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ZoomInfo Copilot helps with AI-driven prospecting and real-time insights. It automates research and works with your CRM. Sales teams can focus on high-intent leads and close deals faster.
But is ZoomInfo Copilot worth the hype? Let’s find out.
What is ZoomInfo Copilot? An Overview
ZoomInfo Copilot is a smart sales assistant powered by AI. It helps sales teams cut through data overload. The tool gives real-time insights that are easy to act on. Teams can find the best prospects and spot important signals. These include leadership changes, funding rounds, or spikes in buyer interest. ZoomInfo Copilot tells sellers what to do and when to act. It even helps craft personalized messages for better engagement.
Copilot works with ZoomInfo’s large B2B database. It uses AI to recommend the best actions. Alerts are clear and guide sellers' step by step. This ensures no critical opportunity is missed. By automating research, it saves time and keeps teams focused on selling.
The Admin Portal makes setup simple. Admins can adjust workflows to fit their team’s needs. This ensures reps get only the most relevant information. Automation finds key opportunities quickly. Teams can move faster, make smarter decisions, and close deals with confidence.
In short, ZoomInfo Copilot simplifies sales. It helps teams focus on building relationships and getting results. With Copilot, success becomes easier to achieve.
Core Features and Capabilities of ZoomInfo Copilot
ZoomInfo Copilot is an advanced sales intelligence tool that helps sales teams optimize their go-to-market strategy with AI-driven insights and automation. It eliminates manual research, identifies high-value prospects, and delivers real-time recommendations, making sales prospecting more efficient.
1. Finding High-Value Prospects with AI
Sales teams often struggle with identifying the right leads. Traditional sales prospecting requires hours of research, filtering, and cold outreach, which reduces efficiency. ZoomInfo Copilot solves this by leveraging AI-powered sales intelligence to surface the most promising leads based on real-time data.
Instead of manually searching for accounts that fit an ideal customer profile (ICP), Copilot analyzes:
- Website traffic behavior
- Historical engagement data
- Buyer intent signals
- Market trends and industry shifts
With these insights, sales teams can focus on leads most likely to convert, saving time and improving outreach success rates.
2. Buying Groups: Engaging the Right Decision-Makers
One of the biggest challenges in B2B sales is multi-stakeholder decision-making. A single contact is rarely enough to close a deal. Buying Groups within ZoomInfo Copilot solve this by identifying all key decision-makers within an organization.
Copilot’s AI analyzes multiple data points, including:
- Case studies and industry reports
- First-party CRM data
- Corporate websites and press releases
- Earnings call summaries
By mapping out the key stakeholders involved in a purchase decision, sales teams can tailor their approach to the right individuals at the right time. This accelerates deal cycles and improves win rates.
3. Account Summaries: Understanding Prospects Faster
Sales teams often spend too much time researching accounts before making contact. Account Summaries in ZoomInfo Copilot automate this process, delivering comprehensive insights instantly.
Each summary includes:
- Key contacts and decision-makers within the company
- Company pain points and business challenges
- Previous interactions with your team
- Upcoming deals and partnership opportunities
By providing a 360-degree view of a prospect, Copilot enables sellers to personalize their outreach and address specific business needs. This enhances sales prospecting by making interactions more relevant and impactful.
4. AI-Driven Insights: Spotting Key Sales Signals
A successful go-to-market strategy depends on acting at the right moment. ZoomInfo Copilot continuously monitors the market for real-time buying signals, helping sales teams capitalize on emerging opportunities.
These AI-powered insights include:
- Leadership changes that signal shifts in business priorities
- Funding rounds that indicate budget availability for new solutions
- Spikes in buyer intent, such as increased product research or engagement with marketing content
With these insights, sales development reps can engage prospects at the perfect moment, increasing their chances of success.
5. Copilot Chat: Instant Answers for Sales Teams
In fast-moving sales environments, reps need immediate access to information. Copilot Chat, an AI-driven assistant, provides instant answers to sales queries, eliminating the need for manual research.
Sellers can ask questions like:
- “Who are the key decision-makers at [Company]?”
- “What pain points is [Company] currently facing?”
- “What were the last interactions my team had with this account?”
With instant, AI-generated responses, Copilot Chat saves time and boosts productivity, allowing sales teams to focus on closing deals.
6. Real-Time Alerts: Acting on Urgent Opportunities
Timing is everything in sales. ZoomInfo Copilot’s Real-Time Alerts ensure that sales teams never miss an opportunity. These alerts are delivered through Slack and other integrated platforms, notifying reps of critical events such as:
- A competitor’s contract expiring (a prime opportunity to pitch a better solution)
- A target account increasing its engagement with marketing content
- A new executive hire who could influence purchasing decisions
By acting on these alerts, sales teams can engage prospects with relevant messaging at the right time, increasing the likelihood of conversion.
