Financial News Signal

Company news can predict an organization’s readiness to purchase. When significant company financial news happens, such as mergers and acquisitions, your sales and marketing teams should move quickly and reach out to new buying groups. However, it's difficult and time-consuming to track companies' financial news. With ZoomInfo's Scoops function, you can track these moves in real-time using automated triggers and actions. Instead of manually adding contacts to campaigns and lists, you'll be able to stay focused on fostering customer relationships, prospecting sales, and closing deals.

<play> **PLAY NAME** Financial News Signal --- **🔁 Triggers** - Identify financial news signals (M&A, Financing, etc.) for companies in your ICP --- **⚡️ Actions** - Discover a set number of ZoomInfo contacts which meet your contact filters - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** ✅ Cold / New Leads --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone --- **✏️ Summary** Company news can predict an organization’s readiness to purchase. When significant company financial news happens, such as mergers and acquisitions, your sales and marketing teams should move quickly and reach out to new buying groups. However, it's difficult and time-consuming to track companies' financial news. With ZoomInfo's Scoops function, you can track these moves in real-time using automated triggers and actions. Instead of manually adding contacts to campaigns and lists, you'll be able to stay focused on fostering customer relationships, prospecting sales, and closing deals. --- **✏️ Default Natural Language** When there are **select scoops types** related to **any departments** for **any company** then discover **up to 20** ZoomInfo contacts which **select criteria** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Want to reach out when a customer or prospect shares financial news? Do it easily with the Financial News Signal play. A company sharing financial news like an acquisition, headcount growth, or even consolidation can be a great time to reach out. Using scoops data, when a company shares financial news, you can discover contacts within their buying committee and enroll them in a campaign that shares the value your solution can add based on their new situation and informs them about your product. Now you’ll always be up to date and on time. --- **🏷Features)** Signals: Financials, ABM Audiences, Funding Data --- **🏷️ZoomInfo Data Types)** Scoops, Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟢 - Easy --- **🧪Standard Operating Procedure (SOP)** ## 1. Monitor Financial News Signals - Configure system to track M&A, financing, and other relevant financial news - Set up alerts for companies within your Ideal Customer Profile (ICP) ## 2. Define Contact Criteria - Establish filters for target contacts (e.g., management level, department) - Set maximum number of contacts to discover per company (e.g., up to 20) ## 3. Automated Contact Discovery - Upon financial news trigger, initiate ZoomInfo contact discovery - Apply predefined contact filters to find relevant decision-makers ## 4. Data Export and Routing - Export discovered contacts to chosen business system (CRM, MAT, SEP) - Assign leads to appropriate sales team members ## 5. Campaign Enrollment - Create targeted campaign based on specific financial news event - Automatically enroll discovered contacts into the campaign ## 6. Multi-Channel Outreach - Implement outreach strategy across email, phone, ads, and other channels - Tailor messaging to address implications of the financial news event ## 7. Performance Tracking - Monitor engagement rates and conversion metrics - Analyze effectiveness of outreach for different financial news types ## 8. Continuous Refinement - Regularly review and adjust contact discovery criteria - Update campaign messaging based on performance data and market trends ## 9. Team Alignment - Ensure sales and marketing teams are briefed on the automated process - Provide guidance on personalized follow-up strategies --- **🪙 RAG Inputs Used (Broad)** Financial News Signal, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, FinancialNewsSignal.EventType, Sender.Company, Contact.Role, ValueProposition, ContentLibrary.Resource, Sender.Name, Sender.Title, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (TAV * SR * ER * CR / 10^6) * ADS --- **🟨 Yield Key Drivers** Signal Relevance (SR), Engagement Rate (ER), Conversion Rate (CR), Average Deal Size (ADS), Target Account Volume (TAV) --- **🟨 Yield Driver Definitions** Signal Relevance (SR) This metric assesses how closely the identified intent signals match the product or service offerings - a higher SR indicates that the intent signals are more accurately aligned with the offering. Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy. --- </play>