Managing sales tasks in the Outreach mobile app

All demos from “Outreach Mobile App Overview: Task Management and Prospecting”

1. 0:150:41Managing sales tasks in the Outreach mobile appCurrentA walkthrough of the mobile home screen showing how to execute tasks like calls, emails, and LinkedIn touches while on the road.Outreach· Multichannel (email+LI+call)
2. 0:570:21Using the Outreach mobile dialerDemonstration of using the integrated mobile dialer to make calls that automatically log back to the CRM.Outreach· Parallel/power dialer
3. 1:360:37Accessing prospect records and smart views on mobileShows how to access prospect engagement history and smart views within the mobile app to prepare for meetings.Outreach· AI account/prospect research
4. 2:140:43Reviewing Kaia call recordings on mobileDemonstrates accessing and watching Kaia meeting recordings directly from the mobile app for context and discovery review.Outreach· AI account/prospect research
5. Watch “Outreach Mobile App Overview: Task Management and Prospecting” →

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 appCurrentA 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 TrendsGreg 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