Outreach is a platform for Sales/Business development reps to track, manage and mature prospects. Outreach users live at the high-end of the sales funnel just below marketing: prospects either come inbound through an integration (BDRs) or via outbound prospecting (SDRs). Outreach is used to track and help push their progress through the stages with the help of motion sequences, analytics, and third-party tools integrated with the Outreach platform. One a prospect has reached a certain stage they are typically then handed off to a full CRM such as Salesforce or Dynamics. Outreach is, in essence, a mini-CRM solely focused on early stage prospects and more devoted to high account volumes and data/number driven progression rather than later-stage sales techniques.

Feature Support

Real-Time

Supported

Scheduled

Supported

AND Operators

Supported

OR Operators

Supported

Custom Fields

Supported

Reference Fields

Supported

Object Support

Object

Real Time

Scheduled

Account

Yes

Yes

Call Dispositions

Yes

Yes

Events

Yes

Yes

Mailing

Yes

Yes

Opportunities

Yes

Yes

Persona

Yes

Yes

Prospects

Yes

Yes

Recipients

Yes

Yes

Roles

Yes

Yes

Rulesets

Yes

Yes

Sequences

Yes

Yes

SequenceState

Yes

Yes

Tasks

Yes

Yes

Task Priority

Yes

Yes

Templates

Yes

Yes

Don’t See Your Needed Object?

There are many more object types in Outreach. If you have a prospect/customer that needs an object not listed here, come talk to Product. In many (but not all) cases we can quickly add additional objects in order to help close deals.

Potential Use Cases

Opportunity Stages

Real-Time

Signal a manager when an Opportunity Stage changes for customers with projected revenue amount > $50,000..

Accounts

Real-Time

Signal the new owner of an account when the owner changes with details and next steps.

Emails

Real-Time

When a new email comes in, and the account’s tier is 1 or 2, signal the owner.

Sequences

Real-Time

Signal a manager when a new sequence is started by one of the reps on their team.

Opportunity Stage

Real-Time

Send a signal to the owner and their manager when an opportunity is stage 3 or higher and hasn’t been contacted in over a week.

Accounts

Real-Time

Signal a team channel when any Account’s opportunity stage moves to Completed.

Accounts

Scheduled

Signal the team a list of newly created accounts with high buyer intent scores.

Calls

Scheduled

Send a signal to a manager every morning with a list of calls from the previous day whose disposition was “Demo Scheduled”, and include a link to the call recording.

Task Actions

Scheduled

Send a signal to every rep every morning with a list of Actions due in the next 7 days.

Calls

Scheduled

Send a signal to a manager with a list of every call from the previous day.

Accounts

Scheduled

Send a signal to an executive team channel at 9am every day with a list of accounts stage 4 or higher.

Did this answer your question?