Outreach is a sales automation tool for SMB and enterprise organizations, which allows users to triple the number of leads they convert to appointments. Outreach enables users to design a series of touch points which prospects will receive until the prospect replies, combining automatically sent emails with manual steps (such as calls and personalized emails). Users are able to determine spacing… · More between touch points, delivery times, and A/B test on the fly.
Outreach empowers sales teams to automate and optimize their sales cadence for cold outbound, web inbound, MQL appointment setting, and more - helping them close more deals. Outreach analytics allows sales teams to continuously monitor and improve their inbound and outbound sales operations and reduce the time to close.
December 2016—Assign priority to your tasks for a more effective workflow
Now you can assign a priority of low, normal or high to tasks to ensure you complete the right work quickly. This can either be done automatically for tasks… · More created from a sequence step or it can be done manually when creating or editing a task. After task priorities have been set, you can then sort or filter your tasks in the list view to prioritize the tasks you wish to focus on.
October 2016—We're announcing our vision for Outbound Analytics!
Getting outbound selling right is critical for meeting quota. That’s why companies have invested in arming their sales teams with a myriad of tools designed… · More to make them more successful. Ironically, as these tools have gained traction they’ve proliferated, requiring sales reps to spend increasing amounts of time managing them, resulting in less time selling. Research demonstrates that an average of 8 touches with a prospect are required to secure a meeting. Despite the research, the average sales rep makes is only making 2. There’s clearly a problem here.
Two years ago we set out to solve this problem and elevate outbound sales reps to become growth drivers for the enterprise. Along the way, we worked with over 1000 sales teams, accelerated sales pipelines by 3x, and gave back sales reps 1-2 hours per day. We’ve learned a lot from our customers and it’s shaped our vision for the future. It’s inspired us to not only continue our first mission of making sales reps efficient but also to equip them to be as effective sellers as possible.
To accomplish this, we’ll be introducing a comprehensive analytics suite in 2017 called “Outbound Analytics.” We believe that sales teams who have access to the right information, turn it into insight, and make an intelligent first move will have the advantage. We’re going to make this possible. We want to share a few highlights of the capabilities it will include: Prospect Intelligence – Equip Sales Reps with relevant information about the people and organizations they engage, right in the system they use to take action.
Prospect Intelligence The Outreach platform aggregates prospect data from a variety of third party sources, including Twitter, Owler, Compile, Datanyze and more specialist sales data providers, allowing sales reps to monitor engagement and key buying signals at both the individual prospect and account levels. Coaching Analytics – Empower Sales Managers to have meaningful conversations with Sales Reps to improve performance with real-time coaching.
Coaching Analytics Sales managers now have access to powerful analytics that surface clear data on which team members may need help refining their sales techniques, and which sales reps are high performers eligible to serve as mentors. This eliminates the black box of sales communication by revealing insights on top performing sales techniques and providing detailed team performance measurement metrics. Engagement Insights – Actionable insights to impact the way Sales Teams engage with prospects.
Engagement Insights Leveraging the Prospect Intelligence data, sales execs can then pinpoint the most intelligent first move of engagement. Across calling, emailing, and connecting over social, which are the most effective channels for each prospect and what time of day and content is best suited for this individual. Are you excited to get involved? We are opening up a customers-only Beta Program for early access to our best-in-class analytics. If you are interested in being considered for the Beta, click here to let us know!
October 2016—Utilize new variable options to increase number of replies!
Deadlines are approaching and you’re trying to get that last deal across the line. Attempts to reach out to your leads so far has proven challenging — they… · More won’t get back to you with a time they can meet! After one, two, three, attempts to get in contact, you’re starting to feel the heat.
It’s time to put your foot down and get these meetings on the calendar. But how can you get your leads to book time with you without spending hours on follow-up? Going back-and-forth takes too long and as a result, leads get left behind. It hurts to imagine how much of the pipeline is lost in the chaos! Our own sales team feels this pressure. That’s why we want to create a platform that helps you book demos, schedule calls, and quickly close deals.
Take advantage of our new “day-of-the-week” variables to suggest specific days to meet, no matter whether your email is sent on Monday, Friday, or even over the weekend.
Click the link in our heading to learn the options available with our new variables, and you can check out our support article for best practices and specific examples showing how our own team uses day-of-the-week variables to set up demos and request follow-up calls.
August 2016—Modify any prospect or account field from list view!
The process of manually editing fields on a large number of Prospects or Accounts can be difficult and a waste of time. Today, we’re adding one more way to… · More manage prospects and accounts at scale, simplifying your workflow so you can focus on what’s important – closing deals.
You now have the ability to update a field across any number of prospects or accounts. Whether you’re changing ownership, modifying data, or applying a custom field to many prospects, this enhancement will greatly ease the process for you.
Here are a few powerful examples of how you can leverage this new capability:
Update Custom Fields to Activate Triggers In one action, modify custom fields to any number of Prospects or Accounts to activate your existing Triggers. This allows you to instantly apply the Trigger’s workflow rules.
Set Time Zones Search prospects by city or state to assign the appropriate time zone so your emails are sent based on your prospects’ location.
Ownership Quickly assign an owner to specific accounts or a list of prospects to set up your engagement strategy.
How It Works Bulk Modify is available from the list view in either the Prospects or Accounts sections. Simply check the items from the list you wish to edit and select the pencil icon from the toolbar. A popup will appear and allow you to bulk modify each of the prospects or accounts you have selected. Finish modifying the fields by selecting the “update” button.
For example, you have a Trigger that adds prospects to a sequence based on a custom field value. Let me show you how you’d quickly add that custom field to your prospects to activate the trigger: bulk-modify-prospects
Additional Information Please note: we’ve consolidated all options to edit a Prospect or Account into a single place, so there are no longer multiple options from the toolbar. You also have the ability to modify all Prospects within an Account be selecting a specific Account.