How to Use ZoomInfo [From Signup to Sales Mastery]

ZoomInfo might seem like a lot to handle with its many tools like engage, intent, chorus, forms, and chats. But, these are exactly what you need to make your customer engagement better. Plus, ZoomInfo is a powerhouse, dealing with 1.5 billion data points and offering advanced search and automation.

With so much going on, how do you start using it?

First, sign up and pick a plan that fits what your business needs. Use its huge database to find potential customers by applying detailed search filters and looking at buyer intent data. Next, integrate your CRM system to streamline your tasks and reach out to prospects in a way that speaks to them directly.

So, If you’re new to ZoomInfo and looking for better business results, this guide on how to use ZoomInfo is designed specifically for you. Follow these simple steps to make ZoomInfo work for your marketing and sales plans.

Getting Started with ZoomInfo: The First Steps 

There’s a lot to dive into when it comes to ZoomInfo. It offers tools and data for improving business outreach and decision-making. 

Without getting all confused about where to start, use the following section to learn how to use this platform effectively. –

Signing Up for ZoomInfo: A Step-by-Step Guide

Here’s how to sign up for ZoomInfo to begin with – 

• Visit the ZoomInfo Website: Go to the ZoomInfo homepage and click on the “Sign Up” or “Free Trial” button.
• Fill Out the Registration Form: Enter your business email, name, company name, and job title in the provided fields.
• Verify Your Email: Check your email for a verification link from ZoomInfo and click on it to confirm your account.
• Choose a Subscription Plan: Select a plan that fits your business needs. You can start with a free trial to test the platform’s features.
• Complete the Payment Information: Once you have been through ZoomInfo pricing plans, choose what you need and pick a plan. Enter your payment details to activate your account.

Getting Used to The ZoomInfo Dashboard

Now that you have signed up, get yourself familiarized with the endless features – 

• Dashboard Overview: The main dashboard gives you a quick view of the platform’s features like search, alerts, and recent activity.
• Search Functionality: Use the search bar to find specific companies or contacts. You can search by name, industry, location, and more.
• Alerts and Notifications: Set up alerts to get notified about new or updated information relevant to your interests.
• Accessing Reports and Analytics: The dashboard provides reports on market trends, campaign success, and more. Use these to make informed decisions.
• Customizing Your View: You can customize the dashboard to show the tools and data you use most often for easier access.

Setting Up Your Profile for Maximum Efficiency

Finally, it’s time to set up your profile – 

• Profile Information: Fill in your profile with accurate details about your role and company. This helps ZoomInfo tailor the data and alerts you receive.
• Preferences and Settings: Adjust your settings to control the types of notifications you get and how often you receive them.
• Integrations: Connect ZoomInfo with your CRM or marketing automation tools to sync data and improve workflow.
• Training and Resources: Take advantage of ZoomInfo’s training materials and tutorials to get the most out of the platform.

How to Use ZoomInfo for Lead Generation

ZoomInfo offers an impressive range of features including an extensive database. Their purpose is to help your business connect with the right contacts, improve effective sales processes, and create effective marketing campaigns. 

Here’s how to make the most of these core features.

How to Use ZoomInfo SalesOS 

If you attempt to use SalesOS effectively, it means you’ll be tapping into its tools to find potential customers, communicate with them in a meaningful way, and keep your sales activities organized. 

By using accurate data, setting up automated messages, and integrating with your current systems, SalesOS helps you reach the right people and close deals more effectively. Here’s how to use it – 

Step 1: Utilize Foundational Data

Start with ZoomInfo’s foundational data to connect with potential buyers effectively. Look for the most accurate B2B contact information, including direct dials and verified email addresses. 

This step is needed to reach out to buyers at the right moment. Additionally, explore professional profiles to understand job responsibilities, work experience, education, and social media links. 

Stay alert to updates on target profiles, which ZoomInfo notifies you about, to keep your outreach relevant and timely.

Step 2: Get Company Insights

Next, deepen your prospecting efforts by exploring all the decision makers within target companies using their company search. 

ZoomInfo provides access to departmental org charts, decision-makers direct contact information, and insights into company initiatives. This information, curated by ZoomInfo’s research team, is useful for securing high-value deals and renewals. 

