For companies highly dependent on field sellers who frequently visit storefronts, a Storefront object can help track important details about each visit. By integrating the Account Contact Relationship storefront object into Outreach, customers can now create Triggers based on updates to your storefront data.
For example, when a field seller logs a visit to a storefront and updates the “Visit Status” field to “Visited” on the Storefront object, it would trigger a follow-up task for the field seller to schedule the next visit.
#8 Track complex contact relationships
The more the merrier, and more to keep track of. For example, a business owner might own several businesses or a consultant might work with several organizations.
In both cases, the best practice is to associate Account Contact Relationship a contact with multiple accounts. This can easily be done in SFDC using the standard Account Contact Relationship object. Using this object, you’ll be able to see a contact’s direct relationship with their primary. Account, in addition to indirect relationships with additional accounts.
Plan post-visit activities
Custom Object used: Storefront
And with Outreach Custom Objects, you can now guatemala phone number data bring these relationships from SFDC directly into Outreach. Simply create an Account Contact Relationship Custom Object in Outreach and map your SFDC Account Contact Relationship object to the one you created in Outreach.
Next time you’re viewing an account record Account Contact Relationship in Outreach, you’ll see all related contacts appear. And when you’re viewing a Prospect record in. Outreach, you’ll see all related accounts appear. No more creating duplicate a step-by-step guide on how to produce and host a successful webinar! records or trying to keep track of complex relationships.
Get started with custom objects
With Outreach Custom Objects, you have the flexibility ukraine business directory to shape your sales process around what truly matters to your team.
Start exploring Custom. Objects by checking out this demo, or take the next step towards. Maximizing your sales process by learning how to create. Custom Objects in Outreach.