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Submitted URL: https://zoominfo.com/copilot
Effective URL: https://www.zoominfo.com/copilot
Submission: On August 14 via manual from US — Scanned from DE

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MAKE EVERY SELLER YOUR BEST SELLER

Introducing ZoomInfo Copilot, our AI-driven solution that will revolutionize the
way you sell. Give your teams an unfair advantage to focus on the best accounts,
spend more time selling, and win faster.

Request Demo
You are also agreeing to receive information and offers relevant to ZoomInfo’s
service, and can opt-out at any time.

By submitting this form, you are agreeing to ZoomInfo’s Privacy Policy and Terms
of Service.

8,000+ G2 REVIEWS



Trusted by 35,000+ businesses




71%

Of users said Copilot helped them uncover new opportunities at existing
accounts.


10 HOURS

A week saved on research and manual tasks, reported by Copilot users.


65%

Of users engaged customers “at the right time” with Copilot recommendations.

ZoomInfo Copilot


INNOVATING THE FUTURE OF SALES

Request Demo


SELL WITH CONFIDENCE

Copilot centralizes your high-quality data and signals and applies sophisticated
AI to prioritize accounts and tailor recommendations for better decision-making
and more confident selling.

ACT WITH INSIGHT

Copilot synthesizes thousands of signals and data points into custom account
summaries for a deeper understanding of customers. It does your vital research
and analysis in seconds and delivers actionable insights for quick action and
impact.

OPTIMIZE WITH AI

AI that runs on the best data produces the best results. Copilot combines your
data with our high-quality, validated, privacy-compliant ZoomInfo data to create
an unmatched, trusted foundation that powers its reliable AI insights.



Data and Signals


EVERYTHING YOU WANT AND NEED — IN ONE PLACE

Request Demo



CUSTOM FEEDS OF PRIORITIZED ACCOUNTS

Save teams from navigating disjointed signals from varied sources. Copilot
prioritizes B2B data and inputs into a daily custom feed of high-quality
signals, account summaries, buyer intent, competitive intel, and next steps.

Learn more about Signal Partners


QUALITY SIGNALS FOR BETTER ENGAGEMENT

Gain alignment across teams with AI that configures your CRM to produce buying
groups, ideal customer profiles, account fit scoring, value propositions, lead
routing, and automated workflows for effective, informed outreach.


SYNCHRONIZE YOUR CRM WITH REAL-TIME FEEDBACK

Copilot synchronizes your accounts with your CRM to track activity and improve
data quality. Sellers can check the status of recent outreach, like when the
last email was sent to an account, who received it, and if it was opened.

AI Recommendations


TAILORED RECOMMENDATIONS ON YOUR NEXT BEST CUSTOMER

Request Demo



BREAKING ALERTS ON ACCOUNT, CONTACT & INTENT CHANGES

Copilot is working 24/7. It surfaces important things you should know and shares
them in your preferred apps and channels. With breaking alerts you won’t miss
when a buying group shifts or a key account is spiking on intent.


NEXT BEST ACTIONS FOR DECISIVE ENGAGEMENT

Initiate more effective engagement. Copilot shares valuable insights and signals
on actions to take and explains why it’s a good time to connect. Know when an
account visits your website, what they look at, and how to respond.


ACCOUNT SUMMARIES WITH INTERACTIVE CHAT

Interactive chat quickly answers your questions. Make a good first impression
with concise account summaries of important details, buying groups, contacts,
recent engagement and results — delivered in seconds.

Personalization


CONFIDENT OUTREACH WITH PERSONALIZED COMMUNICATION

Request Demo



CUSTOMIZED EMAILS DOWN TO THE LAST DETAIL

Copilot combines all the relevant signals, your product info and value props,
account information, and messaging a seller wants to include. Then it crafts
personalized emails that you can edit and customize — or simply send.


BETTER ENGAGEMENT WITH REAL DECISION-MAKERS

Connecting with decision-makers at target accounts has never been easier.
Copilot can identify buying groups and contacts, then draft communications to
the entire group, stating your unique value tailored to their needs.


CURATED OFFERINGS THAT MATCH CUSTOMER NEEDS

You can set up separate offerings for different customers, personas, and
products. Sellers can select the best offering for each opportunity. They can
easily make the offer that makes the most sense for each account.


"COPILOT HAS GIVEN US FANTASTIC INSIGHT INTO OUR TARGET RETAIL CUSTOMERS.

It's allowed us to tailor how we position our global solutions specifically to
the needs of each prospect."

DANIEL LONDORS

EMEA Sales Support Manager

01 / 04




THE FUTURE OF SALES AI IS HERE: ZOOMINFO COPILOT

Copilot turns every seller into the best seller. It delivers B2B insights and
intel on the best accounts to sell smarter and win faster.

Request Demo


EXPERIENCE ZOOMINFO COPILOT IN ACTION


CHROME EXTENSION

Copilot’s refreshed Chrome extension keeps you in the flow without sacrificing
sales. It eliminates having to switch tools to find account of buyer
information. You’re never more than a click away from actionable insights and
your best next steps.


AI ACCOUNT CHAT

Copilot’s interactive chat can answer your specific account questions in
seconds. Get up to speed quickly with questions like, what happened in the last
meeting or what were the next steps? Don’t just look at your data, start talking
to it.


PERSONALIZED TARGET ACCOUNT DIGEST

Copilot connects you to the right buyers at the right time with
easy-to-understand alerts on prospect activities, like intent spikes and
executive changes. It sends the right signals to your preferred workspace to
take the best action.


AI ACCOUNT PRIORITIZATION

Copilot’s Account Prioritization cuts through the noise and delivers the right
accounts directly to you. Spend less time searching and more time selling.
Copilot analyzes your CRM and account histories to identify best-fit customers
to pursue.


