Make Every Seller Your Best Seller

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.

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.

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.

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.

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.

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.

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.

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.

Please click here to see all Copilot FAQs.