Article
|
8
 minutes
Partnerships 101: What Is a PRM and Should I Use One?
Article
|
7
 minutes
Tech Ecosystem Maturity: How to Level Up Your “Better Together” Messaging
Video
|
36
 minutes
Partner Ecosystems 101
Video
|
1
 minutes
Dave Goldstein: Ecosystem-Led Sales for the Enterprise: How Braze Leveraged Alliances to Fuel Robust Growth | Supernode 2023
Article
|
11
 minutes
8 Times a Partnership Impacted an “Exit Event” (And Why Acquisitions are on The Rise)
Article
|
9
 minutes
5 Signs Your Tech Partner's About to Get Acquired (And How to Prepare for Change)
Article
|
12
 minutes
Tech Ecosystem Maturity: How to Level Up Your Integrations Team
Video
|
18
 minutes
The Inside Track: Crossbeam Security 101 with CISO Chris Castaldo
Article
|
8
 minutes
Six Tips for Expanding Internationally Using Channel Partners
Article
|
6
 minutes
10 steps to develop a co-marketing strategy
Article
|
4
 minutes
How Typeform Went from 30 Integrations to 100+ in Just One Year
Article
|
6
 minutes
How Typeform Improved Their Revenue by 40% with ELG and PLG
Article
|
6
 minutes
Partnerships 101: What Is Co-Selling?
Article
|
6
 minutes
Partnerships 101: Inbound vs Outbound Integrations and Why They Matter for Your Partnerships
Article
|
11
 minutes
How to Communicate Effectively With Your Entire GTM Team and The C-Suite
Article
|
11
 minutes
Partnerships 101: What Is an Ecosystem and How Is It Redefining Partnerships?
Video
|
20
 minutes
The Inside Track: Get to know the Crossbeam Salesforce App
Article
|
18
 minutes
The 7 Metrics That Prove the Business Impact of Your Tech Integrations
Article
|
7
 minutes
8 Times Sales Reps Won the Deal by Co-Selling With Partners
Article
|
9
 minutes
6 Ways Sales Professionals Can Use Partnerships to Advance Their Careers (and Get Promoted)
Article
|
6
 minutes
How Co-Selling & Co-Marketing Build Revenue
Article
|
43
 minutes
How Demandbase Acquired DemandMatrix in Seven Months After Launching a Partnership
Article
|
8
 minutes
The Intersection of Partnerships and Product Development with Pandium’s Cristina Flaschen
Video
|
37
 minutes
The 4 Levels of Tech Ecosystem Maturity
Article
|
12
 minutes
8 Tips for Surfacing the Business Impact of Partnerships and Driving Partner-Sourced Revenue Earlier
Article
|
7
 minutes
Tech Ecosystem Maturity: How to Level Up Your Co-selling Workflows
Article
|
31
 minutes
Despite The Economy, Gartner Projects Double-Digit Growth As Companies Find Ways to Do More with Less
Article
|
11
 minutes
The 5 Things to Do in Your First 90 Days as a Partnership Leader
Article
|
6
 minutes
Ecosystem is Everything: How to Embrace Second Party Data with Crossbeam
Article
|
7
 minutes
Vetting 100s of Channel Partners? Use This Four-Criteria Checklist to Speed Up the Process
Article
|
6
 minutes
8 Ways to Treat Your Co-Selling Partners With R-E-S-P-E-C-T
Video
|
42
 minutes
Nearbound Podcast #026: Building Trust in Channel Partnerships
Article
|
12
 minutes
Partnership KPIs For Marketing, Sales, Customer Success + More
Video
|
44
 minutes
No More Silos: 4 New Ways to Use Partner Data
Article
|
12
 minutes
Account mapping. How to (finally) do it without giant, cumbersome spreadsheets
Article
|
13
 minutes
15+ Questions to Help Your Sales Reps Master Their Co-Selling Motions
Article
|
23
 minutes
How We Foster Collaboration Remotely at Crossbeam
Article
|
7
 minutes
21 Partnerships People You Should Follow on LinkedIn
Article
|
10
 minutes
A Fill-in-the-Blanks Exercise for Evaluating Your Partner Program
Article
|
12
 minutes
How to Use CRM Data & Automation to Nurture Your Co-Selling Relationships
Article
|
12
 minutes
How to Use Partner Data In Your Sales and Marketing Dashboards (Part 2 of 2)
Article
|
7
 minutes
How CallRail Increased Integration Adoption by 167% Through Strategic Partnership with HubSpot and Reveal
Article
|
7
 minutes
3-step strategy for partnership managers
Video
|
5
 minutes
How to Execute an Effective Nearbound Channel Strategy
Article
|
10
 minutes
Don't Try To Fit Ecosystem Partners into a Channel Hole
Video
|
61
 minutes
Nearbound Podcast #022: Build, Buy, or Partner
Article
|
9
 minutes
You Should be Account Mapping at Every Stage of the Customer Lifecycle
Article
|
5
 minutes
5 Ways to Incentivize Your Sales Team to Live, Eat, and Breathe Partnerships
Article
|
7
 minutes
How to Learn the Partnerships Love Languages
Article
|
5
 minutes
How to Learn Your Customer’s Tech Stack and Increase Integration Adoption by 17%
Article
|
11
 minutes
