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Executive-to-executive engagement to close opportunities

Scenario

Once you establish a relationship, send a note from a senior executive at your company to the senior executive who is a point of contact to get high-level conversations going. To enable this play at scale, you’ll need to track opportunity contacts, their job levels, and job functions. You can use ZoomInfo to enrich your contacts with this information. 

To run the play, pull a report of all open opportunities with a C-level point of contact. For bonus points, tailor the message from your executive based on the job function of the C-level executive. 

Trigger

  • Open opportunity where an opportunity contact is C-level

Action 

  • Send an email from a senior executive at your company to a senior executive who is the point of contact at the opportunity