How To Use ZoomInfo: The Ultimate Guide

From navigating its extensive database to utilizing its advanced search functionalities and contact insights, we'll walk you through strategies for targeted prospecting and building a strong pipeline. Ready to harness ZoomInfo's capabilities for maximum business growth?

ZoomInfo's home page

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Maintaining a contact database is crucial for maximizing conversions in marketing and sales endeavors. An effective contact list can streamline these efforts by providing precise and current information about potential customers and target audiences. It empowers marketers and sales professionals to personalize their interactions, customize their messaging, and efficiently reach the most promising leads.

A comprehensive contact database, such as ZoomInfo, offers invaluable insights into a company's ideal customer profile, encompassing firmographics, technographics, and predictive data. This allows for the identification of prospects with a higher likelihood of conversion, optimizing the allocation of resources and sales outreach.

ZoomInfo surpasses traditional contact databases by providing access to an extensive collection of accurate and verified contact information. Their data is regularly updated, ensuring that marketers and sales representatives can connect with the right individuals at the right moment.

So, if you're wondering, 'What is ZoomInfo?' let's look at what its features are.

What Is ZoomInfo?

If you're thinking of ZoomInfo and how it works, read on. ZoomInfo is a top-tier B2B intelligence platform that assists organizations in their sales and marketing endeavors by providing extensive contact and company information. With an expansive and continually refreshed database of company profiles, executive contacts, and professional insights, businesses can efficiently identify and connect with their desired audience.

ZoomInfo utilizes cutting-edge machine learning and artificial intelligence (AI) technology to gather, verify, and organize data from a multitude of sources. These sources include websites, public records, social media platforms, and data contributed by users. By employing this process, ZoomInfo guarantees that the information in their database is precise, dependable, and constantly updated.

The platform also offers users the ability to conduct thorough searches and apply filters to find specific companies or professionals. These searches can be refined based on criteria such as industry, job title, location, or company revenue. This enables sales and marketing teams to access valuable insights about their prospects, including firmographics, technographics, buying signals, and even intent data.

Aside from its extensive database, ZoomInfo also provides a range of tools and features that enhance lead generation, lead enrichment, and sales prospecting processes. These tools include automated prospecting, email and campaign management, analytics and reporting, and integration with other popular sales and marketing platforms.

Benefits of using ZoomInfo - What does ZoomInfo do?

zoom info meme

What is ZoomInfo used for? There are several benefits that businesses can enjoy by using ZoomInfo for their sales and marketing efforts.

Firstly, ZoomInfo ensures that businesses have access to accurate and up-to-date data. The database is constantly updated and verified, saving sales and marketing professionals from wasting time and resources on outdated or incorrect information when reaching out to their target audience.

Secondly, ZoomInfo provides comprehensive company and contact information. This includes detailed insights into company profiles and executive contacts, such as company size, revenue, industry, email addresses, and direct phone numbers. This wealth of data allows sales and marketing teams to personalize their outreach strategies and improve response rates. Additionally, ZoomInfo offers advanced search and filtering capabilities. Users can narrow down their target audience based on specific criteria, helping businesses effectively segment their leads and focus on the most promising prospects.

Furthermore, ZoomInfo enhances lead generation and prospecting. With real-time data access and the ability to search for leads based on specific characteristics, businesses can streamline their sales pipeline and identify high-value prospects more efficiently. Lastly, by leveraging the insights provided by ZoomInfo, businesses can optimize their sales and marketing strategies. Targeted outreach to the right audience leads to higher conversion rates, improved ROI, and enhanced revenue generation.

Getting Started with ZoomInfo

Before you begin to use ZoomInfo, you need to assess your requirements and see how ZoomInfo works.

  • It is important to assess the extent to which your business depends on lead generation, prospecting, or the creation of targeted contact lists for driving growth and sales.
  • Also, ascertain whether you have access to adequate, precise, and up-to-date contact and company information that enables you to effectively reach out to potential customers and make well-informed business decisions.
  • Take into account the amount of time and effort required for manually collecting and managing high-quality data as opposed to utilizing a comprehensive database, such as ZoomInfo, for streamlined operations.

Step-by-step guide for using ZoomInfo

Once you have gone through the features of the tool, you can then proceed to follow the step-by-step guide we have provided to use ZoomInfo effectively.

