Objective
The purpose of this article is to provide information to Outreach Users regarding Sales Intelligence Tiles.
Sales Intelligence Tiles are built to equip Sales Reps with relevant information about the people and organizations they engage with through Outreach.
Outreach aggregates Prospect data from a variety of native and third party sources, including Twitter, MapBox and Crunchbase. The result allows Sales Reps to monitor engagement and key buying signals at both the individual Prospect and Account levels.
Applies To
- Outreach Users
Overview
Intelligence tiles comes with four system layouts:
- Smart Account Plan - Available in Account Intelligence. This supports account planning activities and helps streamline account-based selling (ABS) workflows.
- Engagement Insights - Available in Prospect and Account Intelligence. This displays a combination of insightful information including company news, local time and historical interactions with prospect/account to ensure the communication is effective.
- Prospect Overview - Available in Prospect Intelligence. This displays everything from historical activity to custom fields.
- Account Overview - Available in Prospect and Account Intelligence. This displays account firmographics and Prospect information.
- Social Overview - Available in Prospect and Account Intelligence. This displays social feeds for the Account or Prospect, including the LinkedIn Sales Navigator tiles, company twitter, and company information from Crunchbase.
Available Intelligence Tiles
| Tile | Description | Source | Additional Details |
|---|---|---|---|
| Local Time | Display the local time of the Prospect. | Outreach | Outreach populates the timezone based on one or a combination of the following if present:
|
| Local Time (Accounts) | Display the local time of the Account. | Outreach | Outreach utilizes the domain of an account to populate timezone and address. |
| Company Details | Load relevant company data for a Prospect or Account. | Crunchbase | To identify the company, Outreach will use the name listed in the Company field. Otherwise, Outreach will use the email domain or connected account as applicable. |
| Address Map | Display a Google Map of the Prospect's or Account's address. | MapBox | |
| Account Due Tasks | Due tasks related to an Account. | Outreach | |
| Prospect Due Tasks | Tasks due on a Prospect's record. | Outreach | |
| Account Emails | Outreach outbound emails related to an Account. | Outreach | |
| Prospect Emails | Outreach outbound emails related to a Prospect. | Outreach | |
| Activity | Outreach Activity for a Prospect or Account. | Outreach | |
| Account Prospects | Prospects associated with an Account. | Outreach | |
| Account Calls | Calls associated with an Account. | Outreach | |
| Prospect Calls | Calls associated with a Prospect. | Outreach | |
| Account Notes | Notes associated with an Account. | Outreach | Account notes cannot sync to the CRM. |
| Prospect Notes | Notes associated with a Prospect. | Outreach | Prospect notes can be configured to sync to the CRM as completed tasks. The plugin toggle option is found in the Advanced settings of the Lead and Contact objects. |
| Prospect Personal Notes | Display the personal notes for the Prospect. | Outreach | |
| Account Custom Fields | Custom fields associated with an Account. | Outreach | |
| Prospect Custom Fields | Custom fields associated with a Prospect | Outreach | |
| Local Weather | Display the local weather for a Prospect or Account. | Dark Sky | |
| Crunchbase Company News | Displays a news feed of articles and posts about a company. | Crunchbase | |
| Company Funding Rounds | Displays a list of funding rounds for a company. | Crunchbase | |
| Displays a Twitter Feed for a given Prospect or Account. | |||
| LinkedIn Sales Navigator (Account and Prospect) | Displays LinkedIn Sales Navigator Information on the Account and/or Prospect. | LinkedIn Sales Navigator | |
| About Account | Account description and industry information sourced from Outreach or Crunchbase. | Outreach or Crunchbase | Part of Smart Account Plan |
| Account details table | A table that users can customize to fill key account details such as Employee Count, Company Type, Revenue etc, sourced from Outreach or Crunchbase. | Outreach, CRM or Crunchbase | Part of Smart Account Plan |
| Competitors | Specify an account's competitors. Information about the competitor, if available, is pre-populated from Crunchbase or the user can provide their own notes | Outreach or Crunchbase | Part of Smart Account Plan |
| Engagement activity timeline | See a chronological record of all engagement activities within the account, including calls, meetings, emails, and more. | Outreach | Part of Smart Account Plan |
| Engagement strategy | Text field where reps can document strategies for engaging with the account, delineating tactical moves, key personas, and barriers to success. Supports Rich Text Editor (RTE) with additional functions. Example: by entering "/" users can insert Prospect or Opportunity data. | Outreach | Part of Smart Account Plan |
| Prospect Relationship Map | Prospect Relationship Map visualizes prospect relationships to reveal stakeholder influence in the buying process. | Outreach | Part of Smart Account Plan |
| Strategic initiatives & outcomes | Text field where reps can document the account's strategic initiatives and business outcomes. Supports Rich Text Editor (RTE) with additional functions. Example: by entering "/" users can insert Prospect or Opportunity data. | Outreach | Part of Smart Account Plan |
| Tech stack | Specify an account's existing tech stack | Outreach | Part of Smart Account Plan |
| Text block | Blank text field to fill in any miscellaneous account information. Supports Rich Text Editor (RTE) with additional functions. Example: by entering "/" users can insert Prospect or Opportunity data. | Outreach | Part of Smart Account Plan |
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