Mapping out your accounts and planning for your outreach just became 10x easier with the power of Tout.
Last month, we let you know about our Account Based Selling fields in Salesforce. These custom fields update your Salesforce with the latest Tout data for a give Account, Opportunity, Lead or Contact. This gives you a holistic view to see which accounts or contacts are on active campaigns and engaged with your emails.
You can quickly see the last activity you’ve had with your prospects so you can choose the right attack strategy:
So what’s new?
This week, we added in the functionality for you to manage these fields for your account – or for your entire team (as a Tout Admin), so you can choose where these fields get logged.
Just open your Salesforce Settings in ToutApp.com and choose where your ‘Most Recent Tout Activity’ gets logged in Salesforce.
For reference, here’s the data flow you can expect from Tout:
- Tout Current Campaign – The active Sales Campaign running for a given record
- Tout Last Activity – The last time someone in your organization Touted an email, used Tout Phone or a task synced
- Tout Last Engagement – The last time someone engaged with an email or document you sent them
- Tout Last Replied – This is the last time someone replied to a Touted email
Looking to become a Tout Pro? Visit Tout University for more tips and tricks.