Outreach Features
What are the features of Outreach?
Calling
- Click-to-Call
Contacts
- Personalization
- Record Prospect Data
Insights
- Notes
- Daily Summary
- Automated Emails
- Sorts Prospects
Analytics
- Open Rates
- Link Activity
Customizations
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates
Integrated Workflows
- Email Tracking/Automation
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Outreach Categories on G2
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Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. This feature was mentioned in 141 Outreach reviews. | 79% (Based on 141 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 156 Outreach reviews. | 79% (Based on 156 reviews) | |
Interactive Dashboards | Based on 170 Outreach reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 82% (Based on 170 reviews) | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 150 Outreach reviews. | 77% (Based on 150 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. 124 reviewers of Outreach have provided feedback on this feature. | 74% (Based on 124 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 118 Outreach reviews. | 75% (Based on 118 reviews) | |
Risk Analysis | Based on 109 Outreach reviews. Warns sales teams of accounts that may be at risk of being lost. | 72% (Based on 109 reviews) | |
Live Forecasting | Based on 117 Outreach reviews. Provides live customer data so that sales organizations forecasts stay current. | 74% (Based on 117 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 132 Outreach reviews. | 80% (Based on 132 reviews) | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 147 Outreach reviews. | 79% (Based on 147 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 172 reviewers of Outreach have provided feedback on this feature. | 89% (Based on 172 reviews) |
Training
Knowledge Base | Based on 191 Outreach reviews and verified by the G2 Product R&D team. Organizes knowledge from fellow sales representatives and other experienced employees for reference. | 84% (Based on 191 reviews) | |
Coaching Materials | Based on 190 Outreach reviews and verified by the G2 Product R&D team. Offers content and training for new hires within the tool. | 82% (Based on 190 reviews) | |
Playbook Creation | Based on 173 Outreach reviews and verified by the G2 Product R&D team. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | 83% (Based on 173 reviews) | |
Video Record | Based on 136 Outreach reviews and verified by the G2 Product R&D team. Records users' practice or live pitches for future reference and improvement. | 80% (Based on 136 reviews) |
Feedback
Review | Based on 159 Outreach reviews and verified by the G2 Product R&D team. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | 83% (Based on 159 reviews) | |
Scorecard | Based on 156 Outreach reviews and verified by the G2 Product R&D team. Provides a scorecard to display team and/or individual performance. | 82% (Based on 156 reviews) | |
Coaching Card | Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. 135 reviewers of Outreach have provided feedback on this feature. | 82% (Based on 135 reviews) | |
Leaderboard | Based on 168 Outreach reviews and verified by the G2 Product R&D team. Projects team sales performance publicly to reward and motivate employees. | 84% (Based on 168 reviews) | |
Real-Time Updates | Based on 186 Outreach reviews and verified by the G2 Product R&D team. Updates sales data in real-time so as to help teams remain close to their goals. | 85% (Based on 186 reviews) | |
Notifications | Based on 185 Outreach reviews and verified by the G2 Product R&D team. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | 83% (Based on 185 reviews) |
Calling
Record Calls | As reported in 785 Outreach reviews. Records calls for future reference. | 85% (Based on 785 reviews) | |
Generate Location | Generates an area code local to where the user is calling to increase likelihood of pick-up. This feature was mentioned in 879 Outreach reviews. | 79% (Based on 879 reviews) | |
Call Types | As reported in 1005 Outreach reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. | 84% (Based on 1,005 reviews) | |
Click-to-Call | Gathers contacts from integrated tools, allowing users to call with one click. 1064 reviewers of Outreach have provided feedback on this feature. | 88% (Based on 1,064 reviews) |
Contacts
Personalization | As reported in 1120 Outreach reviews. Retains a log of extraneous contact information such as timezone and contact engagement. | 86% (Based on 1,120 reviews) | |
Information Locater | Finds and opens saved contact information for reference at the time of a new call. This feature was mentioned in 960 Outreach reviews. | 80% (Based on 960 reviews) | |
Record Prospect Data | As reported in 1040 Outreach reviews. Allows users to denote which contacts they believe are prospective customers. | 84% (Based on 1,040 reviews) |
Insights
Notes | Based on 1069 Outreach reviews and verified by the G2 Product R&D team. Allows users to take notes during or after the call for future reference. | 83% (Based on 1,069 reviews) | |
Daily Summary | Delivers users a daily summary of activity. This feature was mentioned in 1027 Outreach reviews. | 84% (Based on 1,027 reviews) | |
Automated Voicemails | As reported in 571 Outreach reviews. Sends automated voicemails to prospective clients who fail to answer. | 78% (Based on 571 reviews) | |
Automated Emails | Sends automated emails to increase engagement with prospective clients. This feature was mentioned in 1167 Outreach reviews. | 91% (Based on 1,167 reviews) | |
