Outreach’s new platform look and other updates to accelerate deal velocity

Posted May 23, 2023

By Andrea Youmans

Senior Product Marketing Manager at Outreach

We are thrilled to announce several new updates to the Outreach platform that streamlines user experiences to help your teams boost rep productivity and accelerate deal velocity. Keep reading to learn more about our latest enhancements: 

  • Find information faster with updated user experiences
    • Outreach’s new look and feel 
    • Column Customization 
    • Consolidated Reporting 
  • Spot at-risk deals and meet data privacy and language requirements in Kaia
    • Kaia Topic Search + Topic Reaction
    • Kaia Call Redaction 
    • Kaia Live AI Transcripts  in Spanish, French, and German 
  • Save time with granular governance controls and more seamless CRM sync experiences  
    • Content Governance 
    • EU Data Center Enhancements
    • Enhanced CRM Sync Experience 

Find information faster with updated user experiences 

Outreach’s new look and feel 

A new URL is just the beginning. Outreach's new look and feel gives your team the right information at the right time with a content architecture that reduces eye strain. We designed a modern, focused look and feel for all Outreach experiences based on the latest industry trends and best practices for color, typography, grid, and iconography. Outreach’s new look and feel is now rolling out to customers today.

Outreach’s new UI helps you find the right information faster.

Column Customization 

Sellers can customize columns on Prospects, Accounts, Opportunities, Voice, and User list pages to access information quickly and save time. This new feature allows you to easily move columns into a different order as well as add in custom columns you might be syncing from your CRM. Column Customization is now rolling out to customers today.

Customize columns on Prospects, Accounts, Opportunities, Voice, and User list pages.

Consolidated Reporting 

Consolidated Reporting provides valuable data-driven insights into your team's performance. The Sales Execution Report, Team, and Sequence reports are now available in one place, making it easier for you to find out how your team is performing. In addition, there are new filters and pivots so you can compare team vs. team or user vs. user and export all your data into a CSV. Consolidated Reporting is rolling out to customers today.

Stay on top of your team’s performance with Consoildated Reporting.

Spot at-risk deals, meet data privacy and language requirements with new enhancements in Kaia

Kaia Topic Search and Kaia Topics and Reactions

Insight into buyer reactions is critical when moving deals forward. With Kaia Topic Search, reps and managers can see the exact moments keywords are said in meetings, such as “next steps,” “budget,” “ legal,” “ support” and more. The increased visibility into Kaia Topics and Reactions reduces the need to rely on seller interpretation of calls. With this valuable insight into buyer sentiment, sellers and managers can quickly evaluate if the deal is at risk, moving forward, or if the manager can provide additional coaching. Kaia Topic Search and Kaia Topics and Reactions are now available for customers today.

Kaia topic search + topics and reactions helps your team gain insights into buyer reactions, reducing the need to rely on seller interpretation of calls.

Kaia Call Redaction 

For organizations looking for more ways to protect sensitive information on calls, gone are the days of reviewing calls and manually redacting information. Kaia Call Redaction allows organizations to redact when a series of four numbers are uttered in sequence, on a call, from the transcript, protecting sensitive information. Kaia Call Redaction is now available for customers today.

Kaia Call Redaction allows organizations to easily redact sensitive information from call transcripts.

Kaia Live AI transcripts in Spanish, French, and German

To speed up onboarding, enhance seller productivity, and remove non-selling tasks for multinational and multilingual selling teams, we are excited to announce Kaia Live AI transcripts are now available in Spanish, French, and German. This means sellers around the world can ditch tedious note-taking while on calls so they can focus on moving the conversation forward.  Gracias, Merci, Danke Kaia!

Kaia Live AI transcripts are now available in Spanish, French, and German

Save time with granular governance and CRM sync enhancements

Content Governance 

Trying to find the right content can slow a seller down, and this problem is amplified as data continues to grow; however traditional governance controls are often rigid and hard to use. We are happy to announce that admins can now apply Content Governance using collections and teams to further control their content at scale, and ensure the right users have access to the right content. Once enabled, sellers can more quickly put contacts into the right sequence, then find the right templates and snippets for every conversation throughout the sales cycle. Content Governance is now available for customers today.

Content Governance reduces friction for sellers looking for the right content at the right time.

EU Data Center enhancements 

For customers with more stringent external regulatory obligations and require data residency as part of the security and privacy policies, we are happy to share that the Outreach EU Data Center will now include mutual action plans, conversation intelligence, rep coaching, and deal insights. The new capabilities are now available for customers in the EU Data Center today.

Enhanced CRM Sync Experience 

Another area we are helping customers save time and improve seller productivity is by providing a more seamless CRM sync experience. Outreach's new Enhanced CRM Sync Experience offers an improved, user-friendly UI for easy CRM integration. This new experience enables you to integrate your CRM to Outreach faster than ever before, helping your teams gain access to the latest sales data and improving seller efficiency by sharing the information you need back to your CRM. Enhanced CRM Sync Experience is available to customers using Salesforce and Dynamics today.

Outreach's new CRM integration offers a user-friendly interface for quick access to sales data, improving efficiency and maximizing your CRM investment.

Get started today 

With Outreach’s powerful AI capabilities and real-time insights into buyer behavior, reps can spend more time building relationships with prospects and less time on repetitive tasks. This leads to faster, more effective sales processes and ultimately, more closed deals.

If you want to learn more about the latest capabilities to create and close more pipeline, watch our webinar: What's New, What's Next, or request a demo.


Related

Read more

Discover the Sales Execution Platform
See how Outreach helps sellers close over 2 million opportunities every month.