ZoomInfo

Welcome to ZoomInfo Training

The ZoomInfo Sales Portal is your central hub for prospecting smarter, prioritizing the right accounts, and turning insights into real conversations. Whether you’re brand new to the platform or looking to sharpen your workflow, these training resources are designed to help you navigate the tools, understand the data, and apply best practices that drive results. Inside, you’ll find step-by-step guidance, practical tips, and real-world use cases to help you confidently build lists, uncover buying signals, and streamline your outreach, so you can spend less time searching and more time selling.

Introduction to ZoomInfo

Learning Objectives

  • Learn how sellers use the platform

Topics Covered

  • Platform overview
  • Data sources & accuracy
  • Compliance basics

Resources

 

Ideal Customer Profile + Buyer Persona Building

Learning Objectives

  • Align search criteria with your ICP
  • Use persona filters effectively 

Topics Covered

  • Firmographics
  • Technographics
  • Buying Groups 

Resources

Identifying Your Ideal Customer Profile

ZoomInfo Sales Feature Highlight: Buying Groups 
 

Using Scoops for Prospecting

Learning Objectives

  • Use scoops to identify opportunity
  • Set-up scoop alerts 

Topics Covered

  • How to uncover opportunity in scoops
  • Prepare for meetings using scoops info 

Resources

Getting the Inside Scoop

ZoomInfo Sales Feature Highlight: Scoops

ZoomInfo Sales Best Practices: Search and Subscribe to Scoops 
 

Account & Contact Research

Learning Objectives

  • Quickly research accounts before outreach
  • Extract insights from profiles 

Topics Covered

  • Company details
  • Tech stack
  • Hiring trends
  • Org charts 

Resources

Advanced Search: 
Records:

Using Intent Data

Learning Objectives

  • Learning Objectives
  • Leverage Intent insights to prioritize outreach
  • Interpret surge scoring 

Topics Covered

  • Topic clusters
  • Streaming Intent
  • Using Intent in workflows 

Resources

 
Intent in ZoomInfo Sales (On-Demand)
 
How to Use Intent Data Workflows to Improve Sales Prospecting
 
ZoomInfo Sales Best Practices: Streaming Intent to Advanced Search 

Workflows, Alerts & Automation

Learning Objectives

  • Automate repetitive processes
  • Set alerts for new opportunities 

Topics Covered

  • Workflow templates
  • Alerts for new ICP-fit accounts
  • Continuous enrichment 

Resources

Workflows:
Workflows in ZoomInfo (On-Demand)


Alerts Setup Guide:
New Sales Stakeholder? Get Alerts on New Hires at Target Accounts 

Identifying Contacts That are Owned by Others in Hubspot

Learning Objectives

  • Identify if a contact is already owned by someone else in Hubspot
  • Filter out Hubspot contacts in your searches that are already owned by others in Hubspot 

Topics Covered

  • Easy ways to see if a contact is claimed
  • How to exclude claimed contacts out of your search 

Resources


Exporting ZoomInfo Contact info Hubspot and Enrolling into a Sequence

Learning Objectives

  • Learn how to export contacts into Hubspot from ZoomInfo
  • Identify where the contacts live in Hubspot
  • Enroll contacts in sequence 

Topics Covered

  • Exporting contacts into Hubspot
  • Best way to keep track of the way you export  
  • How to enroll contacts into a sequence 

Resources

Using Sequences

Learning Objectives

  • Utilizing pre-made sequences
  • How to build your own sequence

Topics Covered

  • Easy to use sequences that are ready for you to enroll contacts in
  • How to build a sequence from scratch

Resources