🗓 Unlocking revenue ama: March 13 with Amy hsuan (Mixpanel)

October Product Update

We’re focused on making the most powerful and flexible Product-Led Sales platform solution for our customers. We shipped a few new features recently to make that vision a reality.

Alexa Grabell
November 10, 2022
October Product Update

We may have officially entered the holiday season but our team isn’t slowing down one bit. We’re focused on making the most powerful and flexible Product-Led Sales platform solution for our customers. We shipped a few new features recently to make that vision a reality. 

Outreach Integration

The holy grail for Product-Led Sales is not only insights about your highest priority leads but taking swift action on that information. 

For too long, reps have been wasting time flipping between a bunch of tabs like their CRM, sales engagement platform, Google Sheets, Tableau or Looker dashboards and more. It required stringing together a story between all of those data sets, manually pulling the right list of priority leads from important accounts, and then manually uploading that list to various sales engagement tools. 

Does this scenario sound familiar to you? 

With Pocus, reps can go from insights to action with one click. 

Pocus allows you to add users directly to an outreach sequence in one click. Reps can send high-priority leads that land in their Inbox directly to a curated list of Outreach sequences. 

See it in action here.

How are customers using Outreach?

Customers are customizing Outreach sequences to align with the Playbooks running in Pocus. For example, customers create bespoke Outreach sequences for the different users who are ready for an Expansion conversation - power users, decision-makers, and the product champion.

A typical workflow for a rep will be to check their Inbox every morning for their highest priority leads (organized by Playbook). Each Playbook will have a curated set of Actions the rep can take on the account including ‘Add to Outreach.’

Reverse ETL 

We hate silos. So we built tools that allow customers to keep data synced between their tools and Pocus. Keep PQL scores generated in Pocus in sync with your CRM by building a Reverse ETL automation in Pocus.

Just select the data you want to keep synced, select a destination for that sync (Salesforce, Hubspot, or another tool), set conditions for when it should be synced, and hit save. 

How are customers using Reverse ETL?

Customers use Reverse ETL features to activate workflows in other tools and keep data in sync.  

Customers do this for a few reasons:

  1. Keep data up to date across tools 
  2. Give reps access to insights from Pocus across tools 
  3. Power ongoing marketing automation workflows 

For example, a customer can sync a PQL score generated in Pocus for new free trial users to their marketing automation tools and enroll those users automatically into an onboarding sequence based on the score. 

Customers may also want to limit the number of leads pushed from their self-serve user base to the CRM. They would create a sync that only sends PQLs with scores above “Good” instead of every PQL generated. 

Data Management Enhancements

Our goal at Pocus has always been to bridge the gap between technical and non-technical teams. We’re progressing towards the goal with new updates to how you manage data in Pocus. 

Categorize fields 

Categorize all of your data to make it easier for reps to create their views in Pocus. For example, create categories for different product features, calculated metrics, firmographics, and more. 

Format fields

Tell Pocus how to format data from a specific field. Choose from a list of field types like number, currency, percent, and more. 

Rename and add descriptions

Bridging the gap for non-technical users means making the data understandable. Adding easy-to-understand names for your product usage data fields with descriptions lowers the barrier so everyone on the team becomes savvier with data.

How are customers using Data Management?

We built new data management features to make previously inaccessible data actionable for reps. With categories, reps can easily tune their list views with Filters. For example, a rep at Dropbox might want to filter their views to see only those that have used Dropbox Paper in the last 30 days. Instead of searching endlessly for that field they can click the category - Dropbox Paper and get to all related data fields with one click.

If a rep isn’t sure what a particular data field means (maybe it’s a calculated metric) they can hover over the field to read a description.   

Get Started

🪄 Want to see all of this in action? Check out the interactive product tour here or sign up below to learn more about getting access. 

Alexa Grabell
Co-Founder & CEO at Pocus
Keep Reading
Warm up your pipe gen efforts with signals

What is the antidote to the cold outbound, high volume model? Focusing on warm, hyper-relevant outbound instead.

Alexa Grabell
March 12, 2024
Scaling Go-to-Market: Lessons from Building a Revenue Engine at Ramp

How did Megan "figure out how to double revenue in 3 months" at Ramp? It was all about experimentation.

Megan Yen
February 27, 2024
Unlocking Growth and Retention with Tessa Thorburn (Loom)

Learn how Tessa's scaled and strategic CS org creates delight for Loom customers.

Tessa Thorburn
February 1, 2024
Building your signal-based GTM tech stack

What are “signal-based playbooks” and how is this strategy shaping the GTM 5.0 era. What new processes, tools, and playbooks are emerging?

Alexa Grabell
January 30, 2024
Introducing Pocus Enrichment

Customers can now access data from 700 million user profiles and 20 million companies in Pocus. No more context switching between tools to find data and enrich leads.

Sandy Mangat
January 23, 2024
‘Athletic Nerds’: A new profile for the modern seller with Sam Werboff

How the 'Athletic Nerd' sales profile shaped the early GTM organization at Airtable.

Sam Werboff
January 16, 2024
Product-led insights delivered.

Get best practices, frameworks, and advice from top GTM leaders in your inbox every week.

The Revenue Data Platform for go-to-market teams
Schedule a call with a GTM specialist to talk about your GTM motion, goals, and how Pocus can help turn product data into revenue.
Join the #1 place to learn about PLS and modern go-to-market strategy
Join our invite-only Slack community to learn firsthand from experts who have built and scaled hybrid revenue engines and connect with peers who are just figuring things out.
See how Pocus combines product usage and customer data to get a 360° view of your hottest opportunities.
Take the product tour