Product News

Have More Meaningful Conversations with Sales Intelligence Tiles

Rachael Siegel's Avatar

Rachael Siegel

Associate Product Marketing Manager

 

Top sales reps know that catching a prospect's attention in the first few seconds can make or break a meeting. Personal and meaningful conversations lead to more deals, winning more business, and building stronger relationships with customers. However, finding a connection is hard and requires having the right context, which means spending too much time researching. In fact, a recent study on Sales Engagement showed that over 70% of sales reps spend more than 10 hours on prospect research every week. Our newest release, Sales Intelligence Tiles, solves both problems. The tiles surface information about prospects and accounts sales teams engage with every day, right where they work.

Synthesizing data from sources including Twitter, Owler, and MapBox, these tiles empower reps to have personalized conversations. Natalie Sieler, a Content Marketing Manager at ConsumerAffairs, told us, "the new layout allows us to see a huge overview of the prospect we are reaching out to!" She noted, "Outreach literally makes it so easy and does so much of the ground work for us from pulling in Twitter activity and local weather to recent company news and competitors!"

The results are astounding. Not only are reps having more meaningful conversations, they're saving time in their day. Natalie said, "This not only empowers us by helping create great talking points that lead to impactful conversations but also saves us an average of 3-5 minutes per call! CRAZY.” Our own research found that beta program participants saved an average of five hours per month by leveraging the insights surfaced by tiles in the platform.

Introducing Sales Intelligence Tiles

Tiles can be found on the account and prospect profiles in the "overview" tab.

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Sales Intelligence Tiles come with 3 system layouts:

  • Engagement insights: a combination of insightful information including company news, local time and historical interactions with prospect/account to ensure the communication is effective
  • Prospect overview: everything from historical Outreach & Salesforce activity to custom fields
  • Account overview: displays account firmographics and prospect information

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Individuals have the ability to tailor which tiles show up in Account or Prospect overviews. Modifications made are unique to the individual, meaning changes to these tiles will only be reflected to the person making adjustments.

To customize your layout, select one of the system layouts and select "edit" to the right. Cloning the system layout allows you to customize with your preferences. Add, remove, and rearrange the tiles to fit your workflow and personal preference.

With the dashboard, you have can see the full picture of your account and readily access information at your disposal for making calls, sending emails, and building rapport. Over the next few months, expect to see additional enhancements to the intelligence tiles, including partner integrations, new tiles, design updates, and new suggested layouts.

If you have any questions, email us at support@outreach.io. We can’t wait to hear your feedback to make this feature even more powerful.

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