7. AI Email Generator: Crafting Personalized Emails at Scale
Email remains a crucial part of sales prospecting, but writing personalized emails takes time. The AI Email Generator in ZoomInfo Copilot automates this process, enabling reps to generate targeted outreach in seconds.
Key features include:
- Personalization based on real-time insights and prospect data
- Tone and length adjustments to match different audiences
- Automated follow-ups to keep conversations moving
By streamlining email creation, Copilot allows sales reps to focus on high-impact engagements rather than repetitive tasks.
8. Automating Research to Save Time
On average, sales teams spend 10+ hours per week on manual research. ZoomInfo Copilot eliminates this by automating data collection and analysis.
Reps can instantly access:
- Comprehensive account insights
- Market trends and competitor analysis
- Buyer behavior tracking
This ensures that sales teams always have the information they need without wasting valuable selling time.
How ZoomInfo Copilot Integrates with Your Sales Tools
ZoomInfo Copilot connects with the tools sales teams already use. It brings real-time insights, automates tasks, and keeps workflows smooth. These integrations help sales reps act fast, stay informed, and close more deals.
1. CRM Integration
ZoomInfo Copilot works with Salesforce and Microsoft Dynamics, linking CRM data with ZoomInfo’s deep B2B insights. This connection enables:
- Live Data Sync: Keeps CRM records fresh with automatic updates.
- Smart Account Targeting: AI-driven insights help teams focus on high-value prospects.
- Activity Tracking: Logs sales calls, emails, and interactions directly in the CRM.
- Better Filtering: Combines CRM and ZoomInfo data for sharper lead lists.
2. Instant Alerts in Slack, Teams, and Email
Copilot sends real-time alerts through Slack, Microsoft Teams, and email. These alerts help sales teams:
- Spot buying signals like job changes or funding rounds.
- Act fast when a high-intent account shows interest.
- Stay ahead by reacting to market shifts in real time.
3. Smarter Conversations with Gong
Copilot integrates with Gong to analyze past customer interactions. Sales teams can:
- Learn what buyers care about from real conversations.
- Adjust messaging to address common pain points.
- Improve follow-ups with data-backed insights.
4. Social Proof from G2 and TrustRadius
By pulling in data from G2 and TrustRadius, Copilot helps sales reps:
- Add trusted customer reviews to sales emails.
- See when a prospect is comparing competitors.
- Personalize outreach based on real-world research.
5. Lead Tracking with FormComplete
Copilot’s FormComplete feature captures website form activity. It helps sales teams:
- Get alerts when high-value leads submit or abandon forms.
- Follow up faster with better timing.
- Improve conversions by adjusting outreach strategy.
6. ZoomInfo Copilot Chrome Extension
The ZoomInfo Chrome Extension makes sales tasks easier. Reps can:
- Export contact details to the CRM with one click.
- Generate AI-powered emails on the spot.
- View account insights without leaving their browser.
7. ZoomInfo Copilot Mobile App
The ZoomInfo Copilot Mobile App keeps sales teams productive on the go. Features include:
- Live Account Insights: Stay updated on key signals.
- Engagement History: Review past interactions before meetings.
- Quick Outreach: Connect with leads in real time.
ZoomInfo Copilot connects with CRMs, email, and other sales tools to keep teams on track. It updates data, automates tasks, and shares important insights fast.
How to Set Up ZoomInfo Copilot?
Setting up ZoomInfo Copilot is quick and easy. Follow these steps to integrate it into your sales workflow and start maximizing its potential.
Step 1: Confirm Access and Permissions
Before you begin, ensure your organization has the right subscription and permissions.
- Check Your Plan: ZoomInfo Copilot is available in Professional, Advanced, and Enterprise plans.
- Admin Access: If you’re an admin, confirm you have the necessary permissions to configure Copilot for your team.
Step 2: Train Your Team for Success
Proper training ensures your team can use Copilot effectively from day one.
- Admin Training: Take the "Setting Up ZoomInfo Copilot for Admins" course to learn how to integrate CRMs, configure settings, and optimize workflows.
- User Training: Guide your team through essential training, such as "Copilot for End Users", so they can make the most of its features.
Step 3: Integrate with Your CRM
Seamless CRM integration helps keep your data updated and actionable.
- Choose Your CRM: Copilot works with major platforms like Salesforce and Microsoft Dynamics.
