ZoomInfo InboxAI (formerly Komiko) addresses the two main pain points of any CRM including Salesforce: Keep it data rich – by not relying of people to update Salesforce Get data in context – know who is who in each account and opportunity, and find any email, meeting, document, task, case […]
Enrich your Salesforce Sales and Customer Success Reports
ZoomInfo InboxAI (formerly Komiko) adds engagement insights information into Salesforce objects so you can extend your existing reports and dashboards and build new ones. The engagement insight fields are added to the following Salesforce objects: Accounts Contacts Opportunities Leads Here is a naive Salesforce Pipeline Report. It includes basic information […]
New Engagements – Never miss an account or a lead
1. Overview You attended a conference and managed to collect quite a few business cards. Right after the show you started reaching out to these people by sending them emails. But…you forgot updating your CRM. Which is not that surprising. Like many of us, your focus is on getting business and […]
K-score – Everything you wanted to know
K-Score is ZoomInfo InboxAI (formerly Komiko’s) score of engagement. 1. Overview K-Score – number between 0-100 that indicates the strength of engagement between people at your company and your contacts, accounts, opportunities and leads. K-Score Trend – Indicates the engagement trend. It goes from -100 to +100. Obviously negative trend figure indicates declining engagement […]
Email w/ InboxAI – Templates and Signature Block
The following describes the way to create templates and setup signature block. Templates Open the Email interaction, by clicking on reply or new email. Type the subject line and email body text that you’d like to be part of the template. And then click on the save template icon. Give […]
Salesforce Leads – dynamic follow-up countdown
Recent Salesforce’s survey found that sales people spend more than 20% of their time in updating their CRM. It gives them 4 working days week, and 1 day full of joy, happiness, data entry and admin stuff. And since it spreads across all working days it makes every day not that fun and […]
Account Insights – natively embedded in your CRM
1. Introduction ZoomInfo InboxAI (formerly Komiko’s) Account Insights provides the most effective and concise way to get information regarding an account. Same also exists for opportunities. Since ZoomInfo InboxAI is based on monitoring all customer facing people, the account insights will automatically provide a complete 360 degrees overview of all […]
Connections aka Account/Opportunity Team
To get a complete overview of your relationships with an account or opportunity, ZoomInfo InboxAI (formerly Komiko) will automatically identify the account or opportunity team. It is based on email and meetings exchanged with the account and the opportunity. The information is updated natively into your CRM (Salesforce or Dynamics) […]
Contacts – Get more active contacts and reduce clutter
ZoomInfo InboxAI (formerly Komiko) monitors mailboxes and automatically keeps CRM up-to-date and data rich. 1. Identify active contacts During initial setup ZoomInfo InboxAI will scan through historical data (1 month, 6 months, etc) and mark every contact with statistics, including: Last inbound date and sender Last outbound date and sender Last and […]
Leads – Engagement Insights
1. Overview ZoomInfo InboxAI (formerly Komiko) introduces a new view to the native Salesforce experience. The view includes basic Salesforce fields enriched by data coming from ZoomInfo InboxAI. 2. Leads overview by ZoomInfo InboxAI Leads overview by ZoomInfo InboxAI includes the following additional properties: First outbound – The date when […]