Outreach Sales Intelligence Tiles Overview

Created by Aye Myat, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

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: The Prospects existing timezone The Prospects address Prospect Account Domain (address look up via Crunchbase)
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
Twitter	Displays a Twitter Feed for a given Prospect or Account.	Twitter
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