The 9-Step Partner Impact Score Methodology for Strategic Co-Selling With Partners
Video
|
7
 minutes
Catherine Brodigan: Effective Co-Selling* (*because you have no other choice) | Supernode 2023
Article
|
11
 minutes
The Most Common Partnership KPIs (According to Company Size and Maturity)
eBook
State of the Partner Ecosystem 2021
Article
|
1
 minutes
Your Slack Connect Channels: Now Powered by Crossbeam
Video
|
2
 minutes
Demystifying Partnership KPIs: Know What to Measure & When
Article
|
26
 minutes
Democratize Partner Insights with Crossbeam’s Chrome Extension
eBook
The Partner Playbook
Article
|
4
 minutes
10 Facts You Oughta Know if You Work in B2B Partnerships
Article
|
9
 minutes
20 Integrations and Chrome Extensions for Partner Managers
Article
|
21
 minutes
An Inside Look Into Google and HubSpot’s GTM Strategy for Their Ads Integration
Article
|
11
 minutes
5 Partnership Challenges Agencies Face (And How to Tackle Them Head-On)
Article
|
9
 minutes
Two Attribution Challenges for Partnership Professionals (and How to Get Ahead of Them)
Article
|
12
 minutes
We Mapped the Career Paths of 6 Women in Partnerships
Article
|
10
 minutes
Five Tactics You Can Use Right Now to Show the Real-Time Impact of Partnerships
Article
|
5
 minutes
How Sendcloud Achieved an 80% Increase in New Leads Sourced from Partners Using Reveal
Article
|
9
 minutes
WP Engine Used This 7-Stage “Bow-Tie” Funnel to Increase Agency Partners by 50%
Video
|
45
 minutes
Nearbound Podcast #013: David and Goliath — Partnering Up With the Big CO's
Article
|
4
 minutes
Nine Micro Co-Marketing Motions for Warming Up a Partnership
Article
|
6
 minutes
ELG and the revenue team: How to break down silos so every GTM function wins
Article
|
4
 minutes
Ecosystem Ops 101: Six Ways to Drive Efficiency and Maximize the ROI of Your Partner Program
Article
|
6
 minutes
30+ Integration Listing Page Examples for Designing Your Tech Marketplace
Article
|
12
 minutes
Your Partner Vetting Checklist: 7 Questions to Ask Yourself Before Signing an Agreement
Article
|
7
 minutes
Standout Traits for a Great Partner Case Study (with Examples)
Article
|
5
 minutes
The Seven Filters You Need for Your Agency Partner Directory
Article
|
5
 minutes
Growth Hack: Where to Find your First Partner
Article
|
8
 minutes
The Enablement Program That Can Help You Boost Agency Partner Retention by 70%
Article
|
2
 minutes
ActiveCampaign’s Co-Marketing Playbook for Getting the #1 Spot in Salesforce’s AppExchange
Article
|
4
 minutes
Your Partnerships Team Should Report to Marketing
Article
|
7
 minutes
The Co-Marketing Flip: Get Strategic with Your Partner Marketing Six Months into the Partnership
Video
|
9
 minutes
Friends With Benefits #8: Good Things Come to Good People
Article
|
5
 minutes
Get Off the Partner Enablement Treadmill
Article
|
9
 minutes
How alliances can leverage their channel partners to go to market with their integrated solution
Article
|
4
 minutes
The Anatomy of a Killer SaaS Partner Newsletter (Plus Examples)
Video
|
53
 minutes
Nearbound Podcast #010: Creating Categories and Partner Ecosystems
Article
|
6
 minutes
You Should Train Your Sales Team to be Tech Stack Experts
Article
|
3
 minutes
Your Product-First Partnerships Team Should Report Directly to the CEO
Video
|
7
 minutes
How to Activate Ecosystem Insights with Reports and Dashboards in Salesforce | Connector Summit 2022
Article
|
4
 minutes
Your B2B SaaS Partner Page Checklist (with 50 Examples)
Article
|
7
 minutes
Your Partnerships Team Should Report to Sales (At First)
Video
|
49
 minutes
Nearbound Podcast #004: Secrets of Partner Enablement & Marketing
Video
|
44
 minutes
Nearbound Podcast #001: Landing your first Sumo
Video
|
50
 minutes
Nearbound Podcast #003: Building API ecosystems, Stripe & Notion
Article
|
10
 minutes
Advanced Crossbeam: Too Many CRMs? Here’s How to Sort it All Out
Article
|
7
 minutes
AEs are Leveraging Ecosystem-Led Sales to Close Deals 46% Faster
Article
|
27
 minutes
The 12 Best Partnership and Business Development Podcasts (So Far)
Article
|
33
 minutes
Monetize Your Technology Partnerships With These 8 Tactics
Article
|
13
 minutes
Source, Decide, Execute: Your Framework For a Successful Partner Program
Video
|
38
 minutes
4 Easy Account Mapping Wins
Video
|
3
 minutes
Cristina Flaschen: Proving the ROI of partnerships | Supernode Conference 2022
NU - The Ultimate Partner Manager Library
How to Roll Out an Integration the Right Way: the G2 and ZoomInfo Story
by
Multiple Contributors
SHARE THIS

