Important update
Enhanced CRM Sync: As part of the new URL and look and feel, there is an updated CRM sync experience making it easier for you to sync items from your CRM to Outreach. With the new look and feel update, you will only be able to use this new sync experience. See release note for more info.
Upcoming Releases
- New Outreach Look and Feel
- Move to Faster and Easier CRM Sync Experience
- Improved Team Performance Reporting
- Enable Global Teams: Outreach Sales Engagement Available in French, German, and Spanish
- New Deal Health Trends for Opportunities
- Deeper Meeting Intelligence with Kaia Topics and Reactions
- Find Relevant Topics with New Kaia Topic Search
- Amplify Kaia's Impact for Global Teams: French, German and Spanish Interoperability
- Protect Sensitive Information with New Kaia Call Redaction
New Outreach Look & Feel
Summary
Release date
April 24, 2023 (GA begins)
*Important update*
Enhanced CRM Sync: As part of the new URL and look and feel, there is an updated CRM sync experience making it easier for you to sync items from your CRM to Outreach. With the new look and feel update, you will only be able to use this new sync experience. See release note for more info.
Updates
The biggest change is the visual appearance of Outreach.
- Color palette: Softer and warmer, to reduce eye strain when spending hours in the app.
- Fonts: Clearer distinction between headers and body text, optimized for web.
- Buttons & Inputs: Rounded corners and better contrast for scannability.
For technical reasons, the new look & feel update will also be released at the same time as several other UX changes:
- New URL: Outreach will now be available at web.outreach.io. Users will be redirected to this URL automatically. All historical URLs will be backwards compatible for 2 years.
- Global navigation: Icons are larger and no longer collapse into sections. The Settings menu has also been separated into “Administration” and “Personal” settings.
- Global (top) header: More condensed icons and actions menu converted to a button.
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Admin settings:
- CRM Sync: Only the new, enhanced CRM sync experience will be available in this release. We encourage admins to take a look since the legacy experience will be deprecated in June 2023.
- Profiles: This release will include an updated user experience, but all functionality remains the same. The new UX paves the way for more comprehensive governance improvements.
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Task Flow header: Several changes to reduce visual clutter.
- Owner/Prospect badges: “Prospect” badge removed from upper right corner to eliminate redundant information. The “owner” badge will remain in the same place.
- Task priority and overdue status: Increased visual prominence to improve accessibility and scannability.
- App shortcut icons: Reduced to Outreach, LinkedIn, Salesforce, Generic Website (links to account/company website).
- Follow-up & Ruleset tasks: Only the task type will display in the header. “Follow up with” and “Email opened/clicks” will appear below the prospect title/company name.
- Prospect hover card: Removed due to low usage. This information can still be accessed by clicking on the prospect or account name.
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Other Task Flow updates:
- Default parent window page: Due to low usage, we have removed the ability to set Universal Task Flow’s default parent window page to the following: Facebook, Twitter, Google+, Github, StackOverflow. Users can still set Universal Task Flow’s default parent window to: Outreach, Salesforce, Dynamics, LinkedIn, and prospect company website.
- Additional actions: Additional actions such as “skip step”, “Finish (Replied)”, “Finish (No Reply), and “Delete” can now be found in the overflow menu indicated by the ellipsis icon located at the bottom left hand corner of Task Flow.
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Task Queue: Updates to include all task functionality available in other views.
- Default view: Users will now see a list of tasks (as opposed to task groups) when they first open Task Queue.
- Task groups: Now accessible through the “Group by” drop down located on the left hand side of the task queue panel.
- Group by Time zone (new): This new feature allows users to see their tasks in groups of prospect time zones to make calling across time zones more efficient.
- Sort by: Moved into a dropdown menu so we can add more sorting options.
- Filter by task category: Filtering by task category is now even more accessible. Simply click on the ribbon of task category metrics to filter down to a specific category.
- Access to Saved Views (SmartView): Saved views are now accessible in Task Queue. The task list in your Task Queue shows your due tasks by default, but now you can access any of your Tasks Saved views from Task Queue and set a Saved view as the new Task Queue default view.
- Urgent Task Alerts: Urgent task alerts are now delivered via chrome browser notifications. This change ensures that you receive the urgent task alert regardless of the browser window you are viewing. Please make sure to 1) Select to “Enable desktop notifications” in Outreach settings and 2) Ensure Chrome browser notifications are not blocked on your desktop.
- Prospects, Accounts and Opportunities Side Panel: All functionality is the same, but information has been grouped and ordered differently so that it’s easier to read.
- Consolidated Reporting: Team performance reporting is being expanded to include core metrics currently provided in Activity and More Reports. For more information, see release note below.
- Column Customization: The ability to customize columns on Prospects, Accounts, Opportunity, Voice Calls, and User List allows you to add custom fields or move current fields into a customizable order.