Sorts Prospects | As reported in 1014 Outreach reviews. Organizes contacts based on probability of success. | 81% (Based on 1,014 reviews) |
Analytics
Open Rates | Records the rate at which emails are opened. This feature was mentioned in 1409 Outreach reviews. | 88% (Based on 1,409 reviews) | |
Link Activity | As reported in 1350 Outreach reviews. Records the rate at which links in emails are followed. | 85% (Based on 1,350 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 1376 reviewers of Outreach have provided feedback on this feature. | 88% (Based on 1,376 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. This feature was mentioned in 1402 Outreach reviews. | 89% (Based on 1,402 reviews) | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. 1377 reviewers of Outreach have provided feedback on this feature. | 85% (Based on 1,377 reviews) | |
Email Categorization | Allows for the categorization of emails. This feature was mentioned in 1028 Outreach reviews. | 83% (Based on 1,028 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 1419 Outreach reviews. | 90% (Based on 1,419 reviews) |
Incentives
Badges | Based on 182 Outreach reviews. Assigns achievement badges to high-performing employees based on pre-determined standards. | 76% (Based on 182 reviews) | |
Triggers | Based on 223 Outreach reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard. | 83% (Based on 223 reviews) | |
Commission Calculator | Based on 155 Outreach reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 72% (Based on 155 reviews) | |
Leaderboards | Based on 235 Outreach reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements. | 84% (Based on 235 reviews) |
Personalization
Profiles | Based on 254 Outreach reviews and verified by the G2 Product R&D team. Creates user profiles similar to social media pages that display private or public statuses and updates. | 83% (Based on 254 reviews) | |
Custom Reports | Based on 261 Outreach reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 79% (Based on 261 reviews) | |
Dashboards | Based on 313 Outreach reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 83% (Based on 313 reviews) | |
Goal Setting | Based on 218 Outreach reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 81% (Based on 218 reviews) |
Administrative
Integration | Based on 297 Outreach reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 87% (Based on 297 reviews) | |
Employee Structure | Based on 249 Outreach reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 84% (Based on 249 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 255 Outreach reviews. | 85% (Based on 255 reviews) |
Lead Facilitation
Customer-facing Chatbot | As reported in 26 Outreach reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | 67% (Based on 26 reviews) | |
Lead Qualification | Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 30 Outreach reviews. | 76% (Based on 30 reviews) | |
Lead Follow-up | Automatically contacts all leads. This feature was mentioned in 32 Outreach reviews. | 83% (Based on 32 reviews) | |
Meeting Scheduling | As reported in 34 Outreach reviews. Utilizes natural language processing to set up meetings. | 83% (Based on 34 reviews) |
Organization
Opportunity and Pipeline Management | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 29 reviewers of Outreach have provided feedback on this feature. | 79% (Based on 29 reviews) | |
Data Entry | Automates the entry of collected data. 31 reviewers of Outreach have provided feedback on this feature. | 80% (Based on 31 reviews) | |
Integrations / APIs | As reported in 29 Outreach reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 82% (Based on 29 reviews) |
Performance Analysis
Coaching | As reported in 34 Outreach reviews. Provides real-time coaching to sales representatives. | 75% (Based on 34 reviews) | |
Peformance Tracking | Based on 37 Outreach reviews. Tracks and analyzes sales representative performance. | 82% (Based on 37 reviews) |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. 33 reviewers of Outreach have provided feedback on this feature. | 75% (Based on 33 reviews) | |
Sales Forecasting | As reported in 34 Outreach reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 79% (Based on 34 reviews) |
Integrated Workflows
Task Management | Based on 961 Outreach reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 88% (Based on 961 reviews) | |
Email Tracking/Automation | Based on 1010 Outreach reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 91% (Based on 1,010 reviews) | |
Calls and Voice | Based on 822 Outreach reviews and verified by the G2 Product R&D team. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 84% (Based on 822 reviews) | |
Other Outreach Options | Based on 753 Outreach reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 83% (Based on 753 reviews) | |
CRM Integration | Based on 960 Outreach reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 85% (Based on 960 reviews) | |
Calendar | As reported in 356 Outreach reviews. Integrates with calendar software so users can seamlessly schedule calls. | 86% (Based on 356 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 306 reviewers of Outreach have provided feedback on this feature. | 83% (Based on 306 reviews) |
Repeatability and Reportability
Content Management | Based on 817 Outreach reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | 84% (Based on 817 reviews) | |
Workflow Management | Based on 898 Outreach reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 86% (Based on 898 reviews) | |
