ZOOMINFO

Training

A guide to your powerful data driven prospecting tool!

What you will be learning...

01

How to set up your ZoomInfo

Logging in and downloading the extension, as well as how the extention works with other sites.

02

How to search for the ideal prospect

Utilizing the basic and advanced search functions, as well as filtering your searches.

03

How to export a list

How to export your data to utilize it in email, spreadsheets, and SFDC. How credits are used to export.

Index

1. Logging In

8. Tech Stack

2. Your Dashboard

9. Scoops

3. Extension Download

10. Search

4. Extension View

11. Advanced Search

5. Extension w/ LinkedIn

12. Exporting

6. Company Overview

13. Credits

7. Contacts Overview

14. Helpful Resources

Log into

app.zoominfo.com

Click above to open in a new tab and get started!

Your Dashboard

Your homepage on ZoomInfo. What's there and how to use it!

The ZoomInfo Chrome Extention

You can find a link to download the extension in your Feed.

If you don't see it, simply click the picutre above to get to the extension install!

Once installed, you will see this "Z" tab on the right side of your screen when you are on a company's website.

Using Your ZoomInfoExtension

Simply pull up any company website and click on the Z tab on the right to see an extension view of the company profile!

You can also use your ZoomInfo Chrome Extension for Linkedin!

Inside your ZoomInfo extension tab

Company Profile Tab

Comany Size

When you click the arrow on the extension on the side, the company profile will show up in the extention format.

Company Funding

Competitors

Company Overview Tab- Full View

Employees and Org Chart

All company empolyees in the database, broken down by level and department in an org chart.

All company empolyees in the database, broken down by level, and an employee growth rate chart.

Technologies and Atributes

Click on or search for a technology to find what the company is using.

Additional Tabs

Click the three dots on the right to open additional tabs under the company profile.

You can filter scoops by type, including "Opportunity Scoops" to help you get ahead of the competition.

Scoops

Searching in ZoomInfo

Search by company name

Search by contact

Try advanced search

Your basic search function

Your search bar will also prompt recommended searches using ZoomInfo's Ai and your activity.

Advanced Search

This will likely be your most used function for searching for new prospects!

Hover over the dropdown arrows to see the filters

Try it now!

Exporting

You can select which contacts you'd like to export, as well as where you will export them to.

All About Credits

• You can find your credit usage information in your settings.
• Credits are used to export contacts.
• Each contact = 1 credit.
• 1,000 MONTHLY CREDITS are automatically assigned every month.
• These will refresh on the 1st of each month.
• Once those are used, BULK CREDITS may be used, but have to be assigned.
• Cannot be used until monthly credits have been used.

Click here for more information.

Helpful Resource Links

ZoomInfo Knowledge Center

ZoomInfo University

If you have any further questions please reach out to your manager or the sales enablement team!

Thank you!