Outreach May 2025 Release: AI-Powered Enhancements for Sales & Revenue Teams

Outreach powers the future of revenue execution with new AI-powered productivity tools and workflow innovations tailored for sales and RevOps teams. In today’s fast-moving sales environment, modern revenue teams require more than just tools—they need intelligent partners embedded into their daily workflows. That’s why we’re excited to announce the latest set of enhancements to the Outreach AI Revenue Workflow Platform, designed to help you sell smarter, operate faster, and never miss an opportunity to build better relationships with your customers. 

Our newest innovations expand the power of AI across the entire customer lifecycle, helping teams unlock productivity gains at scale. From AI Revenue Agents that autonomously handle complex tasks to expanded forecasting, smarter meeting insights, and a dramatically improved mobile experience, Outreach is your trusted partner for the next era of sales execution. 

Meet your AI Revenue Agents for sales & revOps 

Say hello to your new digital co-workers. Outreach AI Revenue Agents are purpose-built to tackle high-impact workflows across the entire customer lifecycle, freeing up your teams to focus on building relationships and closing deals. Here’s how the agent works: 

Outbound prospecting 

Revenue Agents automatically identify qualified personas, build outreach sequences, and follow up at just the right time to maximize engagement and response rates. 

Renewal and expansion management 

Agents can assist with customer check-ins, manage renewal tasks, and drive upsell conversations that improve customer lifetime value. 

Event promotion and follow-up 

Agents automate invitations, reminders, and post-event outreach to ensure your teams maximize attendance and pipeline generation from every event. 

All of this is powered by the Outreach data cloud, providing the intelligence and automation revenue teams need to move faster and win more. 

Forecasting and reporting that keep you on target 

Sales leaders rely on Outreach to help them understand where the business stands—and where it’s going. Our latest forecasting and reporting updates deliver even greater confidence and control. Here’s a peak at what sales leaders can do with Revenue Agents: 

1. Seamless integration with Microsoft Dynamics for forecasting  

Connect CRM data directly into Outreach forecasting dashboards, eliminating manual work and reducing the risk of data silos. 

2. New forecast trend visualizations  

Give leaders dynamic snapshots of pipeline movement, helping you identify risks and opportunities early and stay on pace to achieve your goals. 

3. Enhanced reporting layouts and custom filters  

Empower managers to analyze key metrics by rep, team, territory, or product line, giving them the precision to coach effectively and drive predictable results. 

4. Smarter Meetings = Smarter Selling  

Customer conversations are where deals are won—or lost. Outreach ensures you capture every insight and never miss a critical follow-up: 

5. Pre-trained smart topics detects key insights 

Outreach’s pre-trained smart topics now detect product and competitor references, surfacing key information automatically so sellers can respond proactively. 

6. AI-generated meeting and call summaries 

Automatically generate polished, actionable recaps and sync them directly to your CRM. These summaries save hours of manual note-taking while improving data accuracy and follow-through.  

7. Attendee recognition and tracking  

Ensures every meeting participant is logged and mapped to your CRM, helping you build stronger contact networks and streamline account planning. 

Increased account visibility and seller efficiency 

Today’s sellers are expected to manage more accounts and drive more pipeline with fewer resources. With Outreach AI Revenue Agents, sellers can focus on what matters most with: 

• Enhanced engagement timeline: Track the full history of account interactions—including calls, meetings, emails, and tasks—so reps instantly understand where things stand. 
• Updated activity feeds: Access detailed meeting summaries and account updates to drive timely, data-informed selling actions. 
• New tile layouts and update tracking: New tile layouts and update tracking for account plans provide leaders and sellers with a clearer view of which accounts are progressing, where there are gaps, and where to focus efforts to protect and grow the book of business. 
• Integrated call waiting and call forwarding: Integrated call waiting and call forwarding ensures no opportunity is missed, even when you’re away from your desk or on another call. 

Opportunities and Kaia on mobile (coming in June!)  

Opportunities and Kaia on Mobile (coming in June!) will deliver the full power of web-based Outreach functionality to your mobile device. Manage deals, review meeting insights, and access Kaia guidance—anywhere, anytime. 

The future of revenue execution is intelligent, automated, and designed to support you, the sales professional, manager, or leader. With these new capabilities, Outreach continues to be the platform of choice for teams who are serious about winning.