Outreach Features
What are the features of Outreach?
Calling
- Click-to-Call
Contacts
- Personalization
- Record Prospect Data
Insights
- Notes
- Daily Summary
- Automated Emails
- Sorts Prospects
Analytics
- Open Rates
- Link Activity
Customizations
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates
Integrated Workflows
- Email Tracking/Automation
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Outreach Categories on G2
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Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. This feature was mentioned in 139 Outreach reviews. | 79% (Based on 139 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. 154 reviewers of Outreach have provided feedback on this feature. | 79% (Based on 154 reviews) | |
Interactive Dashboards | As reported in 168 Outreach reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 82% (Based on 168 reviews) | |
Data Segmentation | Based on 148 Outreach reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 77% (Based on 148 reviews) |
Predictive Analytics
Lead Scoring | As reported in 122 Outreach reviews. Provides scores or rankings of each prospect based on the data provided. | 74% (Based on 122 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 116 Outreach reviews. | 75% (Based on 116 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. 107 reviewers of Outreach have provided feedback on this feature. | 71% (Based on 107 reviews) | |
Live Forecasting | As reported in 115 Outreach reviews. Provides live customer data so that sales organizations forecasts stay current. | 74% (Based on 115 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 130 reviewers of Outreach have provided feedback on this feature. | 80% (Based on 130 reviews) | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 145 Outreach reviews. | 78% (Based on 145 reviews) | |
Activity Tracking | As reported in 170 Outreach reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 88% (Based on 170 reviews) |
Training
Knowledge Base | Based on 191 Outreach reviews and verified by the G2 Product R&D team. Organizes knowledge from fellow sales representatives and other experienced employees for reference. | 84% (Based on 191 reviews) | |
Coaching Materials | Based on 190 Outreach reviews and verified by the G2 Product R&D team. Offers content and training for new hires within the tool. | 82% (Based on 190 reviews) | |
Playbook Creation | Based on 173 Outreach reviews and verified by the G2 Product R&D team. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | 83% (Based on 173 reviews) | |
Video Record | Based on 136 Outreach reviews and verified by the G2 Product R&D team. Records users' practice or live pitches for future reference and improvement. | 80% (Based on 136 reviews) |
Feedback
Review | Based on 159 Outreach reviews and verified by the G2 Product R&D team. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | 83% (Based on 159 reviews) | |
Scorecard | Based on 156 Outreach reviews and verified by the G2 Product R&D team. Provides a scorecard to display team and/or individual performance. | 82% (Based on 156 reviews) | |
Coaching Card | Based on 135 Outreach reviews. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | 82% (Based on 135 reviews) | |
Leaderboard | Based on 168 Outreach reviews and verified by the G2 Product R&D team. Projects team sales performance publicly to reward and motivate employees. | 84% (Based on 168 reviews) | |
Real-Time Updates | Based on 186 Outreach reviews and verified by the G2 Product R&D team. Updates sales data in real-time so as to help teams remain close to their goals. | 85% (Based on 186 reviews) | |
Notifications | Based on 185 Outreach reviews and verified by the G2 Product R&D team. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | 83% (Based on 185 reviews) |
Calling
Record Calls | Records calls for future reference. 781 reviewers of Outreach have provided feedback on this feature. | 85% (Based on 781 reviews) | |
Generate Location | Based on 875 Outreach reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up. | 79% (Based on 875 reviews) | |
Call Types | Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 1001 reviewers of Outreach have provided feedback on this feature. | 84% (Based on 1,001 reviews) | |
Click-to-Call | Gathers contacts from integrated tools, allowing users to call with one click. 1060 reviewers of Outreach have provided feedback on this feature. | 88% (Based on 1,060 reviews) |
Contacts
Personalization | As reported in 1116 Outreach reviews. Retains a log of extraneous contact information such as timezone and contact engagement. | 86% (Based on 1,116 reviews) | |
Information Locater | Finds and opens saved contact information for reference at the time of a new call. 956 reviewers of Outreach have provided feedback on this feature. | 80% (Based on 956 reviews) | |
Record Prospect Data | Allows users to denote which contacts they believe are prospective customers. 1036 reviewers of Outreach have provided feedback on this feature. | 84% (Based on 1,036 reviews) |
Insights
Notes | Based on 1065 Outreach reviews and verified by the G2 Product R&D team. Allows users to take notes during or after the call for future reference. | 83% (Based on 1,065 reviews) | |
Daily Summary | Based on 1023 Outreach reviews. Delivers users a daily summary of activity. | 84% (Based on 1,023 reviews) | |
Automated Voicemails | As reported in 568 Outreach reviews. Sends automated voicemails to prospective clients who fail to answer. | 78% (Based on 568 reviews) | |
