Outreach Product Release Notes - July 2024

Sales Engagement

Understand the activity related to accounts using the Account Pivot filter in the Team Performance Report

Summary

Now you can understand the level of activity your sales teams are performing by account. This feature will unlock your ability to view the Team Performance report by Users, Teams, or Accounts. This enhancement will provide invaluable insights into the effectiveness of different teams and individual contributors segmented at the account level, enabling more data-driven decision-making.

Release Date

July 1, 2024

Updates

In the Team Performance Report you can now use the dropdown filter to filter by accounts as well as see an additional pivot for accounts below in the table. This provides an easy way to understand account-level activity.

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See your reports in your local time with updates to the Team and Sequence Performance Reports

Summary

The Sequence and Team Performance Reports will now display in your browsers' time zone instead of showing times in UTC (global time standard). 

Release Date

July 1, 2024

Updates

This change to Sequence and Team Performance Reports will make it easier for you to see the metrics associated in the time zone that matches your browser time zone as well as creates consistency across the reporting suite. No action is required on a user's end to update the time zone, this change will happen automatically and based on your browser or computer time zone settings. 

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Coaching

Specify who can view your feedback when providing rep input through Kaia Coach Cards

Summary

Select who can view the feedback you're providing reps when submitting a Kaia Coach Card 

Release Date

Starting July 15th

Updates

Kaia Coach Cards allows managers to coach rep calls. For managers who want to define who can see the feedback given, use the visibility settings to select the recipient or anyone else as needed.