Picklist support: It’s hard for Salesforce admins to keep data clean when you have a million different reps using a million different naming conventions. The cost of the time spent cleaning up dirty data or the risk of fumbling an opportunity because you don’t have the right info can truly add up. Now, you have one less data validation risk to worry about with Picklist support in Outreach. With Picklists, admins can mirror the Salesforce picklist validations in Outreach, ensuring data remains accurate and consistent between both systems when adding new values to prospects and account fields. Read the full blog post for more details.
DiscoverOrg Integration Update: This month, we launched a newly refreshed DiscoverOrg+Outreach integration to help sales teams do more from a single place and make it faster and easier for reps to sequence DiscoverOrg contacts. This solution will remove barriers and help people sell more by addressing three mission critical sales problems: (1) a disjointed sales tech stack, (2) inconsistent or untrustworthy data, and (3) maintaining governance practices to preserve data quality. Learn more about the update in our blog post.
Filtering Updates: We’ve expanded your filtering options in Outreach to you can find things more easily. These updates include:
- Filter prospects by engagement - Users can now sort and filter prospects by engagements on the Prospect list view page by Last engaged and Engagement activity:
- Engagement activity: sort and filter based on how engaged a prospect - opens, clicks, and replies.
- Last engaged: sort and filter based on last time a prospect was engaged.
- Filter Sequence by Rulesets - You can now segment sequences based on rulesets making it faster and easier to send bulk updates to specific customer segments.
Check out our support documentation for more information on all of our sorting and filtering options in Outreach.
Governance for Adding and Reverting Opt-Outs: We know you need more control over which Outreach users should be able to add prospects and revert opt-outs - your business’s reputation depends on compliance. Now admins can set profile governance to determine which users can add prospects through Outreach and revert opted-out contacts.
Mail Sync Notifications: If there’s ever a case where your mailbox isn’t syncing, you will now see a small badge on the outbox icon so you can resync your inbox ASAP. When you click into your outbox you will be guided to fix the sync issues and get back to work seamlessly.