The Scenario
You are the sales engineer preparing for a demo cycle with 80 target accounts organized in an Excel table. Your pitch is never the same twice — it depends on what tech stack each account is running. Specifically: their CRM, marketing automation platform, and data warehouse. If they're on Salesforce you open differently than if they're on HubSpot. You need that data from ZoomInfo before the first call next week, and you need it written into the workbook, not floating in a browser tab.
The bad version:
- Search each of the 80 companies in ZoomInfo, navigate to the technology section for each, note the three tool categories you care about, and paste the values row by row into the workbook
- Find that ZoomInfo shows a full tech list with 30+ items and you have to manually decide which one fits each category bucket
- Get through 40 companies and notice the CRM column has "Salesforce CRM," "Salesforce Sales Cloud," and "SFDC" as three separate values — and the workbook is now inconsistent
Tech stack data that requires an afternoon of manual cleanup is not the intelligence briefing you needed.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the company domains, queries ZoomInfo's technology data, and writes back the detected tools organized by category.
For each company domain in column A, enrich with ZoomInfo technology data and write the detected CRM, marketing automation, and data warehouse tools into columns B, C, and D
What You Get
- Column B: detected CRM (e.g., Salesforce, HubSpot, Microsoft Dynamics)
- Column C: detected marketing automation (e.g., Marketo, Pardot, HubSpot Marketing)
- Column D: detected data warehouse (e.g., Snowflake, BigQuery, Redshift)
- Rows where a category is not detected receive a blank cell, not an error
What If the Data Is Not Quite Ready
I want to flag accounts where the detected CRM is Salesforce specifically
Enrich all 80 accounts in column A with ZoomInfo technology data — detected CRM into B, marketing automation into C, data warehouse into D — then add column E with Salesforce Account if column B contains Salesforce, and Other CRM or No CRM Detected otherwise
Some domains in my workbook are subdomains or redirect URLs
For each domain in column A, clean the value to the root domain before querying ZoomInfo — write the normalized domain into column B, then write detected CRM into C, marketing automation into D, and data warehouse into E
I want to score how well each tech stack aligns with our native integrations
Enrich each company in column A with ZoomInfo tech stack data — CRM into B, marketing automation into C, data warehouse into D — then add an Alignment Score in column E from 1 to 3 based on how many of those categories match Salesforce, HubSpot, and Snowflake
Full tech enrichment plus pitch opener in one shot
Enrich all 80 companies in column A with ZoomInfo tech stack data — CRM into B, marketing automation into C, data warehouse into D — then write a one-sentence pitch opening in column E referencing their stack: Salesforce gets the native connector message, HubSpot gets the bidirectional sync message, others get the general message
That final prompt means your team shows up personalized on call one.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your 80 target account domains — ask it to pull ZoomInfo tech stack data so you know the tools each account runs before the first conversation. Check the hub overview for other ZoomInfo + Excel use cases.