Use Engagio Across the Web

Use Engagio Across the Web

Learn how to enhance your sales process by utilizing scout throughout your workflow.

About this course

What You’ll Learn:

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

Who Should Take This Course:

This course is designed for salespeople to eliminate the pain points of having to jump between different applications, switch between different objects, search for specific people, and hunt for required fields when prospecting or researching online. 

 

Time Expectations:

6 short video tutorials and roughly 7 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum7 min

  • People In Scout
  • Scout People Section 2 min
  • Editing Salesforce People and Account Fields 1 min
  • Creating New Leads & Contacts 1 min
  • The Rest of Scout
  • Account Dashboard 1 min
  • Account Plans 1 min
  • Communication History 0 min
  • Feedback
  • Course Completed
  • Tell Us What You Think

About this course

What You’ll Learn:

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

Who Should Take This Course:

This course is designed for salespeople to eliminate the pain points of having to jump between different applications, switch between different objects, search for specific people, and hunt for required fields when prospecting or researching online. 

 

Time Expectations:

6 short video tutorials and roughly 7 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum7 min

  • People In Scout
  • Scout People Section 2 min
  • Editing Salesforce People and Account Fields 1 min
  • Creating New Leads & Contacts 1 min
  • The Rest of Scout
  • Account Dashboard 1 min
  • Account Plans 1 min
  • Communication History 0 min
  • Feedback
  • Course Completed
  • Tell Us What You Think