We sat down to talk with Rachel Gianfredi about how her team at G2 partnered with Zoominfo to absolutely nail their integration launch.

by
Multiple Contributors
SHARE THIS

In this article

Join the movement

Subscribe to ELG Insider to get the latest content delivered to your inbox weekly.

When you launch a new integration, do you tease the release, celebrate with fanfare, and involve partnerships across every aspect of your organization?


G2 and ZoomInfo did. And they crushed it.


We sat down to talk with Rachel Gianfredi about how her team at G2 partnered with Zoominfo to absolutely nail their integration launch.



Great integrations start with something boring–research

We don’t build any integration without doing the due diligence. We ask, does their product market fit? Does it make sense for the use cases of our data? – Rachel Gianfredi


For Gianfredi and the G2 Partnerships team, it was never about just getting more integrations.


It was about launching an integration that made sense and drove a ton of value. If the integration wasn’t going to move the needle, it wasn’t something her team was interested in.


And it started with doing heavy research.


G2 had its marketing audience engagement down to a science and ZoomInfo had sales honed unlike any other. Between the two of them, it made sense to leverage their strengths on the launch.



Start experimenting

It was kind of an experiment. I came up with this idea to build a lot of hype around this. We knew that a lot of our customers were wanting this. So, I was like: ’why don’t we create some teaser content?’ – Rachel Gianfredi


Once G2 and ZoomInfo decided that an integration would make sense, they came up with a plan for pre and post-integration. She wanted to ensure that users would be notified early so they could start using the features from day one of the release.



