Contact Information: ZoomInfo ensures that Salesforce users have access to accurate contact information, including email addresses, phone numbers, and social media handles. This eliminates the need for manual data entry and speeds up the prospecting process.
  • Social Media Profiles: ZoomInfo gathers social media data to provide a deeper understanding of prospects. By analyzing their online activities and connections, sales teams can tailor their approach and build stronger relationships.

With ZoomInfo augmenting customer data in Salesforce, businesses can maximize the potential of their CRM system. By enriching contact records and providing comprehensive insights, ZoomInfo empowers sales and marketing teams to drive better results and take customer engagement to the next level.

ZoomInfo: Enhancing Salesforce's Data and Functionality

As a powerful tool for customer relationship management, Salesforce offers a range of features and capabilities. However, to fully leverage its potential, integrating ZoomInfo can greatly enhance Salesforce's data and functionality.

Overview of how ZoomInfo enhances Salesforce's CRM platform

By integrating ZoomInfo with Salesforce, businesses can ensure their CRM platform is fueled with accurate and up-to-date information. ZoomInfo acts as a source of high-quality data, ensuring that customer profiles remain enriched with valuable insights.

With ZoomInfo, Salesforce users can access a comprehensive database that includes information about millions of companies and contacts. This data can be seamlessly integrated into Salesforce, allowing for a more comprehensive view of prospects and customers.

Discuss the features and capabilities of ZoomInfo that contribute to better data management and enriched customer profiles

ZoomInfo provides various features and capabilities that contribute to better data management and enriched customer profiles within Salesforce:

  • Accurate and Real-Time Data: ZoomInfo's powerful data engine constantly updates and verifies contact information, ensuring that Salesforce users have access to the most accurate and relevant data.
  • Enriched Customer Profiles: ZoomInfo enhances Salesforce's customer profiles with data points such as job titles, company size, industry information, and more. This enriched data enables businesses to understand their customers better and tailor their interactions accordingly.
  • Advanced Search and Filtering: With ZoomInfo's advanced search and filtering capabilities, Salesforce users can identify potential leads and target specific industries or job roles. This streamlined approach helps improve the effectiveness of marketing and sales efforts.
  • Integrated Alerts and Notifications: ZoomInfo seamlessly integrates with Salesforce, providing real-time alerts and notifications regarding updates or changes in customer profiles. This ensures that the data in Salesforce is always fresh and relevant.

Salesforce is a tool that has made CRM and marketing technology easier for every marketer. It serves enterprises of all sizes and comes at a competitive price. 

The biggest advantage of working with Salesforce is that it allows you to integrate many supporting technologies and tools, giving you more control over various CRM functions.       

ZoomInfo is a tool that you can integrate with Salesforce easily to add great value to your CRM capabilities. Any B2B marketing team will love to have a resource in the form of Salesforce ZoomInfo integration that can feed the information related to prospective customers and key decision makers. 

ZoomInfo is a Global Intelligence Tool, which enables the sales and marketing teams access to opportunities and prospects’ information accurately. 

As per Salesforce, ZoomInfo integration provides you with several benefits.

Key Benefits of Salesforce ZoomInfo Integration

  • With ZoomInfo Salesforce integration, your sales and marketing teams can find new unexplored prospect accounts in the target market and instantly identify decision-makers and other key stakeholders.
  • Your team gets access to verified direct-dial phone numbers and email addresses. They can easily identify discrepancies between Salesforce and ZoomInfo powered by DiscoverOrg records in real-time, and manually update data selectively or in bulk.
  • You can access practical, predictive intelligence, and improved and personalized conversations bundled with insights about news, projects, installed technologies, initiatives, company attributes, and personnel changes. It helps marketing teams in taking the right decisions at the right time and place, resulting in effective communication and improved lead quality.

Thus, ZoomInfo Salesforce integration gives an edge to your marketing teams and helps gain more quality leads at the top of the funnel. 