- Localization (BETA): will be available to enable for users who would like the Sales Engagement activities to be in Spanish, French, or German (see release note below)
- Enhanced CRM Sync: As part of the new URL and look and feel, there is an updated CRM sync experience making it easier for you to sync items from your CRM to Outreach. With the new look and feel update, you will only be able to use this new sync experience.
Move to Faster and Easier CRM Sync Experience
Outreach has improved its CRM Sync experience with a new guided onboarding experience and simplified user experience for managing sync configurations. To get started with the new sync experience please visit the knowledge base article, Enhanced CRM Sync Experience Overview.
Available to all customers to try starting February 2023.
- Improved set-up experience between Salesforce, Salesforce Sandbox, and Microsoft Dynamics CRMs to Outreach
- Consistent and easy-to-use experience configuring and manage CRM sync
- Starting June 5, 2023 the old CRM Sync experience will be deprecated and moved to the new experience. CRM sync settings for your active plugin are automatically available in the new experience. No action is required.
Improved Team Performance Reporting
Summary
Team performance reporting is being expanded to include core metrics currently provided in Activity and More Reports. This will lead to a consolidation of reports with Activity and More Reports being migrated into a clean and consistent set of reports.
Release Date
April 2023
Updates
A few areas of reporting will be consolidated into a more streamlined set of solutions.
This creates a set of views with a consistent and scalable reporting structure to understand activities, processes and outcomes.
| Report | Description |
|
Sales Execution Report |
Sales stage focused metrics to understand prospect contact activities, engagement and meeting outcomes. |
| Team Performance Overview | Top priority team metrics to gauge how users are performing core activities. |
| Team Performance Call | Expanded call metrics to understand durations, dispositions, and inbound/outbound performance. |
| Team Performance Emails | Deeper dive into email metrics to evaluate performance and deliverability. |
| Team Performance Tasks | Understanding what tasks were due on a given date and their states (complete, incomplete and skipped). |
| Sequence Performance | Process focused reporting to understand sequences usage and outcomes. |
In addition to creating a cleaner set of reports there are a few top line benefits that are worth calling out.
| Use Case | Description |
|
User Attribution Alignment |
All team performance reporting is based on who completed the activity and not around prospect ownership. |
| User and Team Aggregation | All tables in team performance will have user and team aggregations for better insights across all activity metrics. |
| Historical Trending | Historical trending easily accessible on all team performance activity metrics. |
| Exports | All tables will be exportable for improved offline analysis. |
| Expanded Data | 16 months of data available across all reports and visuals. |
Additional details can be found here on the migration effort. New support articles are also available with expanded details on functionality and metric definitions.
Enable Global Teams: Outreach Sales Engagement Available in French, German, and Spanish [BETA]
Summary
Outreach Sales Engagement is available in public beta for general use in French, German, and Spanish.
Release Date
April 24, 2023 - BETA
Updates
To update language settings, follow these steps:
- Go to "Personal Settings"
- Click on "User Information"
- In the "Language" dropdown menu, select preferred language
- Refresh the application to apply the changes.
Requirements
To benefit from the language settings, please ensure that your Outreach instance is updated to the new experience. Additional details on the new experience can be found are above.
New Deal Health Trends for Opportunities
Summary
When hovering over a Deal Health score, next to the current score trend information is displayed on how the score has changed since last week and in which direction (positive, negative or no change).
Release Date
April 2023
Updates
The trend can be found in the upper right corner when hovering over Deal Health score on Opportunities page.
Deeper Meeting Intelligence with Kaia Topics and Reactions
Summary
Outreach automatically identifies the topics discussed in a meeting and how the buyer reacts to the information presented by the rep.
Release Date
May 2023
Updates
A user can quickly understand what the call was about and drill into specific moments of the call where a particular topic was discussed or a buyer objection was raised.
The Topic tab provides focused playback of a specific topic
Find Relevant Topics with New Kaia Topic Search
Summary
Kaia users can search for call recordings by topic discussed.
Release Date
May 2023
Updates
Outreach automatically identifies the topics discussed in a meeting and these discussion topics. Users can search and filter Kaia call recordings where specific topics of interest are discussed, including Budget, Discovery, Product, Support and more.
Amplify Kaia's Impact for Global Teams: French, German and Spanish Language Interoperability
Summary
Kaia supports users who lead meetings in French, German and Spanish.
Release Date
April 2023
Updates
Kaia users can conduct meetings in French, German, and Spanish and receive live transcription and post-call features including search, filter and analytics.
Protect Sensitive Information with New Kaia Call Redaction
Summary
Numeric redaction identifies four or more digits uttered in a sequence and then silences that portion of the meeting audio and redacts that portion of the meeting transcript.
Release Date
April 2023
Updates
Kaia numeric redaction, when configured for user profiles, will silence the audio and redact from the meeting transcript when four or more digits are spoken in a sequence. A smallhen redaction is enabled.
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