The purpose of this article is to provide introductory information to Outreach Users regarding Outreach Success Plans.
- Outreach Users
- This article provides introductory information to Outreach Users regarding the various features and settings available in the Outreach Platform. Some settings and features require additional steps or configuration. For more information regarding these topics, refer to the Additional Resources section in this article.
- Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org’s Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article.
Outreach Success Plans Overview:
Outreach Success Plans are a shared space for Users to stay aligned with Prospects during complex deals and onboardings. Success Plans eliminate the need for sales teams to rely on fragmented email threads or shared spreadsheets to manage opportunities and provide a centralized hub for all the information exchanged throughout the process. For more information on creating and leveraging Success Plans, refer to the Additional Resources section of this article.
Accessing Outreach Success Plans:
- Access the Outreach Platform.
- Click on the Success Plans icon (trifold map) in the bottom left corner of the navigation sidebar.
Success Plan Categories:
Each Success Plan contains four categories for the User to configure:
- Success Criteria
The Timeline of a Success Plan outlines the different phases that will take place during the sales cycle as well as the primary tasks and meetings that make up each phase.
Within each timeline event Users can add a unique description, assign owners and participants, and attach relevant documents.
For more information regarding the Timeline of a Success Plan, refer to the Additional Resources section of this article.
The Success Criteria of Success Plans provides a collaborative space for Users and Prospects to align and strategize criteria demands required to close the deal.
Users have the ability to include different categories within the Success Criteria section, such as Business Objectives, Technical Requirements, Metrics, and more.
Outreach Success Plan Resources provides a central hub where assets, such as links to call recordings, case studies, or security documentation shared throughout the sales cycle can be stored for access by any collaborators on the plan.
Note: These resources are visible to everyone.
Success Plan Resources are added by Users through the Resources tab as well as when creating events, meetings, and success criteria.
Outreach Success Plan Teams is where the plan's owner can invite internal and external stakeholders to collaborate. All plan collaborators have the ability to view and edit the timeline, comment on events, view and edit the Success Criteria, access resources, and add team members.
Only individuals on the internal team will have visibility to internal only timeline events.
Users can click on an engagement tile to surface a more granular insight to the contact’s participation in the plan as well as view the contact’s most recent activity.