Role-based access gives your sales reps a complete view of their conversations and pipeline. Admins can see our activity, their team's activity and the overall results, so it's clear what's being done and what it delivers.
| Campaign | Status | Leads | Reply rate | Positive rate | Bounce |
|---|---|---|---|---|---|
| Offer C, procurement leaders | Scaling | 1,840 | 4.6% | 2.4% | 0.6% |
| Offer B, operations directors | Testing | 920 | 3.1% | 1.3% | 0.8% |
| Offer E, finance leaders | Testing | 880 | 2.9% | 1.1% | 0.5% |
| Offer A, heads of sales | Retired, logged | 480 | 1.4% | 0.4% | 0.7% |
This illustrative walkthrough shows campaigns, conversations and pipeline. The client portal has additional tabs, with views determined by each user's role.
Sales reps need the context to follow up and manage their pipeline. Admins need visibility into our work, their team's activity and the overall output. Role-based access gives each group the view they need.
Your reps get a 360-degree view of each opportunity and the contact we've had, so they have the context before following up.
Reps can update pipeline stages, add notes, assign opportunities and set follow-ups. They can use the portal as their outbound CRM.
Positive replies are tagged, and your team receives an email notification. They can open the conversation and respond directly in the portal.
Admins can see campaign activity and understand the work going into the channel.
Your reps' activity and pipeline give admins a view of how the team is handling the conversations generated by outreach.
Admins can view meetings, signups, purchases and revenue alongside campaign and rep activity. Signup and revenue dashboards use data supplied by your team through our secure SFTP transfer setup.
Your reps can manage their outbound pipeline in our portal. If you prefer your existing CRM, we can integrate with most CRM systems and push the relevant information into your team's workflow.
In a 30–45 minute call, we'll assess whether outbound fits your business and discuss how the channel could work around your offer, market and sales process.