It’s mostly used as a contact finding tool. If you have the same intentions, here’s a simple layout to follow to use their company contact search – 

• Start Your Search: Use the main search bar to begin. You can search for companies or contacts by name, industry, or location.
• Review Search Results: Results will display relevant companies or contacts. Click on a name to view detailed information, including contact details, company size, and revenue.
• Saving Searches: You can save your searches for easy access later. This is helpful for tracking specific companies or industry trends.

Step 3: Explore Advanced Firmographics

Finally, make the most of ZoomInfo’s advanced firmographics to discover your next best customer. Utilize the platform’s B2B search engine, which offers over 300 company filters for detailed data combinations. 

With this, you can go through your addressable market accurately and reach the right buyers. Apply CRM, MAT, and engagement filters for further refinement, ensuring your marketing and sales efforts are as targeted and efficient as possible. 

This step is about precision—finding and connecting with prospects most likely to convert.

If you’re wondering how to use ZoomInfo for prospecting, define your ideal customer profile. 

Then, use ZoomInfo’s search and filter capabilities to identify potential leads that match your criteria. You’ll need to know how the advanced search filters work. Here’s how you can use it – 

• Access Advanced Filters: Next to the search bar, find and click on the “Advanced” option to open a list of detailed filters.
• Select Criteria: Choose from various criteria like job function, seniority level, company revenue, and technology use to narrow down your search.
• Apply Filters: After selecting your criteria, apply the filters to refine your search results. This helps you find the most relevant prospects 

Step 4: Keep Sales Organized

And how do you stay on top of your sales process with SalesOS?  Keep an eye on your communications with leads, including emails, calls, and their responses. This helps you see what’s working and what’s not.

Link SalesOS with your CRM to keep lead and customer information up to date. This means your sales team always has the latest info.

Step 5: Look at Sales Results

Finally, you’d want to measure how well your sales activities are doing with SalesOS.

Look into reports about your sales efforts, like how many people opened your emails, responded to calls, or made a purchase. Use this information to improve your approach.

Keep tweaking your sales methods based on what the SalesOS data tells you. Try different ways of reaching out or changing your message to see what gets the best response.

How to Use ZoomInfo MarketingOS 

MarketingOS by ZoomInfo offers tools to help you pinpoint your ideal customers, craft compelling content, and analyze the success of your marketing efforts. 

It gives you the data and automation necessary to reach out to potential buyers more efficiently and monitor how well your marketing strategies are working.

Step 1: Use Ad Targeting 

MarketingOS helps you pinpoint who your ideal customers are with precision. Start using the platform’s detailed search to filter potential leads based on specific criteria such as industry, company size, and job role. 

Focus on over 300 company attributes and buying signals to find ideal accounts and buyers. This step makes sure your ads reach people most likely to be interested in your product or service based on their job title, level, and department.

Step 2: Kick-Off Targeted Campaigns

Once you’ve pinpointed your audience, launch specific display and social media ads for companies showing interest in your area. This approach targets your ads more effectively, making sure they’re seen by potential customers ready to engage.

Step 3: Simplify Campaign Management

ZoomInfo’s platform simplifies managing your ads across different networks by automating campaign delivery and optimization. You can control creative content, audience targeting, and budget all from one place, making your ad campaigns more efficient.

Step 4: Adjust Based on Results

Keep an eye on how your ads perform and make necessary adjustments. ZoomInfo gives you insights into ad performance, enabling you to tweak your strategy in real time. This continuous improvement helps better target over time, ensuring your advertising budget is used effectively to grow your pipeline.

Step 5: Better Engagement with Intent Data

In this step, align your ideal customer profile with ZoomInfo’s intent data to find prospects actively seeking your solutions. This process involves identifying signals that indicate a buyer’s interest, allowing you to focus on sales-ready individuals. 

Next, pinpoint decision-makers within these interested companies to ensure your outreach targets the right people. Finally, integrate this valuable intent data into your CRM and marketing tools to automate and refine your engagement strategies. 

By focusing on prospects showing real buying signals, you can more effectively direct your efforts, making every interaction count and increasing your chances of closing deals.

Step 6: Use Web Chat 

ZoomInfo Chat transforms your website into an active sales platform, guiding qualified leads to your team. 

