Getting Started with Outreach

Integrating Orum with Outreach can supercharge your sales efforts, automating tasks and providing valuable insights. Whether you're an admin or a sales representative, this guide will help you set up the Outreach integration in Orum..

1. Create Call Dispositions

For Admins

Analytics are key to understanding your outreach efforts. To ensure you capture the right data, consider creating custom call dispositions in Outreach.

You can even use our recommended best practice guide.

2. Create Essential Triggers

For Admins:

Efficiency is crucial in sales, and Outreach can help your team by automatically removing prospects from sequences once they've engaged. Here's how to set up essential triggers for this purpose:

We strongly recommend setting up Triggers in Outreach to automate the removal of prospects from Sequences under specific conditions, such as when a meeting is booked or a prospect is disqualified.

Here are some examples:

If a meeting is booked or a prospect is disqualified (Disposition: "Meeting Booked," "Objection: No Budget," etc.):

  • THEN Mark all Sequences as finished.
  • AND Set Lead Status to "In Progress" or "Disqualified."

If a follow-up is required (Disposition: "Busy - Call Later," "Send Email"):

  • THEN Remove the prospect from all Sequences.
  • AND Set Lead Status to "In Progress."
  • AND Create a high-priority Call Task.

If a prospect has no valid phone number (Disposition: "Wrong Phone #"):

  • THEN Remove the prospect from all Sequences.
  • AND Add the prospect to an Email Only Sequence.

3. Apply Sequence Best Practices

For Admins:

Outbound sequences in Outreach can significantly impact your pipeline generation and revenue. To make the most of this powerful tool, consider these best practices:

  • Segment Your Audience: Tailor your sequences to specific audience segments. Personalization increases engagement.
  • A/B Test Your Messaging: Experiment with different messaging and track which approaches yield the best results.
  • Set Follow-up Cadences: Define follow-up cadences to maintain consistent contact without overwhelming prospects.
  • Track and Analyze: Continuously monitor your sequence performance and adjust based on data and feedback.

By following these best practices and refining your sequences over time, you can maximize your outreach effectiveness.

3. Completing the Recommended Admin Setup Guide

For Admins:

To ensure a seamless integration between Orum and Outreach, follow our recommended setup guide.

This guide will provide you with step-by-step instructions on how to configure settings, mappings, and permissions to make the most of the integration.

4. Prepare your Sequences and Tasks

For Admins and Reps:

In Orum, you can call prospects who have a due call task in a Sequence, or a due One-Off Task. After making your dials, the call tasks will be completed and prospects will move through the Sequence.

5. Making Your First Dial

For Admins and Reps:

Now that you've set up your Outreach integration with Orum, it's time to make your first dial. Learn how to use Orum's dialer options and start connecting with your prospects. Check out our separate article on Making Your First Dial to get started.

With these steps completed, you'll be well-equipped to leverage the Outreach integration with Orum effectively.

Your sales team can call from segmented lists, and automations will help maintain the accuracy of your prospect data. If you have any questions or need assistance, don't hesitate to reach out to our support team for guidance.

Happy selling!

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