Purpose:
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, Crunchbase, Chorus, Gong, Avoma, and ExecVision. The result allows Sales Reps to monitor engagement and key buying signals at both the individual Prospect and Account levels.
Intended Audience:
- Outreach Users
Sales Intelligence Tiles Overview
Intelligence tiles comes with four system layouts:
- 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 | Add notes directly from tile will be synced. |
| Prospect Notes | Notes associated with a Prospect. | Outreach | Add notes directly form the tile will be synced. |
| 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 | |
| Avoma: Conversation Insights |
View key insights from your calls with Prospects directly within Outreach. Add the Avoma tile to listen to calls and get quick analytics for your conversations. |
Avoma | |
| Chorus.ai | Get visibility into every call or meeting with a Prospect and build a collaborative, always learning, always coaching culture across the sales team. | Chours.ai | |
| Gong | Serve up an Account or Prospect's previous calls directly within Outreach so you have the information to make your next call or meeting as if the last one just ended. | Gong |
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