Sales Engagement Overview

Objective

Learn how Sales Engagement works and how to use its tools to reach prospects and customers — from building sequences, templates, and automation to working across email, voice, SMS, and calendar.

Applies To

• Product area: Sales Engagement
• Audience: Sellers and content managers, with some admin setup

Overview

Sales Engagement brings together the everyday tools your team uses to engage prospects and customers. Use the areas below to learn how each one works and how to put it into practice.

• Sequences — Create, edit, and manage multi-step sequences, and add or remove prospects as they run.
• Templates & Snippets — Build reusable templates and snippets, add variables, and compose in HTML.
• Triggers — Automate actions from prospect activity using trigger conditions and branching.
• Rulesets — Set rulesets that generate tasks and automate actions from engagement.
• Schedules — Set the schedules that control when sequence steps are allowed to send.
• Email — Send, track, and manage email — signatures, open and click tracking, bounces, and the outbox.
• Voice & Calling — Set up and use Outreach Voice for dialing, call recording, caller ID, and logging.
• SMS — Enable and send SMS, set up notifications, and stay compliant with 10DLC.
• Calendar & Meetings — Connect calendars, configure meeting types, and manage prospect booking.
• Tasks & Outreach Everywhere — Work tasks and sequence from Chrome and Gmail with Outreach Everywhere.
• Outlook Add-in — Install and use the Outreach add-in for Microsoft Outlook.
• Outreach Mobile App — Get started with the Outreach mobile app.
• Agent Studio — Get oriented to Agent Studio.