Outreach Review: Sales With Structured & Insightful Execution

Outreach is a sales execution platform that increases seller productivity. It allows sales teams to efficiently build and complete more pipelines.

In an unstable market, new pipelines are more difficult to find, transaction velocity declines, and conversion rates fall.

Discover how Outreach addresses those difficulties in a single platform.

Outreach was founded in 2014 and is one of the market’s leading sales engagement platform categories, with over 6,000 clients globally. 

Outreach’s sales platform has been created to protect the organization’s data and give employees the necessary permissions to perform effectively.

Why Outreach?

• Outreach is the only Sales Execution Platform that maximizes seller productivity, allowing sales teams to create and close more pipelines efficiently.
• Outreach is a single platform and source of truth for AEs and managers.
• It transforms all sales activities into an intelligent sales process.
• By linking data from every engagement in each offer, Outreach generates insights that help the team create bigger sales results.
• Optimize and grow the sales process with AI-driven customized insights.

Who Can Use Outreach?

a. Sales Leadership: Outreach enables sales leaders to break through the noise and clearly understand why they win, why they fail, and what they can do to win consistently.

b. Sales Managers: Outreach helps sales managers fill skill gaps and improve rep performance at scale.

c. Sales Development: Outreach helps sales development teams differentiate themselves and establish a qualified pipeline by helping representatives send the appropriate message to the right person at the right time.

Product

1. Sales Engagement

Deliver the appropriate message to the right prospect at the right moment. Outreach’s sales engagement capabilities help sales teams increase prospecting effectiveness and lead follow-up efficiency, allowing each rep to develop a quality funnel that turns to revenue.

Features

a. Maximize rep productivity and increase pipeline

• Outreach streamlines and automates prospecting procedures to create a high-quality funnel that converts.
• Outreach increases the quality of its deal data by effortlessly integrating rich interaction data across email, LinkedIn, and conversations with CRM contacts and prospects, reducing the need for salespeople to enter information across CRM and other technologies manually.
• This allows salespeople to spend more time taking the conversation forward.

b. Provide personalized, high-touch experiences at scale

• Outreach enables every rep to expand their pipeline more consistently, effectively, and efficiently, allowing them to move opportunities ahead without compromising the purchasing experience. 

c. Scale sales excellence using AI

• Outreach finds and optimizes the most productive sales strategies. Machine-learning-driven A/B testing, buyer sentiment analysis, sequence insights, and the sales execution report all help representatives optimize every customer touchpoint for engagement, depending on the company’s specific engagement and sales data.

2. Deal Management

Conduct a thorough, data-driven transaction inspection with representatives, focussing on activities that speed up deal velocity and increase conversion rates.

Outreach’s deal management tools help AEs and sales managers be more efficient, allowing them to focus on completing business.

Features

a. Spend more time selling

• Improve rep efficiency by allowing representatives to easily update all of their deals with a single grid view of their active opportunities. At the same time, they can modify deal prices, closing dates, sales stages, and next actions for all deals.

b. Rapidly examine every contract in the queue

• Outreach can act as a single data source on deal progress, allowing sales managers to readily evaluate and resolve at-risk offers in the pipeline.

3. Pipeline Management

Inspect the pipeline confidently to identify gaps, model assumptions, and scale solutions that improve conversion rates and seller productivity.

Features

a. Improve team quota success

• Outreach creates customized models for each team and seller based on their opportunity history by tracking progress against quotas for each team and rep, and utilizing coverage modeling to ensure that each rep has adequate coverage to meet their target for current and future periods.

b. Provide actionable insights, not just statistics

• Outreach provides an extensive picture of pipeline health and movement, allowing users to guide the team’s efforts to fix coverage gaps, qualify deals, and meet the forecast.

4. Mutual Action Plans

Success Plans in Outreach help sellers coordinate and collaborate with their buyers, resulting in effortless, predictable purchasing processes.

At the same time, executives may operationalize their sales process to achieve higher qualification consistency and success throughout the organization.

