Play by Play: Funding Round Signal ??

There’s one day left to close out the month and get those deals signed, sealed, and delivered. Call up those prospects that are dragging their feet and try Mona-Lisa Saperstein’s tactic:?

If that doesn’t work, we’ve got some tips that might. Let’s get to it.?

Play by Play: Funding Round Signal ??

We’ve open-sourced our modern go-to-market playbook to help you sell smarter and win faster. Each month, we’ll bring you one of these proven plays, including triggers, actions, tips on how to message, and automated workflows within the ZoomInfo platform.?

When a company receives a round of funding, it’s a strong signal that they’re likely to begin making new investments. 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 ZoomInfo, you can identify prospects and trigger automated workflows to send an email congratulating them on a new funding round, introduce your company, and discuss how you can help turn their investment into growth.

Triggers

Identify companies with funding rounds of a particular round, size and source.

Actions

• Filter companies that meet specific criteria mapped to funding news
• Source expanded set of contacts which meet your persona definition mapped to funding news
• Send records to your CRM
• Assign to Account Owner
• Enroll in Funding Round Campaign

Messaging Template

Subject: Congratulations on your funding round!?

Body: Hi [first name]:

Congratulations on your [series] funding. We work with a lot of companies in the [industry] to help them [value prop] post-funding. Here’s a case study you can read about how we helped [similar reference company] following their [series].

[hyperlink to case study/testimonial page]

[seniority specific ask]

Best,?

[sales rep first name]

Workflow Preview

Cool, huh??

Did you know ZoomInfo Copilot not only surfaces funding information on your target accounts, but recommends the best play to use to reach out to them??

You can learn more about this amazing feature, as well as many others, here.

On the Move ??

Here are a few executive shuffles that ZoomInfo’s platform tracked.?

• Maryam Morse is heading to TopGolf to serve as their Chief People Officer. Morse previously worked at Andrews Distributing as their Executive Vice President, Human Resources and Communications.
• John Anderson has joined Paypal as the senior VP & general manager, consumer group. He previously worked at Plaid as the head of product & payments.
• Emma Partin moved to Beyond Frames to serve as their Chief Financial Officer. Partin was formerly a senior manager at Deloitte.
• Lauren Veisz has taken a role at DriveWealth where she’ll serve as the head of operations. She most recently worked at Morgan Stanley as the head of business architecture & change - global finance division.

Survey Says… ??

We asked, you answered.?

Our LinkedIn audience represents over 150,000 professionals aiming to sell smarter and win faster. Each week, we survey our followers to get a pulse on their selling strategies, purchasing behaviors, and general thoughts on all things tech.

In our most recent survey, we asked if our audience is using AI-powered tools for prospecting and lead gen.?

Just under 60% of respondents said they were, with another 18% saying they’re considering it.

For those that are considering (and those that aren’t yet!) I’d like to direct you to last week’s newsletter coverage … ??

Thanks for reading along!?

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