Outreach Guide automates selling plans, assists reps in sales meetings with AI-generated insights, and offers teams true visibility into their deals. With real-time conversation intelligence and best-practice action plans, reps and managers can rely on revenue intelligence for stronger deal management and improve execution in each stage of the sales cycle.
Resource Bundle: Your Path to De-Risking Deal Cycles
Download these resources to bring greater clarity, efficiency, and consistency to your sales cycle — even in an unpredictable market.
Leverage AI to win more deals
Increase rep productivity by 30%
Improve deal close rates by 13%
Eliminate the need for last-minute deal-saving efforts. Instead, put AI and machine learning to work to unlock a better understanding of customer interactions, trends, and overall deal health. Outreach Guide helps you spot and avoid surprise risks early in the deal cycles, so you’ll never be caught off guard again.
Leverage an AI-powered virtual assistant, Kaia, that joins live meetings and uses real-time Natural Language Processing (NLP) to understand the context of sales conversations. With Kaia, reps get the information that they need in the moment to answer prospects’ questions.
Learn about KaiaEnsure buyers, sellers and internal stakeholders can track deal progress with clarity and understanding of key steps, deliverables and timing with Success Plans.
Learn about Success PlansGain true visibility into your prospect’s pain points, needs, required capabilities, stakeholders, and purchase processes, and assess your reps’ sales execution performance with a rich, easily searchable history of their sales meetings.
Barriers exist every step of the way in deal management. When reps are distracted, ill-equipped, or unprepared, they’re unable to deliver a strong proposition — and you’re bound to lose out on opportunities. Kaia boosts rep productivity by automating tedious note taking and sales tasks before, during, and after meetings.
Automatically transcribe entire meetings while capturing key moments, action items, and behaviors during the meeting.
Make it simple for reps to take the best next steps by delivering call summaries, action items, bookmarks, and notes directly to their inbox after each meeting.
Mitigate sales execution risk earlier, save time, and keep deals on track with extensive searchability across calls and meetings while competitive trends and topics are delivered to you.
Don’t let a lack of transparency derail your deals. Instead of just relying on gut instinct and past experiences to understand deal progress, improve your deal execution with a Success Plan that brings alignment between buyers, sellers and stakeholders on all sides.
Deliver a collaborative and transparent buying experience with all key needs captured in a mutually-agreed upon plan.
Collect and organize deal details in an easy-to-consume format that sales managers can use to coach and assist along the way.
Bring internal stakeholders along on the journey to ensure customer expectations are met and exceeded as you close more deals.
To build accurate transcripts, Kaia's language model learns your organization’s unique vocabulary: product names, competitors, and other industry terms.
Kaia surfaces enablement-created Content Cards at the right moment in virtual meetings, so reps can easily answer questions about competitors, product features, pricing and more.
Kaia detects when action items are spoken and syncs them to the meeting transcript. After the call, reps can track follow-up items as tasks via Success Plans.
A shared timeline is delivered to customers at the beginning of the deal process and is kept up to date as the deal progresses to help navigate the buying process.
Get notified when buyers view the plan, share it with others, or download specific content.
All documentation (case studies, contracts, etc.) shared throughout the deal is organized in a single easy-to-find view for everyone
Monitor deal status across a single pane of glass that shows the status of all deals and easy access to individual plans all in one place.
Quickly find relevant recordings and moments by searching for keywords in transcripts, notes, or content cards. Filter by teams, meeting, or opportunity attributes.
Success Plans help teams create mutual action plans that give you better visibility into deals. Here's how you can use them to…
We’re excited to share the latest Kaia updates with you that will help your sales team increase productivity by focusing on the…
Learn how to connect your sales activities with outcomes to identify the most effective workflows — and stay ahead of risks.
Outreach Engage drives growth by automating, instrumenting, and optimizing workflows across the entire sales cycle.
Outreach Commit's real-time pipeline analysis and buyer engagement signals help revenue leaders proactively fix deal risks and push the forecast higher.
