Outreach Activity Signals in Clari
Overview
Outreach is used by sales organizations to coordinate every touchpoint with their prospects and/or customers. This includes email, email tracking, phone calls, meetings, social interactions (i.e. LinkedIn messages), custom videos, and more. If you’d like to learn more about Outreach, check out their website.
To bring Outreach activity signals in Clari, we leverage Outreach’s existing integration with Salesforce, which pushes data into Salesforce tasks. We also have a blog post and a video if you’d like to learn more about just how excited we are to partner with Outreach!
As reps use Outreach for engagement, Clari can sync all of these different touchpoints into DealActivity, to enable reps and managers to have a complete picture of how reps are reaching out to prospects, and the response rates and engagement of the prospect/customer
Outreach Activity Signal Setup
You’ll can learn more about Outreach’s integration with Salesforce here. Once Outreach is installed in your Salesforce environment, simply reach out to your Clari CSM with a screenshot of one of your Outreach tasks to enable the integration.
