Outreach AI Deal Agent
Keep every deal on track.
Outreach Deal Agent eliminates the burden of manual updates by surfacing AI-recommended changes to your opportunity fields. With AI deal management, your pipeline stays healthy, your reps stay focused, and your team stays aligned.
Less admin, more selling.
Deal Agent uses conversation intelligence to surface recommend updates based on what’s said in your calls and meetings – freeing reps from time-consuming CRM edits and letting them spend more time driving revenue.
Hands-free CRM updates
In seconds, reps can easily pass AI-driven updates into opportunity fields, keeping deal data accurate, methodology consistent, and pipeline moving.
FAQs
Outreach AI Deal Agent recommends updates to opportunity fields based on what was said in sales calls and meetings. It helps teams keep CRM data clean, supports sales methodology consistency, and eliminates manual deal updates.
Deal Agent reduces the admin burden by identifying key opportunity updates and surfacing them automatically. Reps spend less time updating fields, and managers get better visibility into pipeline health.
Yes, Deal Agent integrates with supported CRMs like Salesforce and Microsoft Dynamics 365. Opportunity updates sync directly into the CRM, eliminating the need for manual entry.
Deal Agent uses conversational intelligence captured from Outreach meetings and Kaia recordings. It analyzes transcripts to detect key deal signals – like buyer roles, objections, or decision criteria – and suggests updates to sales methodology fields.
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