This tool, which is easy to integrate and use, improves your sales pipeline by engaging visitors in real-time and scheduling meetings effortlessly. You can also tune chat experiences with smart automation. 

It uses data to identify and interact with potential buyers, using chatbots to direct conversations based on visitor intent and firmographics. 

Step 7: Optimize Web Forms with FormComplete

By simplifying forms to a single field that asks for a business email, FormComplete automatically enriches the rest of the lead’s data. 

This tool improves your website’s conversion rate by appending essential data points to incoming leads, allowing for efficient segmentation, scoring, and follow-up actions. 

Additionally, formcomplete’s abandoned form tracking recovers information from visitors who don’t complete the form, and its real-time email verification cuts down on invalid submissions.

How to Use ZoomInfo TalentOS

Using TalentOS from ZoomInfo simplifies the process of finding and connecting with potential candidates. 

It offers tools for identifying passive talent, engaging with them through personalized outreach, and managing your talent pipeline efficiently. You can use it the following ways – 

Step 1: Identify Passive Talent

TalentOS comes with a vast database that makes finding passive candidates who meet your hiring criteria a breeze. 

Begin by using the platform’s search features, allowing you to narrow down candidates by job function, experience level, industry, and the size of their current company. This method ensures you locate individuals who are not just a good fit for the job but are also potentially open to new opportunities. 

Plus, TalentOS offers valuable insights on diversity and inclusion, aiding you in achieving your diversity hiring objectives.

Step 2: Engaging with Candidates

Once you’ve identified potential candidates, TalentOS helps you make and automate personalized outreach. This can include personalized emails sent directly to a candidate’s inbox or automated phone calls that allow you to leave a pre-recorded message if the call isn’t answered. 

Combining these methods into drip campaigns is an excellent idea that can increase your chances of engaging passive talent. 

Step 3: Manage Your Talent Pipeline

TalentOS has tools to organize and track candidates throughout the recruitment process. You can play around with Projects to group searches by open roles and build multiple talent pools for each job. 

This feature lets you and your team track candidates as they move through different stages of the hiring process. The TalentOS Chrome extension further helps in sourcing efficiency. It allows you to view candidate data and take action without leaving your web browser. 

Additionally, you can also integrate TalentOS with your ATS. That means top candidates are added to your recruitment workflow without any trouble. 

How to Use ZoomInfo OperationsOS 

Using OperationsOS from ZoomInfo helps your business automate the most difficult part of an operations job: data management processes. At the end of the day, you get data that is clean, organized, and ready for engagement. 

This platform offers data deduplication, cleansing, enrichment, and more solutions. All of it to make it easier to maintain high-quality data across systems.

Step1: Data Deduplication

Many ZoomInfo alternatives don’t offer what they do with OperationsOS, they tackle the challenge of duplicate data head-on. The platform automates the matching and deduplication process. Which means that your database only contains unique records. You can achieve this through –

• Customized Rules for Deduplication: First and foremost, set up rules that fit your specific data needs. It’s where duplicates are identified and merged according to your criteria.
• Merging and Archiving: Then, merge duplicate records and archive the unnecessary ones. This keeps your database clean and efficient.
• Real-Time Prevention: Then stop duplicates from entering your system from the start, maintaining the integrity of your data.

Step 2: Data Cleansing

Keeping your data free from errors and inconsistencies is a must. You can use OperationsOS to perform data cleansing in the following ways – 

• Automated Corrections: First, use pre-configured formatting rules to automatically correct common data errors.
• Normalization and Standardization: Then, make sure that data like phone numbers and company names follow a consistent format across your records.
• Bulk or Real-Time Transformation: Finally, cleanse your data in bulk or adjust it in real-time as new information comes in.

Step 3: Data Enrichment

You can enrich your database with additional information to create a more comprehensive view of your contacts and companies. OperationsOS allows you to do this by – 

• Connecting to Multiple Data Sources: You can integrate with various API-based data sources to pull in additional information.
• Customize Enrichment Logic: Then, use waterfall logic to specify which data gets enriched from which source, customizing the process to your needs.
• Enrich in Bulk or Real-Time: Add missing information to your records either in large batches or as new data is entered.

Step 4: Lead Scoring 

Next, you can improve your sales strategy with ZoomInfo’s advanced lead routing software, designed to connect leads with the best-fit sales reps efficiently.

