Outreach Features

Compiles data from a breadth of either internal or external sources. 159 reviewers of Outreach have provided feedback on this feature.

As reported in 174 Outreach reviews. Enables user to communicate data by securely exporting and sharing it.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 188 Outreach reviews.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 168 Outreach reviews.

Provides scores or rankings of each prospect based on the data provided. 142 reviewers of Outreach have provided feedback on this feature.

Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 136 Outreach reviews.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 127 Outreach reviews.

Provides live customer data so that sales organizations forecasts stay current. 135 reviewers of Outreach have provided feedback on this feature.

As reported in 149 Outreach reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. 164 reviewers of Outreach have provided feedback on this feature.

As reported in 189 Outreach reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Based on 197 Outreach reviews and verified by the G2 Product R&D team. Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Based on 196 Outreach reviews and verified by the G2 Product R&D team. Offers content and training for new hires within the tool.

Based on 179 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.

Based on 142 Outreach reviews and verified by the G2 Product R&D team. Records users' practice or live pitches for future reference and improvement.

Based on 165 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.

Based on 162 Outreach reviews and verified by the G2 Product R&D team. Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. 141 reviewers of Outreach have provided feedback on this feature.

Based on 174 Outreach reviews and verified by the G2 Product R&D team. Projects team sales performance publicly to reward and motivate employees.

Based on 192 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.

Based on 191 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.

Records calls for future reference. This feature was mentioned in 812 Outreach reviews.

Generates an area code local to where the user is calling to increase likelihood of pick-up. 906 reviewers of Outreach have provided feedback on this feature.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 1032 reviewers of Outreach have provided feedback on this feature.

Based on 1089 Outreach reviews. Gathers contacts from integrated tools, allowing users to call with one click.

Has auto-dialing or predictive dialing functionality. 14 reviewers of Outreach have provided feedback on this feature.

Based on 1145 Outreach reviews. Retains a log of extraneous contact information such as timezone and contact engagement.

As reported in 984 Outreach reviews. Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers. 1065 reviewers of Outreach have provided feedback on this feature.

Based on 1092 Outreach reviews and verified by the G2 Product R&D team. Allows users to take notes during or after the call for future reference.

Delivers users a daily summary of activity. 1051 reviewers of Outreach have provided feedback on this feature.

Sends automated voicemails to prospective clients who fail to answer. This feature was mentioned in 594 Outreach reviews.

As reported in 1191 Outreach reviews. Sends automated emails to increase engagement with prospective clients.

As reported in 1036 Outreach reviews. Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions. 13 reviewers of Outreach have provided feedback on this feature.

As reported in 1438 Outreach reviews. Records the rate at which emails are opened.

Records the rate at which links in emails are followed. 1379 reviewers of Outreach have provided feedback on this feature.

As reported in 1404 Outreach reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Based on 1431 Outreach reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. 1405 reviewers of Outreach have provided feedback on this feature.

Allows for the categorization of emails. This feature was mentioned in 1056 Outreach reviews.

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 1447 Outreach reviews.

As reported in 194 Outreach reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.

Based on 235 Outreach reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard.

Based on 166 Outreach reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.

Based on 246 Outreach reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.

Based on 264 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.

Based on 271 Outreach reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.

Based on 323 Outreach reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.

Based on 228 Outreach reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.

Based on 307 Outreach reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals

Based on 259 Outreach reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 265 Outreach reviews.

As reported in 35 Outreach reviews. Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads. 37 reviewers of Outreach have provided feedback on this feature.

As reported in 39 Outreach reviews. Utilizes natural language processing to set up meetings.

Based on 34 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.

Automates the entry of collected data. 36 reviewers of Outreach have provided feedback on this feature.

As reported in 34 Outreach reviews. 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.

Provides real-time coaching to sales representatives. 39 reviewers of Outreach have provided feedback on this feature.

Tracks and analyzes sales representative performance. 42 reviewers of Outreach have provided feedback on this feature.

As reported in 38 Outreach reviews. Measure return on investment and leverage data to predict profitability of future projects.

Based on 39 Outreach reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 1009 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.

