How To Use ZoomInfo SalesOS: Step-by-Step Tutorial for 2025

Welcome to our ZoomInfo SalesOS tutorial.
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Timestamps for ZoomInfo SalesOS Tutorial:

0:00 - Getting Started & Integration Setup
0:19 - Connecting HubSpot to ZoomInfo
0:47 - Dashboard & My Feed Overview
1:23 - Customizing Feed Preferences
2:26 - Searching for Companies & Contacts
3:28 - Navigating Company Profiles
4:39 - Exploring Tech, Scoops, and Course Tabs
6:03 - Using the Org Chart to Find Contacts
6:42 - Exporting to HubSpot & Credit Usage
7:59 - Tracking Monthly Credit Usage
8:38 - Tagging Contacts (No Credits Used)
9:50 - Accessing Tagged Contacts via Advanced Search
10:41 - Building Contact & Company Lists
11:07 - Switching Between Contact & Company Views
12:22 - Filtering Companies by Name & URL
13:03 - Industry & Keyword Filters
15:05 - Headcount, Revenue & Business Model Filters
17:01 - Location Filtering & HQ vs Contact Location
19:04 - Using Scoops for Outreach Timing
20:06 - Financial, General, and Personal Scoops
21:04 - Opportunity Scoops & Research Insights
22:32 - Targeting via Scoop Topics & Keywords
23:58 - Saving & Subscribing to Scoop Alerts
24:55 - Filtering Contacts by Job Titles
26:08 - Using the Buying Committee Tool
27:05 - Creating & Managing Personas
28:24 - Applying Personas to Search
29:00 - Excluding Contacts with Boolean Logic
30:06 - Filtering by Contact Info (Phone & Email)
30:58 - Viewing Contact Details & Company Info
31:37 - Reviewing Past Team Interactions
32:03 - Using HubSpot Filters to Avoid Duplicates
33:13 - Exporting & Tagging Contacts
33:44 - Saving Searches & Getting Notified
34:03 - Installing the ReachOut Chrome Extension
34:36 - Using ReachOut on LinkedIn
35:38 - Using ReachOut on Company Websites


We begin by exploring the basics of the platform and how to navigate its interface. The primary focus is on the advanced search feature, demonstrating how to build comprehensive lists of companies and contacts tailored to your specific needs. We also cover how to export this valuable information directly into HubSpot, ensuring seamless integration with your CRM.

Additionally, I showcase various tools available within ZoomInfo, including the ReachOut Chrome extension and the mobile app. These tools allow you to access and utilize ZoomInfo's extensive data even when you're not logged into the platform. You'll learn about the unparalleled data coverage and accuracy ZoomInfo offers, backed by advanced AI, machine learning, and a dedicated human research team.

Throughout the video, I address common questions about data sourcing and accuracy, providing insights into how ZoomInfo maintains its comprehensive and up-to-date database. I also highlight the advanced features available in your ZoomInfo package, including intent data and the Chorus integration.

By the end of the tutorial, you will have a clear understanding of how to effectively use ZoomInfo to find and connect with the right contacts, leverage advanced search techniques, and integrate data with HubSpot. This video is designed to help you maximize the value of ZoomInfo for your business, streamline your outreach processes, and enhance your overall efficiency. Thank you for watching, and don't forget to like, subscribe, and leave any questions or feedback in the comments below.

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