Sales is hard. Reps are juggling countless tasks to create pipeline and move deals forward, while managers sift through mountains of data trying to understand what’s happening and how to coach their teams effectively. Despite decades of CRM evolution, these systems remain systems of record – great for storing data but insufficient for solving the day-to-day challenges of sales professionals.
The result? Revenue organizations find themselves entangled in an increasingly complex web of technologies to get actual work done. This leads to data silos, disconnected processes, and confusion about the true state of the business.
To tackle this challenge, we invented the Outreach Sales Execution Platform. It’s built to go beyond a system of record and instead serve as a system of action. Every step of a rep’s workflow is automated through sequences of tasks triggered by clear rules. With over a decade of experience helping revenue organizations achieve peak performance, we’ve codified these learnings into best practices that underpin our platform’s sales execution workflows. This standardization drives streamlined processes, enabling every rep to perform like your best rep.
Our platform is a one-stop shop for revenue organizations, encompassing sales engagement, real-time coaching, pipeline management, and forecasting. It’s all designed to unleash your team’s full potential by removing the manual burden of repetitive tasks and allowing reps to focus on what they do best: building relationships and closing deals.
Artificial Intelligence has been central to Outreach from the beginning. Initially, we used predictive AI to help sellers gauge deal health and managers to improve forecast accuracy. KAIA, our conversational intelligence tool, added live coaching during a call and real-time post-call analytics for immediate follow-up and enhanced coaching.
With the advent of generative AI, we introduced assistive AI capabilities. Now, the platform doesn’t just tell you what happened during a meeting or what’s going on in a deal – it answers your questions and provides actionable insights. Looking ahead, generative AI will evolve into agentic AI, a transformative leap where AI Sales Agents will autonomously execute workflows, saving invaluable time for sellers and managers alike.
Unlike other platforms, Outreach is uniquely positioned to leverage agentic AI. At the heart of our platform lies a robust task engine. Tasks that were once manual and time-consuming can now be executed autonomously by AI Agents. This frees reps and managers to focus on high-value activities while AI handles repetitive tasks.
While other vendors make noise about AI, Outreach integrates it seamlessly into the sales execution workflow. Our enterprise-grade platform is built on a data cloud that unifies structured and unstructured data from Outreach and third-party systems. This unified view of accounts, prospects, contacts, and opportunities, combined with customer engagement data that is generated within Outreach provides the perfect foundation for advanced AI-powered workflows.
Our proprietary AI engine leverages cutting-edge techniques like Retrieval-Augmented Generation (RAG) and segmentation to contextualize your business data. Outreach leverages large language models (LLMs) that are fine-tuned with your business data, ensuring high accuracy and relevance. AI at Outreach isn’t an afterthought; it’s embedded into every aspect of our sales execution workflows.
At Outreach, we believe AI exists to empower people, not replace them. By identifying the specific steps in the revenue workflow that are best suited for agentic AI, we build AI Agents that work in harmony with our sales execution engine. The result is a platform that boosts productivity and drives performance across the board.
Our AI Agents are pre-configured to codify best practices, eliminating the need for revenue organizations to figure out how to leverage AI themselves. This differentiates us fundamentally from other vendors who leave the burden of AI integration to their customers. At Outreach, we make AI simple, scalable, and impactful.
One of the first AI Agents we’ve developed is the AI Prospecting Agent, announced at Explore 24 This industry-first initiative is an autonomous AI sales agent built with Outreach’s deep expertise in prospecting workflows. It performs deep account research, crafts relevant, high-converting messages, and autonomously executes prospecting tasks. The result? Sellers gain more time and opportunities for live, revenue-generating interactions with buyers.
The Outreach AI Prospecting Agent integrates seamlessly with third-party prospect data, account insights, and prospect signals and combines that with signal gleaned from historical engagement data. It provides a unified experience that targets both existing accounts and net-new opportunities, helping organizations build robust pipelines. Currently in private beta with select customers, we will soon roll it out to a broader audience.
At Outreach, our vision is clear: to simplify and amplify revenue workflows with pre-configured AI Agents that deliver real value. We’re committed to ensuring that every AI innovation we bring to market helps reps and managers perform at their best.
AI at Outreach is not about marketing fluff or chasing trends. It’s about creating tangible outcomes for our customers. By seamlessly integrating AI into our platform, we’re not just transforming sales execution – we’re redefining what’s possible for revenue organizations.
The future of sales is here, and it’s powered by Outreach.
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