Here are 6 use cases of ZoomInfo Copilot as I’ve heard them on a recent product kickoff by their company. Like with other go to market technologies, once we at B2B Fusion get more familiar with their beta product, we’ll report back as to the effectiveness of these use cases. Curious to learn if you have experienced other use cases.
- Identifying in-market opportunities: Copilot analyzes intent signals from various sources to identify accounts that are researching your products or solutions, even if they are not yet in your CRM. This allows you to proactively reach out to potential customers who have a high likelihood of being interested in your offerings.
- Prioritizing target accounts: Copilot uses AI to analyze your historical deals and ideal customer profile to prioritize accounts that are the best fit for your products or services. It provides a prioritized list of accounts most likely to convert, saving you time in identifying high-potential prospects.
- Personalizing outreach: With Copilot’s AI email assistant, you can generate personalized emails tailored to each decision-maker at your target accounts. The tool incorporates relevant context and intent signals to create compelling messages, saving you time and effort in crafting personalized outreach.
- Gaining account insights: Copilot generates account summaries that provide a comprehensive view of an account’s health, history, and opportunities. This enables you to quickly understand the key information about an account before engaging with them, ensuring that your entire team has a shared understanding of the account.
- Streamlining meeting preparation: Copilot can automatically generate executive briefing documents by analyzing public information (e.g., earnings calls, industry presentations) and internal data (e.g., past interactions, emails) related to an account. This helps you prepare for meetings more efficiently and ensures that you have all the relevant context at your fingertips.
- Discovering expansion opportunities: By analyzing account data and signals, Copilot can help you identify opportunities to expand relationships with existing customers, such as cross-selling or upselling based on their current needs and engagement with your company.
When I review these use cases, it feels like the ZoomInfo legacy ABM product is meeting ZoomInfo scoops product.
What use cases have you experienced?
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Read part 2 here, ZoomInfo Copilot: Streamlining Sales Prospecting with AI and Intent Data
Read part 3 here Enhancing Sales Efficiency: An In-Depth Look at ZoomInfo Copilot
