No matter the size of your product portfolio, you’re likely tracking customer purchases with a Product and Purchases object. And when a customer buys a new product, onboarding Product and Purchases is crucial to help your customers see product value quickly.
#4 Efficient onboarding
By bringing your product and purchase data into Product and Purchases Outreach, you can automate tasks based on recent purchase activity.
That means your sellers can stay on top of new product purchases and ensure a seamless onboarding experience –whether it’s sharing how-to resources, providing guided product tours, or sending reminders to attend a training.
#5 Increase retention
Custom Object used: Product Usage Metric
Any successful retain and expand workflow should rely on product usage metrics to evaluate customer health. Often this product usage data is not stored in CRM, but rather a cloud data warehouse like Snowflake. So, how do you integrate that data into Outreach?
Using our Snowflake Connector (now in a private beta) and Custom Objects, you can map your product usage data directly into Outreach.
That means your reps Product and Purchases can see churn risks like low product usage and even get automated tasks assigned to them when product usage falls below a certain threshold.
Alternatively, high product usage can signal expansion potential – enabling you to set up Triggers that initiate upsell and cross-sell motions.
#6 Improve demo flows
Custom Object used: Demo
There’s nothing more powerful than a demo to really greece phone number datalet your prospects see and feel the impact of your product. But, with the complexity of buying committees and large enterprise deals, you’re likely performing numerous demos throughout a sales cycle.
Using a Demo Custom Object, you can track each live q&a: what is and how to run a successful q&a session demo and link it to the relevant Prospect or Opportunity Record. You might include fields like demo date, demo sentiment (positive or negative), demo duration, and feedback or notes.
By bringing this data directly into Outreach, your ukraine business directory reps get visibility into historical demo activity and gain valuable insight that can guide successful revisions to your next demo script.