ZoomInfo, the leading Go-To-Market Intelligence Platform, has announced major updates to its ZoomInfo Copilot solution, further empowering sales teams with AI-driven insights that extend beyond the initial prospecting stages. The enhancements give sellers a competitive edge throughout the entire sales cycle from outreach to upsell by providing advanced tools to accelerate and close late-stage opportunities with precision and confidence.

Features of the Copilot Spring Updates:

1. Easier Setup and Automatic Account Tracking:

   • Copilot now automatically tracks accounts and contacts that sellers engage with. These interactions are displayed in the Activity-Based Account Feed, surfacing critical buying signals without requiring an initial account setup process.

   • Sellers can act quickly on relevant insights, keeping track of their accounts and making timely decisions.

2. Expanded Account Intelligence with AI Emailer:

   • Copilot AI Emailer is now more powerful, pulling in historical engagement, CRM data, and account insights to craft smarter and more relevant emails. This allows sales professionals to pursue renewals, upsells, and strengthen customer relationships at every stage of the sales cycle.

3. Signals Delivered Directly to Your CRM:

   • To keep sales teams focused on the right opportunities, Copilot pushes key account signals directly into Salesforce or HubSpot. This integration ensures that sales reps are always aware of high-impact opportunities within their CRM, reducing the chances of missed deals.

4. Better Intelligence on Key Contacts:

   • Copilot automatically generates professional summaries for key participants in upcoming meetings, helping sellers understand the context and engage more confidently. This feature ensures that sales teams are always prepared, with relevant expertise and insights for a personalized approach.

5. Alerts for At-Risk Deals:

   • Deal stalls are a major challenge in the final stages of sales, especially when a key decision-maker has not engaged. Copilot now alerts sellers when a decision-maker has not interacted within 30 days, or if there is only a single-threaded opportunity with just one contact, signaling potential delays.

6. Context and Source for Insights with Copilot Chat:

   • Copilot Chat now includes context and sources for all insights, providing sellers with direct links to meetings, emails, and calls that generated the data. With one click, sales reps can access the original conversations, making it easier to gather relevant details without sifting through multiple platforms.

What This Means for Sales Teams:

ZoomInfo’s spring updates for Copilot are designed to streamline the sales process, especially in the final stages. By equipping sales teams with deeper, more actionable insights and real-time signals, Copilot allows sellers to close deals faster and with greater precision. The ability to track accounts automatically, send AI-crafted emails, and access key insights from within the CRM enhances both the efficiency and effectiveness of sales teams.

ZoomInfo’s Go-To-Market Intelligence Platform:

Copilot is part of ZoomInfo’s category-defining Go-To-Market Intelligence Platform, combining the world’s richest B2B data, high-velocity buying signals, and AI-driven insights. These capabilities help sales teams execute smarter and more precise GTM strategies, ensuring that deals are not only pursued effectively but also won.