Titles
When is it appropriate to add President/CEO to the prospecting pool/campaign?
ONLY put into campaign if it is your only option and the # of employees is less than 100
What should you be sure to ALWAYS include in your notes on the contact?
Where you were able to confirm them (OK LI/ZI, LI ONLY, ZI ONLY, ETC.)
WHERE should you include what the company provides/manufactures on the ACCOUNT page?
The Manufactured Product section.
How many priorities do we categorize our NAICS codes by?
3 – P1, P2, P3
What is Lead Generations PRIMARY SOURCE of information?
What is the minimum number of employees an account MUST have in order to add (up to) TWO contacts?
40 employees.
If you have to create an email for a NEW contact, what should you be sure to INDICATE in the LGA Research Notes on the contact?
EMAIL FORMATTED
What phone numbers should be steered clear of UNLESS it is your ONLY option?
800 (800,877,866) numbers
When should you update the NAICs code on an account?
Only Update the NAICS Code if changing to another Priority 1 code
When ZOOMINFO is giving you issues, what are good first steps BEFORE reaching out to their support team?
Clearing cookies and cache.
Name one title that should be added to SALESFORCE but not the PROSPECTING POOL?
VP/Director/Manager of Engineering (includes Manufacturing Engineering Managers)
VP/Director/Manager of Talent Acquisition
VP/Director/Manager of Warehouse or Distribution
VP/Director/Manager of IT Technical Operations
Is it okay to UN-CHECK the Email Opt Out box on a contact if a new email is found.
FALSE. NEVER EVER UN-CHECK THAT BOX.
When should you update the employees and annual revenue on an account?
When the number in ZI is GREATER than what we have in SF.
Name 3 PRIORITY 1 NAICS Codes
will accept 3 DIGIT CODE or DESCRIPTION
311 Food Manufacturing
322 Paper Manufacturing
325 Chemical Manufacturing
326 Plastics & Rubber Manufacturing
331 Primary Metal Manufacturing
332 Fabricated Metal Product Manufacturing
333 Machinery Manufacturing
334 Computer & Electronic Product Manufacturing
335 Electrical Equipment, Appliance & Component Manufacturing
336 Transportation Equipment Manufacturing
339 Miscellaneous Manufacturing
You’re reviewing the company’s CAREERS PAGE and see that they are hiring CNC OPERATOR, which WORKSITE POSITION would you choose?
Machinist
When is it appropriate to add a Chief Operations Office/COO to the prospecting pool/campaign?
ONLY put into campaign if this is your only option
If a CONTACT has a note that reads “Unable to locate ext./dd” and you are UNABLE to find a new phone number, what should you do?
Move onto the next contact. Contact does NOT get added to campaign or pool.
What should you do if you come across an account that has a note that reads “DO NOT ADD CONTACTS W/O EXT./DD” and you are UNABLE to find any contacts with a good ext./DD?
Mark the account as “Good contacts but no ext./DD”
What positions are commonly associated with Machinery Manufacturing?
Machinist and Machine Builders
How many VIEWS do you get in ZoomInfo each month?
2000 VIEWS
Name 3 titles from GROUP 1 – BEST TITLES list
Plant Manager
Operations Manager
Operations Planning Manager
Operations Director
Production Manager
Production Director
Manufacturing Manager
Manufacturing Director
General Manager
Vice President of Operations or Manufacturing
Vice President of Production or Fabrication
Vice President OR Director of Human Resources (HR Manager/HRBP ok if no Director or VP level found)
Chief Operations Officer/COO
President/CEO
If you see a contact has a bounced email, needs a new email address to be added, and you CAN find a new email address, what are the next steps?
Update the email address.
Add a note on the contact stating you were able to update this information.
Uncheck the “Bounced Email” box on the contact page.
How much TIME needs to pass on ACCOUNT ACTIVITY before adding an account to the prospecting pool?
3 MONTHS
What NAICS code does Kellogg Foods start with?
311 – Food Manufacturing
When you created a CONTACT in SALESFORCE from LINKEDIN, what field do you update to “Admin Team – LinkedIn”?
Creation Source