Plays LibraryPre-Sales
Cold / New LeadsEasyMedium Impact

Opportunity News Signal

Generate and warm net-new demand

Sales Stage

Pre-Sales

Difficulty

Easy

Impact

Medium

Channels

Overview

Company news can predict an organization’s readiness to purchase. When significant company opportunity news happens, such as new products or market initiatives, your sales and marketing teams should move quickly and reach out to new buying groups. However, it's difficult and time-consuming to track these constant movements and developments. With ZoomInfo's Scoops function, automated triggers and actions can track new opportunities. 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.

Key Features

CRM SyncCopilotABM Audiences

Data Types

ScoopsContact DataCompany Data

Triggers

  • Identify a news signal for a company with an open opportunities

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)

Default Natural Language Configuration

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

Standard Operating Procedure

1. Configure Scoops Monitoring

  • Set up ZoomInfo Scoops to monitor relevant news signals
  • Define specific scoops types and departments of interest

2. Establish Contact Criteria

  • Determine management level and department filters
  • Set maximum number of contacts to discover (e.g., up to 20)

3. Automated Contact Discovery

  • When relevant scoop is detected, trigger contact discovery in ZoomInfo
  • Apply predefined contact criteria to identify key decision-makers

4. Data Export and Integration

  • Configure export settings to chosen business system (CRM/MAT/SEP)
  • Set up automatic export of discovered contacts

5. Lead Assignment

  • Define rules for automatic assignment to specific users or teams

6. Campaign Enrollment

  • Create targeted campaigns based on scoop types
  • Set up automatic enrollment of exported contacts into relevant campaigns

7. Multi-Channel Engagement

  • Implement outreach strategy across email, phone, ads, and other channels
  • Tailor messaging to align with the detected opportunity news

8. Performance Tracking

  • Monitor engagement rates and conversion metrics
  • Track ROI of the Opportunity News Signal play

9. Continuous Refinement

  • Regularly review and adjust scoop types and contact criteria
  • Update campaign content based on performance data and market trends

10. Team Training

  • Educate sales and marketing teams on the Opportunity News Signal process
  • Provide guidelines for personalized follow-up based on scoop information

Yield Model

Yield in $ Formula

Potential Yield = (TAV * SR * ER * CR / 10^6) * ADS

Key Drivers

Signal Relevance (SR)Engagement Rate (ER)Conversion Rate (CR)Average Deal Size (ADS)Target Account Volume (TAV)

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.

AI Agent Prompt Template

I. Prompt Instructions - Overview

This email targets prospects with open opportunities when significant news about their company is detected. The goal is to leverage this timely information to engage the buying committee and move the opportunity forward.

II. Information Included

The email will include personalized information between <context></context> for proper dynamic insertion:

  • News Signal: Details about the recent company news or opportunity scoop.
  • Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
  • Signals & Behavior: Details on the account's engagement history and recent intent signals.
  • Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
  • Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
  • Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
  • Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role, making the outreach more relevant and impactful.
  • Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.

III. Email Structure

<email> <subject>{{Personalized Subject Line}}</subject> <body> <p>Hi {{Contact.FirstName}},</p> <p>I hope this email finds you well. I recently came across some exciting news about {{CompanyName}} – {{NewsSignal.Brief}}. This development seems to align well with our ongoing discussions about {{AccountHistory.CurrentOpportunity}}.</p> <p>Given this news and the potential impact on your business, I thought it would be valuable to reconnect and explore how our solution could support your evolving needs. {{Messaging.ValueProposition}}</p> <p>I'd love to schedule a brief call to discuss how we can help {{CompanyName}} capitalize on this opportunity. Would you be available for a 15-minute chat this week?</p> <p>In the meantime, I thought you might find this resource interesting: {{ContentLibrary.RelevantContent}}. It provides insights on how companies in similar situations have leveraged our solution to drive success.</p> <p>Looking forward to speaking with you soon.</p> <p>Best regards,</p> <p>{{Sender.Name}}</p> <p>{{Sender.Title}}, {{Sender.Company}}</p> <p>{{Sender.ContactDetails}}</p> </body> </email>

IV. Context

<context> <News Signal> **`{{News Signal}}`** </News Signal> --- <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>

V. Optimizations

  • Subject Line Personalization: E.g., "{{Contact.FirstName}}, Let's Discuss {{CompanyName}}'s Recent {{NewsSignal.Type}}"
  • Engaging Opening: Immediately reference the recent news to capture attention and demonstrate relevance.
  • Value-Driven Content: Connect the news to the ongoing opportunity and highlight how your solution can support their evolving needs.
  • Call to Action: Propose a specific next step (15-minute call) to move the opportunity forward.
  • Relevant Resource: Offer additional value by sharing content that relates to the news and your solution.

Merge Tokens Used

{{Personalized.SubjectLine}}{{Contact.FirstName}}{{CompanyName}}{{NewsInformation.Summary}}{{AccountHistory.Opportunity}}{{ValueProposition}}{{ContentLibrary.Content}}{{Sender.Name}}{{Sender.Title}}{{Sender.Company}}{{Sender.ContactDetails}}

Play Description for LLM

<play> **PLAY NAME** Opportunity News Signal --- **🔁 Triggers** - Identify a news signal for a company with an open opportunities --- **⚡️ 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 opportunity news happens, such as new products or market initiatives, your sales and marketing teams should move quickly and reach out to new buying groups. However, it's difficult and time-consuming to track these constant movements and developments. With ZoomInfo's Scoops function, automated triggers and actions can track new opportunities. 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 to prospects at the perfect time? Do it easily with the Opportunity News Signal play. As part of our Scoops Data at ZoomInfo, we survey businesses about what’s on the horizon for them. This surfaces company goals, objectives, and initiatives for the future. Some companies may signal a desire to improve project management or cut down on spending. The insights give you a reason to reach out and pitch your solution. Using scoops data, when a company signals an upcoming opportunity, 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)** CRM Sync, Copilot, ABM Audiences --- **🏷️ZoomInfo Data Types)** Scoops, Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟢 - Easy --- **🧪Standard Operating Procedure (SOP)** ## 1. Configure Scoops Monitoring - Set up ZoomInfo Scoops to monitor relevant news signals - Define specific scoops types and departments of interest ## 2. Establish Contact Criteria - Determine management level and department filters - Set maximum number of contacts to discover (e.g., up to 20) ## 3. Automated Contact Discovery - When relevant scoop is detected, trigger contact discovery in ZoomInfo - Apply predefined contact criteria to identify key decision-makers ## 4. Data Export and Integration - Configure export settings to chosen business system (CRM/MAT/SEP) - Set up automatic export of discovered contacts ## 5. Lead Assignment - Define rules for automatic assignment to specific users or teams ## 6. Campaign Enrollment - Create targeted campaigns based on scoop types - Set up automatic enrollment of exported contacts into relevant campaigns ## 7. Multi-Channel Engagement - Implement outreach strategy across email, phone, ads, and other channels - Tailor messaging to align with the detected opportunity news ## 8. Performance Tracking - Monitor engagement rates and conversion metrics - Track ROI of the Opportunity News Signal play ## 9. Continuous Refinement - Regularly review and adjust scoop types and contact criteria - Update campaign content based on performance data and market trends ## 10. Team Training - Educate sales and marketing teams on the Opportunity News Signal process - Provide guidelines for personalized follow-up based on scoop information --- **🪙 RAG Inputs Used (Broad)** 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, NewsInformation.Summary, AccountHistory.Opportunity, ValueProposition, ContentLibrary.Content, Sender.Name, Sender.Title, Sender.Company, 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>