Automated Emails | Sends automated emails to increase engagement with prospective clients. 1163 reviewers of Outreach have provided feedback on this feature. | 91% (Based on 1,163 reviews) | |
Sorts Prospects | Organizes contacts based on probability of success. This feature was mentioned in 1010 Outreach reviews. | 81% (Based on 1,010 reviews) |
Analytics
Open Rates | As reported in 1405 Outreach reviews. Records the rate at which emails are opened. | 88% (Based on 1,405 reviews) | |
Link Activity | Based on 1346 Outreach reviews. Records the rate at which links in emails are followed. | 84% (Based on 1,346 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 1372 Outreach reviews. | 88% (Based on 1,372 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. This feature was mentioned in 1398 Outreach reviews. | 89% (Based on 1,398 reviews) | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. 1373 reviewers of Outreach have provided feedback on this feature. | 85% (Based on 1,373 reviews) | |
Email Categorization | Allows for the categorization of emails. This feature was mentioned in 1024 Outreach reviews. | 83% (Based on 1,024 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 1415 Outreach reviews. | 90% (Based on 1,415 reviews) |
Incentives
Badges | As reported in 181 Outreach reviews. Assigns achievement badges to high-performing employees based on pre-determined standards. | 76% (Based on 181 reviews) | |
Triggers | Based on 222 Outreach reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard. | 83% (Based on 222 reviews) | |
Commission Calculator | Based on 154 Outreach reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 72% (Based on 154 reviews) | |
Leaderboards | Based on 234 Outreach reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements. | 84% (Based on 234 reviews) |
Personalization
Profiles | Based on 253 Outreach reviews and verified by the G2 Product R&D team. Creates user profiles similar to social media pages that display private or public statuses and updates. | 83% (Based on 253 reviews) | |
Custom Reports | Based on 260 Outreach reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 79% (Based on 260 reviews) | |
Dashboards | Based on 312 Outreach reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 83% (Based on 312 reviews) | |
Goal Setting | Based on 217 Outreach reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 82% (Based on 217 reviews) |
Administrative
Integration | Based on 296 Outreach reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 87% (Based on 296 reviews) | |
Employee Structure | Based on 248 Outreach reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 84% (Based on 248 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 254 Outreach reviews. | 85% (Based on 254 reviews) |
Lead Facilitation
Customer-facing Chatbot | As reported in 26 Outreach reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | 67% (Based on 26 reviews) | |
Lead Qualification | As reported in 30 Outreach reviews. Automatically calculates which leads are the most likely to become a customer. | 76% (Based on 30 reviews) | |
Lead Follow-up | Automatically contacts all leads. This feature was mentioned in 32 Outreach reviews. | 83% (Based on 32 reviews) | |
Meeting Scheduling | Based on 34 Outreach reviews. Utilizes natural language processing to set up meetings. | 83% (Based on 34 reviews) |
Organization
Opportunity and Pipeline Management | As reported in 29 Outreach reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 79% (Based on 29 reviews) | |
Data Entry | As reported in 31 Outreach reviews. Automates the entry of collected data. | 80% (Based on 31 reviews) | |
Integrations / APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 29 reviewers of Outreach have provided feedback on this feature. | 82% (Based on 29 reviews) |
Performance Analysis
Coaching | As reported in 34 Outreach reviews. Provides real-time coaching to sales representatives. | 75% (Based on 34 reviews) | |
Peformance Tracking | Tracks and analyzes sales representative performance. 37 reviewers of Outreach have provided feedback on this feature. | 82% (Based on 37 reviews) |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 33 Outreach reviews. | 75% (Based on 33 reviews) | |
Sales Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 34 reviewers of Outreach have provided feedback on this feature. | 79% (Based on 34 reviews) |
Integrated Workflows
Task Management | Based on 959 Outreach reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 88% (Based on 959 reviews) | |
Email Tracking/Automation | Based on 1008 Outreach reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 91% (Based on 1,008 reviews) | |
Calls and Voice | Based on 820 Outreach reviews and verified by the G2 Product R&D team. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 84% (Based on 820 reviews) | |
Other Outreach Options | Based on 751 Outreach reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 83% (Based on 751 reviews) | |
CRM Integration | Based on 958 Outreach reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 85% (Based on 958 reviews) | |
Calendar | As reported in 354 Outreach reviews. Integrates with calendar software so users can seamlessly schedule calls. | 86% (Based on 354 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 304 reviewers of Outreach have provided feedback on this feature. | 83% (Based on 304 reviews) |
Repeatability and Reportability
Content Management | Based on 815 Outreach reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | 84% (Based on 815 reviews) | |
Workflow Management | Based on 896 Outreach reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 86% (Based on 896 reviews) | |
