Make Every Seller Your Best Seller
Introducing ZoomInfo Copilot, our AI-driven solution that will revolutionize the way you sell. Give your teams an unfair advantage to focus on the best accounts, spend more time selling, and win faster.
8,000+ G2 Reviews
Trusted by 35,000+ businesses
71%
Of users said Copilot helped them uncover new opportunities at existing accounts.
10 hours
A week saved on research and manual tasks, reported by Copilot users.
65%
Of users engaged customers “at the right time” with Copilot recommendations.
ZoomInfo Copilot
Innovating the Future of Sales
Sell with Confidence
Copilot centralizes your high-quality data and signals and applies sophisticated AI to prioritize accounts and tailor recommendations for better decision-making and more confident selling.
Act with Insight
Copilot synthesizes thousands of signals and data points into custom account summaries for a deeper understanding of customers. It does your vital research and analysis in seconds and delivers actionable insights for quick action and impact.
Optimize with AI
AI that runs on the best data produces the best results. Copilot combines your data with our high-quality, validated, privacy-compliant ZoomInfo data to create an unmatched, trusted foundation that powers its reliable AI insights.
Data and Signals
Everything you want and need — in one place
Custom feeds of prioritized accounts
Save teams from navigating disjointed signals from varied sources. Copilot prioritizes B2B data and inputs into a daily custom feed of high-quality signals, account summaries, buyer intent, competitive intel, and next steps.
Learn more about Signal Partners
Quality signals for better engagement
Gain alignment across teams with AI that configures your CRM to produce buying groups, ideal customer profiles, account fit scoring, value propositions, lead routing, and automated workflows for effective, informed outreach.
Synchronize your CRM with real-time feedback
Copilot synchronizes your accounts with your CRM to track activity and improve data quality. Sellers can check the status of recent outreach, like when the last email was sent to an account, who received it, and if it was opened.
AI Recommendations
Tailored recommendations on your next best customer
Breaking alerts on account, contact & intent changes
Copilot is working 24/7. It surfaces important things you should know and shares them in your preferred apps and channels. With breaking alerts you won’t miss when a buying group shifts or a key account is spiking on intent.
Next best actions for decisive engagement
Initiate more effective engagement. Copilot shares valuable insights and signals on actions to take and explains why it’s a good time to connect. Know when an account visits your website, what they look at, and how to respond.
Account summaries with interactive chat
Interactive chat quickly answers your questions. Make a good first impression with concise account summaries of important details, buying groups, contacts, recent engagement and results — delivered in seconds.
Personalization
Confident outreach with personalized communication
Customized emails down to the last detail
Copilot combines all the relevant signals, your product info and value props, account information, and messaging a seller wants to include. Then it crafts personalized emails that you can edit and customize — or simply send.
Better engagement with real decision-makers
Connecting with decision-makers at target accounts has never been easier. Copilot can identify buying groups and contacts, then draft communications to the entire group, stating your unique value tailored to their needs.
Curated offerings that match customer needs
You can set up separate offerings for different customers, personas, and products. Sellers can select the best offering for each opportunity. They can easily make the offer that makes the most sense for each account.
"Copilot has given us fantastic insight into our target retail customers.
It's allowed us to tailor how we position our global solutions specifically to the needs of each prospect."
The Future of Sales AI is Here: ZoomInfo Copilot
Copilot turns every seller into the best seller. It delivers B2B insights and intel on the best accounts to sell smarter and win faster.
Experience ZoomInfo Copilot in Action
AI Account Chat
Copilot’s interactive chat can answer your specific account questions in seconds. Get up to speed quickly with questions like, what happened in the last meeting or what were the next steps? Don’t just look at your data, start talking to it.
Personalized Target Account Digest
Copilot connects you to the right buyers at the right time with easy-to-understand alerts on prospect activities, like intent spikes and executive changes. It sends the right signals to your preferred workspace to take the best action.
AI Account Prioritization
Copilot’s Account Prioritization cuts through the noise and delivers the right accounts directly to you. Spend less time searching and more time selling. Copilot analyzes your CRM and account histories to identify best-fit customers to pursue.
AI Account Summaries
Copilot quickly summarizes what you need to know about your accounts for better engagement. Using ZoomInfo, CRM, and engagement histories, it delivers holistic account views in seconds. Get your teams briefed, aligned, and selling.
