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Demo CRM Calendar Sync

Scenario

Set up your sales team for success by syncing their calendars with your CRM database. In the mobile ZoomInfo app, you can sync your calendar with meeting invites and pull information from the attendee list.

Your AEs and sales reps can identify and research the decision-makers who will be on the call, retrieve account summaries and notes on company activity, and more invaluable information right on their phones before and during a demo meeting.

Trigger

• You’ve set up a demo meeting

Actions

• Sales team syncs calendars with CRM database
• Identify and research meeting attendees
• Pull up account, company, and prospect information before and during the demo