ZoomInfo Copilot Workspace: The Execution Engine Built for Today’s Sellers

The way customers buy has changed, but the way sellers work hasn't kept up. Until now.

Today, we're announcing ZoomInfo Copilot Workspace, a fundamental reimagining of how enterprise account executives and account managers get work done. 

This isn't another tool promising to "save you time." This is the workspace where your entire revenue team can finally execute without the chaos.

The Problem We're Solving

Every leader we talk to is chasing the same thing: predictable, efficient revenue. But here's what's standing in the way:

Your sellers spend two-thirds of their time on administrative work instead of actually selling. They manage 50-115 accounts with complex buying groups, deals showing up late in the cycle, and an expectation to walk into every call fully armed with industry knowledge, competitor intel, funding updates, and complete account context.

What usually happens? You throw more tools at them. CRM. Prospecting software. Account planning systems. Content platforms. Data subscriptions. Someone says, "Let's put AI on top."

But if you ask your reps how they actually manage their book, most will tell you the same thing: spreadsheets. Some live in email. Only a handful consistently use CRM.

Why? Because none of your tools connect. Salesforce has the deals. Your conversation intelligence tool has the calls. Your sales enablement platform has the content. ZoomInfo has the signals. None of it comes together in one place.

That's why meetings feel underprepared, deals stall, and your team spends more time stitching systems together than selling.

What Is ZoomInfo Copilot Workspace?

Copilot Workspace is a unified AI system that pulls together everything valuable from your tools: CRM data, ZoomInfo's GTM Intelligence, conversation history, engagement signals, and market intelligence. This complete picture gives AI what it needs to actually free up your sellers to execute.

How It Works

Search Like a Human

The first thing sellers do when they open Workspace? Search for prospects the way they actually think:

"Find 20 companies like my best customers in healthcare"

No filters. No Boolean logic. No field mapping. Just describe what you want, and the AI understands your CRM context, your best customer patterns, and your territory to build the list instantly.

This is the bridge between the ZoomInfo you know and the workspace you've been waiting for. The same world-class GTM Intelligence, now accessible through conversation instead of complexity.

Real Productivity, Right Away

Once sellers experience that magic moment, they realize Workspace can handle their entire workflow through natural language:

  • "Prep me for my renewal meeting with [Account Name]"

  • "Which of my Stage 2 deals are at risk and why?"

  • "Create a buyer engagement map for Amazon's Advertising Business"

The AI understands their CRM context, territory, and sales methodology to execute complex operations instantly. Not just answering questions, but taking action.

The Interface Sellers Already Know

We built a lightning-fast grid interface that works like the spreadsheets your sellers already use, with filtering, sorting, custom fields, and real-time CRM sync. No more copy-paste. No forced migration. Just the familiar interface they love, now with intelligence and automation built in.

Real-Time Intelligence From Every System

Behind the scenes, our GTM Intelligence Platform brings together data from:

When a rep asks to prep for a meeting, the system already understands the complete context from all these sources and delivers exactly what they need to close the deal.

What This Means For Your Team

For Account Executives:

  • Walk into every meeting fully prepared with AI-generated account plans, competitive battlecards, and personalized talking points

  • Revive stalled opportunities by identifying what changed at each account

  • Build complete buying groups in seconds instead of hours of LinkedIn research

  • Get AI-powered pipeline prioritization based on real buying signals

For Account Managers:

  • Monitor customer health in real-time across your entire book

  • Spot renewal risks before they become churn

  • Discover expansion opportunities through automated whitespace analysis

  • Maintain executive relationships with job change tracking and engagement insights

For Sales Leaders:

  • Get real-time pipeline visibility beyond traditional CRM reporting

  • Guide reps toward high-priority accounts with data-driven recommendations

  • Improve forecast accuracy with AI-powered deal scoring

  • Coach more effectively with intelligence on which deals need attention and why

Why This Works Day One

No training required. The natural language interface means sellers just describe what they want to do.

No setup needed. It works immediately with your existing CRM data and permissions. Out-of-the-box views are automatically populated so you never start from a blank slate.

No engineering projects. Real-time bidirectional Salesforce sync happens automatically. No complex configuration.

Since we're sellers ourselves, we live these same challenges every day. So we built the workflows you actually need right into Copilot.

Ready to see it in action? Find out more today. The future of GTM execution is here.