Automated Contacts Capturing

ZoomInfo InboxAI helps you ensure that you are not missing any contact that has interacted with your team. Based on emails and meetings exchanged ZoomInfo InboxAI can identify contacts that are not in Salesforce. Where applicable, it’ll automatically create them in Salesforce, and associate them to the right account. Here […]

Rolling up last outbound date and sender – example

Here are the steps required to roll up last outbound date of a sub-set of the users to the account level. It is using Rollup helper which allows you to roll up content for related objects. It is using standard Salesforce technologies e.g. APEX classes and APEX Triggers to roll […]

GDPR Removal Request

The General Data Protection Regulation (GDPR), which took effect on May 25, 2018, is the European Union’s new data privacy law. The GDPR impacts how all companies collect and handle personal data about their European customers. Your privacy is very important to us, and we’ve updated our DATA PROCESSING ADDENDUM to […]

Testing ZoomInfo InboxAI Base

It is highly recommended to test ZoomInfo InboxAI with actual real data. But it is obviously also possible to test it by creating test data. Capturing emails and meetings – basics Expected behavior – Any email/meeting sent or received that includes an email address of an existing contact (by email) […]

Adding ZoomInfo InboxAI to your new hires on-boarding checklist

There are three options to address new employees on-boarding. The options depend on the approach used for ZoomInfo InboxAI‘s email sync in your organization. 1. When each employee is registered individually to ZoomInfo InboxAI you’d need to ask them to register to ZoomInfo InboxAI using the following link It […]

Pre meeting brief

ZoomInfo InboxAI sends a briefing email two hours before meeting prospects or customers. It  includes the following information. Who will be in the meeting? See job titles and get a LinkedIn link When was your last interaction? Review past interactions: Recent emails and documents Recent cases (open and closed) – […]

Dashboards and playbooks settings

Background ZoomInfo InboxAI‘s pro edition supports accounts and opportunities dashboards and playbooks. They address two roles: Sales reps and customer success managers – the individuals that are owning opportunities and accounts Sales and Customer success leaders that need to get overall visibility and insights that help them drive their teams. […]