As a salesperson, you need all your tools available at hand for you to work effectively. So, what if you were able to get everything done while using your favorite CRM system.
Why? Because as a sales rep, you spend an incredible amount of time on your CRM filtering leads, polishing emails, following up, etc. You probably begin and end your day with a CRM.
In this post, we explain how Paperflite's integration with Outreach works.
Before we begin, you will need to download Paperflite's chrome extension and log into it. Here's how you do it.
On your Google Chrome browser, head over to the Google Web Store (https://chrome.google.com/webstore/search/paperflite) and search for Paperflite’s Chrome extension.
Click on ‘Add to Chrome’ to add the extension.
Then, click on ‘Add extension’.
The extension will now appear on your Chrome browser.
Now, click on the Paperflite extension for Chrome icon on your browser menu and login with your Paperflite credentials.
Once you’re logged in, you will notice a glimpse of all your assets in Paperflite on the extension.
The second step is to log in to your Outreach account.
Log in to your Paperflite account at https://app.paperflite.com. Then, head over to Settings → Integrations. Click on 'Activate' in the Outreach icon to get your activation going.
Within Paperflite, you can now authenticate Paperflite to access your Outreach account.
Refer to the screenshot below. You will notice the domain name and email auto-populated.
Then, don't forget to configure the content engagement activity that you’d like to track and save the changes. Here is what you can track about your prospects' engagement with your content:
- When a contact/lead views an asset
- When a contact/lead sees a collection
- When a contact/lead re-shares a collection
Now, head back to Outreach to email to your clients/prospects. Notice the Paperflite logo at the bottom of the mail.
Click on it to select assets from Paperflite. Attach content from Paperflite for your campaigns.
When you've attached content, your mail is ready to be sent.
Now, in your Outreach account, look up the contacts to whom you have sent emails. Scroll down to 'Activity' to track all the content engagement by your leads/contacts. Not just this, you will receive notifications when an asset is viewed/re-shared, and if a collection is viewed.
In the image below, note the highlighted portions which tells you when your leads/contacts have engaged with your content.
Head back to Paperflite to the respective contact and view the analytics for the assets in the collection that you have shared.
Click on each conversation to see more details analytics.
Still have queries? Send us your queries at email@example.com and we'll be glad to assist.