Sales deal health quiz:
Diagnose your deal in minutes

How can AEs improve their meetings?

Outreach helps AE  schedule and host effective sales meetings before, during, and after the call. Smart Meeting Assist helps reps quickly schedule and prep for calls, ensuring that meetings are well-organized and focused on key objectives. 

During meetings Outreach’s conversation intelligence software provides real-time insights and relevant information, enabling AEs to address customer needs promptly and effectively. 

Post-meeting, Outreach’s AI-powered follow-up capabilities ensure that action items are tracked and completed, keeping the momentum going to advance the deal.

What tools can AEs use to keep deals from slipping?

Outreach helps reps sustain momentum, mitigate risks, and navigate challenges — all to keep your deals moving smoothly from qualification to close.

Customizable saved views within the opportunities tab give reps and managers a visual representation of all active deals, helping teams track progress and identify any potential issues early. At the opportunity-level, Success Plans allow AEs to create structured action plans with clear milestones and responsibilities, ensuring all stakeholders are aligned and working towards the same goals.

How does Outreach keep buyers engaged and aligned?

Outreach helps sales teams strengthen their business case by identifying, engaging, and influencing additional members of the buying committee.

Outreach helps drive alignment throughout the prospect’s organization by identifying, engaging, and influencing additional members of the buying committee. This approach decreases opportunity risk and increases deal size by ensuring that your solution’s value is tangible across the organization, from users to executive sponsors.

Sales teams can leverage Outreach’s sales engagement features to create, test, and optimize prospecting content in the platform to create personalized and targeted messaging for different stakeholders. Integrations with 6Sense, Zoominfo, and LinkedIn Sales Navigator provide deeper insights and enable you to engage with the right contacts. Kaia for Voice enhances real-time call coaching and transcriptions, while Success Plans help you align on mutual action plans with key stakeholders, ensuring everyone is on the same page.

What tools help reps prioritize actions and manage opportunities?

Reps should seek tools that help them understand the best action to take to advance high-priority opportunities, identify potential risks in the deal, and escalate to executive attention when things aren’t going as expected.  

Within Outreach, reps can leverage several tools to prioritize actions and manage opportunities. 

• The 360 Overview provides a comprehensive view of each account, helping reps understand the best actions to advance high-priority opportunities.
• The Pipeline Summary offers a clear snapshot of the entire sales pipeline, to help you identify potential deal risks and focus on the most critical opportunities. 
• Deal Health Scores give an objective assessment of each deal’s status, making it easier to escalate issues to executive attention when necessary, ensuring that no deal falls through the cracks.

What's the best way to personalize sales messages?

To successfully personalize at scale using Outreach, segment your audience and tailor your messages to address specific needs. Use dynamic fields to personalize emails and set up trigger-based campaigns based on customer behaviors. Then, diversify your outreach with multi-channel strategies and continuously optimize through A/B testing and feedback.