Tease the release

We had a pre-launch and post-launch strategy outlined to both prime our internal teams and the market. – Rachel Gianfredi


To Rachel, it was obvious that a single touch drop about the integration wouldn’t cut it. She started working to get a pre-launch webinar scheduled, focused on thought leadership and establishing G2 and ZoomInfo as aligned in the market. In that webinar, speakers hinted at the release of something big.


Inside the webinar, participants heard that there was an impending partnership and integration.

Gianfredi told the speakers,



Don’t commit to anything, don’t say anything. Just say that you have seen, inklings of an integration partnership that’s coming up.


The webinar wasn’t just a boring presentation about an upcoming integration. It had real value. It was focused on information that customers would love, whether or not the integration ever happened.


Turns out, the webinar generated a significant amount of pipeline because of its high-quality content.



Drop it like it’s hot


Gianfredi’s design team created awesome teaser videos and began dropping hints on social media about “something big” that was coming from both G2 and ZoomInfo.


A pre-launch waitlist joined social posts as a way to experiment and capture early interest in their impending integration. Both teams sought to generate a similar sort of buzz that is common in B2C brands.


Hints on social media and the prelaunch waitlist generated buzz and excitement, just like our favorite consumer brands create pre-orders or waitlists for new product launches.


As a bonus, a few days before launch, they soft launched for mutual customers on the waitlist, giving them advanced access to the integration.



Don’t stop to rest; partner across your orgs



They even partnered up on their paid ad strategy. G2 ran display ads and ZoomInfo ran paid social through their MarketingOS platform. Partnering on this ensured they didn’t cannibalize each other in ad channels.


We were able to split the channels and do the lead sharing, which is another huge learning that I took away…there was a bit of an imbalance there because the engagement on different channels is always going to vary. – Rachel Gianfredi


Once the integration was launched, they didn’t rest on their heels. G2 and ZoomInfo teamed up to get out a press release, write blogs, and publish dedicated landing pages.


They also hosted a post-launch webinar with clear calls to action that went into the specifics of the integration. Plus, it featured both orgs’ CMOs which demonstrated executive buy-in and got great engagement from each of their networks.

Following that, G2 sent a 30/60/90-day email campaign encouraging integration adoption, among other post-launch engagements.



Experiment, but keep learning

It’s important not to adhere to a menu or a playbook every single time… it gives you the opportunity to be creative with it. And that’s really where I most enjoyed this go-to-market launch. – Rachel Gianfredi


Measurement was a challenge. Influence came from many directions. Gianfredi worked with Marketing Operations to create clear tracking. But because the waitlist page was redirected to the launch page on the go-live date, it caused some metrics to get lost.


The key was that they ran the experiment. It successfully attracted MQLs. While some lifecycle touchpoints got lost in the mix, Gianfredi uses the learnings to get better results for future launches.


Gianfredi hopes that other partner marketers can learn from her experience. It’s important to understand what can be measured, and how it will be done, from all areas of the cross-functional team. Product, Marketing, Partnerships, and Sales can all work together to proactively set the measurement function early on.



Research, experiment, partner up; then crush it

Creating hype and working with partners across G2 and ZoomInfo’s orgs made the integration a major success. The key to the successful launch was the support and heavy buy-in from leadership, and the partnership approach of working across departments.


The success of the G2 and ZoomInfo integration took a lot of orchestration. Much of the team’s pre-work continues to move joint goals forward with numerous Slack channels, email threads, new relationships, and continuous alignment.

None of it could have been done by a single company in the partnership. The partnership approach was complex and indispensable to the outcome.


Prefer to listen? Subscribe to our nearbound.com Audio Articles Podcast. Text-to-speech provided by our partner Voicemaker.in.

You’ll also be interested in these

Article
|
5
 minutes
Article
|
5
 minutes
7 Ways to Sabotage Your Partner Ecosystem: A Guide for Partner Managers
Article
|
5
 minutes