Take Action

Take Action

Looking at your account insights and thinking what to do next?

About this course

It's great to look at how your target accounts are engaging! But, what should we do with that information? In this course, learn how users can bridge the gap between looking at account insights and taking actionable steps to ensure they're working accounts in a productive manner. A sneak peak into these lessons include:

  • Understanding where  users can to take action from, either in-app or through Scout
  • For those using PlayMaker and orchestrating a play to run  against target accounts and people
  • Ability to add & remove  accounts from specific lists  in Engagio
  • Executing people in target accounts into any accessible Marketo smart-campaigns
  • Adding people directly into a specific Outreach  sequence
  • Adding people directly into a specific Salesloft  cadence
  • Easily making SFDC account-level field  value changes
  • Effortlessly making SFDC person-level field  value changes
  • Adding people directly into a Salesforce campaign  from Engagio
  • Ability to quickly create a Salesforce task  for an account or person

Curriculum

  • Where to Take Action
  • Action From Inside Engagio
  • Action From Scout Extension
  • Engagio Actions
  • Run a Play [PlayMaker Only]
  • Add To/Remove From Engagio List
  • Partner Actions
  • Add to Marketo Program
  • Add to Outreach Sequence
  • Add to SalesLoft Cadence
  • Salesforce Actions
  • Account Data Change
  • Person Data Change
  • Add to SFDC Campaign
  • Create an SFDC Task

About this course

It's great to look at how your target accounts are engaging! But, what should we do with that information? In this course, learn how users can bridge the gap between looking at account insights and taking actionable steps to ensure they're working accounts in a productive manner. A sneak peak into these lessons include:

  • Understanding where  users can to take action from, either in-app or through Scout
  • For those using PlayMaker and orchestrating a play to run  against target accounts and people
  • Ability to add & remove  accounts from specific lists  in Engagio
  • Executing people in target accounts into any accessible Marketo smart-campaigns
  • Adding people directly into a specific Outreach  sequence
  • Adding people directly into a specific Salesloft  cadence
  • Easily making SFDC account-level field  value changes
  • Effortlessly making SFDC person-level field  value changes
  • Adding people directly into a Salesforce campaign  from Engagio
  • Ability to quickly create a Salesforce task  for an account or person

Curriculum

  • Where to Take Action
  • Action From Inside Engagio
  • Action From Scout Extension
  • Engagio Actions
  • Run a Play [PlayMaker Only]
  • Add To/Remove From Engagio List
  • Partner Actions
  • Add to Marketo Program
  • Add to Outreach Sequence
  • Add to SalesLoft Cadence
  • Salesforce Actions
  • Account Data Change
  • Person Data Change
  • Add to SFDC Campaign
  • Create an SFDC Task