- 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
Unified Account Inbox 1 min
Tell Us What You Think
Use Engagio Across the Web
Learn how to enhance your sales process by utilizing scout throughout your workflow.
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.
6 short video tutorials and roughly 7 mins.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view: