You can combine your existing ZoomInfo workflows with TrustRadius intent to prioritize accounts that are actively researching you, your competitors, and/or your category on TrustRadius.


Prerequisites


  1. Log into ZoomInfo.
  2. In SalesOS, click Advanced Search. (If you are not in SalesOS, click the grid icon in the top right corner and click SalesOS.) Make sure “New Search Experience” is toggled on.
  3. Click Open Search > Open Saved Searches.
  4. Click on the Saved Search used by the Workflow that you would like to augment with TrustRadius intent. 


    (If you are unsure which Saved Search your workflow uses, click Workflows > Workflows List. Click on the desired workflow and then Edit Workflow. The name of the Saved Search used by the workflow will be displayed with a checkmark on the right pane).


    You can add TrustRadius intent to your search by scrolling down to “Sales Signals” in the Filters sidebar and clicking TrustRadius Buyer Intent.

  5. Define your filter criteria. (Click here for instructions on how to set up your filters to view only accounts that are researching your products, competitors, or categories on TrustRadius):
    1. Activity Date Range - Refine your results to only show accounts that conducted research on TrustRadius within a given date range.
    2. Product Name - Products that visitors on TrustRadius are researching, including both your products AND competitor products.
    3. Product Category - Categories that appear in your TrustRadius intent data. Filtering by a Category includes 1) all accounts researching any products in the category and 2) accounts researching the category itself. 
    4. Visitor Action - The specific activity that a visitor engaged in when researching a product or category. We recommend first selecting all Actions to maximize your results; you can narrow filters for Actions to see specific actions/pages engaged with by Accounts. 
    5. Content - This is the specific type of content that a visitor engaged with. Content types are listed in descending order based on typical visitor traffic volume. For more information on Content types, please see our intent data glossary. 
    6. Visitor Location - Refine your results to only show accounts within a given geographical location.
  6. Once you’ve updated your search criteria, click Save & Subscribe. In the Save Search modal, be sure to click “Replace Existing Search” and select the Saved Search that you would like to replace. Click Save. Any Workflow that leverages your Saved Search will now include the TrustRadius filters that you’ve added.