- Follow the Setup Guide: Use ZoomInfo’s integration instructions to sync data, automate workflows, and ensure a smooth connection.
- No CRM? No Problem: If your team doesn’t use a CRM, configure Copilot to function independently.
Step 4: Set Up Sales Signals and Intent Data
Use Copilot’s AI-driven insights to identify and prioritize high-value opportunities.
- Enable Buying Signals: Track real-time sales signals that align with your strategy.
- Define Target Accounts: Use Copilot’s AI recommendations to focus on the most promising leads.
Step 5: Test, Optimize, and Troubleshoot
Before fully rolling it out, ensure everything works as expected.
- Test Key Features: Check AI-powered email generation, Breaking Alerts, and automated workflows.
- Optimize Performance: Use ZoomInfo’s training resources to fine-tune your setup.
- Resolve Issues Quickly: Join office hours or support sessions for troubleshooting.
Step 6: Monitor, Improve, and Scale
Once Copilot is up and running, continuously track its performance.
- Use Support Resources: Stay updated with new features and best practices.
- Measure Impact: Analyze how Copilot improves your sales pipeline and adjust strategies as needed.
ZoomInfo Copilot Pricing & Subscription Options
ZoomInfo does not list Copilot’s pricing publicly. It is usually part of Advanced and Elite plans. Costs vary based on features, company size, and contract terms.
Estimated ZoomInfo Copilot Cost
Pricing depends on business needs. Based on industry reports, here’s a rough estimate:
- Professional Plan – Around $14,995 per year. Includes core sales and marketing data. Copilot access is unlikely.
- Advanced Plan – Estimated between $24,995 and $30,000 per year. Offers AI-driven insights, workflow automation, and more credits. Likely includes Copilot.
- Elite Plan – Starts near $39,995 per year. Provides full Copilot access, advanced integrations, and premium support. Best for large teams.
Note: These numbers are not official. They are based on available information and user feedback.
Factors That Affect Pricing
- Copilot Access – Typically included in Advanced and Elite plans.
- Data Credits – Plans include a set number. Extra credits may cost $5,500 to $32,000, depending on volume.
- Add-Ons & Integrations – Features like intent data, CRM sync, and API access may add costs.
- Contract Terms – All plans require a one-year commitment. Longer contracts may lower the price.
Ways to Save
- Multi-Year Deals – Committing to two or more years may unlock discounts.
- Custom Pricing – Larger teams or specific industries may get negotiated rates.
- Direct Quotes – Pricing depends on your business size and needs. Contact ZoomInfo for exact costs.
- Look for Alternatives – Tools like SMARTe offer similar features at half the cost, helping you save without compromising data quality.
ZoomInfo’s pricing changes based on features, contract length, and negotiations. The best way to get accurate pricing is to request a quote.
Is ZoomInfo Copilot Worth the Hype?
ZoomInfo Copilot helps sales teams work faster. It automates research, tracks prospects, and updates data in real time. It also integrates with top CRMs, making outreach smoother. For companies focused on scaling, this can be a game-changer.
Still, results depend on setup and strategy. The AI works best with clean data and clear goals. Pricing is also a factor. Large teams may see big wins, while smaller businesses might look for budget-friendly options.
ZoomInfo Copilot is a strong tool. Whether it’s right for you depends on your needs, budget, and workflow.
If ZoomInfo Copilot isn’t the right fit, there are alternatives. Many sales intelligence tools offer similar features at different price points. Exploring ZoomInfo alternatives can help you find the best balance of cost and functionality.
Best Alternative to ZoomInfo
SMARTe is a budget-friendly alternative to ZoomInfo. It gives you accurate sales data, real-time updates, and global reach—all for half the price. If you want top-quality insights without overspending, SMARTe is the smarter choice.
Why Choose SMARTe?
- Save 50% on Costs – Get the same data power as ZoomInfo at a lower price.
- Accurate Contact Data – Reach more leads with 70% mobile coverage in North America and 50% across EMEA, APAC, and LATAM.
- Easy CRM Integration – Add contacts to your CRM in one click.
- Smarter Prospecting – Use filters like company size, revenue, and industry to target the right people.
- Real-Time Updates – Keep data fresh with automatic enrichment and job change alerts.
- Global Reach – Access 238M+ B2B contacts and 60M+ company profiles with verified insights.
- AI-Powered Insights – Track company growth, funding rounds, and key job moves to time your outreach perfectly.
- Effortless Prospecting – Pull contact details from LinkedIn, websites, and emails without switching tabs.
Book a Demo Now & Cut Your ZoomInfo Costs by 50% with SMARTe!
