Based on email and meeting communication ZoomInfo InboxAI (formerly Komiko) enriches Salesforce with engagement insights information that allows to make you reporting and dashboards much more meaningful. As an example, adding last outbound and inbound dates to your pipeline report will allow you to easily determine the engagement dynamics. Have […]
Accounts Dashboard
1. Introduction ZoomInfo InboxAI (formerly Komiko) helps Account Managers and Customer Success Managers to be on top of their accounts. It provides the following information: Health score Last interaction dates Other important information from the account like total opportunities amount, product usage metrics, etc. Recommended call-to-action (based on playbooks) Full […]
Salesforce Activity Report – Based on ZoomInfo InboxAI’s data
ZoomInfo InboxAI (formerly Komiko) automatically captures to Salesforce all emails and meetings that have been exchanged with your customers and prospects. Since it’s connected to the email source it can capture emails and meetings exchanged in the last 12 months or more. Based on this data you can build activity […]
ZoomInfo InboxAI Pro – On-boarding steps
Here are the steps to on-board ZoomInfo InboxAI Pro. 1. Initial set up – 30 minutes The agenda for the call: Quick demo of ZoomInfo InboxAI, if was not done earlier. Email sync video, Quick preview video. Install ZoomInfo InboxAI in Salesforce – (1) allow access (2) deploy meta data […]
Embedding ZoomInfo InboxAI’s Visualforce Widget to Leads and Contacts – Salesforce Classic
Navigate to the Lead or Contact page. Go into <Edit layout>. It is available at the top right corner of every Salesforce layout. 1. Create a new section and drag it to the right place Start by creating a new section. Give it a name e.g. ZoomInfo InboxAI’s Timeline. Check […]
G-Suite – Setting up a Service Account
ZoomInfo InboxAI is using Google’s OAuth 2.0 for Server to Server Applications and OAuth 2.0 to Access Google APIs to access mailbox data. Here are the steps: 1. Log in to the admin console at https://admin.google.com 2. Click “Security” and Scroll to the bottom of the page until you find “API controls” […]
Updating ZoomInfo InboxAI’s meta data using an admin user
The following describes the way to update Salesforce with ZoomInfo InboxAI meta data using an admin user. There are 3 steps: Change the API user to a user with admin rights Apply the meta data changes Change the API user back to the original API user 1. Changing the API […]
Embedding ZoomInfo InboxAI’s Visualforce Widget in Account and Opportunity layout – Salesforce Classic
There are two main steps: Create a new Visualforce page Modify the required layout to embed the new Visualforce page 1. Create a new Visualforce widget Navigate to setup and search for Visualforce pages. You’ll get a list of all Visualforce pages. Click <New> to create a new Visualforce page. […]
Adding ZoomInfo InboxAI’s Dashboard Tab to Salesforce
Here is the way to add ZoomInfo InboxAI’s dashboard tab to Salesforce classic UI. It includes 7 steps. Go to setup and find <Tab>. Click on Create Tabs. 2. Click on New web tab. 3. Select full page width 4. Name the tab e.g. ZoomInfo InboxAI. Then select Airplane color […]
General Data Protection Regulation (GDPR)
What is GDPR? “The General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679) is a regulation by which the European Parliament, the Council of the European Union, and the European Commission intend to strengthen and unify data protection for all individuals within the European Union (EU). It also addresses the export of personal data outside the EU. The General Data Protection Regulation GDPR […]