Outreach

Overview

Outreach is a leading sales engagement platform that helps sales teams automate outreach, track activities, and manage prospects. Import your Outreach data into Scoop to analyze sequence performance, rep activity, and blend engagement data with your CRM and revenue data.

What You Can Analyze

Importing Outreach Data

Option 1: Export Reports from Outreach

1. In Outreach, navigate to Analytics or Reports
2. Select your report type (Team, Sequence, Individual)
3. Set your date range and filters
4. Click Export and choose CSV format
5. Upload to Scoop as a new dataset

Option 2: Scheduled Email Reports

1. In Outreach, configure report scheduling
2. Add your Scoop ingest email address as a recipient
3. Select CSV format for attachments
4. Set your delivery frequency

See Email Automated Imports for setup.

Option 3: API Export (Advanced)

For teams with Outreach API access:

1. Export data via Outreach's REST API
2. Save as CSV
3. Upload to Scoop or automate via script

Key Reports to Import

Team Activity Report

Track daily engagement across the team:

• Emails sent, opened, clicked, replied
• Calls made, connected, voicemails
• Tasks completed
• Meetings scheduled

Sequence Performance Report

Analyze your automated sequences:

• Step-by-step conversion rates
• Reply rates by sequence
• Opt-out and bounce rates
• A/B test results

Prospect Report

Understand your prospect pipeline:

• Prospect status and stage
• Last touch date
• Engagement score
• Account information

Pipeline Report

Connect activities to revenue:

• Activities per opportunity
• Conversion rates by sequence
• Time-to-conversion metrics

Blending with Other Data

Example: Activity-to-Revenue Analysis

Ask Scoop:
"Show revenue generated per 1000 emails
by sequence and rep"

Best Practices

Export Consistently

• Daily exports for activity tracking
• Weekly exports for trend analysis
• Include all team members for benchmarking

Include Key Identifiers

Ensure exports include:

• Prospect email address (for matching)
• Account name or ID
• Rep name or ID
• Sequence name

Snapshot for Trending

Use Scoop's snapshot feature to track:

• Sequence performance over time
• Rep improvement trends
• Seasonal engagement patterns

Common Use Cases

Sequence Optimization

Find the best performing sequences:

"Which sequences have the highest meeting conversion rate?"

Rep Coaching

Identify coaching opportunities:

"Show reps with below-average reply rates but above-average volume"

Timing Analysis

Optimize send times:

"What day and time combination gets the highest open rates?"

Activity Benchmarking

Set and track standards:

"Compare activities per rep to team average by week"

Pipeline Attribution

Connect engagement to outcomes:

"Average touchpoints before meeting booked by lead source"

Outreach vs. Salesloft

Both are sales engagement platforms. Key differences:

See also: Salesloft Integration

Troubleshooting

Report Doesn't Include All Reps

• Check your Outreach permissions
• Verify the date range includes all activity
• Ensure you have access to team-level reports

Metrics Don't Match Outreach Dashboard

• Check time zones between systems
• Verify date ranges are identical
• Some metrics may be calculated differently (unique vs. total)

Prospect Data Missing

• Ensure prospect export includes all required fields
• Check that prospects aren't filtered by status
• Verify API rate limits if using programmatic export

Related Resources

• Salesloft Integration - Alternative sales engagement platform
• Salesforce Integration - Combine with CRM data
• Gong Integration - Add conversation intelligence
• Email Automated Imports