Outreach for Account Executives - YouTube

- Closing deals is one of the most critical jobs

in building and growing a business,

but between tracking down buyers

that don't show up to your meetings,

keeping track of all your next steps

for the dozens of deals you manage,

and manually logging your data in Salesforce,

there's hardly any time left to actually sell,

and all the while missed follow-ups

and poor visibility are sabotaging your quest

to crush quota.

Imagine a world where follow-ups always happen.

You never have to manually log data to Salesforce

and no deal ever falls through the tracks.

That's life with Outreach.

Outreach is a triple shot latte of productivity

that every closer needs to get more deals

over the line faster.

Whether you're working in Salesforce,

your inbox, or right from Outreach,

our sales engagement platform works where you do

to keep you on your A game.

Outreach automates your data entry,

books your meetings, remembers your tasks,

and does your follow-ups so you can do

what you were hired to do;

have great conversations with customers

and close more deals.

Let's look at a day in the life

of one our best AEs, Mark, to see how it works.

Before using Outreach,

Mark would start his day with a quick look at his calender,

prepping notes from email threads,

digging through Salesforce,

and then some good old fashioned googling.

Then he'd look at the spreadsheet

where he tracks the status of his open opportunities,

and see who needs a follow-up,

copying a previous email from his sent folder

to send off to cold accounts.

Logging these to Salesforce would be ideal

but he's way too busy.

Next it's time for his first meeting

but the prospect didn't show up; bummer.

He'd give them a call, leave a voicemail,

and make a note to follow-up later.

He'd wrap up the day by replying to emails

and shooting off a few texts to some of his

later stage deals.

But it's tough to keep track of everything.

It's inevitable he'll miss out on some quality prospects

purely from missing a key next step,

but that happens to all sales people right?

Wrong.

Once Mark got Outreach, life was never the same.

He never missed a follow-up,

let a deal fall through the cracks,

or wasted valuable selling time on data entry.

Outreach is his ultimate personal assistant

that automates his grunt work

and ensures he never drops the ball.

Now Mark can hit the ground running first thing

in the morning, by checking his Outreach sidebar

to see what next steps he needs to complete

for the deals in the pipeline.

Then he heads to his inbox to answer the emails

he received before he got into the office,

and followed up on the conversations he had earlier

in the week.

As he replies, he schedules follow-up reminders,

or adds prospects to a Follow-Up Sequence.

If he doesn't get a reply to this note,

he knows the deal won't go cold

because Outreach will remind him.

A reply comes in and the prospect wants to meet!

Mike sends his available times over email

and his prospect instantly booked the time

that worked best for her.

Outreach also detected that the prospect signature

had a new phone number,

so Mark updated her record.

Mark heads off to a meeting where despite

having an automatic meeting reminder sent this morning,

the prospect doesn't show up.

Not ideal but no biggie.

Mark sets him as a no-show in Outreach

which automatically triggers a Follow-Up Sequence

to reschedule the meeting,

and logs a no-show in Salesforce.

Mark takes a few minutes to prep for his weekly

one-on-one with his manager Brooke

by checking the status of his open opportunities.

He checks which ones are engaged

and then looks at which accounts aren't looking so healthy,

so he and Brooke can strategize together.

When Mark wants to work in Salesforce,

Outreach Everywhere is the perfect companion

to amp up his productivity.

Outreach Everywhere let's him make calls,

schedule meetings, and sets followup tasks 10 times faster

than working in Salesforce alone,

which gives him time to supplement his pipeline

by prospecting.

Having sequences in his arsenal

makes prospecting a breeze.

He can set it and forget it,

and let Outreach do the prospecting legwork for him.

Once a prospect replies to a sequence,

Mark can step in and focus on having a winning conversation.

Outreach is the ultimate productivity solution

for account executives,

empowering closers to get any deal over the line

as efficiently and effectively as possible.

We automate follow-ups, data entry,

and task reminders, and we already empower

thousands of AE's to spend more time selling,

and less time or brain power, not selling.