Integrating Orum with Outreach can supercharge your sales efforts, automating tasks and providing valuable insights. Whether you're an admin or a sales representative, this guide will help you set up the Outreach integration in Orum.

If you are an Admin, make sure to first complete our Admin Checklist before moving forward

Recommended Browser: Chrome

For the best performance with Orum, we recommend using the Chrome browser. Please make sure you have the latest version installed.

Add New Call Dispositions

For Admins

Adding a new call disposition in Outreach allows your team to accurately track the outcomes of their calls, helping to improve reporting and optimize future sales strategies. View our recommended best practices here and follow these steps to create a new call disposition in Outreach: Click here for an interactive guide. To prevent accidental followup calls after conversations, configure Dispositions to remove prospects from Sequence when appropriate.

Map Custom Fields 

For Admins

This guide will walk you through creating a custom field in your CRM, mapping it to Outreach, and pulling it into Orum. This allows your sales reps to access prospect-level research notes directly during a cold call. Click here for an interactive guide

Map Mobile #s into Outreach from your Data Provider.

This will help maximize your connect rates. To maximize preparedness for calls, also map LinkedIn URLs and any other relevant fields for your reps to have on hand. Support guides for Lusha, ZoomInfo, LeadIQ, Seamless, Apollo.

Prepare your Sequences and Tasks

For Admins and Reps

In Orum, you can call prospects who have a due call task in a Sequence, or a due One-Off Task. After making your dials, the call tasks will be completed and prospects will move through the Sequence.

Create Essential Triggers

For Admins:

Efficiency is crucial in sales, and Outreach can help your team by automatically removing prospects from sequences once they've engaged. Here's how to set up essential triggers for this purpose:

We strongly recommend setting up Triggers in Outreach to automate the removal of prospects from Sequences under specific conditions, such as when a meeting is booked or a prospect is disqualified.

Here are some examples:

If a meeting is booked or a prospect is disqualified (Disposition: "Meeting Booked," "Objection: No Budget," etc.):

• THEN Mark all Sequences as finished.

• AND Set Lead Status to "In Progress" or "Disqualified."

If a follow-up is required (Disposition: "Busy - Call Later," "Send Email"):

• THEN Remove the prospect from all Sequences.

• AND Set Lead Status to "In Progress."

• AND Create a high-priority Call Task.

If a prospect has no valid phone number (Disposition: "Wrong Phone #"):

• THEN Remove the prospect from all Sequences.

• AND Add the prospect to an Email Only Sequence.

Apply Sequence Best Practices

For Admins:

Outbound sequences in Outreach can significantly impact your pipeline generation and revenue. To make the most of this powerful tool, consider these best practices:

• Segment Your Audience: Tailor your sequences to specific audience segments. Personalization increases engagement.

• A/B Test Your Messaging: Experiment with different messaging and track which approaches yield the best results.

• Set Follow-up Cadences: Define follow-up cadences to maintain consistent contact without overwhelming prospects.

• Track and Analyze: Continuously monitor your sequence performance and adjust based on data and feedback.

Help reps access Outreach Account + Prospect Notes

To display this info in Orum, have each rep install the Orum Chrome Extension.

By following these best practices and refining your sequences over time, you can maximize your outreach effectiveness.

Once you've completed these steps, you're ready to start dialing!

HOW TO TRACK ORUM ACTIVITY IN OUTREACH

In Outreach, Orum logs completed call activities based on the type of disposition. It includes call duration, outgoing phone number, and the number called, and it also Tags the call with the disposition. For List Intelligence Dispositions, it logs the disposition in the notes. 

Option 1: Team Activity Reports

• Under Reports, find Activity, then Select the Team or individual User.

• This will show you a high-level overview of activities reps have done in the specified time frame.

• ‘Outbound Calls’ will be a combination of Orum and Outreach Dialer calls.

Option 2: Call Activity Reports

• Under Reports, find Activity, then Calls. Detailed reporting breakdown of Calling analytics, connect rates, dispositions, and much more.

• Will reflect Orum + Outreach calls.

Option 3: Calls Tab

Under Calls, set filters to:

• Team = <specific team>

• Call Date = Today

• Tags contains any ‘Orum’

• Every call made in Orum is tagged which allows you to separate calls made from Orum vs calls made in Outreach’s dialer.

• If you want to see both you will not need the tag filter.

Click ‘Save View’ to save this for future use: