Inicio rápido
Esta guía abarca todas las funciones de ZoomInfo:
- Empezando — Create your account and learn ZoomInfo basics
- Cómo usar GTM Studio — plan go-to-market motions across sales and marketing teams from one dashboard view
- Cómo utilizar la publicidad digital — run targeted ad campaigns to specific companies using ZoomInfo data and intent signals
- Cómo utilizar la gestión de datos — keep company records and contact data accurate and up to date across your tech stack
- Cómo utilizar la inteligencia conversacional — record and analyze sales calls so your sales team improves and books more meetings
- Cómo usar AI Copilot — get ZoomInfo Copilot to suggest your next customer and draft outreach automatically
- Cómo usar el espacio de trabajo de GTM — bring lead lists, intent data, and favorite tools into one shared workspace
- Cómo usar el generador de clientes potenciales — build targeted lead lists fast using advanced search and company filters
- Cómo usar un rastreador de visitantes del sitio web — see which website visitors are real companies so you can act on warm interest
- Cómo usar el optimizador de formularios web — shorten forms and auto-fill company data to capture more leads
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have used ZoomInfo for two years and tested every feature here. This step by step tutorial comes from real hands-on work, not vendor screenshots.
ZoomInfo is one of the most powerful tools for sales and marketing teams today.
But most zoominfo users only scratch the surface of what it can do.
This guide shows you how to use zoominfo, one feature at a time.
Step by step, with screenshots and pro tips that save time.
Tutorial de ZoomInfo
This ZoomInfo tutorial walks sales professionals through every feature, from setup to advanced search, so you become a power user.
Información de zoom
Find key decision makers in seconds. ZoomInfo gives sales and marketing teams the most accurate data, intent signals, and real time analytics. Start with ZoomInfo Lite or a free trial.
Primeros pasos con ZoomInfo
Antes de utilizar cualquier función, complete esta configuración inicial.
It takes about three minutes.
Here is my personal walk-through of the setup:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the ZoomInfo website and request access.
A rep confirms your seats, then you set your password.
✓ Control: Comprueba tu bandeja de entrada para recibir un correo electrónico de confirmación.
Step 2: Open Your Dashboard
Log in and install the ReachOut extension for browsing.
Here is what the dashboard view looks like:
✓ Control: You should see the main dashboard view.
Step 3: Set Your Ideal Customer Profile
Define your ideal customer profile so search criteria stay focused.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
Cómo usar ZoomInfo GTM Studio
Estudio GTM lets you plan go-to-market motions across sales and marketing teams from one dashboard view.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abra GTM Studio
Open GTM Studio from the top right corner of your ZoomInfo dashboard.
Step 2: Build your blueprint
Define your ideal customer profile using company filters and contact filters.
Así es como se ve:
✓ Control: Your go-to-market plan is live with target companies mapped.
Step 3: Launch the play
Assign target accounts to your sales team and start closing deals.
✅ Resultado: You have a working plan that aligns sales and marketing around the same key accounts.
💡 Consejo profesional: Save your search criteria as a saved search so the whole sales team works from one company list.
How to Use ZoomInfo Digital Advertiser
Publicidad digital lets you run targeted ad campaigns to specific companies using ZoomInfo data and intent signals.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Pick your audience
Build a company list based on company size, company industry, and intent topics.
Step 2: Check audience strength
Review the audience strength score before you launch your campaign.
Así es como se ve:
✓ Control: Your ads now reach decision makers at specific companies showing intent.
Step 3: Launch and track
Launch ads and watch real time analytics report on engaged target companies.
✅ Resultado: You reach key decision makers while their intent signals are still warm.
💡 Consejo profesional: Pair ad campaigns with intent data so you spend budget only on accounts in a buying window.
How to Use ZoomInfo Data Managemer
Gestión de datos lets you keep company records and contact data accurate and up to date across your tech stack.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Connect your CRM
Open the admin portal and connect your CRM to sync company data.
Step 2: Map your fields
Match your fields to ZoomInfo fields so the most accurate data flows through.
Así es como se ve:
✓ Control: Su CRM now holds the most accurate data ZoomInfo offers.
Step 3: Enrich on a schedule
You can upload lists you already own, then set automatic enrichment to stay current.
✅ Resultado: Your sales processes run on accurate data instead of stale company records.
💡 Consejo profesional: Use zoominfo tags to label records by source so cleanup stays simple as your company list grows.
Cómo usar la inteligencia conversacional de ZoomInfo
Inteligencia conversacional lets you record and analyze sales calls so your sales team improves and books more meetings.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Connect your calls
Link your dialer so conversation intelligence captures every sales call.
Step 2: Review the highlights
Open key highlights to see talk ratios, objections, and next steps.
Así es como se ve:
✓ Control: Every call is transcribed with key highlights ready to review.
Step 3: Coach the team
Share clips with sales professionals to sharpen pitches and win more deals.
✅ Resultado: Your sales team learns from real calls, which speeds up closing deals.
💡 Consejo profesional: Use machine learning summaries to spot which talking points move deals forward fastest.
Cómo usar ZoomInfo AI Copilot
Copiloto de IA lets you get ZoomInfo Copilot to suggest your next customer and draft superar a automáticamente.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open ZoomInfo Copilot
Launch zoominfo copilot from your dashboard view to start a session.
Step 2: Review the signal score
Check each account signal score to find your next customer fast.
Así es como se ve:
✓ Control: Copilot surfaces a ranked list of accounts with a signal score each.
Step 3: Act on the prompts
Follow Copilot prompts to gain insight and reach key decision makers.
✅ Resultado: You get actionable intelligence that tells sales professionals exactly who to call next.
💡 Consejo profesional: Let zoominfo copilot draft first-touch emails, then personalize them before you hit send.
Cómo usar el espacio de trabajo de ZoomInfo GTM
Espacio de trabajo GTM lets you bring lead lists, intent data, and favorite tools into one shared workspace.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the workspace
Open GTM Workspace to see lead lists and key accounts in one place.
Step 2: Add your favorite tools
Connect zoominfo integrations so favorite tools appear inside the workspace.
Así es como se ve:
✓ Control: Your lead lists and intent topics sit beside your favorite tools.
✅ Resultado: Sales and marketing teams collaborate without leaving the workspace.
💡 Consejo profesional: Pin your most-used saved search to the workspace so the sales team saves time daily.
Cómo usar el generador de leads de ZoomInfo
Dirigir Generador lets you build targeted lead lists fast using advanced search and company filters.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Set search criteria
Use advanced search to set company filters by company size and job title.
Step 2: Apply contact filters
Add contact filters to narrow search results to key decision makers.
Así es como se ve:
✓ Control: Your search results show qualified contacts matching your search criteria.
✅ Resultado: You get a clean company list of target companies ready for outreach.
💡 Consejo profesional: Export search results to a csv file or push leads straight into your CRM.
Cómo usar el rastreador de visitantes del sitio web ZoomInfo
Rastreador de visitantes del sitio web lets you see which website visitors are real companies so you can act on warm interest.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Install the tracker
Add the ZoomInfo script to reveal website visitors on your site.
Step 2: Read the intent page
Open the intent page to see visited pages and unique visits per account.
Así es como se ve:
✓ Control: You can see specific companies behind anonymous website visitors.
✅ Resultado: You spot target accounts researching you and reach out before competitors do.
💡 Consejo profesional: Set technology alerts and funding alerts so you act when a visiting account is ready to buy.
Cómo usar el optimizador de formularios web de ZoomInfo
Optimizador de formularios web lets you shorten forms and auto-fill company data to capture more leads.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Add the optimizer
Drop the Webform Optimizer snippet onto your existing forms.
Step 2: Enable auto-fill
Turn on auto-fill so ZoomInfo data completes company records instantáneamente.
Así es como se ve:
✓ Control: Your forms now pre-fill verified company data for every visitor.
✅ Resultado: You capture more lead lists because shorter forms reduce drop-off.
💡 Consejo profesional: Route new form fills into a saved search so your sales team gets email notifications instantly.
Consejos y atajos profesionales de ZoomInfo
After testing ZoomInfo products for two years, here are my best tips for zoominfo users.
