Outreach is the only solution that turns deal insights into delegate actions all in one place for predictable and efficient growth
Salespeople only succeed when they take the right actions to close deals, but for too long they lack true insight into the validity of their deals and are forced to resort to intuition and guesswork to choose the best next action to take. Sales leaders and representatives have to deal with disparate and dated sales techniques as they strive to achieve an accurate understanding of their deals, pipelines, and expectations. CRM solutions provide a way to store data but rely on extensive manual data entry from sales reps, often resulting in a “garbage in the trash” situation that doesn’t help reps or managers make confident decisions. Point solutions such as Conversational Intelligence offer a way to record conversations and extract ideas after hours or days, but at best they can determine next actions for actors in other systems. They all fail to offer the possibility of noticing deals. And none of them provide real-time deal information to salespeople and seamlessly automate next actions, all in one continuous experience. So far, that is.
Today we announce AI-Guided Deal Intelligence – Powered by machine learning trained on real-time sales and activities for healthy insight into critical deals. At Outreach, we were the first to invest in AI to deliver actionable insights to enhance predictability in customer interaction. Sales leaders need the ability to forecast revenue from rich AI-driven data, real-time activities, and signals across the entire customer journey from a single source to move from risk identification to action. Companies using Outreach will quickly determine where teams need to participate to make the most revenue impact.
One source of truth for deals, pipeline and forecasting
Sales leaders and representatives can now gain a true understanding of their deals, pipelines, and forecasts to guide the right actions from a single solution. Communication is the source of truth for deal validity, connecting all aspects of deals with AI-powered data collection from real-time engagement to live meetings to dynamic joint business plans, enabling revenue monitoring at every stage. These insights prompt next-best action for sales reps, which can be acted upon quickly from within the communication platform, saving salespeople time, increasing sales managers’ visibility, and improving revenue predictability for sales leaders and PR regulators.
The Outreach Engagement & Intelligence Platform is the only business system that manages every step of the transaction lifecycle. The platform provides the most comprehensive and accurate view of transaction integrity, identifying risks early and guiding best action, resulting in faster deal cycles and more predictable revenue. Sales development rep harnesses leads using sequences in Outreach to expedite lead qualification and not direct leads to Account Executive (AE). Once accessible to AE, a test call is seamlessly scheduled using the integrated calendar and sent to relevant stakeholders. Outreach Kaia, in real time, helps AE successfully place product, record the meeting, and take notes using real-time transcription. All this is done while capturing in-call bookmarks and action items, thus increasing delegate productivity by eliminating time-consuming non-sales tasks. After the call, Outreach Kaia also provides an automated summary of the meeting, begins opportunity generation, and recommends a pre-made outline of a joint business plan, known as success plans, between buyer and seller.
The Outreach Success Plan is the only integrated joint business plan that actually contains all activity data associated with the transaction to date, including meeting notes and email exchanges. Combined with the power of job titles and sentiment captured by AI, success plans include all the people involved in the deal on the purchasing team, along with the milestones, purchase steps, and resources needed to collaborate on the deal in the future. Every new booked meeting, stakeholder submission, and shared resource is automatically synced into the success plan. This takes administrative tax away from the seller and gives them more time to sell actively while ensuring accurate and timely data capture for accurate buyer engagement. Each stage in the Success Plan is pre-configured and linked to a stage in the under-the-hood sales process. Gone are the days of sales leaders chasing salespeople for status updates – they are now automatically updated and monitored.
As the deal progresses, all engagement activity across the platform is captured and transformed through machine learning and artificial intelligence into healthy deal insights from meetings, action items, sentiment, and customer engagement to guide reps on the actions they must take at each step to stay healthy. A deal on the right track. As revenue leaders review the overall pipeline health, trends, and updated outlook for the team at Outreach Commit, healthy insights from the deal provide valuable context on whether this deal should be included in this quarter’s forecast, and if not, what actions will be necessary from order to get him back on the right track.
Experience the benefits of the Outreach Engagement and Intelligence Platform
“Communication has already proven that by creating operational excellence with a business system of exploration, you can improve sales operations and qualify more deals faster,” says Manny Medina, CEO of Outreach. New AI-Driven Deal Intelligence (Outreach) demonstrates this again with the closing process – by focusing activity around a deal behind a single pane of glass, capturing accurate data and turning it into healthy deal insights that drive action, account executives are better equipped than any It’s time to close more deals, faster, and sales managers, leaders, and CROs can sleep soundly knowing that they finally have a source of truth for the validity of deals. “
Communication is the only solution that captures all sales data, activities, and interactions from prospecting to revenue, providing complete revenue monitoring capability. CRM solutions and conversational intelligence cannot turn transaction risk into impactful actions. Outreach’s Engagement and Intelligence Platform customers can only experience the benefits of deal intelligence directly related to sales, while also leveraging Outreach Kaia for real-time meeting information and communication with revenue information. To learn more about outreach and how to get started, request a demo.