Outreach: Analyze Sales Execution and Activity Trends

All demos from “Maximizing Team Performance with Outreach Reports and Dashboards”

1. 0:234:44Analyze Sales Execution and Activity TrendsCurrentGreg walks through the Sales Execution report, demonstrating how to compare time frames (month-over-month) and analyze activity metrics like prospects contacted, sequence usage, and email sentiment.Outreach· Multichannel (email+LI+call)
2. 5:162:50Track Team Performance and Meeting Conversion with AIA demonstration of the Team Performance dashboard showing AI-driven meeting trends, persona-based filtering, and seniority level tracking for prospects contacted.Outreach· AI account/prospect research
3. 8:060:34Account-Level Meeting and Prospect TrackingThe demo shows how to view performance at the team and account level to ensure traction within specific target enterprise accounts.Outreach· Sync leads to CRM
4. Watch “Maximizing Team Performance with Outreach Reports and Dashboards” →

Multichannel (email+LI+call)

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1. 0:391:35Managing multi-threaded account engagementDavid shows the account view in Outreach to monitor engagement levels and identify if an account is multi-threaded with multiple stakeholders.@OutreachYouTube
2. 1:061:58Managing daily tasks and pipeline in OutreachGrace shows how she uses the Outreach dashboard to prioritize tasks, sync items, and track the progress of specific opportunities in her pipeline.@OutreachYouTube
3. 5:253:27Prospecting and sequence managementThe demo covers replying to prospects, tagging accounts, and managing sequences to maintain engagement with high-priority customers.@OutreachYouTube
4. 8:120:52Executing tasks with the Outreach 360 view and dialerDemonstrates the task execution screen where reps can use the built-in dialer and calendar to call prospects and book meetings directly within the workflow.@OutreachYouTube
5. 0:150:41Managing sales tasks in the Outreach mobile appA walkthrough of the mobile home screen showing how to execute tasks like calls, emails, and LinkedIn touches while on the road.@OutreachYouTube
6. 0:234:44Analyze Sales Execution and Activity TrendsCurrentGreg walks through the Sales Execution report, demonstrating how to compare time frames (month-over-month) and analyze activity metrics like prospects contacted, sequence usage, and email sentiment.@OutreachYouTube