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Zoominfo engage support. The Onboarding Guide to ZoomInfo Engage

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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 . For access to or support with Engage, please join and post in the #engage-demo-setup-support channel in Slack. Log in to ZoomInfo Engage, a sales engagement platform helping your team capture every interaction between cold call, closed deal, and beyond.
 
 

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Start monitoring all your essential services Step 1 Create an account Start with a trial account that will allow you to try and monitor up to 30 services for 14 days. Read Full Job Description.

 

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We will continue to monitor the situation to ensure this issue is fully resolved. Identified – Some users may be experiencing issues accessing Chorus recordings due to an active issue with one of our third party vendors.

We are actively monitoring the situation and will provide updates as we have them. We apologize for any inconvenience caused. May 31 , May 30 , May 29 , May 28 , May 27 , Intermittent Engage Platform Issues.

May 27 , EDT. Monitoring – A fix has been implemented and we are monitoring the results. Identified – The issue has been identified and a fix is being implemented. Investigating – We are aware of the intermittent site issues that are preventing a smaller subset of users from gaining access to the Engage platform. Please know our engineering teams are working hard to resolve these issues and get everything up and running as soon as possible. May 26 , May 26 , EDT. Monitoring – A fix has been implemented and all functionality, with the exceptions of Projects, should be functioning now.

Our engineering team is continuing to investigate Projects. Investigating – We are aware of the intermittent site issues impacting users’ ability to use the TalentOS platform including Searches, Projects, etc. Resolved – All data has now been fully processed and this incident is resolved. Update – The underlying issue has been addressed for all current data.

We are expecting any back logged data to be fully processed by May 26th. May 25 , EDT. Identified – We are continuing our investigation into the intermittent sync issues affecting the Analytics feature within ZI Chat. Data for majority of our customers is expected to be available on the platform by May 24 Tuesday morning EST.

Some customers might continue to view partial data, all of which are expected to be resolved by May 26 Thursday morning EST. Please know our engineering teams are working hard to resolve the underlying issues and get everything up and running as soon as possible.

Feel free to reach out to our support team at chatsupport zoominfo. May 23 , EDT. May 25 , Issues with Realtime Intent. Investigating – We are currently experiencing issues processing updates for Realtime Intent within the ZoomInfo platform due to an issue with a third party provider. Our Engineering teams are actively investigating and working to resolve this issue as soon as possible. May 24 , EDT. May 24 , Chorus – Intermittent Recording Issues.

Investigating – We are experiencing additional issues with meetings being recorded via the Chorus Notetaker. Our Engineering team is actively working with our partners at Zoom to resolve this issue. 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:. As a Marketing Professional, Salesflows Filtering allows you to:.

Quickly jump to specific campaigns, analyze success, and make adjustments to steps and cadence as necessary. As an Administrator, Salesflows Filtering allows you to:. After completing the Engage Setup Wizard, users will be able to:.

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