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. |