Governance
Outreach provides fully customizable profiles and roles, allowing managers to guide their teams to success.
Workflow Governance
Configure built-in safeguards to keep reps on track
Account Throttle
Administrators can configure a throttle around domains to prevent teams from engaging accounts too aggressively.
Sequence Safeguards
Within Rulesets, team leads can ensure that sequences cannot be used more than once per prospect, preventing double-hits.
Ownership Safeguards
Team leads can determine whether users who are not record owners of prospects, are allowed to engage them.
Content Creation
Determine who can create sequences and templates.
User Profiles
Configure the right level of access to features and capabilities based on role and seniority.
Fully Customizable Profiles
Just like CRM, administrators can create profiles based on role based access controls.
Create Multiple Profiles
Outreach empowers administrators to create and customize as many profiles as needed, and assign them to users.
Sync Roles From CRM
Outreach allows administrators to build out their role hierarchies and assign users with two clicks, no matter how large the tree.
Team Organization
Establish Relationships For Targeted Reporting
Role Hierarchies
Just like CRM's role hierarchies, assigning users to the right role enables targeted reporting and governance.
Customizable Teams
When users need to be grouped in customized teams, especially when across role hierarchies, teams can be used for reporting and content sharing.
Enterprise-ready
Whatever the size of your organization, we've built Outreach to handle its unique requirements.
Data Security
Protect your data and systems with a platform backed by the highest security standards.
- Physical Security
- Encryption
- Data Usage
- Data Privacy
- Data Recovery
- Data Ownership
- Database Security
- Integrated Services
- Privacy & Safety Features
Certifications
Outreach maintains multiple 3rd party certifications for security and privacy.
SOC 2 Type II
Outreach achieved SOC 2 Type II accreditation in December 2016. We are the first of our competitors to achieve this milestone demonstrating the continuous effectiveness of our security controls. To obtain a copy of our most recent Type II report please contact your Account Executive.
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ISO 27001
Outreach was the first of its competitors to achieve ISO 27001. This certification lays the ground work for our security program and policies.
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EU-U.S. Privacy Shield
Outreach serves companies around the world and is an early adopter of The EU-U.S. Privacy Shield Framework.
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Cloud Security Alliance
Our customers want to know about how we secure their data. As a Cloud Security Alliance STAR registrant Outreach's security practices are available for everyone to review.
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ISO 27701
Outreach was the first of its competitors to achieve ISO 27701. This is an industry standard certification for privacy and demonstrates compliance with internal controls attested to by an external auditor. The scope of the audit includes key controls from GDPR and CCPA.
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Outreach’s robust set of APIs allow third parties to build deep integrations or allow customers to access their data.
Outreach Developer Community
Our wonderful community of customers and partners have built tools to make integration fast and easy.
Direct, Open Access for Customers
The platform API gives customers and partners access to multiple endpoints for read and write access.