CRM & Sales
You have ZoomInfo. You know what it can do. The problem is finding the hours to actually build the lists, clean the data, map the fields, and keep everything synced with your CRM. Nacho fractional specialists work directly inside your ZoomInfo account on the tasks that have been sitting on your to-do list. This is not a managed service with a black box. You see the work, approve the outputs, and keep full ownership of your account.
What we do
Concrete work our fractional specialists take on inside your ZoomInfo account. No vague promises.
Our specialists use ZoomInfo's Advanced Search to build segmented contact and company lists based on your ideal customer profile, including firmographic filters like employee count, revenue range, industry vertical, and technographic data. Lists are exported in clean, deduplicated formats ready for import into your CRM or sequencing tool. We document the filter logic so lists can be rebuilt or refreshed on a schedule.
Over time, ZoomInfo exports accumulate duplicate entries, outdated titles, and contacts with missing direct dials or verified emails. We review your existing records against current ZoomInfo data, flag stale contacts, and re-enrich records using ZoomInfo's bulk enrichment tools. The result is a contact database that your sales team can actually trust before they start a sequence.
ZoomInfo's Enrich integration with Salesforce, HubSpot, or other CRMs requires careful field mapping to avoid overwriting good data with bad. We audit your current field mapping configuration, identify conflicts, and set up enrichment rules that preserve manually entered values while filling genuine gaps. We also document the mapping logic so your team can reference it when onboarding new reps.
ZoomInfo Intent surfaces accounts showing buying signals based on topic-level research activity. We configure your Intent topic selections to match your solution categories, set up saved searches around high-intent account clusters, and build the downstream workflow that routes flagged accounts to the right rep or adds them to a priority sequence in your sales engagement platform. Alerts are tested before handoff to confirm delivery.
We configure ZoomInfo WebSights to identify anonymous company-level traffic visiting your site and map that data to accounts in your CRM. From there, we build the routing logic that flags returning visitors, matches them to open opportunities, or adds net-new accounts to a watch list. This closes the gap between your marketing traffic data and your sales team's daily prospecting view.
If you are moving from Apollo, Lusha, Cognism, or another prospecting database, we handle the export, deduplication, and import process into ZoomInfo's platform or your connected CRM. We map legacy fields to ZoomInfo's data structure, flag contacts that need re-enrichment, and document what was migrated and what was intentionally excluded. You end up with one clean source of truth instead of two overlapping databases.
The handoff
During onboarding, your dedicated Client Success Manager reviews your current ZoomInfo setup, including any existing CRM integrations, saved searches, enrichment configurations, and Intent topic selections. From there, we build a Strategic Delegation Plan that prioritizes the highest-impact ZoomInfo tasks based on your current sales motion. Your assigned specialist works directly in your account, documents every workflow they build or modify, and checks in with you before making changes that affect live CRM data. You retain full admin access and account ownership throughout. As your ZoomInfo use cases evolve, your specialist's scope can shift to match, whether that means heavier list-building cycles at the start of a quarter or ongoing enrichment maintenance between campaigns.
Use cases
A few of the most common workflows our team has deployed with ZoomInfo.
We take your ideal customer profile criteria, build a repeatable Advanced Search filter set in ZoomInfo, export a verified contact list, and import it into your CRM with correct field mapping and list membership tags. Sales reps receive a clean, segmented list with no manual cleanup required on their end.
When a target account triggers ZoomInfo Intent signals on a configured topic, we route the account to the assigned rep in Salesforce or HubSpot and enroll the primary contact in a relevant outreach sequence in Outreach or Salesloft. The rep sees the intent context in the CRM record before the first touch goes out.
On a set cadence, we run your existing CRM contacts through ZoomInfo's bulk enrichment process to update job titles, direct dials, and email addresses. Contacts that return no match are flagged for review, and a summary of changes is delivered to your RevOps or sales leader before any records are updated in the CRM.
We configure ZoomInfo WebSights to pass identified company visits into a Slack channel or CRM task queue, matched against your open pipeline and target account list. Reps are notified when a prospect account revisits a pricing or product page, giving them a timely reason to follow up without waiting for a form fill.
When a client is entering a new vertical or geographic market, we use ZoomInfo's technographic filters to identify companies using specific tools or platforms relevant to the solution, layered with firmographic filters to match size and structure. The output is a prioritized target account list with contact-level data, ready for outbound sequencing or ABM campaign setup.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Good questions
Ready when you are
Book a discovery call and we will review your current ZoomInfo configuration, identify gaps in your enrichment or list-building process, and outline a prioritized plan for what a specialist would tackle first.