• Round Robin Routing: Distribute leads evenly among sales reps to ensure a balanced workload and maximize engagement opportunities.
• Automated Workflows: Then simplify lead assignment with customizable rules based on geography, industry, or rep expertise, making complex processes simple.
• Align Lead Routing: Adjust lead distribution in real-time based on sales rep availability, ensuring leads are always handled by active team members.

How to Use ZoomInfo Intent

ZoomInfo Intent is a tool that helps businesses find and connect with potential customers actively looking for products or services like theirs. It tracks online research behavior to pinpoint leads that are ready to buy.

To use ZoomInfo Intent, integrate it into your sales and marketing plans. Then, identify prospects showing interest in your field and customize your messages based on what they’re looking for. Finally, focus on those most likely to make a purchase.

Here’s a more detailed guide –

Step 1: Connect ZoomInfo Intent with Your CRM

• Easy Integration: Link ZoomInfo Intent data with your CRM. This action puts valued information about potential customers’ interests directly into the hands of your sales and marketing teams.
• Lead Scoring Based on Intent: Assign scores to leads based on their online activities. Leads with higher scores are more interested in what you have to offer, so you should contact them first.

Step 2: Customize Your Outreach

• Adjusting Your Messages: Use the data from ZoomInfo Intent to make your emails, calls, and marketing materials speak directly to what each prospect cares about.
• Creating Focused Campaigns: Set up marketing efforts that directly address the topics your prospects are researching. This makes your outreach more relevant and likely to catch their attention.

Step 3: Focusing Your Sales Efforts

• Spotting High-Interest Leads: Give priority to leads that show a strong interest in your area, as indicated by their online research.
• Timing Your Engagement: Contact prospects when they’re most engaged with topics related to your products or services, increasing the chance they’ll be open to hearing from you.

How to Use ZoomInfo Engage

ZoomInfo Engage is a sales engagement platform designed to ramp up the productivity of slower sales teams. They integrate communication tools, data insights, and CRM tracking into a single, efficient system. 

This part of ZoomInfo is focused on making the sales process a little simpler and helping teams close more deals the right way. 

To use ZoomInfo Engage, start by setting up your account and integrating it with your CRM and email systems. 

Then, utilize its tools to identify prospects, automate and personalize your outreach, manage communications, and analyze engagement metrics to refine your strategies.

Here is how you use ZoomInfo Engage  –

Step 1: Set Up Your Account

Begin by logging into ZoomInfo and accessing Engage. 

Follow the onboarding wizard to input your contact details and connect to your email server (Google or Microsoft Office 365). Then, integrate your CRM (Salesforce, HubSpot, or Microsoft Dynamics). 

This foundational step assures you that Engage is tuned to your sales environment.

Step 2: Identify Prospects

Next, make full use of this integrated SalesOS to identify and target potential leads precisely. 

You can’t forget to make the most of advanced search filters within Engage to segment prospects based on criteria like industry, company size, and job title. This is how you can focus your efforts on the most promising leads.

Step 3: Automate Outreach

With Engage; you can automate your outreach by setting up personalized email campaigns and call sequences. Use the platform to schedule these communications to give you consistent engagement with your prospects without manual intervention.

Step 4: Manage Communications

Additionally, Engage gives you the most all-rounder view of your communications with each prospect: emails sent, calls made, and responses received. This centralized tracking helps you clearly understand each prospect’s engagement level and interests.

Step 5: Analyze Engagement Metrics

Then you have detailed analytics on your sales activities, allowing you to measure just how effective and on point your outreach strategy is. 

Here, you analyze metrics such as open rates, click-through rates, and conversion rates to identify what works best and where there’s room for improvement.

How to Use ZoomInfo Chorus 

ZoomInfo Chorus stands as a pioneering conversation intelligence tool that uses advanced machine learning to transform customer interactions into actionable insights. 

It’s designed to help businesses understand the dynamics behind their sales wins and losses with more accurate forecasting and strategic planning. Chorus provides a wealth of data to refine go-to-market strategies by analyzing customer calls, meetings, and emails.

Here’s how to use it –

Step 1: Utilize Market Intelligence

Begin by diving into Market Intelligence with ZoomInfo Chorus to grasp the nuances of your market and customer preferences. 

