Outreach

Sells

• Sales Sequences: Outreach sequences help reps execute their best playbooks by creating a measurable series of touch points that drive deeper engagement with prospects and customers.
• Multi-channel Communication: Connect with buyers on their preferred channels with a best-in-class multi-channel communication platform that includes: Email, Phone, Social Texting, Direct Mail, Web Chat, 1:1 Video, Calendaring
• Personalization: Easily generate personalized communications at scale while maintaining the consistency of your messaging. Leverage real-time customer engagement insights to build a library of effective templates aligned to your messaging and tailored to fit specific personas.
• Outreach Meetings: Foster collaboration with a suite of calendaring features that helps you book meetings with less clicks and steps.
• Sales Dialer: Have more effective conversations with a multi-channel communications platform, conversational intelligence and live call coaching.
• Sales Intelligence Tiles: Save hours of research and stand out using customizable tiles that provide key insights on your prospects and customers. Sales Intelligence Tiles are built to equip Sales Reps with relevant information about the people and organizations they engage with through Outreach.
• Outreach galaxy: all the tools you use for sales, on one single pane of glass. The product integrates all critical sales actions into your workflow. Galaxy is where reps go to easily integrate CRM, conversation intelligence, video and many other apps into a single pane of glass.
• Outreach Amplify: a suite of machine learning capabilities that helps reps optimize sales strategies and automates administrative tasks. Increase customer engagement, make better decisions, remove the noise.
• Outreach KAIA: Knowledge AIAssistant a real-time, voice-enabled knowledge assistant powered by artificial intelligence (AI) with the goal to make every sales rep more effective and every customer conversation more productive.
  • Web conferencing integration with Zoom
  • Real-time call recording and transcription
  • Flashcards (Questions raised by a prospect during the meeting are answered by Outreach Kaia with prompt, on-screen Content Cards.)
    • Content Cards provide information on topics such as product specifications and competitor comparisons, so sales reps can provide smart and timely answers to customer questions.
    • People Cards provide the sales rep with real-time knowledge about stakeholders that may be involved in the sales cycle
  • Action Items: Critical sales tasks and action items are automatically captured in real-time as they occur during the conversation and are included in the meeting summary.
  • Meeting Summary: A meeting summary is automatically created and sent to the rep which includes a list of meeting attendees, action items, and notes. The meeting summary can then be personalized and quickly emailed to all stakeholders.
  • Bookmarks and Notes: Key moments during the meeting can be “bookmarked” by the rep in real-time so they’re easy to refer back to later and reps can create notes for easy reference.
  • Security & Privacy: Kaia has security and privacy measures built directly into the experience. Participants are alerted to recordings prior to and at the beginning of the meeting as Kaia visibly joins as a meeting participant. Recordings and transcripts are securely stored within Outreach, which has enterprise-grade security measures already in place.

Channels

• Partnership with other leading companies (vertical and horizontal) – LinkedIn and ZoomInfo (access to the databases), Zoom (integration with Outreach technology), cooperation with other AI companies, (e.g., Gong – company providing revenue intelligence for sales teams)
• Direct reach to customers through the company website
• Software integrates with leading complementary software and existing tools like Zoom, Skype, Outlook, Salesforce and Gmail.
• Targeting companies with strong marketing funding: the Outreach.io pricing for the base model is $100 per user per month — it may also vary with team size and needs, but this rate per user can be too high for small firms and start-ups.

Competencies

• Leader in AI technology on the sales engagement front
• A multichannel communications platform that simplifies and automates the sales process
• The sales engagement category is relatively new to the AI ecosystem, and in general, especially by separating the system sale action from the system of record.

Distinct AI Features

Resources

References

1. Crunchbase. 2020. Outreach. https://www.crunchbase.com/organization/outreach.
2. Outreach website. (2020). https://www.outreach.io.
3. CBI Insights website. Outreach. (2020). https://app.cbinsights.com/profiles/c/q0k4.
4. Outreach blog (2020). https://www.outreach.io/blog.

Contributors

• Radomir Todorov
• Balogun Damilola