Sales

The Onboarding Guide to ZoomInfo Engage

Now that you’re on ZoomInfo Engage, it’s time to integrate it with your team’s current tech tools. Check out our top 10 scribes that every user should review.

Introduction

Now that you’re on ZoomInfo Engage, it’s time to integrate it with your team’s current tech tools. These systems will push and pull information from one another to create a clear picture of your activity.

As you set up your Engage account, you'll need to get the basics out of the way. Click below to learn how to:

Once you’ve completed the basic steps, you’ll need to set up your Engage dialer. This will enable you to build and execute call campaigns quickly for any group of contacts. Check out the process below.

The best part of buying ZoomInfo Engage is the seamless integration with ZoomInfo. Below are steps on how to set up and use both systems together.

The final step is to get comfortable with the performance dashboard. Here is a Scribe that breaks down the dashboard you’ll see when you log in.

Now that you have your ZoomInfo Engage account set up, you can run email cadences, host call campaigns and, most importantly, keep track of your outreach

Have questions/comments? Connect with us at [email protected].