Based on 1057 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.

Based on 869 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.

Based on 796 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.

Based on 1008 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.

Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 400 Outreach reviews.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 348 reviewers of Outreach have provided feedback on this feature.

Based on 861 Outreach reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Based on 945 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.

Based on 924 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.

Based on 772 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.

Provides gamifaction features to rank sales reps on performance This feature was mentioned in 315 Outreach reviews.

Records sales calls and facilitates playback 128 reviewers of Outreach have provided feedback on this feature.

As reported in 108 Outreach reviews. Utilizes machine learning technology to analyze recorded sales calls

As reported in 115 Outreach reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Transcribes sales calls from speech to text 95 reviewers of Outreach have provided feedback on this feature.

Utilizes artificial intelligence technology to discover insights within recorded sales calls 99 reviewers of Outreach have provided feedback on this feature.

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 339 reviewers of Outreach have provided feedback on this feature.

As reported in 308 Outreach reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

As reported in 347 Outreach reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

As reported in 299 Outreach reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 291 reviewers of Outreach have provided feedback on this feature.

Based on 51 Outreach reviews. Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 60 Outreach reviews.

Reports results on revenue attainment, conversion rate, and overall revenue analytics 79 reviewers of Outreach have provided feedback on this feature.

Allows users to view data visualizations on several devices 53 reviewers of Outreach have provided feedback on this feature.

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. This feature was mentioned in 59 Outreach reviews.

Provides users with ability to predict upcoming forecast based on AI insights and deal health 21 reviewers of Outreach have provided feedback on this feature.

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success 22 reviewers of Outreach have provided feedback on this feature.

As reported in 92 Outreach reviews. Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM This feature was mentioned in 101 Outreach reviews.

Based on 74 Outreach reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Based on 22 Outreach reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Based on 69 Outreach reviews. Identifies accounts that sales reps aren't engaging with

As reported in 70 Outreach reviews. Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost 70 reviewers of Outreach have provided feedback on this feature.

Identifies common themes and actions amongst reps that close the most deals 80 reviewers of Outreach have provided feedback on this feature.

Allows users to track the level of engagement with each account and provides insights on frequency of engagement This feature was mentioned in 24 Outreach reviews.

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies 21 reviewers of Outreach have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 26 Outreach reviews.

Condenses long documents or text into a brief summary. This feature was mentioned in 25 Outreach reviews.

Based on 40 Outreach reviews. Condenses long documents or text into a brief summary.

Based on 162 Outreach reviews. Allows users to generate text based on a text prompt.

As reported in 21 Outreach reviews. Condenses long documents or text into a brief summary.

Based on 139 Outreach reviews. Allows users to generate text based on a text prompt.

Allows users to automate responses to sales leads across various channels.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows users to automate the handling, processing, and management of documents.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate responses to customer inquiries across various channels.

Allows the AI agent to identify and resolve issues without user intervention.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to schedule and automate follow-ups based on prospect engagement.

Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics.

Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media.

Allows the AI agent to tailor outreach messages based on customer profiles or past interactions.

Allows users to track and analyze the effectiveness of automated outbound campaigns.

Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources.

Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Enables the AI agent to respond instantly to inbound inquiries, improving response times.

Enables the AI agent to assess inbound leads and determine their sales readiness.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Based on 16 Outreach reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 17 Outreach reviews.

Based on 17 Outreach reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 16 reviewers of Outreach have provided feedback on this feature.

Engages in human-like conversation for task delegation 16 reviewers of Outreach have provided feedback on this feature.

Based on 16 Outreach reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 16 reviewers of Outreach have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input 10 reviewers of Outreach have provided feedback on this feature.

As reported in 10 Outreach reviews. Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Based on 27 Outreach reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes 26 reviewers of Outreach have provided feedback on this feature.

As reported in 27 Outreach reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 27 reviewers of Outreach have provided feedback on this feature.

Engages in human-like conversation for task delegation This feature was mentioned in 27 Outreach reviews.

Based on 27 Outreach reviews. Anticipates needs and offers suggestions without prompting

Based on 26 Outreach reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives