Opportunities are the main indicator of success for every company’s revenue team. They track every engagement with your prospects and customers throughout their entire journey with your company, making it easier to forecast your pipeline and hit your monthly, quarterly, and annual business goals. The status of your opportunities and how they are progressing through your pipeline indicates how revenue efficient your team is, and opportunities are a critical point of reference in every customer-facing rep’s or manager’s day.
Earlier this year, we shared that we are investing deeply in bringing Salesforce opportunities into Outreach in a meaningful and actionable way that helps your team better manage pipeline, close deals faster, and drive greater revenue efficiency. Today, we’re excited to announce that the first phase of opportunities capabilities are now generally available to all of our customers!
With this release, all Outreach users can now view opportunities right in Outreach, track pipeline through every stage, and see and contact active prospects in an opportunity to quickly and strategically move deals forward.
You can also filter opportunities by deal stage to ensure your individual, team, and company pipeline is sufficiently stocked, and see the dollar value of your pipeline at a glance.
And of course, we’re giving you these features with the governance you need to make sure the right people on your team see only the most relevant data in Outreach. Account admins will be able to determine who on their team can access information about opportunities from Outreach, keeping every member of the team laser focused on crushing their goals.
Our early adopters of opportunities are already seeing huge time savings on their teams as their closers spend less time toggling back to Salesforce to pull opportunity data, and can more strategically take action to close opportunities from Outreach. Yotam Yemini, SVP of Field Operations at Quantum Metric, said:
Over the next few months we’re excited to continue building the most robust and actionable opportunity feature set in the Customer Engagement space. Throughout the year, we’ll be releasing the following capabilities:
We’re committed to helping you increase revenue efficiency with actionable visibility into your pipeline across your whole revenue organization. Today’s release of Opportunities in Outreach is just the start of that commitment. To get started viewing and working opportunities from Outreach, check out our support documentation or join our informational webinar live on 7/11 or available on demand.
To be the first in the know when we release new capabilities for opportunities in Outreach, join our Opportunities Early Access group in the Peak (and if you’re not a member of the peak, reach out to your CSM or email@example.com to join).