In a nutshell, sales engagement platforms enhance your existing workflows across all of your disparate sales tools including Workbooks CRM, your email inbox, your phone, your content management system, and more - to make you faster and more effective. The Outreach solution is perfect for Account Based Sales teams who are looking for something that will save them time, keep them organised, and drive stronger results across all their selling activities.

Workbooks offers an integration with Outreach via the Script Library which can be installed by a System Admin. The integration supports several key features

• Sync Workbooks People to Outreach Prospects
• Sync Workbooks Organisations to Outreach Accounts
• Sync Workbooks Opportunities to Outreach Opportunities
• Sync Outreach Tasks/Calls to Workbooks Activities
• Create Email Activity as Workbooks Online Activities

Whilst we provide the integration free of charge, you will need to contact your Outreach Account Manager to purchase licences to use the platform.