In fact, it also assists sales teams in understanding what's happening with the leads, their preferences and pain points thereby helping them in closing more deals.    

Now, let us see how you can integrate ZoomInfo with your existing Salesforce account.

Before we start, all users who wish to do this must confirm with their Salesforce Admin that the Rest API has been enabled in the back end of Salesforce.

Steps to Follow for Successful Salesforce ZoomInfo Integration

Step 1: Log in to ZoomInfo.

Step 2

Click on the admin/profile name on the top right; select Settings from the drop-down menu.

Step 3: Navigate to the Integrations button on the left and find the options available for integration such as Salesforce, HubSpot, Dynamics, Outreach, and SalesLoft. Select ‘Connect’ under the Salesforce option.

Step 4 : Here, you can choose. Either connect to a Production (Live) environment or to a sandbox environment (typically used for testing). Then, click ‘Connect’ to move ahead.

Step 5 : Once we complete the above-mentioned actions, a new window will open, asking you to sign in with your Salesforce credentials.

Note: Make sure that you have pop-up blockers disabled on your current browser in order to see this window.  

Step 6: After you enter your Salesforce credentials, you will receive a notification stating that ZoomInfo has been integrated successfully with your Salesforce account. 

And you are done! 

With the ZoomInfo plugin for Salesforce, you will have achieved more power and efficiency.

Trouble Connecting? A Few Points to Troubleshoot 

The Salesforce Rest API is included as a default with a few versions only. It is included with Force.com, Enterprise, Developer, Performance, and Unlimited Editions Only. If you have any other version of Salesforce, you need to purchase the access with the help of your Salesforce Account Manager.

If you do not have the Rest API, you can install ZoomInfo’s native application into Salesforce directly. 

Advanced Settings for ZoomInfo Salesforce Integration 

Exporting Preferences from ZoomInfo to Your Salesforce Account 

Note: Before you start integrating your preferred objects from ZoomInfo to your Salesforce account, confirm that you have completed ZoomInfo Salesforce integration as mentioned in the steps above.

Steps to determine the objects which you want to export:

  1. Enter the admin panel and navigate to the integrations tab. Here, select ‘Manage’ under the Salesforce Option.
  2. Make sure you are on the General tab & select each given object type you want your users to access by exporting it to Salesforce.
  3. Click ‘Save’  and the changes will be reflected for all the users.

Conclusion

You must understand that both Salesforce and ZoomInfo come at a considerable price and that your Salesforce account admin is responsible for a successful integration as well as execution of campaigns to increase the ROI. 

Want to get past all the hassles and complete the Salesforce ZoomInfo integration seamlessly? Get in touch with our experts today over a consultation and let our team take over the successful implementation while you focus on more important tasks.

For more information about Salesforce integration and development services, email us at info@growthnatives.com or visit our website.

Frequently Asked Questions

ZoomInfo Salesforce Integration is a connection between ZoomInfo’s comprehensive B2B contact database and Salesforce CRM, enabling seamless data transfer and synchronization between the two platforms to enhance sales and marketing efforts.

The primary benefits include enriched lead and contact data, improved data accuracy, enhanced segmentation and targeting, increased sales productivity, better lead scoring and qualification, streamlined workflows, and improved marketing campaign effectiveness.

Integrating ZoomInfo with Salesforce helps organizations enrich their CRM data with accurate and up-to-date contact information, improve lead generation and qualification, streamline sales processes, and enhance overall data quality.

During the setup process, you will need to provide your Salesforce login credentials, specify the data fields to map between ZoomInfo and Salesforce, and configure synchronization settings such as frequency and data filters.

ZoomInfo enriches Salesforce data by automatically updating and appending detailed contact and company information, such as emails, phone numbers, job titles, company size, revenue, and industry, to existing Salesforce records.

The frequency of data updates can be configured based on your preferences, ranging from real-time updates to scheduled sync intervals (e.g., daily, weekly).

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