Learning the New UI

Starting in January 2019, the toggle access to the original version of the ZoomInfo platform will be removed. The ZoomInfo team has worked tirelessly to create the latest version of our platform which offers faster user workflows, seamless integrations, and advanced functionality. We understand change can be perceived as scary but the ZoomInfo team is committed to helping support you through this transition. We've included this section to compare workflows once done in 1.0 to 2.0 and new advanced functionality that will take your prospecting efforts to the next level.


Tool Placement

Instead of the different tools being listed in the Apps drop-down in the upper right corner, or in tabs across the top of the page (People, Companies, Home), they are now all listed conveniently on the left-hand menu bar and when you're on a specific tool it will be highlighted in blue. This makes toggling between the different tools effortless and allows you to keep track of where you are on the platform. 


Search

  1. People & Companies Search: Toggling between the People & Companies tabs in 1.0 is the same as toggling between Contact & Company Search in 2.0. Any filter criteria that you apply in one will carry over with the toggle unless it's not applicable (i.e. job title criteria applied will be grayed out when switching to Company Search).

  2. Entering Search Criteria: In 1.0, when running a person or company search you could start typing your criteria and results would instantly populate. Now in 2.0, you'll need to hit enter for the criteria you've entered to apply. For one additional keystroke, we were able to create filter chips at the top of the results page, making it easy to see a breadcrumb trail of what criteria are already applied to help keep yourself organized and make editing the query simple.


  3. Search Strings: The need for Boolean strings have been replaced with the ability to add multiple options within the same search category.
    • Searching for multiple companies in 1.0 requires adding a boolean string with an OR operator between your company names.

    • In 2.0, you can simply enter Apple, Google, and IBM as individual search criteria and we'll pull back results for all of these companies.
      Pro Tip: Searching for multiple criteria in the same search category (2 job titles) we'll automatically use an "or" between the criteria, whereas searching for criteria in different search categories (job title and job function) we'll automatically use an "and" between the criteria. 

    • Great news, you can still use boolean logic in the open text search fields! AND, OR, & NOT can be used in Company Name, Job Title, and Industry Keywords.
      Pro Tip: If you need to remove multiple keywords simply enter NOT 'keyword' as individual search criteria.


  4. Adding contacts to list: In order to save contacts/companies in 1.0 without spending a data credit, you could select 'add them to list' which would store them in Pro/Connect lists within the My Lists tool. In 2.0, we've introduced Tagging to store contacts and companies with a customizable label. Not only can you easily access these lists of ideal contacts and or companies at a later time, but tags are also filters that can be applied as their own search criteria. Note: these stored contacts no longer live in My Lists but rather under the tags filter option in Contact & Company Search.


  5. Viewing Profiles: Instead of a separate tab being opened to find more information about a Person/Company you can now expand the Contact/Company card to view further details, with the added benefit of now seeing their Technology Stack & Competitors! To see these details simply click on the down arrow to the right of the collapsed profile and select 'Show More'.


  6. Exporting to external systems: In 2.0, we've added crucial integrations to enhance your workflow and easily transfer our best in class data to the systems you live in. You can now export to Salesforce.com, HubSpot, Microsoft Dynamics, Salesloft, and Outreach! All of these integrations can be set up under Settings.


The following objects can be exported using these integrations:
    Dynamics - Accounts and Leads
    HubSpot -Contacts and Companies
    Outreach - Prospects and Companies
    Salesforce - Leads, Contacts, and Accounts
    Salesloft - People and Accounts


Build

  1. Companies/People/Location/Contact Info: These filter options can now be found in Contact & Company Search in 2.0. This will allow you to see the results instantly rather than building a list and waiting for the results to come back in a file to determine if the contacts are a good fit. Once you've found your ideal contacts, you can simply export to an Excel file and apply suppressions or limits in the new export workflow.



  2. Match Files: Uploading a list of companies to match to and bring back ideal contacts from this list can now be done in Target Accounts! We recognized how important this functionality is for your workflow and decided to build out an entire tool around it. Instead of running queries across our entire database, Target Accounts allows you to search within a list of companies you've already identified. Based off the companies we've matched to, we'll provide you with all of the contacts that we have at those companies. You then have the same filter options as you do in Contact & Company Search to tailor your prospecting/list building to the personas you want to target.


Enhance

The UI has been freshened up and instead of just showing you the holes in your data that we're able to fill, you can now see a breakdown of the data that we were able to add, correct, normalize, or confirm - giving you better insight into the cleanliness of your data.


Insights

  1. Company Segmentation & Job Function: The insights into firmographic details within your data can now be done using the Data Profile within Enhance in 2.0, giving you the high-level view you need to determine your top personas.


  2. Persona Finder: You can use the Data Profile in Enhance to easily learn about the top personas in your data and use those as criteria when conducting searches for net new contacts within Contact Search, Company Search, & Target Accounts.

My Lists

Other than a fresh look the My Lists tool still provides most of the same information and functionality as it did in 1.0. One small change is that people and company lists are now broken up to My Contacts and My Companies and consist of all contacts and companies that have been saved, exported from ZoomInfo in either an Excel or an integration (from 2.0 platform or ReachOut), or imported from your Salesforce CRM. You can also now exclude these contacts from search results, ensuring that you're only going after net new contacts.


What's brand new to 2.0?

We've partnered with HG Data to provide technographic information that can be searched for using the new Technology Products filter. Using this filter, you can find out which tools your prospects or current accounts use, as well as understand their major technology pain points. To search for tech products, you may either type your desired product into the "Search technologies" box or click "Explore..." to search by category, vendor, or product.


The Admin Portal (for administrative users only) now offers the ability to set up custom mappings for your Salesforce connection. This new functionality allows you to customize what data gets sent over from ZoomInfo and where it goes once it enters your Salesforce CRM. 


Building complex searches to ensure you're targeting the right personas can be tricky but with Stacked Searches we make it simple. When you're searching for different sets of criteria, you can simply create each search individually, save the search filters, and then stack them to export the list into a single file. See the quick video below to learn more about this new workflow.


You now have the ability to import your Salesforce accounts, contacts, and leads directly into ZoomInfo. Once you've connected your Salesforce under Settings, you can import contacts, accounts, and leads that are owned by you into My Contacts/My Companies and exclude them from search results to ensure you're only looking at net new contacts. Below are the step-by-step guides to set this new functionality up.

From My Lists:

  1. Go to My Lists and then either My Contacts or My Companies
  2. Select the Import button in the top navigation bar
  3. Select which objects that you would like to import and the schedule in which you want them imported


From Settings:

  1. Go to Settings and Integrations
  2. Select the Import button beneath the Salesforce tile
  3. Select which objects that you would like to import and the schedule in which you want them imported

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