Nearbound Weekend 03/02: Standing on the Shoulders of Giants
Nearbound Daily #529: How Versus Who
Nearbound Daily #528: Stop trying to force the market
Nearbound Daily #527: The Nearbound Book is LIVE!
Nearbound Daily #526: You're the Guide to Your Customer's Promised Land
How Hatch boosted its close rate by 24% by incentivizing its partner’s account managers
Nearbound Weekend 02/24: When Reality Strikes
Nearbound Daily #525: What is my strategy?
Nearbound Podcast #153: The Evolution of Business in the Decade of Ecosystems with Jay McBain
Howdy Partners #66: Pipeline Paradigms: Unveiling Event Marketing Mastery - Justin Zimmerman
Good, Great, & Goals: Redesigning Ecosystem-Led Companies for Today and Tomorrow
How Do Partnerships Impact Higher Win Rates
Friends with Benefits #32: Building a Partnership Program from Scratch with Rasheité Calhoun
Nearbound Daily #524: The Psychology of Partnering
Nearbound Daily #523: How to Layer Partners Into Co-Marketing
How Services Partners Make Ecosystem Clusters Super Sticky
Nearbound Podcast #151: Sales Shift - Navigating the Evolving Playbook with Mark Bedard
How Gong x Chili Piper’s Pipeline-Acceleration Partnership Fuels Their Customers’ Sales — and Their Own
How Gong Wins by Surrounding Customers with Partners
The Nearbound Book is live!
Nearbound Daily #518: How Jared Fuller Won a Sumo Alliance with HubSpot
How to Engage Your Partners: The Critical Step Between Recruiting & Revenue
Nearbound Daily #517: Use This Framework to Disqualify Partners
Nearbound Daily #516: How Dan O'Leary and the Box Team Use Nearbound Daily
Nearbound Weekend 02/10: Relationships and Revenue
Speed Up Deals with this Warm Intro Email Template
Nearbound Daily #515: Help Your Sellers Tap Into Nearbound Revenue
Friends with Benefits #31: Mark Kilens on the Power of People-First Go-to-Market Strategies
Nearbound Daily #514: Step-By-Step Play for Running Multi-Partner Webinars
How To Win Budget For Partner Tech
How Amir Karmali Resurrected 40 Partners to Rebuild Marketcircle’s Partnerships Program
Howdy Partners #65: Founder-Led Partnering: Using Video, for Video Partnerships - Bethany Stachenfeld
Nearbound Daily #513: How Agencies Want You To Partner With Them
Nearbound Daily #512: 3 Nearbound Plays for Personalized Gifting
A sneak peek at the state of the partner ecosystem in 2023
Nearbound Podcast #150: Navigating the Post-SaaS Landscape - Insights with Nate Roybal
Solving the biggest challenge: Starting with the right partners
Nearbound Daily #511: How Negar Nikaeein Manages Partnership Chaos
Nearbound Podcast #148: Unpacking the Challenges and Strategies of Partner Programs: Insights from Industry Experts
Blake Williams: How to Start Co-Selling Faster: Minimum Viable Partnerships (MVP) | Supernode 2023
Nearbound Weekend 02/03: A Partner Person's Most Detrimental BlindSpot
Nearbound Daily #510: Matt Dornfeld's Step-by-Step Guide for Building Partnership Executive Summaries
Friends with Benefits #30: Passionate about Partnership Enablement
Nearbound Daily #509: Jessie Shipman's Partner Enablement Advice
Nearbound Daily #508: The Simplest Success Equation + A New Partnerships Job Oppty
Nearbound Daily #507: Unlocking Intelligence With Partners & AI
Integrations as a Growth Lever
Nearbound Daily #506: Good Partner Managers Don't Do These Things
Nearbound Daily #505: Use this Checklist When You Roll Out Partnerships to Your Sales Teams
Friends with Benefits #29: Jay Baer on the Importance of Creativity and Innovation in B2B Marketing
Nearbound Daily #504: Use the Value Chain To Determine Your IPP