This step involves capturing and analyzing customer conversations to identify trends and competitive insights. 

Use this intelligence to adjust your messaging to align with current market demands and resonate with your target audience. 

Step 2: Using Connected Intelligence

Next, go further with your strategy using connected intelligence. This feature unifies contact and company intelligence, and offers a holistic view of your relationship history with each contact or company. 

You can utilize this comprehensive insight to personalize your future outreach, making every interaction informed by past engagements.

Step 3: Apply Deal Intelligence & Relationship Management

Apply deal intelligence & relationship management to gain a deeper understanding of your sales pipeline. Automatically sync contacts and communication details to your CRM for a full view of the relationships at the heart of your revenue.

This visibility allows for early identification of potential deal risks. You can get timely interventions to steer opportunities in the right direction and secure revenue growth.

Step 4: Enhance Onboarding and Sales Enablement

Focus on improving onboarding and sales enablement to improve your team’s performance. Analyze successful sales interactions to identify effective behaviors and strategies that can be replicated across the team. 

This insight helps reduce new hires’ learning curve and ensures consistent application of best practices. 

Step 5: Conduct Sales Call Analysis

Finally, conduct a thorough sales call analysis to refine your sales approach. You can access transcriptions and insights from sales calls to understand customer needs, objections, and feedback. 

This analysis allows sales teams to adjust their tactics, improve communication skills, and align their sales strategies with customer expectations. 

How to Use Advanced Techniques in ZoomInfo

Navigating through ZoomInfo’s basic features is just the beginning. As you prepare to explore its more advanced capabilities, it’s natural to feel a bit apprehensive. But don’t worry, we’ve got you covered. Here are ways to use the more advanced features of ZoomInfo –

• ZoomInfo ListMatch

ListMatch is a feature within SalesOS and ZoomInfo Lite designed to make your data quality better by matching your existing lead or target account lists against the vast ZoomInfo Data Cloud. 

This tool allows you to upload lists of companies or people using unique identifiers like emails, company names, or URLs. It quickly updates your data with the most accurate information available. 

Here are steps on how to create a list in ZoomInfo–

Step 1: Starting with ListMatch

Open SalesOS or ZoomInfo Lite and go to the Lists tab. Here, you’ll find the option to Upload Lists.

A pop-up will ask if your list consists of contacts or companies. Make your selection based on the data you’re working with.

Step 2: Upload and Verify Your List

Now, choose Your upload method. You can upload your data using a .CSV file or through Text Input. For .CSV uploads, there’s no need for special formatting. ZoomInfo will interpret the file and map the data points for you. 

If you’re using Text Input, paste your data into the text box, ensuring one item per line.

After uploading, you’ll have the opportunity to check that ZoomInfo correctly mapped your data points. This step is pivotal for ensuring the accuracy of the match.

Step 3: Finalize Your List

Give your file a name and, if desired, add a description or tag. This could be anything from “John’s old accounts” to “Q1 Targets,” helping you organize and identify your lists easily.

Step 4: Mapping Verification

On the mapping screen, confirm that all records are correctly matched. 

SalesOS will attempt to map your columns to the appropriate fields, like matching a “Website” column to the URL field. Ensure the fields you know are in your file are correctly mapped.

Once you’re satisfied with the mapping, submit your list. It will then be processed and made available under All Lists on the main Lists page.

Step 5: Using Your List

Once your list is ready, you’ll have several options available, such as exporting, renaming, or deleting your list. These options can be found next to your list under the ellipsis menu.

If you wish to filter and refine your list further, select Open in Search from the Status column. This option is ideal for narrowing down your prospects based on additional criteria.

Step 6: Exporting Your List

Choose to Redeem if you’re looking to append data to your list and export it for external use or sharing. This option is straightforward if your goal is to enhance your list with more detailed information from ZoomInfo.

• Integrations in App Market 

Integrating ZoomInfo with your CRM and email marketing automation tools can save time and improve data accuracy. Here are steps to integrate with popular platforms –

Salesforce Integration

• Hover your cursor to your ZoomInfo settings and select ‘Integrations.’
• Choose Salesforce and enter your login credentials to connect.
• Map ZoomInfo fields to Salesforce fields to ensure data syncs correctly.