AI Buying Groups
ZoomInfo Copilot improves your sales cycle by identifying potential buying group members at accounts. Know which contacts are most likely to engage, to sell with greater confidence and better results.
AI Emailer
Copilot automatically pulls in all the useful information on a prospect from your connected CRM and ZoomInfo database. It then crafts a personal, relevant email that you can easily adjust and tailor for successful customer engagement.
Breaking Alerts via Slack
Copilot delivers real-time breaking alerts to wherever you work. When an account is surging in buyer activity, breaking relevant news, or increasing website visits, Copilot keeps you informed and ready to act fast.
Chrome Extension
Copilot’s refreshed Chrome extension keeps you in the flow without sacrificing sales. It eliminates having to switch tools to find account of buyer information. You’re never more than a click away from actionable insights and your best next steps.
AI Account Chat
Copilot’s interactive chat can answer your specific account questions in seconds. Get up to speed quickly with questions like, what happened in the last meeting or what were the next steps? Don’t just look at your data, start talking to it.
Personalized Target Account Digest
Copilot connects you to the right buyers at the right time with easy-to-understand alerts on prospect activities, like intent spikes and executive changes. It sends the right signals to your preferred workspace to take the best action.
The Future of Sales AI is Here: ZoomInfo Copilot
Copilot turns every seller into the best seller. It delivers B2B insights and intel on the best accounts to sell smarter and win faster.
Frequently Asked Questions
What is ZoomInfo Copilot?
ZoomInfo Copilot is a new ZoomInfo Sales experience. It uses AI to solve the problem of data and sales signal overload and provides immediate value for sellers. This experience incorporates Admins as a critical component of a successful sales team.
At a high level, Copilot introduces a new Admin Portal with guided set-up. For sellers, it introduces sales signals attached to target accounts and recommendations on how to put them in action.
What are Buying Signals?
At the highest level, buying signals are any actions that indicate a customer or prospect is “ready to buy” or relevant information that provides insight into an account’s status. These signals come in many forms from many different sources. When used correctly, they simplify the notoriously complicated B2B sales cycle.
It helps to think of buying signals as the “data trail” potential customers leave behind. Knowing this trail and the multiple buying signals within it helps sales and marketing teams align their efforts to the customer’s needs.
Why are Buying Signals Important?
Buying signals transform the way you approach potential customers. They offer unique insight into a customer’s journey, including their current position in the sales funnel. Understanding and applying these cues creates a sales strategy that’s more in tune with your customers and significantly more effective.
With ZoomInfo Copilot, you receive proactive buying signals that guide you on when and how to engage with customers. They enable you to adjust your timing and tailor marketing messages that resonate with customers. Whether it’s a follow-up call after a personnel change or responding to a prospect’s recent earnings call, Copilot keeps you informed and prepared to make meaningful connections.
What’s the difference between a signal and an insight?
Signals are reasons to reach out. Insights are clues on what to say. For example, increased website traffic is a signal — a prospect is showing interest, time to reach out. The prospect’s needs, profile, etc., would be the insight used to generate emails to engage them.
What types of data will be consumed by the genAI? Will any personal data be consumed?
No customer first-party data or personal data is used by the Copilot genAI. It only uses ZoomInfo’s third-party data as an input to the model, such as who the company is and what they do. The action recommender only does inference, no training, fine-tuning, or learning.
How will the data be used? What safeguards will be implemented to ensure that outputs are not inaccurate, i.e., hallucinations, etc
We handle data in two ways:
1. Standardized Output: We work off of a standardized taxonomy as part of the prompt, which only allows one of our options to be leveraged in the results. We have validations in place to determine if it’s a valid result, which would detect and remediate any hallucinations.
2. Human Review: We routinely manually evaluate the results.
What is a Target Account?
In sales and marketing, a target account refers to a specific company or organization that a salesperson or sales team has identified as a high-priority potential customer. It can also be known as a key account.
Where do the Target Accounts come from?
Target accounts are curated lists of companies assigned to individuals and prioritize which accounts they should focus on. Target accounts can be automatically created from your CRM, data import, or manually. ZoomInfo uses Target Account lists to bring relevant sales signals to sellers.
See all Copilot FAQs