Giving-to-Give vs Waiting-to-Get: the DNA of Partner Ecosystems and the Future of Business
Nearbound Daily #503: How to Earn a Partnerships Mentor
The partner recruitment deck you can use today
Nearbound Daily #502: 6 Questions That'll Make Stakeholder Alignment Easier
Nearbound Daily #501: Steal this Marketo Play: Simplify, Focus, Repeat
Nearbound Weekend 01/20: How to Apply "Atomic Habits" to Your Partner Strategy
Crossbeam Product Drop: How to turn your ecosystem data into dollars
Nearbound Daily #500: How to Avoid Legal Hold-ups With Partner Contracts
Nearbound Daily #499: Takeover with Nelson Wang from Partner Principles
Nearbound Daily #498: Simon Bouchez's Open Letter to Partnerships from Sales
How Sendoso Empowers its Sales Team to Close Deals 28 Days Faster
Nearbound Daily #497: Use These Questions To Uncover Nearbound Marketing Opportunities
Nearbound Daily #496: Avoid 2 Common Buy-In Pitfalls
An open letter to partnerships, from sales
How a Sales Leader and a Head of Partnerships Get Buy-in and Drive Results Across Netskope’s Revenue Org
An Outside-In GoToMarket = GoToEco
Nearbound Daily #495: How To Take Ecosystem Partners Out of A Channel Hole
Howdy Partners #64 - Unlocking Success in Channel Partnerships - Rob Sale
Friends with Benefits #28 - Creating the Life You Want: Morgan J. Ingram's Guide to Breaking Through the Noise
Nearbound Daily #494: How to Bridge the Gap With Your Sellers
Nearbound Daily #493: Step-By-Step Guide to Winning Budget for Partner Tech
Barbara Treviño: Empower Your Go-To-Market Teams With Partner Data | Supernode 2022
Nearbound Weekend 01/06: 3 Trends I'm Watching in 2024
Nearbound Daily #488: Your 2024 Guide to Nearbound Marketing
Nearbound Podcast #146 - From the Vault: Navigating the Partner Ecosystem - Norma Watenpaugh
Nearbound Daily #487: Complete Guide to Nearbound Product in 2024
Nearbound Daily #486: Nearbound GTM — Everything You Need To Know For 2024
Nearbound Weekend 12/30: Partner Pros are Sculpting History
Nearbound Daily #485: How Zapier Scales Partner Success
Howdy Partners #63 - Unveiling the playbook for GTM success - Matt Dornfeld
Nearbound Daily #484: Enhance Your 2024 Events Strategy
5 Ways to Align Customer Success Teams with Your Nearbound Strategy
Nearbound Podcast #145 - From the Vault:The Art of Channel Partnerships with Bobby Napiltonia
Building in an Ecosystem: Why Hapily is Shipping Products Entirely on HubSpot by Scott Brinker and Connor Jeffers
Nearbound Daily #481: 'Twas the Night Before a Partner Deal
Nearbound Weekend 12/23: It's a wonderful partner pro life
Howdy Partners #62 - The Nearbound Playbook: Proven Strategies for Success - Will Taylor & Isaac Morehouse
Friends with Benefits #27 - Building Trust and Adding Value in Partnership Programs - Bryan Williams
The nearbound email template hub
Nearbound Podcast #144 - The rise of the chief partner officer - Asher Mathew
Nearbound #477: Don't Get Blinded By The Shine 😵
Nearbound Daily #476: How to Find the Right Rumble 👂
Nearbound Weekend 12/16: Do We Have A New Funnel? 🎀
Nearbound Daily #475: Co-sell, Co-keep, Co-grow
Howdy Partners #61: How Partnerships Can Drive Customer Advocacy - Will Taylor
How to Measure Partnerships ROI
Nearbound Daily #474: Nearbound, Allbound, Glory-bound 🙌
Friends with Benefits #25 - Building Exceptional Relationships - Matt Quirie
Brandon Balan and McKenzie Jerman: We replaced our mid-market sales with Ecosystem-Led Growth. This is what happened. | Supernode 2023
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

7 Ways to Sabotage Your Partner Ecosystem: A Guide for Partner Managers