Outreach for Customer Success Teams

Improve the customer experience and user engagement

Elevate your customer success team with workflows and actionable insights that enhance account health, advance expansion opportunities, and improve retention.

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Grow, organize, and manage your book of business with workflows that help scale your customer success team and make your renewal and expansion strategies repeatable


Create customer success plans based on scope and success criteria from pre-sales that maintain alignment and advance projects to close and beyond


Use customer analytics to take action when risk threatens your expansion and renewal strategies

Our renewals team uses Outreach to reach the exact right person we need to…and ensure we’re saying the right thing.

Kelly Lichtenberger

Head of Sales Development - Email Security

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Over 6,000 global customers trust Outreach

Outreach's Sales Engagement platform displaying the key stakeholder dashboard.

Account Engagement

Deepen engagement with accounts through intentional, proactive touchpoints. Provide a best-in-class experience that turns customers into advocates to prevent churn and expand accounts.

    Outreach's conversation intelligence tool, Kaia, dashboard displaying meeting details.

    Customer Meeting Management

    Increase customer loyalty by providing your customers answers to their toughest questions at the moment. Scale customer success by simplifying follow-up and ensuring that every customer experience has clear next steps.

      Outreach's customer engagement overview of the ACME Corp & Snowflake Partnership Plan highlighting progress, timeline, and key details.

      Customer Alignment and Progression

      Help Customer Success partner with existing customers looking to renew or expand products and services with mutual action plans that guide both sides through the purchase process and keep both sides aligned on key milestones and success criteria.

        Outreach's Opportunities feature which leverages visible insights to identify renewal and expansion opportunities, highlighting next best actions to prevent churn.

        Opportunity Management

        Use visible and actionable insights to understand when renewal and expansion opportunities require your attention and escalation. Understand what’s going well and the next best action to prevent churn.