Outreach

Outreach is an agentic AI platform for revenue teams that orchestrates prospecting, deal management, forecasting, coaching, and account expansion in one platform. It provides AI agents that act as teammates to work every deal and account for every rep simultaneously.

Key Features

• AI Agents: Surface prospects, handle research, and guide sellers on next actions.
• Omni: A universal conversational agent for asking questions and taking action across accounts, opportunities, prospects, and meetings.
• Agent Studio: Deploy ready-to-run workflows for core sales motions with a visual canvas.
• Knowledge: Upload proprietary sales content to inform AI personalization and smart assist.
• Meeting Prep Agent: Automated briefing covering account history, recent activity, open opportunities, participant overviews, and suggested talking points.
• AI Topics Explorer: Analyze conversations at scale to surface patterns across products and competitors.
• Conversation Intelligence: Surface insights to spot coaching opportunities in real time.
• Sales Forecasting: AI-assisted modeling to improve forecast accuracy.
• Deal Insights: Inspect deals, flag risks, and prioritize actions.
• Pipeline Management: Manage the sales pipeline.
• Mutual Action Plans: Align teams around buyer priorities.
• Account Management: Manage accounts and build buying committees.

Who It's For

Sales, Marketing, Rev Ops, and Customer Success teams. Specifically, sales leadership, sales managers, sales development, account executives, revenue operations, and customer success managers.

Security, Privacy, Governance

Enterprise-grade encryption, SSO, role-based access controls, strong privacy protection, and fully configurable agent controls with audit trails.

Key Benefits

• Unified platform for prospecting, deal management, forecasting, coaching, and expansion
• AI agents act as teammates to work every deal and account simultaneously
• Enterprise-grade security with encryption, SSO, and role-based access
• Used by major companies like Databricks, Zoom, Siemens, Snowflake