Mutual action plans
Build buyer trust, de-risk deals, and improve win rates by 26%
Over 6,000 global customers trust Outreach
Build buyer confidence, trust, and alignment
De-risk your deals
Improve win rates by 26%
Put best practices to work to win more. Success Plans offer structure, templates, and visibility to make sure your team applies best practices to every deal while engaging buyers throughout the process with a mutual action plan. As a result, teams see greater consistency, predictability, and collaboration across every deal.
Demo: Outreach Success Plans
Reinforce your sales strategy directly in Outreach: Success Plans help sales leaders operationalize their sales methodologies, like MEDDPICC, MEDDIC, or SPIN Selling.
Mutual action plan features at a glance
Success Plans Methodologies: Template and custom field mapping
Create and share templates that bring automation to your qualification and sales methodology while mapping to your CRM fields, making it easier for different teams to follow a consistent playbook.
Shared resources
Security and control
Protect plan and resource access with the increased security of two-step authentication. Easily verify identities with a six-digit code and reduce your risk of sensitive information in the wrong hands. Ensure all attached resources are safe with resource and doc virus scans.
Team interactions
See the full power of the Sales Execution Platform
Create quality pipeline, maximize rep productivity, and drive predictable revenue growth with Outreach.
Maximize seller productivity with high-impact sequences and playbooks that help the entire sales organization efficiently create new pipeline.
Run deep, data-driven deal inspection with reps, focusing on actions that accelerate deal velocity and boost conversion rates.
Increase win rates by 26% by allowing AEs and customers to jointly drive smooth, predictable purchase processes that improve deal qualification and clarify every deal’s next steps.
Run winning sales meetings with real-time, in-meeting enablement that decreases rep ramp time while automatically surfacing trends, new objections, and competitive threats.
Increase quota attainment with insights that guide sellers before, during, and after critical meetings. Share examples of best practices, coach on next steps, and spot risks across every deal, without having to attend every call.
Quickly identify and prioritize the winnable opportunities, spot at-risk deals, and get actionable recommendations that increase win rates.
Confidently inspect your pipeline to detect gaps, model assumptions, and scale strategies that increase conversion rates and seller productivity.
Make forecasting less manual, more frequent, and increasingly accurate. Adjust assumptions, model scenarios, and analyze trends to increase pipeline coverage and win rates.