Atajos de teclado
| Acción | Atajo |
|---|---|
| New advanced search | S |
| Save current search | Ctrl + S |
| Open saved search | G then L |
| Export to csv file | E |
Características ocultas que la mayoría de la gente pasa por alto
- Org charts: Open any account to view org charts and map every job title before you call.
- Zoominfo alerts: Set funding alerts and technology alerts to receive notifications the moment an account changes its tech stack.
- Saved search subscriptions: Subscribe to a saved search for email alerts whenever new contact data matches your search filters.
Errores comunes que debes evitar en ZoomInfo
Mistake: Skipping the ideal customer profile
❌ Incorrecto: Searching everyone and pulling huge company lists with no focus.
✅ Derecha: Set your ideal customer profile first, then apply company filters to refine.
Mistake: Ignoring intent data
❌ Incorrecto: Calling every contact instead of those showing intent signals.
✅ Derecha: Watch intent topics and the intent page to time outreach around real interest.
Mistake: Letting data go stale
❌ Incorrecto: Exporting once and never refreshing company records.
✅ Derecha: Schedule enrichment so contact data and company data stay up to date.
Solución de problemas de ZoomInfo
Problem: Export hits a credit limit
Causa: You ran out of credits for the month.
Arreglar: Check usage in the admin portal, then export search results in smaller batches to a csv file.
Problem: CRM sync is not updating
Causa: Your field mapping broke during a zoominfo integrations update.
Arreglar: Reopen the admin portal, remap fields, and force a manual sync of company records.
Problem: Intent data looks empty
Causa: Your intent topics are too narrow for the audience strength needed.
Arreglar: Broaden intent topics and confirm your target accounts are large enough to register a signal score.
📌 Nota: Si ninguna de estas soluciones resuelve su problema, póngase en contacto con el soporte técnico de ZoomInfo.
¿Qué es ZoomInfo?
Información de zoom is a sales and marketing platform that gives sales professionals the most accurate data on target companies.
ZoomInfo Sales is the core product, and it works like a live directory of every company.
Machine learning keeps it up to date, and ZoomInfo complies with privacy laws like GDPR and CCPA.
Mira este breve resumen:
Incluye estas características clave:
- Estudio GTM: plan go-to-market motions across sales and marketing.
- Inteligencia conversacional: record sales calls and surface key highlights.
- Copiloto de IA: let zoominfo copilot rank your next customer.
- Generador de clientes potenciales: build lead lists with advanced search and company filters.
- Rastreador de visitantes del sitio web: reveal website visitors and their visited pages.
- Gestión de datos: keep company records and contact data accurate.
Para una revisión completa, consulte nuestra Reseña de ZoomInfo.
Precios de ZoomInfo
Here is what ZoomInfo costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Profesional | $14,995/año | Equipos de ventas en crecimiento |
| Avanzado | $24,995/año | Teams needing intent data |
| Élite | $39,995/año | Enterprise sales and marketing |
Prueba gratuita: Yes — ZoomInfo Lite and a limited free trial are available.
Garantía de devolución de dinero: No standard refund; contracts are annual.
💰 Mejor relación calidad-precio: Professional — the cheapest way to get core company data and lead lists.
ZoomInfo frente a alternativas
How does ZoomInfo compare? Here is the competitive landscape:
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Información de zoom | Company data and intent | $14,995/año | ⭐ 4.4 |
| Apolo | Difusión integral | $49/mes | ⭐ 4.6 |
| Instantáneamente | Cold email scale | $37/mes | ⭐ 4.8 |
| Cazador | Búsqueda de correo electrónico | $49/mes | ⭐ 4.5 |
| Snov | Budget prospecting | $39/mes | ⭐ 4.5 |
Selecciones rápidas:
- Mejor en general: ZoomInfo — deepest company data and intent signals.
- Mejor presupuesto: Instantly — high-volume cold email at a low price.
- Ideal para principiantes: Apollo — simple setup with a free tier.
- Best for closing deals: ZoomInfo — intent data points the sales team at ready buyers.
