Configure Outreach to give the right permissions to your team members based on role
Provision the right level of access to features and capabilities to the right people based on their role and seniority.
Fully Customizable Profiles
Just like Salesforce, administrators can create profiles specific to how users need to be guided.
Create Multiple Profiles
Outreach empowers administrators to create and customize as many profiles as needed, and assign them to users.
We built these from the ground up to be scalable for small, medium and enterprise organizations.
Role Hierarchies establish relationships for targeted reporting
Managers can organize large salesforces into their operational units to share strategies and monitor success.Analytics Salesforce
Just like Salesforce's roles hierarchies, assigning users to the right role enables targeted reporting and governance.
When users need to be grouped in customized teams, especially when across roles hierarchies, teams can be used for reporting and content sharing.
Sync Roles From Salesforce
Outreach allows administrators to build out their roles hierarchy and assign users within two clicks, no matter how large the tree.
Guide everybody to success with account-based sales bumper guards
Outreach provides baked-in safeguards, configurable by admins to ensure reps avoid mistakes and stay on track.Workflow Automation
Plays & PlaybooksComing Soon
Playbooks help sales teams use planned strategies to engage accounts based on the account tier, and personas.
Team leads can create Rulesets for their team to use, which control how many people are engaged at once.
Administrators can configure a throttle around domains to prevent teams from engaging accounts too aggressively.
Persona SafetiesComing Soon
When content is designed for specific personas, it's important to be able to prevent your users from mismatching with prospects.
Within Rulesets, team leads can ensure that sequences cannot be used more than once per prospect, preventing double-hits.
Team leads can determine whether users who are not record owners of prospects, are allowed to engage them.
Outreach gives super powers to every role in the sales cycle
Outreach is the one single platform where players can be coached, and strategies can be tuned for success.