Workflow Performance | Based on 876 Outreach reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 85% (Based on 876 reviews) | |
Sales Coaching and Insights | Based on 725 Outreach reviews and verified by the G2 Product R&D team. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 78% (Based on 725 reviews) | |
Gamification | Based on 270 Outreach reviews. Provides gamifaction features to rank sales reps on performance | 71% (Based on 270 reviews) |
Call Analytics
Call Recording | See feature definition | Records sales calls and facilitates playback This feature was mentioned in 119 Outreach reviews. | 84% (Based on 119 reviews) |
Machine Learning | Utilizes machine learning technology to analyze recorded sales calls This feature was mentioned in 100 Outreach reviews. | 79% (Based on 100 reviews) | |
Call Analysis | Analyzes or facilitates the analysis of recorded and stored sales calls for insight 107 reviewers of Outreach have provided feedback on this feature. | 80% (Based on 107 reviews) |
Agent Performance Management
Speech-to-Text | As reported in 87 Outreach reviews. Transcribes sales calls from speech to text | 77% (Based on 87 reviews) | |
Artificial Intelligence | Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 91 Outreach reviews. | 79% (Based on 91 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 296 Outreach reviews. | 79% (Based on 296 reviews) | |
Lead Scoring | As reported in 265 Outreach reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 74% (Based on 265 reviews) | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 305 reviewers of Outreach have provided feedback on this feature. | 77% (Based on 305 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 256 Outreach reviews. | 73% (Based on 256 reviews) | |
Machine Learning | See feature definition | As reported in 250 Outreach reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | 71% (Based on 250 reviews) |
Revenue Sourcing and Forecasting
Revenue History | As reported in 49 Outreach reviews. Allows users to track how previous revenue forecasts have developed over time | 73% (Based on 49 reviews) | |
Pipeline Management | Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 58 Outreach reviews. | 79% (Based on 58 reviews) | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics This feature was mentioned in 77 Outreach reviews. | 83% (Based on 77 reviews) | |
Multi-Device Data Visualization | As reported in 51 Outreach reviews. Allows users to view data visualizations on several devices | 81% (Based on 51 reviews) | |
Data Segmentation | As reported in 57 Outreach reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. | 78% (Based on 57 reviews) | |
Predictive Forecasting | Provides users with ability to predict upcoming forecast based on AI insights and deal health 19 reviewers of Outreach have provided feedback on this feature. | 80% (Based on 19 reviews) | |
Revenue Operations Cadence | Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 20 Outreach reviews. | 80% (Based on 20 reviews) |
CRM Data Enrichment
Calendar Sync | Based on 90 Outreach reviews. Automatically associates calendar invites to update deal progress in a CRM | 87% (Based on 90 reviews) | |
Email Activity Capture | Based on 99 Outreach reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM | 88% (Based on 99 reviews) | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM This feature was mentioned in 72 Outreach reviews. | 83% (Based on 72 reviews) | |
Contact Capture | Automatically captures contacts engaged with and associates to relevant accounts in a CRM This feature was mentioned in 20 Outreach reviews. | 83% (Based on 20 reviews) |
Account Management
Nonengaged Accounts | Based on 67 Outreach reviews. Identifies accounts that sales reps aren't engaging with | 79% (Based on 67 reviews) | |
Account optimization | As reported in 68 Outreach reviews. Maximizes account coverage by determining the optimal number of accounts per rep | 78% (Based on 68 reviews) | |
Historical Patterns | Identifies common themes among historical deals that are won or lost This feature was mentioned in 68 Outreach reviews. | 81% (Based on 68 reviews) | |
Rep Performance | As reported in 78 Outreach reviews. Identifies common themes and actions amongst reps that close the most deals | 86% (Based on 78 reviews) | |
Account Engagement | Based on 22 Outreach reviews. Allows users to track the level of engagement with each account and provides insights on frequency of engagement | 80% (Based on 22 reviews) | |
Historical Win/Loss Patterns | Identifies common themes among historical deals that are won or lost to provide insights into successful strategies 19 reviewers of Outreach have provided feedback on this feature. | 80% (Based on 19 reviews) |
Generative AI
AI Text Generation | Based on 21 Outreach reviews. Allows users to generate text based on a text prompt. | 78% (Based on 21 reviews) | |
AI Text Summarization | As reported in 20 Outreach reviews. Condenses long documents or text into a brief summary. | 75% (Based on 20 reviews) | |
AI Text Summarization | As reported in 32 Outreach reviews. Condenses long documents or text into a brief summary. | 76% (Based on 32 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 135 Outreach reviews. | 69% (Based on 135 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 32 Outreach reviews. | 68% (Based on 32 reviews) | |
AI Text Summarization | Based on 17 Outreach reviews. Condenses long documents or text into a brief summary. | 68% (Based on 17 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 98 Outreach reviews. | 66% (Based on 98 reviews) |
