You heard?
How many offerings does a professional customer get?
One
How many credits can a customer get for connecting to their CRM?
500
Where does a customer go to see their integrations?
Configurations and System settings
Can the admin turn off the Account AI summary?
Yes, in the admin portal
Can a customer use the AI emailer if there is no email on the Zoominfo contact?
Yes, the AI emailer will create an email template
How can I upload a list to targeted accounts if I do not have a CRM?
How many customer onboarding engagement models are there?
5
How often does the dashboard update?
It updates 1 time per day
How many personas can be in 1 buying group?
8
Can a customer send bulk emails with the AI emailer?
Not at this time
Will the AI emailer use credits?
Not at this time.
What three items can be set up during the technical implementation?
CRM setup, AI emailer, Websights
A customer updates their intent topics. How long will it take to appear in the platform.
The topics will appear the following morning
What are the three tones in the AI emailer
Friendly, formal, confident
How many credits does a customer get for uploading target accounts
100 credits
What must be completed prior to Admin User training (Prof or Adv)
Target accounts configured, Intent topics finalized, buying groups created, relevant signals populating by the ADMIN, and technical implementation completed.
A customer ask a Copilot question you do not know the answer to. What are three ways you can look into the answer.
Copilot Launch page, Confluence, #copilot-questions, #om_questions
Name two types of signals
Intent, new funding, product launches, partnership announcements, personnel moves, job postings, earning call summaries, companies of interest
Yes
How many credits can a customer get for choosing intent topics?
100
What must be completed prior to user training.
technical implementation, admin user training, users activated, chrome extension active, target accounts configured, intent topics finalized, buying groups created
What current Sales feature is the account fit score most similar to?
AI ICP