Funding Round Signal

When a company receives a round of funding, it’s a strong signal that they are likely to begin making new investments to grow their business. It’s an event worthy of congratulations and a natural conversation starter. But it’s not easy to manually track when every company receives funding. With our Funding function, you can identify prospect companies and trigger automated workflows to send an email congratulating them on the funding round, introduce your company, and educate the prospect on how you can help turn their new funding into future growth. By automating this workflow, reps can get a jump start on outreach.

<play> **PLAY NAME** Funding Round Signal --- **🔁 Triggers** - Identify companies with funding rounds of a particular round, size and source --- **⚡️ 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** When a company receives a round of funding, it’s a strong signal that they are likely to begin making new investments to grow their business. It’s an event worthy of congratulations and a natural conversation starter. But it’s not easy to manually track when every company receives funding. With our Funding function, you can identify prospect companies and trigger automated workflows to send an email congratulating them on the funding round, introduce your company, and educate the prospect on how you can help turn their new funding into future growth. By automating this workflow, reps can get a jump start on outreach. --- **✏️ Default Natural Language** When a company receives funding of **amount in last round** and of **amount in total round** in ** round types** from **investors** and ** 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** Looking to target companies when they raise a new round of funding? Start running the Funding Round Signal play. When a company raises a new round of funding, it can be a great time to get in front of them with a relevant message. You can automatically track and enroll companies in specific campaigns when they raise funding—even filter by round, funding amount, and investors. Now you’ll reach out with the right message when prospects announce funding. --- **🏷Features)** Funding Data, ABM Audiences, Signals: Financials --- **🏷️ZoomInfo Data Types)** Funding, Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟢 - Easy --- **🧪Standard Operating Procedure (SOP)** ## 1. Configure Funding Triggers - Set up alerts for new funding rounds - Define criteria for funding amount, round type, and investors ## 2. Establish Contact Discovery Parameters - Set target number of contacts to discover (e.g., up to 20) - Define contact criteria (e.g., management level, department) ## 3. Automated Contact Discovery - Trigger ZoomInfo contact discovery when funding criteria are met - Filter contacts based on predefined parameters ## 4. Data Export and Routing - Configure export to chosen business system (CRM, MAT, SEP) - Set up automated assignment to designated user ## 5. Campaign Enrollment - Create targeted campaign for newly funded companies - Automatically enroll discovered contacts in the campaign ## 6. Multi-Channel Outreach - Implement outreach across various channels (email, phone, ads, etc.) - Customize messaging to highlight relevance to recent funding ## 7. Performance Tracking - Monitor engagement rates across different channels - Track conversion metrics from initial outreach to sales opportunities ## 8. Continuous Refinement - Regularly review and adjust funding criteria and contact parameters - Update campaign messaging based on performance data and market trends ## 9. Scaling and Optimization - Expand or narrow target criteria based on success rates - Optimize workflow for efficiency and effectiveness --- **🪙 RAG Inputs Used (Broad)** Funding Information, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, FundingInformation.RoundType, FundingInformation.Amount, Sender.Company, ValueProposition, Company.Industry, Benefit, 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>