Zoominfo

APRIL 23, 2021

Businesses that dissect the workings of a great sales play can detect and initiate triggers that drive revenue. ZoomInfo’s Workflows tool ensures that reps can easily automate their plays and ensure that potential sales opportunities don’t fall through the cracks. The images below offer a glimpse into the Workflows creation process.

Webinar Metrics 130

Webinar Metrics Strategy Marketing Scale 130

Zoominfo

OCTOBER 5, 2021

Combining visitor tracking tools with automated workflows allows you to automate communications to accounts with meaningful activity on your website. You can also track website activity around the clock so you’ll never miss a meaningful opportunity. David Carter, Safety Services

Intent Signal 100

Intent Signal Buyer Intent Prospecting Campaigns 100

Zoominfo

APRIL 6, 2021

Workflow automation allows them to interact directly with customers rather than waste time on these repetitive tasks. Meet ZoomInfo Workflows: Your next-generation automation tool Imagine you could take a signal from a prospective customer and turn that into an automated sales play. How to use Workflows in 3 easy steps 1.

Ideal Customer Profile 130

Ideal Customer Profile Data Hiring Construction 130

Appbuddy

JANUARY 26, 2023

Workflows are an integral component of successful email marketing. For those unfamiliar with the concept of email workflow strategy (or those looking for a refresher course!) Below are just a few of the key reasons why you should use email workflows.

Email Marketing 91

Email Marketing Cancellation SalesForce Lead Rank 91

Zoominfo

JULY 12, 2021

By definition, Webhooks are user-defined HTTP callbacks that are triggered by some event. Whenever an event is triggered, a post request is sent to the URL that is configured to receive the webhook data. Everytime there is an update to their profile, Webhooks will send the updated data to your workflow.

Data 130

Data Ideal Customer Profile Customer Enterprise 130

Zoominfo

MARCH 3, 2022

Some technologies allow you to set up a workflow that alerts sales when a customer is on a high-value product page. Based on that routing, the account manager can reach out to the client to initiate a discussion about their latest needs and interests.

Research 100

Research Customer Software Software 100

Pipeliner

JULY 22, 2022

ITPA solutions monitor apps and workflows with workload automation software and related tools, providing insight that helps align these processes cross-functionally. ITPA helps direct and integrate an organization’s staff, processes, and workplace tools into automated and cohesive workflows. Managing infrastructure. How ITPA Works.

Software 96

Software Software System Benefit 96

Zoominfo

JULY 22, 2021

Webhooks are user-defined HTTP callbacks that are triggered by some event. Whenever an event is triggered, a post request is sent to the URL that is configured to receive the webhook data. Everytime there is an update to their profile, Webhooks will send the updated data to your workflow.

Data 130

Data Enterprise Enterprise Ideal Customer Profile 130

Zoominfo

OCTOBER 5, 2021

With software like ZoomInfo Workflows, you can set up a trigger to identify when target companies add a competitive technology and automatically add them to an email sequence.

Competition 100

Competition Direct Mail Comparison Software 100

PandaDoc

MARCH 9, 2024

In fact, your actions will trigger real-time automated notifications in your Slack app, which keeps everyone in the loop and saves time. Long story short, over the years Lattice worked with thousands of customers and companies, that makes it an equal partner for Slack to increase the efficiency in the companies workflows. user/month.

Channels 52

Channels Google Benefit Meeting 52

Nimble - Sales

JANUARY 10, 2023

We’re excited to announce our new Nimble Workflow Automation Feature, a new way of automating repeatable engagement processes to scale your business relationships! Nimble’s new Workflow Automations were built to automate routine processes and tasks for contacts and companies within our New Nimble Workflows Feature.

Scale 57

Scale Company 57

Zoominfo

JANUARY 31, 2023

Department Size Company A can further filter the 3,958 companies down to companies with specific triggers. Event-Based Triggers Company A is notified the moment a company gets a new funding round, expands into a new market, hires or fires staff, adds new technology, announces new initiatives, and more. did in six minutes.

Hiring 130

Hiring Sales Qualified Lead Software Software 130

Hubspot Sales

JANUARY 11, 2023

When a trigger point is reached, a pre-written email is sent to the recipient to follow up. The process often includes selecting criteria to trigger a follow-up email, programming text into a workflow, and setting personalization options. Choose between forms and workflows. 7 Steps to Automate Your Follow-Up Emails.

Follow-up 85

Follow-up Hubspot How To Promotion 85

Nutshell

APRIL 21, 2023

From data collection to streamlining workflows, using automation to improve efficiency can positively impact your business. Instead of spending a significant chunk of the business day writing email replies, you can set up personal email sequences that are automatically triggered at various sales pipeline stages.

CRM 62

CRM Sales Qualified Lead How To Analysis 62

Zoominfo

AUGUST 3, 2022

Using Triggers Identifying triggers is a great way to understand the right time to reach out to prospects and the best messaging to use. Triggers not only signal when it’s a great time to give more attention to a specific company, but also that there is likely legitimate interest in your product or service.

Hiring 130

Hiring Webinar Metrics Strategy Intent Signal 130

Adaptive Business Services

JANUARY 2, 2024

Zapier integrations are based on triggers and actions. Each “Zap” is a specific one-way action activated by a specific trigger. Contacts are actually placed in workflows so custom fields are also available for workflows. WORKFLOWS Workflows (and Pipelines) represent a process.

CRM 71

CRM Customer Google Pipeline 71

Zoominfo

MAY 16, 2022

For example, at ZoomInfo we have a tool called Workflows that automates marketing activities based on real-time data, which allows marketers to launch personalized outreach that captures target accounts based on website traffic and prospects’ buying signals.

Account Based Marketing 130

Account Based Marketing Intent Signal Scale ROI 130

Zoominfo

SEPTEMBER 7, 2022

By using customizable routing workflows from ZoomInfo, Spectrum assigned leads faster, which increased its conversion rates considerably. With drag-and-drop features, creating a custom routing workflow fueled by world-class data can become second nature, as you connect the steps in your process to any input or activity type.

Lead Rank 130

Lead Rank Lead Scoring Software Software 130

Zoominfo

MARCH 3, 2021

By automating that step using a scoring trigger, they collectively save 50 hours a week, and over 2,500 hours annually that can instead be put towards other, more important sales activities. Sales workflow automation , which includes pipeline stage transitions, task assignments, and call scheduling. Sound familiar?

CRM 100

CRM Lead Rank Lead Scoring Lead Qualification 100

Zoominfo

FEBRUARY 27, 2021

With that in mind, your sales intelligence tool should include these features: Workflow and task automation Localized data Customizable searching Integration with CRM systems, email tracking, reporting and analytics, and other sales tools List creation and management Data enrichment. LinkedIn Sales Navigator.

Hoovers 264

Hoovers Campaigns InsideView Tools 264

Zoominfo

JUNE 8, 2021

Without tightly integrated, highly accurate data and timely insights, these systems are merely empty repositories that lack the intelligence to surface, prioritize, and trigger effective, personalized engagement at scale. Engage enables sales teams to run automated sales prospecting workflows with multiple email and phone touches.

Ideal Customer Profile 100

Ideal Customer Profile Sales Qualified Lead Scale Lead Rank 100

DiscoverOrg Sales

AUGUST 22, 2017

On the other hand, I know that hidden behind the veil of that moniker lies the magic for how technologies deliver real value in the day-to-day workflow of sales and marketing teams. Users can segment on 70+ Company, Employee, Location, Trigger, and Technology data points and save searches to be viewed at a later time.

SalesForce 120

SalesForce CRM Lead Rank Lead Scoring 120

Sales and Marketing Management

JULY 25, 2018

When researching sales intelligence tools, it’s critical to consider how it will be integrated with your sales development team’s existing workflow. No matter how great your sales intelligence tool is, it’s useless if your team cannot easily incorporate it into their day-to-day workflow. Integrate into existing systems.

Data 189

Data Top of Funnel Lead Rank Lead Scoring 189

Zoominfo

JULY 28, 2022

The lead routing workflows that support those motions should follow suit. The complexity of its target market requires comprehensive workflows that are optimized for revenue generation. Ideally, revenue teams reach an agreement on the definition of leads, their quality, and status.

Lead Rank 130

Lead Rank Lead Scoring Sales Qualified Lead Leads 130

Alice Heiman

JULY 14, 2022

You’ll learn how her team uses trigger events and insights for personalization to eliminate that ‘spammy’ feel and get engagement with prospects. @djiaoMei, #CEO of @leadiq, joins #Sales Talk for CEOs to discuss growing your business with #outboundsales! Click to tweet. 6:32] Focusing on outbound sales. [16:25] Show Links.

Outbound 125

Outbound Hiring LinkedIn Channels 125

BuzzBoard

DECEMBER 8, 2023

Modern sales organizations must reimagine historical management conventions by infusing advanced analytics, automated workflows—precisely, Artificial Intelligence (AI) into overseeing high-volume sales engines. In all honesty, overreliance on tribal knowledge transfer and ad hoc training programs trigger large sales team failures quite often.

