Prospect and Manage Accounts

Help reps self-source their own pipeline and organize their book of business.

Take a tour

See for yourself how Outreach helps prospect and manage your book of business:

Every improvement we make within Outreach makes it easier for our sellers to be more productive and hit quota. It’s really causing a snowball effect, and we’re getting increased attainment against higher numbers.

Travis Henry

Director of Sales Operations and Enablement


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Over 6,000 global customers trust Outreach

Account Planning

Identify potential champions and decision-makers with Outreach Sales Engagement and Smart Accounts Plans to construct a relevant and compelling business case for partnership. Reduce wasted effort in getting to the right people and increase target account penetration by organizing, connecting, and aligning with key stakeholders in the buying group.

    Inbound Prospecting

    Pair the right message with the right people to improve qualified pipeline opportunities when responding to inbound inquiries. Ensure a timely and personalized approach that resonates with prospects’ needs to enhance the customer experience and maximize the chance of successful conversions.

      Outbound Prospecting

      Improve pipeline coverage, allow the team to prioritize strategic prospect engagement, and automate low-value tasks. Leverage the pipeline generation calculator and sequence engagement scores to maximize the impact of prospecting. Engage customers with timely, relevant messages and ensure best practices are used to pre-qualify contacts and establish a strong foundation.

        Account Development

        Deepen engagement and drive a better customer experience within existing accounts with intentional, regular touchpoints. Access multiple parts of the organization, open avenues for upsell or cross-sell opportunities, and lock in renewals in a proactive, rather than a reactive manner.