Outreach: Managing multi-threaded account engagement
OutreachAll demos from “How Client Account Executives use Outreach”
- 0:391:35Managing multi-threaded account engagementCurrentDavid shows the account view in Outreach to monitor engagement levels and identify if an account is multi-threaded with multiple stakeholders.Outreach· Multichannel (email+LI+call)
- 4:051:49Reviewing deal health and meeting summaries with KaiaThe demo shows the Outreach Kaia interface, including meeting recordings, AI-generated summaries, and deal health indicators like 'red flags' within an opportunity.Outreach· AI account/prospect research
- Watch “How Client Account Executives use Outreach” →
Multichannel (email+LI+call)
- 0:391:35Managing multi-threaded account engagementCurrentDavid shows the account view in Outreach to monitor engagement levels and identify if an account is multi-threaded with multiple stakeholders.@OutreachYouTube
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- 5:253:27Prospecting and sequence managementThe demo covers replying to prospects, tagging accounts, and managing sequences to maintain engagement with high-priority customers.@OutreachYouTube
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
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
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