Revenue Orchestration Platform
Overview of Revenue Orchestration Platform
Revenue orchestration platforms enable B2B frontline resources to design, execute, capture, analyze, and improve buyer and customer engagement, while optimizing productivity and internal revenue processes.
Outreach’s revenue orchestration platform aligns workflows for sales, account management and customer success in a single system. With Outreach’s full-funnel visibility, Sales and Rev Ops leaders can scale what works, stop what doesn’t and make changes that make winning repeatable.
Revenue orchestration benefits and features
Report
Forrester names Outreach a leader in Revenue Orchestration Platforms for B2B
Outreach empowers our sales VPs to know exactly what reps are doing in their pipeline. It also gives them guidance on what deals should be pushed back or moved forward, as well as what should be closed and moved out of the pipeline completely.
Kumbi Murinda
Principal RevOps Consultant
Over 6,000 global customers trust Outreach
Engagement
Outreach is the only revenue orchestration platform built for account-based sales. Penetrate more target accounts with integrated account planning software and personalized engagement. Automate and orchestrate manual and repetitive prospecting activities and create more quality pipeline by sending the right message to the right person at the right time.
Capture
Capture activity data from buyer and seller interactions in real-time and use an intelligent, bi-directional integration to ensure the most accurate data is represented in both the CRM and Outreach. Provide Sales and Account Management teams with a clear view of growth signals and churn factors by bringing product metrics and account purchases into their system of action.
Analysis
Identify and act on areas of opportunity and risk in your team’s pipeline, and quickly adjust your forecast to ensure accuracy. Ensure your forecast is accurate by using artificial intelligence to model different revenue scenarios and analyze historical trends in pipeline creation and quota attainment. Understand the expansion potential for each account and run coordinated upsell and cross-sell plays.
Optimization
Use visible and actionable insights about buyers, sellers, and deals in the pipeline to ensure your team takes action, sends messages, and makes decisions that convert opportunities into revenue. Understand your team’s strengths and weaknesses, which deals will close and which are at risk, and if reps are adhering to your chosen sales methodology so that you can provide effective coaching and deal support in 1-1s and team meetings.
Empower your teams with specialized solutions
Prospect and Manage Accounts
Improve sales productivity by helping reps self-source their own pipeline and organize their book of business. Accelerate speed to lead when inbound prospecting so that timely outreach ensures that leads convert to valuable opportunities. Leverage structured sequences and accessible research to scale pipeline coverage without sacrificing strategic activities. Identify potential champions and decision-makers and construct a relevant and compelling business case for partnership.
Manage and Guide Deals
Use deal-tracking software with artificial intelligence that learns your sales process so that it can gauge the likelihood that opportunities in your pipeline will be won or lost. Identify potential risks and take corrective action to get opportunities back on track and close.
Coach and Improve
Continuously improve your sales organization without hours of live sales training. Insight into activity, pipeline, accounts, and sellers allows you to identify winning behaviors and employ active sales coaching to ensure reps are sending messages, taking action, and making decisions linked to revenue.
Forecast and Plan
Improve sales and revenue forecast accuracy with insight into all stages of the funnel, audit the underlying assumptions, and quickly drill down into how deals are moving at all levels of the organization. Accurate and efficient forecasting that allows you to identify, game out, and remediate risk by highlighting specific deals that contribute to pipeline softness in various scenarios.
Retain and Expand
Your single solution for customer lifecycle management. Jointly define milestones for success with customers and never miss an opportunity to demonstrate value. Proactively remove competitive threats and identify accounts at risk of churn or contraction. Use a view of competitive and complementary products purchased by your customer as triggers to create upsell and cross-sell opportunities at exactly the right time.
Revenue orchestration FAQs
Outreach’s workflow capabilities allow companies of all sizes. to create sophisticated cadences that can be linked, automated, and assigned to multiple users. Its advanced workflow creates advantages that expand beyond engagement into critical revenue orchestration areas such as AI-optimized workflows. Outreach is a strong fit for enterprise companies looking to develop advanced engagement capabilities with a vendor willing to partner to meet their future needs.
If there is only one external system a company will connect to Outreach it is their CRM. CRM sync represents the most important integration available today. Outreach’s CRM sync is intelligent (bi-directional). This helps RevOps to ensure the most accurate data is represented in both the CRM and Outreach.
Outreach API’s support two-way, real-time programmatic access to activity and audit data. Outreach APIs help customers build custom connections between 3rd party applications and the Outreach platform. Additionally, pre-built partner integrations support the integration of Outreach with a thriving ecosystem of robust integrations. Customers can use the Outreach Marketplace to easily install and integrate different applications within the Outreach platform. Partner integrations can help improve seller's workflows and productivity since they don’t need to go to multiple places to get things done. Check out Empower, the Outreach Partner program, for more details about Outreach integrations and extensibility.
The Outreach Success Center provides self-service resources that help new users get started with Outreach. Whether you’re a new customer looking to onboard in Outreach or an existing customer ready to up-level their strategy, we have you covered. Use your role-specific guide below for personalized guidance on setting up and optimizing your instance for ongoing success. Outreach also prides itself on its willingness to work with customers to help make their instance their own and close any gaps in usage and adoption. Our Customer Success, Managed Services, and Professional Services teams are your partners helping you meet your future needs.
