Weโve gone from simply sending emails and syncing data to being a sales and marketing workflow platform and we needed a new โhomeโ in the app to help you get an overview of everything thatโs going on as well as anything that needs your attention.
The new dashboard, available for all users immediately, gives you a snapshot of all the activity with your marketing contacts that Outfunnel syncs or tracks:
- A count of contacts youโve synced between two apps
- Marketing engagements recorded to your CRM
- Time of last data sync
- The number of web visitors identified
- The number of leads scored
Itโs worth pointing out that this is our first iteration, and weโre already planning how to make the dashboard more useful to you. If you have specific ideas, please get in touch.
Include activity data from your CRM in your lead scores
As you may already know, our lead scoring feature is great for scoring leads based on multiple data sources: email engagement from tools like Mailchimp or HubSpot, website visits, and our own simple email tool.
One request weโve been hearing frequently is using data from CRMs. For example, increasing scores for people that have:
- taken a sales meeting
- visited a booth at a trade show
- attended a webinar
- โฆor done anything else that is recorded as an Activity in your CRM.
Weโve now added this capability, available for Copper and Pipedrive users immediately, with HubSpot and Salesforce coming soon. This functionality is available on our Professional plan. Learn more about using our Lead scoring feature.
I hope youโll like these additions, and weโre looking forward to your feedback!
