Tech Install Targeting

Knowing what tech your product plays well with can expand your market. Identify which of your technologies complement the products or tools of other companies. Then run outbound campaigns to potential customers with messaging about using your product with that complementary technology. You can automatically discover ZoomInfo contacts at these companies that fit the buying committee for those technologies. Create a play specific to each complementary technology and pair it with specific outbound messaging.

<play> **PLAY NAME** Tech Install Targeting --- **🔁 Triggers** - Identify signals for specific technologies added at a company within 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** Knowing what tech your product plays well with can expand your market. Identify which of your technologies complement the products or tools of other companies. Then run outbound campaigns to potential customers with messaging about using your product with that complementary technology. You can automatically discover ZoomInfo contacts at these companies that fit the buying committee for those technologies. Create a play specific to each complementary technology and pair it with specific outbound messaging. --- **✏️ Default Natural Language** When a company adds **select technology** and **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 prospects right when they add a new tech vendor? Run the Technographics Based Targeting play! With this play, you can get in front of companies when they add a new technology. Select which technographics are important to you, maybe you know particular tech is a complementary solution to your own, or you compete directly with this technology. Filter by company size, buying committee, and enroll in a campaign. Now when these companies add the right technographics, you can be quick to reach out and drive new sales. --- **🏷Features)** Technographics, ABM Audiences, Signal: Technology Tracking --- **🏷️ZoomInfo Data Types)** Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** ♦︎ - Expert --- **🧪Standard Operating Procedure (SOP)** ## 1. Identify Complementary Technologies - Research and list technologies that complement your product - Set up technology tracking in ZoomInfo for these complementary techs ## 2. Configure Trigger Criteria - Establish parameters for company size, industry, and location - Define specific technology adoption signals to monitor ## 3. Set Up Contact Discovery - Create contact filters for target roles within buying committee - Specify the number of contacts to discover per company (e.g., up to 20) ## 4. Automate Data Export - Configure integration with CRM, MAT, or SEP - Set up automatic export of discovered contacts and companies ## 5. Implement Lead Assignment - Create rules for assigning leads to appropriate team members - Ensure even distribution or territory-based assignment ## 6. Develop Targeted Campaigns - Create specific campaigns for each complementary technology - Craft messaging highlighting integration benefits and use cases ## 7. Enable Multi-Channel Outreach - Set up email, phone, and social media outreach sequences - Integrate direct mail and event invitations where appropriate ## 8. Establish Monitoring System - Set up alerts for new technology adoptions within target accounts - Implement tracking for campaign performance and engagement metrics ## 9. Optimize and Iterate - Regularly review and adjust trigger criteria and contact filters - Refine campaign messaging based on response rates and feedback --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, TechnologyName, Product.Name, ValueProposition, Benefit, ContentLibrary.Resource, 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>