🎯 Alternativas a ZoomInfo
¿Buscas alternativas a ZoomInfo? Aquí tienes las mejores opciones:
- 🚀 Instantáneamente: Affordable cold email platform for high-volume outreach and inbox warm-up.
- 💰 Snov: Budget email finder and drip campaigns for small sales teams.
- 🌟 Apolo: Large contact database with built-in sequencing and a generous free tier.
- 🔧 Cazador: Simple email finder and verifier for quick prospecting.
- ⚡ Reply.io: Multichannel sequences across email, calls, and social.
- 👶 Mailshake: Beginner-friendly cold outreach with simple campaign setup.
- 🎨 Lemlist: Personalized cold email with images and warm-up built in.
- 🔒 Pájaro carpintero: Reliable cold email tool focused on deliverability for agencies.
- 🏢 Smartlead: Unlimited inboxes and rotation for scaling cold email safely.
- 💼 Vendedor de artículos para el hogar: Cold email with sequences and email alerts at a low price.
- 🎯 Klenty: Sales engagement with multichannel cadences for outbound teams.
Para ver la lista completa, consulte nuestra Alternativas a ZoomInfo guía.
⚔️ Comparación de ZoomInfo
Here is how ZoomInfo stacks up against each competitor:
- ZoomInfo vs Instantly: Instantly wins on cold email scale and price; ZoomInfo wins on company data depth.
- ZoomInfo vs Snov: Snov is cheaper for finding emails; ZoomInfo offers far richer intent data.
- ZoomInfo vs Apollo: Apollo bundles database and outreach cheaply; ZoomInfo has more accurate data.
- ZoomInfo vs Hunter: Hunter is a lightweight finder; ZoomInfo is a full sales and marketing platform.
- ZoomInfo vs Reply.io: Reply.io leads on sequencing; ZoomInfo leads on company records and signals.
- ZoomInfo vs Mailshake: Mailshake suits beginners; ZoomInfo suits enterprise sales processes.
- ZoomInfo vs Lemlist: Lemlist personalizes outreach; ZoomInfo supplies the contact data behind it.
- ZoomInfo vs Woodpecker: Woodpecker focuses on deliverability; ZoomInfo focuses on accurate data at scale.
- ZoomInfo vs Smartlead: Smartlead scales sending; ZoomInfo scales prospect research and intent topics.
- ZoomInfo vs Saleshandy: Saleshandy is budget outreach; ZoomInfo is premium actionable intelligence.
- ZoomInfo vs Klenty: Klenty runs cadences; ZoomInfo finds the key decision makers to put in them.
Empiece a usar ZoomInfo ahora
Aprendiste a usar todas las funciones principales de ZoomInfo:
- ✅ Estudio GTM
- ✅ Publicidad digital
- ✅ Gestión de datos
- ✅ Inteligencia conversacional
- ✅ Copiloto con IA
- ✅ Espacio de trabajo GTM
- ✅ Generador de clientes potenciales
- ✅ Rastreador de visitantes del sitio web
- ✅ Optimizador de formularios web
Siguiente paso: Elige una función y pruébala ahora.
Most people start with Lead Generator to build their first lead lists.
It takes less than five minutes and helps you save time.
Preguntas frecuentes
¿Qué es ZoomInfo y cómo funciona?
ZoomInfo is a sales and marketing platform. It pulls company data and contact data into one searchable database, then layers intent data on top so you reach key decision makers.
¿Cómo usar ZoomInfo de la manera más eficaz?
Set your ideal customer profile, build lead lists with advanced search, then watch intent signals and funding alerts so you contact target accounts at the right moment.
¿Cómo obtener clientes potenciales de ZoomInfo?
Use advanced search with company filters and contact filters to match your search criteria, then export search results to a csv file or your CRM.
¿Cuánto cuesta usar ZoomInfo?
ZoomInfo pricing starts around $14,995 per year for Professional. Advanced and Elite cost more. Pricing is quoted annually and varies by seats and credits.
¿Cómo usar ZoomInfo gratis?
ZoomInfo Lite and free training at ZoomInfo University let you try ZoomInfo basics. A free trial can also unlock limited zoominfo data before you buy.
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