HubSpot Integration

• In ZoomInfo, find the Integrations section and select HubSpot.
• Log in to your HubSpot account to authorize the connection.
• Customize the data mapping to fit your HubSpot setup.

Marketo Integration

• Go to Integrations in ZoomInfo and pick Marketo.
• Provide your Marketo credentials and set up the data flow between the two platforms.
• Adjust settings to control how and when data is updated or transferred.

Microsoft Dynamics Integration

• Within ZoomInfo, locate the Integrations option and select Microsoft Dynamics.
• Log in with your Dynamics credentials to link the accounts.
• Configure the data mapping to ensure proper data alignment.

Eloqua Integration

• Find the Integrations menu in ZoomInfo, then choose Eloqua.
• Enter your Eloqua login details to establish the connection.
• Set up data synchronization preferences according to your needs.

• Customizing Data Exports to Fit Your Workflow

Customizing data exports allows you to use ZoomInfo data effectively within your existing workflows. Here’s how to tailor exports –

Step 1: Select Data for Export

Conduct a search in ZoomInfo and select the contacts or companies you wish to export. Then choose ‘Export’ and then ‘Customize Export’ to select specific data fields.

Step 2: Choose Export Format

Decide on the format that works best for your tools and processes, such as CSV or Excel. Following that, you can configure any additional options, like file naming conventions or export frequency.

Step 3: Automate Exports

Next, Set up automated exports for regularly updated data sets, so you always have the latest information. You would want to specify the criteria for automatic exports, like changes in company size or industry news.

• Competitive Analysis and Market Research

ZoomInfo can help you understand your competitors’ moves and market trends. Here’s how to use it for analysis and research –

Step 1: Identifying Competitors

First, use the search function to find companies in your industry or niche. Look at company profiles to understand their size, location, and focus areas.

Step 2: Analyzing Market Trends

Then, monitor news and alerts related to your industry within ZoomInfo. Use the ‘Scoops’ feature to get insights into funding rounds, product launches, or other significant events.

Step 3: Gathering Competitive Intelligence

Next, examine the technologies and tools listed on competitor profiles to identify trends and common practices. Track leadership moves and hiring trends among competitors to anticipate strategic shifts.

How to Use ZoomInfo Effectively: Best Practices 

Using ZoomInfo effectively requires an understanding of its best and core features. Then, apply best practices for ethical use, compliance, and maximum benefit for your strategies. 

What we think of ZoomInfo is that it can be best used when a few rules and factors are kept in mind. Here are some guidelines to help you make the most out of ZoomInfo –

1. Be Ethical and Compliant 

When using ZoomInfo, it’s important to respect privacy laws and data protection regulations like GDPR and CCPA. Always use the data for legitimate business purposes, and make sure you have consent where necessary. 

Regularly review the data you hold to ensure it’s up to date and used responsibly. This not only helps in maintaining compliance but also builds trust with your contacts by respecting their privacy and data rights.

2. Focus and Personalize 

ZoomInfo can transform your sales prospecting process by providing accurate and detailed contact information. To make your prospecting more effective, focus on targeting the right audience by using advanced search filters. 

Personalize your outreach messages based on the information you gather, such as industry challenges or recent company news, to increase response rates. 

Additionally, keep track of your interactions and use ZoomInfo’s analytics to refine your approach over time.

3. Segment to Target

Make the best use of ZoomInfo to enrich your marketing strategy by identifying and segmenting your target audience more accurately. Use the platform’s insights to make your content and campaigns personalized. 

You should also monitor engagement and adjust your strategies based on the data and trends you observe within ZoomInfo. This approach helps in creating more relevant and impactful marketing campaigns that resonate with your audience.

4. Maintain Data Accuracy and Relevance

You should confirm and be confirmed that the data you use from ZoomInfo remains accurate and relevant to your business needs. 

Regularly update your contact lists and company information to reflect any changes in the market or your business strategy. This practice helps in keeping your outreach efforts effective and reduces the risk of contracting outdated leads.

5. Be Mindful of Customer Retention

Beyond prospecting and marketing, use ZoomInfo to make your customers stay. 

Work on your customer retention strategies by keeping an eye on customer updates, industry changes, and potential opportunities for upselling or cross-selling. 

Personalized communication based on updated information can improve customer satisfaction and loyalty.

