Integrating with Outreach
Sales engagement platform Outreach supports your team with everything from sales automation to team performance reporting, helping you maximize your productivity and generate more sales prospects. Don’t waste any time dealing with inaccurate lead routing or faulty reporting due to improper integrations—focus on beating your sales goals and rest assured that data is flowing correctly.
- Integrating Salesforce and Outreach creates a two-way conversation between the platforms that gives you more out of every call, email, and interaction. Ensure that when activity isn’t being synced, you’re aware and can immediately identify the issues to get your systems back up and running.
- Integrating Dynamics 365 CRM and Outreach lets you prioritize the actions that will make the most impact on your sales efforts and improve customer engagement. Rest assured that your client-facing representatives are enabled to be their most productive and get notified when something isn’t functioning properly.
- Integrating Marketo and Outreach means you can effectively monitor your contact data, gather leads, and manage communications between sales dev and prospects. Stay on top of your sales pipeline and communicate to leads in a meaningful and efficient way.
Validation
Starters
We’re excited to announce that Starters for this platform are in development.
Have a Starter you’d like to see? We’d love to hear about it. Email [email protected] and tell us what you’d like us to make next.
Use Cases
Lead Routing: ensures the proper sales representative is assigned to a lead or contact as they are identified or qualified. Black-box testing is utilized to chaos engineer the many permutations of potential scenarios.
Event Management: whether in-person or online, event management platform syncs are brittle with complications. Input the incorrect value and your entire sync might crash, causing a terrible experience for your webinar or virtual event customers.
Sync Times: calculates your system sync times to ensure that no process optimizations need to be made.
Lead Lifecycle: tracks your prospects during their buyer’s journey as they flow through your lead funnel. In conjunction with lead scoring, it’s how most marketing teams track their primary metrics, including MQLs.
Data Standardization: validates that required data is present and correctly inputted into your martech stack. Data validation and standardization challenges affect many marketing organizations. Problems can wipe out marketing attribution, route leads to the wrong place, and knock vital integrations offline.
Features
Real-time Slack Alerts: lets your team know when failures occur so you can collaborate on how to resolve them. The broader team can learn about outages asynchronously without tickets and emails.
Custom QA & Testing Templates: allow you to design custom templates to test your marketing automation platform’s processes, including Marketo, Eloqua, Hubspot, and Pardot. Put templates into the hands of field and campaign teams to execute complete and complex testing. Users can run testing without even needing to know how or what to test. Build once and pass it along to let your colleagues manage their testing and catch their own errors.
Script/tag validation: is essential to ensure all your attribution and reporting functionality works as anticipated. Overlapping teams without strong tag governance structures can wreck havoc on each others integrated systems by duplicating or disabling critical tags.