Workflow Performance | Based on 878 Outreach reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 85% (Based on 878 reviews) | |
Sales Coaching and Insights | Based on 727 Outreach reviews and verified by the G2 Product R&D team. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 78% (Based on 727 reviews) | |
Gamification | Based on 272 Outreach reviews. Provides gamifaction features to rank sales reps on performance | 71% (Based on 272 reviews) |
Call Analytics
Call Recording | See feature definition | Records sales calls and facilitates playback This feature was mentioned in 119 Outreach reviews. | 84% (Based on 119 reviews) |
Machine Learning | Utilizes machine learning technology to analyze recorded sales calls 100 reviewers of Outreach have provided feedback on this feature. | 79% (Based on 100 reviews) | |
Call Analysis | Based on 107 Outreach reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight | 80% (Based on 107 reviews) |
Agent Performance Management
Speech-to-Text | As reported in 87 Outreach reviews. Transcribes sales calls from speech to text | 77% (Based on 87 reviews) | |
Artificial Intelligence | As reported in 91 Outreach reviews. Utilizes artificial intelligence technology to discover insights within recorded sales calls | 79% (Based on 91 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 298 Outreach reviews. | 79% (Based on 298 reviews) | |
Lead Scoring | As reported in 267 Outreach reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 74% (Based on 267 reviews) | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 307 Outreach reviews. | 77% (Based on 307 reviews) | |
Buyer Intelligence | Based on 258 Outreach reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | 73% (Based on 258 reviews) | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. 252 reviewers of Outreach have provided feedback on this feature. | 70% (Based on 252 reviews) |
Revenue Sourcing and Forecasting
Revenue History | Allows users to track how previous revenue forecasts have developed over time 49 reviewers of Outreach have provided feedback on this feature. | 73% (Based on 49 reviews) | |
Pipeline Management | As reported in 58 Outreach reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities | 79% (Based on 58 reviews) | |
Dashboard Analytics | Based on 77 Outreach reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics | 83% (Based on 77 reviews) | |
Multi-Device Data Visualization | Based on 51 Outreach reviews. Allows users to view data visualizations on several devices | 81% (Based on 51 reviews) | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. 57 reviewers of Outreach have provided feedback on this feature. | 78% (Based on 57 reviews) | |
Predictive Forecasting | As reported in 19 Outreach reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health | 80% (Based on 19 reviews) | |
Revenue Operations Cadence | Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 20 Outreach reviews. | 80% (Based on 20 reviews) |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM 90 reviewers of Outreach have provided feedback on this feature. | 87% (Based on 90 reviews) | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM This feature was mentioned in 99 Outreach reviews. | 88% (Based on 99 reviews) | |
Conversation Intelligence | As reported in 72 Outreach reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM | 83% (Based on 72 reviews) | |
Contact Capture | Automatically captures contacts engaged with and associates to relevant accounts in a CRM This feature was mentioned in 20 Outreach reviews. | 83% (Based on 20 reviews) |
Account Management
Nonengaged Accounts | Identifies accounts that sales reps aren't engaging with 67 reviewers of Outreach have provided feedback on this feature. | 79% (Based on 67 reviews) | |
Account optimization | Maximizes account coverage by determining the optimal number of accounts per rep 68 reviewers of Outreach have provided feedback on this feature. | 78% (Based on 68 reviews) | |
Historical Patterns | Identifies common themes among historical deals that are won or lost This feature was mentioned in 68 Outreach reviews. | 81% (Based on 68 reviews) | |
Rep Performance | As reported in 78 Outreach reviews. Identifies common themes and actions amongst reps that close the most deals | 86% (Based on 78 reviews) | |
Account Engagement | As reported in 22 Outreach reviews. Allows users to track the level of engagement with each account and provides insights on frequency of engagement | 80% (Based on 22 reviews) | |
Historical Win/Loss Patterns | Based on 19 Outreach reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies | 80% (Based on 19 reviews) |
Generative AI
AI Text Generation | As reported in 21 Outreach reviews. Allows users to generate text based on a text prompt. | 78% (Based on 21 reviews) | |
AI Text Summarization | Based on 20 Outreach reviews. Condenses long documents or text into a brief summary. | 75% (Based on 20 reviews) | |
AI Text Summarization | As reported in 32 Outreach reviews. Condenses long documents or text into a brief summary. | 76% (Based on 32 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. 139 reviewers of Outreach have provided feedback on this feature. | 69% (Based on 139 reviews) | |
AI Text Generation | As reported in 32 Outreach reviews. Allows users to generate text based on a text prompt. | 68% (Based on 32 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 17 Outreach reviews. | 68% (Based on 17 reviews) | |
AI Text Generation | Based on 100 Outreach reviews. Allows users to generate text based on a text prompt. | 66% (Based on 100 reviews) |
