ZoomInfo Copilot: New AI Features Driving Major Pipeline Growth

Kelly Fanthorpe

Kelly Fanthorpe

Content Manager

In a world where sales professionals have more tools and data than ever, the real challenge isn’t creating a precise profile of your target customer or even getting access to your ideal buyer — it’s standing out from the crowd. 

We know this challenge well, and we’re obsessed with solving it. That’s why we built ZoomInfo Copilot to act as a powerful AI agent, automatically surfacing the most valuable insights, saving you hours of research and helping you cut through the noise to reach your buyers first. 

And it’s doing just that: Since we launched Copilot in May, our customers say they’ve increased pipeline by nearly 25%. And we spent the summer making ZoomInfo Copilot even better, rolling out a series of product enhancements that we’re excited to share with you.

New Integrations Connect Your Entire Tech Stack

ZoomInfo Copilot makes it easier than ever to access insights from a single place thanks to our growing number of integrations. 

  • Customer Insights: You can now integrate Gong in ZoomInfo Copilot to unlock valuable insights from customer interactions.
  • Social Proof Integrations: Easily integrate G2 and TrustRadius feedback into your email generation to provide social proof and additional validation.
  • Alerts for Timely Action: Breaking Alerts provide sellers with instant notifications of key account activity across multiple channels including Slack, Microsoft Teams, email, and in-app to ensure they never miss an opportunity to engage.
  • Tie Data Sources Together: Our bi-directional integrations with Salesforce and Microsoft Dynamics allows you to leverage your first-party data in parallel to ZoomInfo data, including setting up target accounts, writeback activity into their CRM, and advanced filtering. 

An Expanding Universe of Real-Time Signals

The ability to respond to prospects’ needs as they emerge is a game-changer — customers say that using ZoomInfo Copilot has already increased their productivity by 60%, resulting in a 58% increase in booked meetings and demos. 

Comprehensive Context

Incorporate selectable insights like C-suite and buying group changes, hiring plans, buyer intent, and Scoops into your messaging for highly relevant, context-rich outreach. 

Customizability

Provide additional freeform context to your AI-generated emails to tailor your communications even further. 

A Signal for Every Scenario

To keep sellers updated on their accounts, ZoomInfo Copilot pulls signals from a variety of sources, including job postings, earnings call and investor conference transcripts, intent signals from TechnologyAdvice, and relationship intelligence from Ren Systems.

Funding: Major funding rounds in the last 90 days.

Podcast Mention Tracking: Insights when key contacts at target accounts participate in relevant podcasts.

Partnerships: Initiatives related to service agreements, outsourcing agreements, agreement mediations, contract extensions, and other collaborative efforts.

M&A: The consolidation of companies or assets through various types of financial transactions.

IPO: Efforts related to an initial public offering or a stock market launch where company shares are sold to institutional and individual investors.

Projects: All news and internal insights related to department-specific initiatives that are being planned, currently in flight, or recently completed.

Pain Points: Challenges a company or organization might encounter that could have negative impacts.

Buying Group Changes: A contact in the Buying Group joined or departed your Target Account.

New C-Suite in Buying Group: A new contact in your Buying Group has joined the C-Suite.

Layoffs: Layoffs at a company in your ICP/Account List.

Hiring Plans: Growth or reduction in the number of roles posted in a department or buying group at a company in your ICP/Account List.

Earning Call Summaries: Insights into a company’s strategic direction through summaries of public company earnings calls.

Submitted or Abandoned Forms: Submitted or abandoned forms show when website visitors’ interact with forms on your website with alerts showing completed and abandoned forms. 

Account Fit Score: Accounts with the greatest potential for success.

Websight Spike: A target account recently visited pages on your websites and domains. 

Account Level Intent: A target account is actively researching one or more of your intent topic clusters, and has seen an increase in their Account Level Intent score in either the past day (for AI Enterprise package) or past week (for AI Advanced package). 

Third-Party Page Visit Signals

Recent page visit signals from G2 and TrustRadius push directly into ZoomInfo Copilot and are seamlessly displayed on the Activity Feed for company and contact profiles. Use these signals to identify when prospects or current customers may be exploring competitor solutions and respond with timely outreach. 

Competitive Risk Identification

Stay on top of customer dissatisfaction and potential churn risk by leveraging AI-driven insights from competitor research, intent signals, and third-party review platforms like G2 and TrustRadius to mitigate risks proactively. 

