Product News

May Monthly Round-Up

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Sunny Bjerk

Product Storyteller

As May passed by in the blink-of-an-eye, a few things remain true for us in June. Pollen is still in the air, COVID-19 still has us working from home, and through it all, our sales engagement community has pulled together like never before. From helping us host the largest virtual sales engagement conference ever, to delivering the latest and greatest in SEP products, catch-up on what happened last month in our May Round-Up.

Greater Content Controls with Just a Few Clicks

Your phone number purchases have nuanced settings--shouldn’t your content controls? Now they do with new Governance for Bulk Compose Emails, which allows admins to enable or restrict reps from sending bulk emails through Outreach. The feature can be individualized down to the rep, such as those who are new or still onboarding, and allows admins truly tailored control over the content sent to customers.

DisableBulkPermissions_01.gif To learn more, including how to enable, click here to read our Support article.

Sometimes You Feel like a Sync, Sometimes You Don’t

Sometimes reps need to send an email without syncing over everything into Outreach. Now, with Prospect Sync and Controls in Gmail, admins can enable or disable prospect auto-creation in Outreach and control the flow of prospects into Outreach. This small feature delivers greater peace of mind by ensuring that the right prospects are synced and your data integrity is maintained. When activated, reps will be automatically notified when an email is sent to a prospect and the prospect is auto-created in Outreach. GmailAutomaticProspectCreation_01.gif

Click here to learn more.

Say Goodbye to Bad Syncs

Misalignment between your CRM and Outreach can cause data discrepancies and disastrous sync-to-CRM failures. We’re helping to secure your syncs with new Unmapped Required Field Notifications, a new feature that notifies admins when CRM required fields are not mapped to Outreach field, and disables outbound create or updates to the impacted plugin type (prospects, accounts etc.) until the configuration errors are fixed.

UnmappedReqFields_Add_01.gif

Keep your data clean--click here to learn more.

Say My Name, Say My Name…

Sometimes it’s nice to put a name to a prospect instead of a number, so we’re making it easier with Display Record Name, which allows admins to import CRM record names to Outreach text fields when mapped to a CRM lookup field. On leads and contacts, you can now surface the field of CRM sales team members, the CRM campaign name field and more, in Outreach!

Click here to learn more.

New Outreach University Training!

promo-image.1591043470.png#asset:12129Our blog, “How to Sell in a COVID-19 World: 4 Immediate Steps to Take,” was one of our most popular posts ever.

And now, to further support our community, we have released a new Outreach University training with tips and tactics to modify your messaging and Sequences based on the post and accompanying webinar.

This training is relevant for content managers and creators, and any time Sequence content needs modification or updating. Sign up for the training here.

Even More Content and Resources

And ICYMI: we are revealing our secret sauce in how we created the Unleash Virtual Summit, the largest virtual sales conference ever. Read our blog for tips and best practices in transitioning to a virtual event, and sign up for our two-part webinar for an even deeper dive. Sign up for part one, “How to Pivot from an In-Person Event to a Successful Virtual Event in 8 Weeks,” for tips and best practices to take your content online, and part two, “Cutting Through the Noise: Turning Virtual Event Registrations & Content Into Pipeline,” for tactics to convert registrations into opportunities.