Swordfish AI: The Best Alternative to ZoomInfo

Unlike ZoomInfo, Swordfish AI offers a unique approach to contact data retrieval. Our focus lies largely on real-time verification and proprietary matching algorithms. 

We have over 3.5 billion data points and partnerships with 200 data providers. That is how we ensure access to the most accurate and comprehensive contact information available. 

Plus, our system surpasses standard SMTP protocol checks. So, you are left with premium business email validation for lower bounce rates and more successful outreach.

 Moreover, Swordfish’s Chrome Extension, Prospector, File Upload, and Reverse Search features are designed to meet the diverse needs of sales, recruitment, and marketing professionals. 

By prioritizing real-time data accuracy and using unique cell phone data, Swordfish AI stands out in the crowd. A bonus is how easy to use the platform is.  You can make your contact database rich and outreach strategies more efficient without any technical knowledge. 

How to Use Swordfish AI: Step-by-Step Guide 

Swordfish AI is one of the easiest tools to use, especially when you compare it with ZoomInfo. Here’s a step-by-step guide on how to use it – 

Step 1: Initiate a Free Trial and Sign Up 

First, head over to the Swordfish AI homepage. Look for the free trial option at the top right corner and click on it. A pop-up will appear asking for your business email. Fill it in and submit it to move forward.

After entering your email, you’ll be guided through the sign-up process to unlock full access to all the features Swordfish AI offers. 

Step 2: Use Info Prospector

To use the Prospector feature, you must enter specific details about your target audience, such as industry, job title, and location. Swordfish then scans various databases to provide a list of contacts matching your criteria.

Step 3: Add Chrome Extension

Install the Swordfish Chrome extension from the Chrome Web Store. Once installed, you can click on the extension icon while browsing supported platforms to find contact information for the profiles you view quickly.

Step 4: Prepare for File Upload

For the File Upload feature, you need to prepare a CSV file with the contact details you already have. Upload this file to Swordfish, and the service will enrich it with additional contact information like emails and phone numbers.

Step5: Utilize Reverse Search

Use the Reverse Search by entering an email address or phone number into Swordfish. The tool will then provide you with the full contact details of the associated individual, including their name, job title, and more.

Step 6: Use Bombora Intent Data

To use the Bombora feature, you must first define your target market or audience interest. Swordfish integrates with Bombora to identify and prioritize leads based on their likelihood to engage or buy based on interest signals.

Step 7: Apply API Enrichment 

Contact our sales team to discuss your specific needs. At Swordfish, we tune your plan to fit your requirements, offering email-only or phone-only data options. You can improve your dial speed by integrating with our API, supported by our dedicated customer success team for seamless implementation.

Step 8: Verify Emails 

With the Email Verifier feature, simply input the email addresses you wish to verify into Swordfish. The tool checks each email for validity, helping you clean your list by removing invalid or inactive email addresses.

Conclusion

In this guide, we covered various ways on how to use ZoomInfo to improve your sales, marketing, and talent acquisition efforts. You can target the right prospects and get better results by utilizing ZoomInfo’s data, advanced search options, and automation tools.

Remember, using ZoomInfo effectively requires following data privacy rules, keeping data accurate, and using ethical practices. Also, personalize your outreach, analyze engagement metrics, and refine your strategies.

We know ZoomInfo has many features, which can be overwhelming, especially for small businesses or those new to sales intelligence tools. If you want an easier alternative, try Swordfish AI. It’s designed to simplify prospecting and outreach while providing useful information.

Try Swordfish Ai

FAQs

Is ZoomInfo legal?

Yes, ZoomInfo operates legally by complying with global data privacy laws and regulations, including GDPR and CCPA. They gather data through publicly accessible sources and consent-based methods, ensuring their practices align with legal standards and respect individual privacy rights.

How often is ZoomInfo’s database updated?

ZoomInfo’s database is updated continuously. They employ machine learning and artificial intelligence to process millions of data points daily, ensuring their information is current and accurate. This frequent updating process helps maintain the relevance and reliability of their data.

Can ZoomInfo integrate with any CRM platform?

ZoomInfo offers integration capabilities with many CRM platforms, including Salesforce, HubSpot, and Microsoft Dynamics. While it supports these major systems, integration with “any” CRM may require checking specific compatibility or using API connections for custom integrations.