Copilot
This information helps Copilot understand who your ideal customer is before generating prospecting ideas.
“Customer or account background details.
An easy way to find gems
What is Goldmine Gems
This LinkedIn tool helps you find and connect with potential customers.
What is Sales Navigator?
This is the primary purpose of ZoomInfo.
What is finding and connecting with business contacts?
This is what CBV helps clients understand—how IBM solutions help their business.
What is business value?
Including this in your prompt helps Copilot adjust how formal or conversational your outreach message sounds.
“Tone or communication style.”
Generate tailored sales content with AI-powered prompts
What is Sales Prompts
You use this feature to search for people by job title, company, or location.
What is Lead Search?
ZoomInfo helps sales teams by providing this type of data.
What is B2B contact and company information?
Before starting a CBV project, IBM learns about this—what matters most to the client.
What is the client’s goals?
Before sending an email or LinkedIn message, you can ask Copilot to help identify these about your prospect’s company.
“Pain points or business challenges.”
Here, you'll find guidance on prospecting, having conversations with potential clients, identifying pain points, and winning deals. Each product playbook provides specific guidance, while standard assets are universal.
What are Sales Plays
This tab shows companies you’ve saved and lets you track updates.
What is Account List?
This ZoomInfo feature lets you track when prospects visit your website.
What is WebSights?
This number shows how much profit a company makes from its sales.
What is margin?
Copilot can create these to help organize and prioritize your outreach efforts.
“Prospect lists or outreach plans.”
Use these search terms in LinkedIn Sales Navigator to find your target personas by Platform, Pillar, and Product
What is Persona search?
This filter helps you find people who work at a specific company.
What is Company Filter?
ZoomInfo integrates with this popular CRM platform.
What is Salesforce?
IBM uses this tool to match its solutions with what the client needs.
What is the CBV Tool?
To get the most relevant results, your prompt to Copilot should always include these three things: audience, goal, and this final key element.
“Context or purpose.”
Streamline your communication and make a lasting impression
This feature lets you save a person so you can follow their activity.
What is Save as Lead?
This tool within ZoomInfo helps users build targeted lists based on filters like industry, location, and job title.
What is the Search Builder
This is the money a client could save or earn by using IBM’s solution.
What is financial impact?