Features

a. Create buyer confidence, trust, and alignment

• Success Plans significantly enhance the buyer experience by providing a digital platform for buyers, sellers, and internal stakeholders to interact on deal progress. They can also help maintain momentum even when teams shift.

b. De-risk the deals

• Success Plans guarantee that each deal executes well. Implementing established marketing strategies promotes dependable income in every agreement. As a result, sales managers can make the most of their methodological investments and track their progress toward closure.

c. Improve win rates by 26%

• Success Plans provide structure, templates, and visibility to ensure the team implements best practices for each deal while engaging buyers with a shared action plan. As a result, teams experience better consistency, predictability, and collaboration throughout every deal.

5. Conversation Intelligence

Outreach’s Conversation Intelligence is powered by Kaia™, an AI-driven virtual assistant that joins and records live meetings, captures real-time transcriptions, and provides on-demand confidence. 

With Outreach, new representatives ramp up faster, sellers conduct more effective meetings, and management can see information and trends from all talks.

Features

a. Remove undesirable non-selling tasks

• Increase rep productivity by automating repetitive sales duties before, during, and after meetings. Kaia automatically transcribes whole meetings, capturing key moments, action items, and behaviors, allowing salespeople to focus on the client rather than taking notes.

b. Convert data into deals

• Identifying risks and staying ahead of the competition requires delving deeply into agreements, meeting notes, and data—which takes a significant amount of time. Kaia does the work by providing a single view summarising the rich history of all the meetings.

6. Deal Insights

Outreach’s Deal Insight capabilities enable sales teams to quickly discover and prioritize winnable offers, identify at-risk agreements, and get actionable suggestions that boost win rates.

Features

a. Identify deal risks early

• Win more winnable deals by using AI-powered deal health insights to instantly identify possible risks in each offer. Then, train the sellers on the steps they need to take to get things back on track. Outreach helps the team quickly discover and manage pipeline concerns.

b. Spend more time on winnable deals

• Outreach helps salespeople to avoid wasting time on deals that are likely to fail.

7. Rep Coaching

Outreach helps each seller operate at their greatest potential through Rep Coaching. By providing real-time assistance, outreach gives sellers the confidence they need to win every second of every encounter. 

Features

a. Coach reps at scale

• Managers may use Outreach to offer best-practice examples, coach on next actions, and identify risks across all deals without attending every call.

b. Get new reps to productivity quicker

• Outreach helps sellers to obtain the information they want at the time. New reps ramp up faster, and every rep may perform to their maximum capacity, which improves team results.

8. Forecasting

Outreach’s Forecasting skills help sales and operations management projects properly. Through automatic roll-ups and built-in scenario modeling, Outreach provides teams with confidence in their capacity to deliver outcomes predictably.

Features

a. Forecast faster

• Automated forecast roll-ups decrease the time necessary to collect data, allowing users to analyze the flow more. Outreach helps to guarantee sufficient visibility so teams are not left rushing after the sales time. 

b. Develop confidence in your call

• Outreach provides a second view of how one may end the sales period. From there, one may review the assumptions and use their judgment to increase confidence in the projection.

Pricing

Outreach needs to offer clear pricing. To get prices for various tiers, one must contact their sales staff.

Outreach is licensed on an individual user basis. Packages may be customized to the requirements of the entire sales and revenue organization, from Sales Leaders to AEs, SDRs, and beyond.

Adjacent teams can choose from a variety of user licensing kinds.

Outreach provides various professional service packages to help teams onboard quicker throughout the Outreach platform. Services range from self-service options to full implementation and training packages. 

Reviews

1. G2

2. Capterra

Final Thoughts

Outreach is efficiently a one-stop shop for a variety of sales tools aimed at increasing sales team efficiency and helping complete more deals.

The platform gives sales managers an in-depth understanding of the sales cycle, allowing them to boost deal velocity, pipeline conversion, and rep productivity.

Companies use Outreach to manage their customer links and purchases as an additional layer of automation on top of current CRM systems. Innovative mapping, analytics, and account improvement are essential parts of its workload.