Enterprise-class governance
Modern governance that supports the way your organization sells and does business
Outreach provides a unified governance and administration experience that enables admins to manage users and data from one platform with flexible and granular governance controls that improve team collaboration and seller productivity.
Sales, Marketing, Rev Ops and Customer Success teams trust Outreach
Enhance team-based selling models
Team selling brings the right expertise to the table, ensuring every customer interaction is backed by the full strength of the organization, not just one person.
To support more complex sales motions, Outreach offers flexible governance controls that let unique team members, and managers easily access, share and collaborate on the records and content most relevant to their roles.
- Support team-based selling workflows with multiple assignees to Prospect, Account, and Opportunity records, for seamless collaboration among stakeholders.
- Sync team structures and permissions from CRM or create and manage them in Outreach to enable appropriate visibility across organizational levels.
- Define granular access controls around who can view, edit or share content, aligned to team membership, role hierarchy or user profile.
Meet internal and external requirements, while also improving seller productivity
Organizations are only able to run as fast and as far as their governance policies, procedures and controls enable them. To support the way you run your business, meet internal and external requirements, and improve seller productivity, Outreach provides a broad set of admin controlled governance capabilities.
- Profiles are configured in Outreach to allow or deny certain activity within the platform.
- Granular access control can be configured to restrict access to content.
- Control how long voice recordings and email data persists within Outreach.
Governance features at a glance
Data deletion
Customers can delete users, emails, and other associated prospect data directly from our Compliance Request service within the platform. If customers want to terminate their relationship with Outreach, all their data will be removed from our systems within 60 days.
Data retention
We enforce company policies for retention of Outreach Voice recordings, Meeting recordings, and Emails with flexible configurations based on the length of times data should be stored prior to deletion.
Advanced email sync controls
To help customers meet more restrictive security requirements, Outreach is providing more control over their email data with features like Header Based Sync.
Bulk email sender compliance
Remain compliant with bulk email sender policies using appropriate unsubscribe settings to help prevent Google and Yahoo from limiting sending rates, blocking messages, or marking messages as spam.
Access control
Using both User Roles and Profiles, admins can determine the right access control by granting or denying record visibility and setting up the right user permissioning for create/edit/share/delete/etc actions within the platform.
Consent to record
Consent to record for Outreach Voice is customizable to abide with local regulation. Consent to record for meetings depends on your vendor of choice. For example, Kaia for Microsoft Teams can be set up for explicit consent to support GDPR compliance, whereas with Zoom, customers would simply use Zoom’s native consent mechanism.
Record-level attribution
Empower your team with precision control over data access. Define view and edit permissions at the field level or seamlessly inherit rules from your CRM. Sensitive information stays secure, reducing risk and ensuring compliance - so sellers can focus on driving results without compromising governance.
Collaborative selling controls
Accelerate complex deals with team-selling capabilities designed for real-world enterprise structures. Account Teams, Opportunity Teams, Territory Teams, Hierarchical Teams, and Multi-User Assignment make collaboration effortless - so the right people stay aligned, share context, and drive revenue together without compromising governance or data integrity.
