Outreach-Salesforce Template

This package enables users to:

  • Understand the performance of your Outreach sequence
  • Track account status changes over time
  • Enrich Outreach & Salesforce Opportunity with information about the sales rep in charge of the deal
  • Manage tasks’ attributes, as well as their allocated points calculated by their evaluated importance in converting a customer (an account)
  • Join Outreach & Salesforce Account with Opportunity

Description

This template offers the following list of models, each with its own unique perspective, to help you make informed decisions based on Outreach-Salesforce dataset.

Model Description
fct__outreach_sf__sequence
This table provides information on how well an Outreach sequence is performing. Sequences’ metrics do not just include the interactions with a sequence but also the number of opportunities (from both Outreach & Salesforce data source) associated with a certain sequence
fct__outreach_sf__account
The combination of Outreach & Salesforce Account joined with Opportunity
fct__outreach_sf__task
Each record represents a task filed in either Outreach or Salesforce app. The table contains tasks’ attributes, as well as their allocated points calculated by its evaluated importance in converting a customer (an account)
fct__outreach_sf__opportunity
The combination of Outreach & Salesforce Opportunity enriched with information about the sales rep in charge of the deal
fct__outreach_sf__account_scd
SCD model for The combination of Outreach & Salesforce Opportunity joined with Account to track account status changes over time
Na Nguyen Thi
Latest posts by Na Nguyen Thi (see all)

Requirements

Na Nguyen Thi
Latest posts by Na Nguyen Thi (see all)

Usage

This package enables users to:

  • Understand the performance of your Outreach sequence
  • Track account status changes over time
  • Enrich Outreach & Salesforce Opportunity with information about the sales rep in charge of the deal
  • Manage tasks’ attributes, as well as their allocated points calculated by their evaluated importance in converting a customer (an account)
  • Join Outreach & Salesforce Account with Opportunity
Na Nguyen Thi
Latest posts by Na Nguyen Thi (see all)

Contact Us!

Do you have a question or need more info? Please enter your information and describe your inquiry, and we’ll get back to you as soon as possible. Thanks!

Check out our Case Study!

We’d love to hear more from you. Tell us more about yourself and we’ll message you with our case studies as soon as we receive your message!

Download dbt templates