Modify records and queue up engagement activities in the right scenarios
Triggers are the air traffic controllers of your data sets, enabling you to setup rules that take actions.
Use any combination of criteria to segment your personas, and have triggers enrich records with the assignment.
Queue Activities Up
Use triggers to automatically assign prospects to a playbook or sequence, to queue up their first calls as quickly as possible.
Outreach can update any field on the prospect when certain conditions are met.
Intelligently follow up on unresponded emails within sequences and playbooks
While most touches require manual personalization, there are some simple follow-ups that can be automated.Email
When simple follow-up notes can be used to bump messages to the top of the inbox.
Perfect Reply Detection
So good that we only miss one out of every fifty thousand replies, Outreach reply detection is incredibly reliable.
Colleague Reply Detection
Our reply detection is so good we can detect replies from colleagues who were forwarded your notes.
Control how your team engages accounts and prospects
Playbook and sequence rulesets set your teams' workflows up for success based on prescribed conditions.Workflow
Paused OOTO Auto-Resume
Outreach is so smart it can pause a workflow when they are out of the office, and resume them at the right time.
Update Stages Automatically
Rulesets update record status automatically based on engagement outcomes and post it back to Salesforce.
Call Tasks Generated On Open
When a prospect responds to your touch points, call tasks can be generated for the rep to call.
Automatically push and pull record data to and from Salesforce
Outreach's bi-directional sync ensures data is exchanged with Salesforce within minutes of record changes, in either direction.Salesforce
Contact & Lead Updates
Sync any data from any field on leads, contacts, and accounts in both directions.
Set Outreach up to pull in specific records from reports via a recurring SFDC reports import.
Automatically post all call, email and any other activity to Salesforce, without reps manually pushing them.
Outreach gives super powers to every role in the sales cycle
Outreach is the one single platform where players can be coached, and strategies can be tuned for success.