Overview
Ways that clients are using partner data for Outreach sequences:
Send a one pager about an integration to common customers of a specific partner who are not taking advantage of the integration (yet)
Send targeted marketing emails to highlight the joint value proposition of your & your partner’s tools together → send it to your prospects that are customers of a partner
Reach out to the attendee list for an upcoming event → conduct an offline AM on Reveal using an attendee list and use this to contact your prospects in advance to secure a meeting
Contact common prospects/opportunities with a partner for an upcoming joint webinar
How to use Reveal data in Outreach
Step 1
Go to Settings
Then select your Object: Prospect, Account, Opportunity
Step 2
Create a new Custom Field
Example is “Is a Customer of” at the Prospect level.
Step 3
Plugins
Select where the field will come from → CRM
Step 4
Select your Object
Choose the Object selected in Step 1
Step 5
Map the Fields
Choose the SFDC field to link to your Outreach Custom Field (Step 2). E.g map the Salesforce field “Is a Customer of” to the “Is a Customer of” in Outreach.
Step 6
Triggers
Name your trigger
Choose the Object selected in Step 1
Add conditions to be met: e.g for a specific partner select “Is a Customer of” is Partner Name
Step 7
Decide what Actions happen next
Create a task for the Account Owner to send an email or LinkedIn message
Add notes for the Sales Team: should they follow a process like reach out to the Partner Manager?
How to use Outreach in Salesforce
Step 1
Create a contact list
Add in filters using Reveal Partner data:
Example:
To find Customers of Partner X add “Is a Customer of” = X
To find Partner Y’s prospects with an open opportunity add “Is an Open Opportunity for” = Partner Y
Step 2
Select all relevant Contacts
Click on Import to Outreach
Step 3
Add Contacts to sequence
Choose which pre-created sequence to add Contacts to in Outreach
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