Getting Started: How does ZoomInfo work?

Here is a guide to help you get started with ZoomInfo:

1. Register for a ZoomInfo account and select a subscription plan that suits your needs.

2. Take the time to become familiar with the platform's features and its layout.

3. Make use of the search function to find specific companies or professionals.

4. Utilize filters to narrow down your search criteria and improve your prospecting efforts.

Connecting Engage users through SalesOS

To begin, follow these steps to establish your SalesOS account:

1. The first step is to create and set up your SalesOS account.

2. Once your account is set up, use the navigation menu to find the ZoomInfo tab within SalesOS.

3. In the ZoomInfo tab, you will be prompted to enter your ZoomInfo credentials.

4. By entering your ZoomInfo credentials, you will be able to establish a connection between your Engage users and the contact and company data provided by ZoomInfo.

Configuring Integration Settings

To get started, navigate to the settings or preferences section within your ZoomInfo account. From there, you can customize your integration settings to align with your specific requirements. This includes the option to choose which CRM or marketing automation platforms you would like to sync your data with.

Exporting Preferences

To access the export preferences section in your ZoomInfo account settings, follow these steps:

1. Open your ZoomInfo account and log in.

2. Look for the "Settings" option or tab, usually located in the top navigation bar or on the side menu. Click on it to proceed.

3. Within the settings menu, locate and select the option for "Export Preferences". This will take you to the section where you can customize your data exports.

In the export preferences section, you can configure various settings to tailor your data exports according to your needs. Here are some examples:

1. Select specific fields: Choose the fields or data points you want to include in your export. This allows you to focus on the information that is most relevant to you.

2. Choose export formats: Decide on the preferred file format for your exports. Options typically include formats like CSV (Comma-Separated Values), XLSX (Microsoft Excel), or JSON (JavaScript Object Notation).

3. Modify export settings: Explore additional options that may be available, such as customizing delimiter characters, setting up data filters, or defining the export frequency.

By setting up your preferences for exporting data in your ZoomInfo account, you can streamline the exporting process and obtain the specific information and format you desire.

Using Custom Mapping

1. To implement custom mapping, navigate to the integration settings or preferences section.

2. Ensure accurate data transfer by mapping ZoomInfo data fields to their corresponding fields in your CRM or other systems.

Viewing and Managing Connected Integrations

1. Go to the account settings menu.

2. Look for the section labeled "Connected Integrations" and click on it.

Once you are in the connected integrations section, you can view and manage the integrations you have set up. This includes the ability to add new integrations or make changes to existing configurations. It provides a centralized location for all your integration needs within your ZoomInfo account.

Sharing Data

1. Determine the specific data that you wish to share from ZoomInfo.

2. Utilize the provided integrations to export or sync the selected data to your CRM or other systems.

Graphic showcasing top 5 pros of ZoomInfo

Image Credit: Lead Zilla

Virtual assistance for ZoomInfo

A virtual assistant plays an essential role in providing remote assistance to businesses across various tasks. Specifically, when it comes to ZoomInfo, there are several tasks that a virtual assistant can perform:

  • Research & identify potential customers/partners

Utilize the extensive research capabilities of ZoomInfo to conduct thorough investigations and pinpoint potential customers or partners that align with the business's target audience and objectives.

  • Build & manage targeted contact lists

ZoomInfo is a powerful tool that allows users to construct and maintain specialized contact lists that align with their specific requirements. With this platform, you can easily create lists that are tailored to criteria such as industry, job title, location, or company size. It is important to regularly manage and update these lists to ensure the accuracy and effectiveness of your targeted contacts.

  • Enrich existing contact data

One can utilize ZoomInfo to improve their current contact data. This can be done by verifying information and adding missing details such as phone numbers, email addresses, job titles, and company information.

  • Automate sales/marketing tasks

Utilize ZoomInfo's integration capabilities to streamline sales and marketing processes by automating tasks like lead enrichment, data import/export, CRM syncing, and email campaign management. This ability to integrate various functions will enhance efficiency and productivity.

  • Generate reports/insights

ZoomInfo's reporting features are designed to help you generate comprehensive reports and gain valuable insights on various aspects such as prospects, market trends, or campaign performance. By utilizing these features, you can enhance your decision-making process and optimize your strategies accordingly.

