Engagio's Scout Chrome Extension

Engagio's Scout Chrome Extension

Learn how to use Engagio's Scout to enhance your sales process!

About this course

Let's face it, when prospecting or researching online before speaking with prospects, a big pain point is having to jump between different applications, switch between different objects, search for specific people, or hunt for required fields! Engagio's Scout will enhance how sales can view that same account & person data right at their finger tips saving time, hassles, and unnecessary distractions. In this course, you'll learn how Engagio's Scout can provide:

  • Pull intel  on any SFDC target account and person from anywhere on the web
  • Customize charts and graphs  displaying critical context for you daily selling motions
  • Prioritized  views of all people at  your  target accounts  from Salesforce
  • Drill down  on specific  individuals to understand their fit & engagement
  • Customize Salesforce fields  directly from Scout keeping all systems in-sync
  • Create new  leads or contacts without every having to jump into Salesforce
  • Create  enterprise account plans  to work large accounts & stay even more targeted 
  • And, understand the communications  between your team & prospects from your target accounts

Curriculum

  • People In Scout
  • Scout People Section
  • Editing Salesforce People and Account Fields
  • Creating New Leads & Contacts
  • The Rest of Scout
  • Account Dashboard
  • Account Plans
  • Communication History

About this course

Let's face it, when prospecting or researching online before speaking with prospects, a big pain point is having to jump between different applications, switch between different objects, search for specific people, or hunt for required fields! Engagio's Scout will enhance how sales can view that same account & person data right at their finger tips saving time, hassles, and unnecessary distractions. In this course, you'll learn how Engagio's Scout can provide:

  • Pull intel  on any SFDC target account and person from anywhere on the web
  • Customize charts and graphs  displaying critical context for you daily selling motions
  • Prioritized  views of all people at  your  target accounts  from Salesforce
  • Drill down  on specific  individuals to understand their fit & engagement
  • Customize Salesforce fields  directly from Scout keeping all systems in-sync
  • Create new  leads or contacts without every having to jump into Salesforce
  • Create  enterprise account plans  to work large accounts & stay even more targeted 
  • And, understand the communications  between your team & prospects from your target accounts

Curriculum

  • People In Scout
  • Scout People Section
  • Editing Salesforce People and Account Fields
  • Creating New Leads & Contacts
  • The Rest of Scout
  • Account Dashboard
  • Account Plans
  • Communication History