AI ACCOUNT SUMMARIES

Copilot quickly summarizes what you need to know about your accounts for better
engagement. Using ZoomInfo, CRM, and engagement histories, it delivers holistic
account views in seconds. Get your teams briefed, aligned, and selling.


AI BUYING GROUPS

ZoomInfo Copilot improves your sales cycle by identifying potential buying group
members at accounts. Know which contacts are most likely to engage, to sell with
greater confidence and better results.


AI EMAILER

Copilot automatically pulls in all the useful information on a prospect from
your connected CRM and ZoomInfo database. It then crafts a personal, relevant
email that you can easily adjust and tailor for successful customer engagement.


BREAKING ALERTS VIA SLACK

Copilot delivers real-time breaking alerts to wherever you work. When an account
is surging in buyer activity, breaking relevant news, or increasing website
visits, Copilot keeps you informed and ready to act fast.


CHROME EXTENSION

Copilot’s refreshed Chrome extension keeps you in the flow without sacrificing
sales. It eliminates having to switch tools to find account of buyer
information. You’re never more than a click away from actionable insights and
your best next steps.


AI ACCOUNT CHAT

Copilot’s interactive chat can answer your specific account questions in
seconds. Get up to speed quickly with questions like, what happened in the last
meeting or what were the next steps? Don’t just look at your data, start talking
to it.


PERSONALIZED TARGET ACCOUNT DIGEST

Copilot connects you to the right buyers at the right time with
easy-to-understand alerts on prospect activities, like intent spikes and
executive changes. It sends the right signals to your preferred workspace to
take the best action.


AI ACCOUNT PRIORITIZATION

Copilot’s Account Prioritization cuts through the noise and delivers the right
accounts directly to you. Spend less time searching and more time selling.
Copilot analyzes your CRM and account histories to identify best-fit customers
to pursue.





THE FUTURE OF SALES AI IS HERE: ZOOMINFO COPILOT

Copilot turns every seller into the best seller. It delivers B2B insights and
intel on the best accounts to sell smarter and win faster.

Request Demo


FREQUENTLY ASKED QUESTIONS


WHAT IS ZOOMINFO COPILOT?

ZoomInfo Copilot is a new ZoomInfo Sales experience. It uses AI to solve the
problem of data and sales signal overload and provides immediate value for
sellers.  This experience incorporates Admins as a critical component of a
successful sales team.

At a high level, Copilot introduces a new Admin Portal with guided set-up. For
sellers, it introduces sales signals attached to target accounts and
recommendations on how to put them in action.


WHAT ARE BUYING SIGNALS?

At the highest level, buying signals are any actions that indicate a customer or
prospect is “ready to buy” or relevant information that provides insight into an
account’s status. These signals come in many forms from many different sources.
When used correctly, they simplify the notoriously complicated B2B sales cycle.

It helps to think of buying signals as the “data trail” potential customers
leave behind. Knowing this trail and the multiple buying signals within it helps
sales and marketing teams align their efforts to the customer’s needs.


WHY ARE BUYING SIGNALS IMPORTANT?

Buying signals transform the way you approach potential customers. They offer
unique insight into a customer’s journey, including their current position in
the sales funnel. Understanding and applying these cues creates a sales strategy
that’s more in tune with your customers and significantly more effective.

With ZoomInfo Copilot, you receive proactive buying signals that guide you on
when and how to engage with customers. They enable you to adjust your timing and
tailor marketing messages that resonate with customers. Whether it’s a follow-up
call after a personnel change or responding to a prospect’s recent earnings
call, Copilot keeps you informed and prepared to make meaningful connections.


WHAT’S THE DIFFERENCE BETWEEN A SIGNAL AND AN INSIGHT?

Signals are reasons to reach out. Insights are clues on what to say. For
example, increased website traffic is a signal — a prospect is showing interest,
time to reach out. The prospect’s needs, profile, etc., would be the insight
used to generate emails to engage them.


WHAT TYPES OF DATA WILL BE CONSUMED BY THE GENAI? WILL ANY PERSONAL DATA BE
CONSUMED?

No customer first-party data or personal data is used by the Copilot genAI. It
only uses ZoomInfo’s third-party data as an input to the model, such as who the
company is and what they do. The action recommender only does inference, no
training, fine-tuning, or learning.


HOW WILL THE DATA BE USED? WHAT SAFEGUARDS WILL BE IMPLEMENTED TO ENSURE THAT
OUTPUTS ARE NOT INACCURATE, I.E., HALLUCINATIONS, ETC

We handle data in two ways:

1. Standardized Output: We work off of a standardized taxonomy as part of the
prompt, which only allows one of our options to be leveraged in the results. We
have validations in place to determine if it’s a valid result, which would
detect and remediate any hallucinations.

2. Human Review: We routinely manually evaluate the results.


WHAT IS A TARGET ACCOUNT?

In sales and marketing, a target account refers to a specific company or
organization that a salesperson or sales team has identified as a high-priority
potential customer. It can also be known as a key account.


WHERE DO THE TARGET ACCOUNTS COME FROM?

Target accounts are curated lists of companies assigned to individuals and
prioritize which accounts they should focus on. Target accounts can be
automatically created from your CRM, data import, or manually. ZoomInfo uses
Target Account lists to bring relevant sales signals to sellers.


SEE ALL COPILOT FAQS

Please click here to see all Copilot FAQs.


THE FUTURE OF SALES AI IS HERE: ZOOMINFO COPILOT

Copilot turns every seller into the best seller. It delivers B2B insights and
intel on the best accounts to sell smarter and win faster.

Request Demo

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