Gross sales reps and entrepreneurs that use ZoomInfo and Microsoft Dynamics 365 are about to see their day-to-day lives get simpler because of a brand new collaboration between the 2 firms.
On the coronary heart of this relationship is a brand new ZoomInfo software for Dynamics 365. This integration permits prospects to speed up their gross sales and advertising and marketing efforts through the use of ZoomInfo’s best-in-class information whereas by no means leaving Dynamics 365.
“Bringing the total suite of ZoomInfo immediately into Microsoft Dynamics has been a relentless request from our prospects,” says Henry Schuck, CEO at ZoomInfo. “Delivering our information, insights, and expertise permits sellers and entrepreneurs to be more practical and environment friendly when they’re partaking with prospects and prospects and constructing demand and lead technology campaigns.”
Options of the Dynamics Integration with ZoomInfo
It’s common for gross sales and advertising and marketing professionals who use Dynamics 365 to have the buyer relationship administration (CRM) system open continually as a result of it’s such an integral a part of their work.
“CRM programs act as a house base for sellers. It’s the system of document the place nearly all of sales-related actions are entered and managed,” says Sneh Kakileti, head of enterprise merchandise at ZoomInfo. Beforehand, these similar gross sales reps wanted to depart their dwelling base to seek for prospects and construct alternative pipelines.
“Now we’re bringing the gross sales intelligence on to the sellers,” Kakileti explains of the brand new setup. “With our ZoomInfo for Microsoft Dynamics software, we’ve streamlined gross sales workflows. Reps will spend much less time prospecting and extra time promoting.”
Amongst these options coming straight to prospects of each sources are the next:
- The brand new software itself, which provides customers entry to search out probably the most up-to-date B2B contact and account info inside Dynamics 365.
- Dynamics 365 Connector, which lets prospects push ZoomInfo information immediately into Dynamics. This setup bolsters the power of gross sales and advertising and marketing groups to prospect and shut effectively.
- ZoomInfo Enrich, an automatic characteristic that updates and appends information data.
What This Appears to be like Like for Clients
Let’s briefly illustrate how the options of this new Dynamics integration come to life for patrons.
Suppose a gross sales rep within the well being IT business who makes use of each ZoomInfo and Dynamics 365 finds a brand new prospect at a goal account. The unique document of the prospect in Dynamics 365 would possibly present solely the identify, title, and healthcare facility that the particular person works at.
With the brand new ZoomInfo software, reps are capable of replace the document utilizing ZoomInfo’s information whereas remaining inside Dynamics 365, thus not losing time toggling between purposes. Not solely are reps eliminating information decay inside Dynamics 365, however they now have the prospect’s up-to-date contact info (together with cellular quantity), the tech stack utilized by the healthcare facility, and upcoming IT tasks there.
“An integration like that is extremely impactful for gross sales and advertising and marketing,” says Katie Landaal, vp of strategic alliances at ZoomInfo. “Not solely does it create efficiencies, however it additionally permits for the person to work effortlessly via issues like day by day prospecting, viewers focusing on, and total account administration. It’s like a symphony of workflows reasonably than the notes all sounding out of key.”
With out ever leaving Dynamics 365, reps can discover Org Charts to attach with decision-makers, discover a fuller image of the goal account, and instantly start crafting a message to the best purchaser that displays perception gained from the information. The rep saves time and will increase gross sales workflow effectivity utilizing the CRM and information sources collectively in a seamless expertise.
Aggressive Benefit for Reps
The success of recent gross sales and advertising and marketing efforts is a mixture of pace and correct info.
ZoomInfo’s new Dynamics integration permits gross sales to pursue prospects faster and replace contacts whereas having in-depth information about goal and current accounts.
WIth ZoomInfo’s options now obtainable immediately inside the Dynamics 365 platform, advertising and marketing and gross sales professionals have a trove of sources on one display, permitting them to extra effectively develop their enterprise and keep forward of opponents.