Form Submission Insights

With FormComplete and Copilot, you’ll get clear signals that indicate whether website visitors submitted or abandoned forms– identifying high-value leads and the opportunity to follow up on abandoned forms. 

Aircover Activation

The “Add to Aircover Campaign” feature allows sellers to directly request marketing campaign support from within the Copilot homepage, aligning sales and marketing efforts to win target accounts. 

Advanced On-Demand Account Insights

Thanks to ZoomInfo Copilot’s comprehensive data on each account, you know your customer better than your competitor.

Comprehensive Account Overview

Copilot’s Account Summary consolidates first- and third-party data into a single, easy-to-digest brief to offer a complete view of an account’s landscape and aid your strategic planning.

  • Integrated Intelligence: With the integration of Gong Conversation Intelligence in ZoomInfo Copilot, bring in valuable insights from past conversations to better understand buyer needs and tailor engagement. 
  • Real-time Account Updates: Get real-time insights with the Account AI Daily refresh, which draws from internal and external data sources to give you the most up-to-date information on accounts for accurate, timely decision-making. 

On-Demand Access to Account Insights

Start Copilot Chat from various access points (homepage, account profile, chrome extension, side pane) to get insights and answers no matter where you are in the platform. 

Performance Analytics

Get comprehensive performance analytics through the Copilot Analytics Dashboard, which offers a consolidated view of metrics related to account signals, engagement, and seller usage to track performance and optimize efforts. 

Engagement Funnel Visibility

Explore and filter target accounts by engagement stage — from accounts with signals to accounts that require action – to provide clear pathways to prioritize efforts thanks to the addition of Account Overlays in Copilot Analytics.

A Better Sales Experience 

Our goal with Copilot has been to give sellers exactly what they need in one place to keep productivity high. And so far, it’s working: users have reported that ZoomInfo Copilot saves them an average of 8.1 hours per week and increases productivity by 60%. 

Prioritized Seller Homepage

The refreshed ZoomInfo homepage greets users with active, prioritized accounts based on key signals and insights so sellers can focus on the most important opportunities as soon as they log in. 

Easy Engagement

The intuitive homepage provides easy engagement options so you can connect with potential buyers through AI email, the Dialer, or LinkedIn from one place.

Strategic Account Prioritization

Easily prioritize target accounts based on real-time account activity and insights to drive a GTM strategy that helps sellers focus on high-value prospects for maximum impact. 

Seamless CRM Integration

The ZoomInfo Copilot Chrome Extension simplifies workflow by allowing you to export company and contact details directly to your CRM, send AI-generated email, or search Account Summaries — all without leaving your browser. 

Mobile Access Anytime, Anywhere

The ZoomInfo Copilot Mobile App offers all the power of Copilot on the go so you can manage target accounts, view account signals, and stay productive directly from your mobile device, no matter where you are.

  • Comprehensive Signal Visibility: Easily view all signals for an account within the mobile app’s signals tab to have all the necessary insights to drive informed decisions and engagement.

Premium Admin Experience

Copilot’s granular yet intuitive admin features make it easy to meet your team’s needs, ensuring sales reps are empowered to get the most value out of Copilot from day one. 

Enhanced CRM Integration

Connect your CRM with Advanced Sync to provide sellers access to specific objects and fields from your CRM, unlocking powerful new capabilities within Copilot to drive more effective engagement. 

Align Targeting

Help your team better align efforts by using Identify Buying Group to ensure you target the most critical influencers and decision-makers. 

AI-Powered Account Selection

Find your next “best-fit account” with Account Fit Score, a predictive AI model that helps teams discover accounts that are highly compatible with your ideal customer profile for more effective, efficient prospecting. 

Seamless Compliance Management

Data Passport Control offers admins out-of-the-box tools and customizable settings to quickly respond to regional data privacy and compliance requirements. 

Granular Access Control

Role-based access control gives admins the ability to assign access to specific Copilot AI functionalities and export capabilities based on certain roles to ensure the right level of access and security across the team. 

The Future of Selling With Copilot

In just a few short months since its launch, ZoomInfo Copilot has evolved into a pivotal tool to simplify workflows and amplify results, ushering in an exciting new era in GTM. 

By cutting through the noise, surfacing actionable insights, and automating key processes, Copilot empowers you to focus on what truly matters: connecting with prospects and closing deals. 

As we continue to enhance its capabilities, our commitment remains the same — to make your work easier, more efficient, and ultimately more successful. With Copilot by your side, you’re equipped to stay ahead of the competition and drive meaningful growth.

Get a demo today to find out how Copilot can help your team sell smarter and win faster.