Get InboxAI pipeline insights

Reviewing opportunities in 1:1s or during pipeline review meetings are highly based on the subjective input provided by the opportunity owner. Not any more. With InboxAI you can win more deals based on data driven metrics.  ZoomInfo InboxAI (formerly Komiko) adds engagement insights information into Salesforce objects so you can […]

Playbooks x – Operators and Functions – including examples

Here are the  operators and functions available for building playbook expressions. It is organized by the following: Math Operators Logical Operators Date and Time Functions Math Operators + (Add) – Calculates the sum of two values. – (Subtract) – Calculates the difference of two values. * (Multiply) – Multiplies its […]

ZoomInfo InboxAI’s Playbooks – Questionnaire

The following article aims at helping teams to define playbooks through a set of questions. As described in ZoomInfo InboxAI’s playbooks – concepts article there are three sections that need to be addressed. Scope Metrics Action 1. Scope related questions Questions that help identify the segment of  accounts and/or opportunities […]

ZoomInfo InboxAI’s Playbooks – Concepts

Different people define playbooks differently. So let us start from a definition of what are ZoomInfo InboxAI (formerly Komiko’s) playbooks. ZoomInfo InboxAI‘s playbooks allow you to define a set of metrics that are important for keeping your accounts and opportunities healthy and improving your win rate. Examples include: When a […]

Activity data

ZoomInfo InboxAI (formerly Komiko) is posting activity (email and meetings) data to Salesforce. This data can be used to build Salesforce native reports that show the number of emails sent/received, number of meetings, per person, per time period, etc. Salesforce activities objects and also the Email object do not support […]

Rolling up contract end date to the account level – example

Here are the steps required to roll up contract end date to the account level. The following is using Rollup helper which allows you to roll up content for related objects. Rollup helper is using standard Salesforce technologies e.g. APEX classes and APEX Triggers to roll up info either instantly […]

Register to ZoomInfo InboxAI

Navigate to ZoomInfo InboxAI’s registration page For Gmail Click the Google Account and get the Google pop-up window request to allow access to your mailbox. Click <Allow> For Microsoft Office 365 Click the <Sign up with Office 365> and get the Office 365 screen requesting to sign in to […]