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.
Structured
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
Aligned
Create customer success plans based on scope and success criteria from pre-sales that maintain alignment and advance projects to close and beyond
Actionable
Use customer analytics to take action when risk threatens your expansion and renewal strategies
6,000 global customers execute their AI-powered sales workflows with Outreach
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.
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.
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.
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.