Scale 89

Scale Infusion Face-to-face Analysis 89

Zoominfo

AUGUST 24, 2022

Easy-to-use UI-based data orchestration workflows can bridge the gap between IT/data teams and revenue teams. Automated workflows can rapidly pipe data from CDWs into CRMs and MAPs, while also enriching and improving the data. They can also set event-based triggers to act on data changes to make effective and rapid decisions.

Ideal Customer Profile 130

Ideal Customer Profile Data Lead Rank Buying Cycle 130

Sales Hacker

OCTOBER 29, 2021

Salesforce automation tools are among the most powerful CRM software workflow solutions. Going in order of most simple to most complex, the three main automations are: Workflow Rules, Process Builder, and Salesforce Flow. Workflow Rules. Salesforce automation solutions. But it has its limitations, too.

SalesForce 80

SalesForce Follow-up Scale Tools 80

Nutshell

APRIL 11, 2023

That’s where setting up automated workflows becomes important. But what is workflow automation, and why should you set up automated workflows for your business? What is workflow automation? A workflow automation is a series of repeatable steps that you set to automatically occur in response to specific triggers.

CRM 62

CRM Pipeline Lead Generation Sales Automation 62

Sales Hacker

JULY 18, 2022

Triggers: A customer moves into the ‘Won’ stage. Our trigger for this automated workflow would be an inactivity period. The trigger can initiate an automated sequence of emails that varies depending on user behavior. Triggers: A customer doesn’t open, log in, or use the product for a certain amount of days.

Churn 75

Churn Segment Retention Sales Automation 75

SalesLoft

NOVEMBER 14, 2023

Integration with a sales data tool imports company and contact information directly into your workflows. Replicate success with templates and workflows A strong pipeline is built with solid, consistent communication. Identify your organization’s highest-performing email templates and sales workflows and replicate them.

Pipeline 52

Pipeline Decision Maker Top of Funnel Sales Qualified Lead 52

Zoominfo

JULY 5, 2022

What to Consider in Your Lead Routing Strategy A comprehensive routing workflow is fueled by seamlessly integrated lead cleansing and enrichment capabilities. Enrich: Fill in the missing pieces from multiple sources Enrichment is a customizable, rule-based workflow that uses multiple data sources to fill in missing details.

Lead Rank 130

Lead Rank Lead Scoring Revenue Leads 130

Zoominfo

NOVEMBER 16, 2022

Coming soon we’ll connect our playbooks directly to workflows in our product The Modern Sales Playbook At ZoomInfo, we want scalable plays to be accessible and actionable, because that’s the future of GTM. These plays also include triggers that can help you capture prospects when they’re most likely to buy.

Marketing 130

Marketing Scale Decision Maker Call-back 130

SalesLoft

NOVEMBER 2, 2023

Close deals with proven workflows Sales automation helps you turn every seller into your best seller. Use your sales data to understand what top performers are doing differently, then use that insight to set up workflows for every rep to follow. Here are some of the benefits sales teams realize after implementing automation.

Sales Automation 52

Sales Automation Lead Rank Lead Scoring Sales Qualified Lead 52

Sales Hacker

JUNE 15, 2020

If you want to maximize productivity in your sales team and want them to spend more time selling and closing deals , then you can’t ignore sales automation and workflow setups. We’ll show you how to create automated workflows to jack up your sales pipeline and easily go from leads to deals. What Does an Automation Workflow Do?

Sales Automation 111

Sales Automation Top of Funnel Sales Qualified Lead Lead Gen 111

Sales Hacker

JUNE 15, 2023

Use behavioral triggers According to McKinsey , companies that utilize customer behavior analytics are 6.5x Here’s how to do it: Identify behavioral triggers Determine key actions or engagement indicators that demonstrate a lead’s interest or readiness to progress in the sales process. 5 best practices for dynamic lead routing 1.

Lead Rank 72

Lead Rank Lead Scoring Leads Marketing Qualified Lead 72

Nutshell

DECEMBER 27, 2023

Textedly Price: 14-day free trial, then starting at $26/month Key Features: Up to 18,000 text messages per month, including picture messaging Unlimited contacts and free incoming messages Conversation triggers to automatically converse with contacts 6. Nutshell integrates with tons of software, both natively and through Zapier.

Small Business 77

Small Business Small Business Campaigns Software 77