  • Identify and qualify leads

By utilizing the data and insights provided by ZoomInfo, you can effectively identify and evaluate leads. This involves assessing their compatibility and potential as prospects using predetermined criteria.

  • Schedule meetings and demos

One of the tasks I can assist you with is scheduling meetings and demonstrations. I can utilize ZoomInfo's contact information to ensure seamless coordination and effective communication between your sales representatives and potential clients.

  • Send personalized outreach messages

Utilize ZoomInfo's contact details to create tailored outreach messages, enhancing your ability to engage potential clients, boost response rates, and cultivate promising leads.

who needs a virtual assistant

  • Track and measure results

By analyzing important performance metrics from ZoomInfo, such as email open rates, campaign conversions, and lead generation statistics, you can effectively monitor and track the success of your sales and marketing efforts.

  • Provide support to sales and marketing teams

As a valuable support, the VA facilitates the efforts of sales and marketing teams through administrative tasks, supervision of ZoomInfo accounts and integrations, resolving any technical problems that arise, and offering overall assistance to elevate productivity and streamline operations.

These examples highlight how a virtual assistant can utilize the features of ZoomInfo to assist businesses in their sales and marketing endeavors. By doing so, they can enhance ZoomInfo lead generation, optimize outreach strategies, and boost overall business performance.

Why choose Wishup?

Wishup's home page

Wishup is a company that provides virtual assistant services, offering a wide range of remote administrative and business support tasks. Their services include tasks such as calendar management, appointment scheduling, research, and customer support.

Experience cost-effective services

At Wishup, we specialize in delivering affordable virtual assistant services. Our aim is to provide businesses with a valuable solution to delegate tasks, eliminating the need to hire full-time employees and the overhead costs that come with it.

Experience cost-effective services

Partner with the top 1% of talent

At Wishup, we pride ourselves on having a team of virtual assistants who are not only highly skilled but also incredibly qualified. We go the extra mile to ensure that our clients have the opportunity to work with the top 1% of talent in the industry.

Seamlessly onboard your virtual assistant within a single day

Wishup offers a fast and smooth onboarding process, enabling businesses to begin collaborating with their virtual assistant in just one day.

Eliminate the need for a training budget

Wishup offers virtual assistants who possess expertise in 200+ skills and 70+ no-code tools, thus eliminating the need for businesses to invest resources in training them.

Effortlessly replace your virtual assistant if you're unsatisfied

Wishup simplifies the process for clients requesting a replacement virtual assistant, allowing businesses to find an assistant that precisely matches their unique requirements and desired outcome. This feature ensures client satisfaction and enables seamless collaboration.

Put your virtual assistant to the test with a 7-day risk-free Trial

Wishup provides businesses with the opportunity to try out their virtual assistant services and capabilities with a 7-day risk-free trial. This allows businesses to thoroughly assess the service before making a long-term commitment.

Overall, Wishup offers numerous benefits that make it an ideal virtual assistant service provider for businesses.

virtual assistant to the test with a 7-day risk-free Trial


In summary, from this guide, we understand the answer to 'What is ZoomInfo?' We can understand that ZoomInfo is an effective tool designed for sales and marketing professionals. It grants access to essential contact and company information, which can greatly improve lead generation and prospecting efforts. By creating a ZoomInfo account and becoming acquainted with its functionalities, you can make the most of advanced search options, filters, and integrated tools. These features will help you optimize your sales and marketing strategies.

If you're looking to hire a virtual assistant to effectively manage your marketing and sales needs via ZoomInfo, contact us to avail of a free consultation or mail us at [email protected].


What is the use of ZoomInfo?

ZoomInfo is a highly effective tool that is commonly utilized for sales and marketing endeavors. This tool grants users access to an immense collection of contact and company information. Users can utilize this comprehensive database to locate and establish connections with specific prospects. Additionally, ZoomInfo aids in strengthening lead generation efforts and provides valuable insights that can be leveraged to catalyze business growth.

How did ZoomInfo get my information?

People often wonder how ZoomInfo gets their data. ZoomInfo collects data from a variety of sources, including publicly available data, professional networking platforms, website registrations, and company directories. This data is carefully compiled, verified, and regularly updated to create a comprehensive database of contact and company information. The resulting database is utilized for sales and marketing purposes.