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ZoomInfo Certification for Engage – Credly.ZoomInfo Engage – GZ Consulting

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Nov 16,  · ZoomInfo Engage has been outstanding in setting up automated workflows. It allows us to be more efficient in our day-to-day planning because once you set up a workflow, your planning for the next several days is done. It’s user-friendly and the support we get from the Tellwise team is amazing. Read Brittany Leonard’s full review. July The ZoomInfo Engage Certification focuses on mastering the tools and functionality of this all-in-one sales acceleration solution. To earn this certification users will demonstrate how to manage contacts, develop templates, and create salesflows, as well Engage with prospects through the auto-dialer. By leveraging these skills alongside of the Chrome Extension, ZoomInfo data, . Engage’s Contacts Page is the home for any prospect a user has reached out to or uploaded to the Engage platform. Individual contacts can be created manually or uploaded in bulk via CSV files where users can clean via neverbounce and assign Tags for easy grouping.. Once added to the Contacts Page, users can select prospects to engage with via call, email, or Salesflow .


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Build targeted email campaigns from within Engage for all contacts sourced from the ZoomInfo platform. Manage and replace unsubscribes from your campaigns with net-new leads. Easily source additional company contacts for customer nurture campaigns. As as an Administrator, the Engage Admin Settings allow you to:.

Add and remove Engage licences from different team members. Set and manage default contact statuses for all records added into Engage. As a Sales Professional, Engage Analytics allows you to:. Identify the best time of day to engage with prospects via phone and email. Prioritize contacts actively viewing your content to improve connection rates. Compare and contrast response rates of prospecting emails to create templates for future engagement. As a Marketing Professional, Engage Analytics allows you to:.

Track and manage effectiveness of email campaigns. Improve lead qualification and conversions by prioritizing those with higher engagement scores. As an Administrator, Engage Analytics allows you to:.

Monitor prospecting activities across your team to gauge productivity levels. Monitory call, email, deliverability, and conversion rates over time to track improvements. Identify holes in your prospecting process and areas your team should be focussing more time. Upload target prospect lists into Engage with a single-click. Add contacts directly into Salesflows for immediate engagement.

Track and manage prospecting activities to CRM without manual data-uploads. Customize field mapping for account, contact, and lead records. Set upload limits for reps to control lead flow into your CRM. Track and manage upload activity across your team. As a Sales Professional, the Import Contacts feature allows you to:.

Import lists from Salesforce, ZoomInfo, or an existing csv. Upload lists of target prospects for call and email activities. Add leads right to a Salesflow when importing.

Tag your Contact Lists when importing for easy filtering and sorting later. As a Marketing Professional, the Import Contacts feature allows you to:. Import Lists and add to Salesflow campaigns in one step. Easily import the lists you already have in Salesforce or ZoomInfo. Combine lists using the tagging feature for easy sorting and tracking. As a Recruiter, the Import Contacts feature allows you to:. Build candidate lists inside of ZoomInfo and then easily Import that curated list to Engage for outreach.

Import existing lists and tag them by category or specialization so that you can easily source and combine lists of candidates for each requisition. As an Administrator, the Import Contacts feature allows you to:. Import a list from ZoomInfo and add to a Saleslow or assign to team members. Import a list from Salesforece and add to a Salesflows or assign to team memb. Manage all contacts engaged with via Chrome Extension or ZoomInfo data connector.

Leverage Engage Mode to efficiently dial or email through any contact list. As an Administrator, the Engage Contacts Page allows you to:. Sort and manage all your users contacts within Engage. Build and assign task lists to different team members. Export prospects to a. CSV file. As a Sales professional, Salesflows allow you to:. Customize and automate multi-touch prospecting campaigns.

Integrate directly with Gmail or Outlook to send directly from your inbox. Send up to personalized emails per day. Utilize email tracking for open, reply, and click through rates.

As a Sales Professional, Tasks allows you to:. Stay accountable for the different touch-points of your prospecting process. Set priority levels for action items that are the most time-sensitive. Work collaboratively with other member of your sales team. As an Administrator, Tasks allow you to:. Assign call and email actions to different reps within your organization. Monitor follow-up activities for continued engagement across your teams target accounts. Send pre-built, personalized messages to prospects individually or in bulk.

Time your follow-up around when prospects are engaging with your content. Specify specific delivery time for your emails to increase open rates.

Set follow-up Tasks to any sent email for continued engagement. Create custom messaging for your team to send to their prospects. Track and manage the email prospecting activities of your team. Monitor email open, reply, click-through rates, and more. Call, email, and add contacts to Salesflows from your Salesforce or ZoomInfo lists.

View contact lists, email, dial, and engagement analytics. As a Sales Professional, Engage allows you to:. Eliminate time spent researching and uploading contacts into internal systems. Increase engagement activities with customized emails and auto-dial functionality. Increase call volume with integrated dialer and pre-recorded voicemails. As a Marketing Professional, Engage allows you to:. Send targeted email campaigns to records identified within the ZoomInfo platform.

Load contact lists from outside databases for follow-up and nurture campaigns. As an Administrator, Engage allows you to:. Monitor prospecting activities across your sales team in a central environment.

Customize email and upload limits by user to align with company processes. Build and assign contact lists to reps for call and email activities. Report on each member of their teams usage i. Build out custom call lists for peak engagement hours. Create lists by territory, account segmentation, or custom tags within the Contacts tab.

Leverage pre-recorded voicemails and the auto-dialer to increase call volume. Create and assign call lists to individual sales reps. Create follow-up Tasks for continued engagement. Leverage Local-presence numbers to increase connection rates. Group and target prospects by territory or audience segment.

Specify email delivery time for optimal open rates. Re-engage points of contacts at accounts with low activity. Set follow-up tasks for continued engagement. Create contact lists for targeted lead generation and nurturing campaigns. Upload and engage with lists of contacts sourced through events or webinars. As a Sales Professional, Salesflows allow you to:.

Streamline your engagement activities with pre-built emails and call tasks. Monitor which prospects are engaging with your content and prioritize your follow-up. Track and manage all prospecting activities in one place to limit manual data entry. As an Administrator, Salesflows allow you to:. Standardize processes and messaging and share pre-built Salesflows with your team. Capture your teams engagement analytics on dials, emails, replies, voicemails, etc.

Add contacts on behalf of other team members. As a Sales Professional, Salesflows Filtering allows you to:.


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