Outreach Product Release Notes - July 2023

Releases

• Introducing Outreach Marketplace
• Introducing Outreach Developer Portal
• Enhance compliance efforts with One-Sided Recording for Kaia Voice Calls
• Bring meeting presence flexibility into every call with Kaia's new waveform avatar for Zoom
• Re-transcribe Kaia recordings in the appropriate language with ease
• Empower users with Forecasting & Pipeline Management capabilities embedded within the Outreach application
• Experience a seamless user experience with new Admin Settings Menu and redesigned Global Navigation
• Gain unparalleled visibility into all interactions related to a deal in a single pane of glass with Deal Overview
• Onboard new Outreach users with ease with the new in-app User Onboarding setup 
• Perform quick actions and improve efficiency with the Outreach Everywhere Chrome Extension for Microsoft Dynamics 365
• Improve sequence management with Custom Columns and Share Type Filters for Sequence List Views
• Support data residency requirements: Outreach Forecasting and Pipeline Management is available in EU Datacenter
• Address legal, compliance requirements for commercial emails: include unsubscribe links in individual one-off emails
• Seamlessly connect and disconnect mailboxes with Exchange service account management

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Introducing Outreach Marketplace

Summary

Release Date

Updates

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Enhance compliance efforts with One-Sided Recording for Kaia Voice Calls

Summary

One-sided call recording is another mechanism that organizations can use to achieve their compliance goals by recording only the seller side of Kaia Voice calls.

Release Date

Available for beta in June, Generally Available July 2023

Updates

One-sided call recording is a user profile setting configured by administrators. When one-sided recording is enabled, calls placed to/from area and country codes configured in the restricted call recording areas can be one-sided recorded rather than recording disabled entirely for these calls. One-sided call recordings retain live content cards triggered from either buyer or seller speaking and live meeting transcript of both buyer and seller.

 

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Bring meeting presence flexibility into every call with Kaia's new waveform avatar for Zoom

Summary

Kaia's new avatar - or participant image - is updated for Zoom meetings.

Release Date

July 5, 2023

Updates

The Kaia participant image shown in Zoom meetings will be updated to the new waveform image. 

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Re-transcribe Kaia recordings in the appropriate language with ease

Summary

Re-transcribe Kaia calls into the correct language if the incorrect language was selected prior to the call.

Release Date

July 17, 2023

Updates

With Kaia supporting transcription in French, German, Spanish, and English, it’s possible that during the live meeting the language selected for Kaia isn’t actually the language being spoken. If this happens, the resulting transcript will be wrong. Kaia re-transcription makes it possible to fix the transcript by re-processing in the correct language that was spoken during the call. This does not translate from one language into another, rather it provides a way to correct the transcript if the language was set incorrectly during the call. Manually added content (e.g. notes, quotes, bookmarks) may get shifted along the timeline based on their timestamp, but their contents will not be affected. Automatically generated items (action items and content cards) are re-generated in any language that supports it (English). The call recording is unavailable during the re-transcription process.

 

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Empower users with Forecasting & Pipeline Management capabilities embedded within the Outreach application

Summary

Forecasting and pipeline management capabilities that were formerly contained within a separate application will now be embedded into Outreach. 

Release Date

Available for select beta in July 2023, Generally Available in Fall 2023

Updates

The features being released into Outreach include:

• Deal Grid: Edit all deals in the pipeline from a single view, with updates automatically written back to CRM. Real-time validation ensures field changes are compliant with validation rules. 
• Rep Forecasting: Reps can submit forecasts from the opportunities page to their manager. 
• Pipeline Dashboard: View your teams’ pipeline performance metrics from a single view, with the ability to create custom filters. Each metric in the dashboard leverages AI modeling that creates bespoke win models for every team and seller in your organization. 
• Pipeline Movement: Understand how your pipeline has moved and changed across any previous period, including which deals contributed to the change. 
• Forecasting: View all of the forecasts for your organization and the associated roll-up down to each individual rep and deal.
• Scenario Planner: Use AI to test and model a distribution of different possible forecast outcomes based on applying your judgment to win rates and pipeline volumes.

 

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Experience a seamless user experience with new Admin Settings Menu and redesigned Global Navigation

Summary

The new Outreach navigation menu now includes categories to organize pages, and can be expanded to display page names. We’ve also streamlined how the Admin Settings menu is displayed so that there is more space for page content.

Release Date

Available for beta in July 2023, Generally Available August 2023

Updates

• Existing pages are nested into new categories, accessible with one click
• Menu is expanded by default for new users but can be collapsed to maximize space
• Outreach will remember the state you left the menu in between sessions
• Administration menu now takes up less horizontal space, so there’s more room to work

A summarized view of a deal incorporating elements from Kaia, Success Plans, and Opportunities to provide faster deal insight for managers and reps.

 

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Gain unparalleled visibility into all interactions related to a deal in a single pane of glass with Deal Overview

Summary

A summarized view of a deal incorporating elements from Kaia, Success Plans, and Opportunities to provide faster deal insight for managers and reps.

Release Date

Available for beta in July 2023, Generally Available August 2023

Updates

The Deal Overview is the first page you land on when selecting an individual opportunity from the Deal Grid. It is the first tab before the previous experience (Activity Feed). Deal Overview helps managers:

• Understand key deal details - including deal value, close date, and changes to that information
• Gain at-a-glance clarity into buyer engagement throughout a deal with a visual representation of activities
• View previous Kaia meeting insights, Deal Health score, and Success Plans progress all in one place

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Onboard new Outreach users with ease with the new in-app User Onboarding setup

Summary

New Outreach users can now set up email, calendar, voice, and the Outreach Everywhere extension directly from the 360 View via a list of guided tasks.

Release Date

July 10, 2023

Updates

The old user onboarding "wizard" is being replaced with a list of account setup tasks that appear on 360 View. Instead of walking through everything at once, users can complete these setup tasks at their own pace while starting to explore the product.

A list of tasks appears on the 360 View for new users. It can be dismissed permanently by completing each step, or by clicking “skip setup” at the bottom of the list.

• Email setup: Users are asked to connect to Gmail, Outlook 365 or Office Exchange, then prompted to set their send, sync and signature settings.
• Calendar setup: Users are asked to connect their calendars and then set availability for each day of the week, plus holidays.
• Voice setup: This task only displays if the organization is using Outreach Voice, and only gives users the options their admin has enabled (purchase, use a personal number, etc.)
• Extension: This task prompts users to download the extension with no additional configuration.

Users can access the above as well as advanced settings via the Personal Settings section as they do today.

 

 

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Perform quick actions and improve efficiency with the Outreach Everywhere Chrome Extension for Microsoft Dynamics 365

Summary

Microsoft Dynamics 365 CRM is now supported in the Outreach Everywhere Chrome Extension. Users can use the core Outreach Capabilities within their Dynamics instance.

Release Date

July 2023

Updates

The Outreach Everywhere Chrome extension consists of 2 elements:

• Outreach decorations that enable you to perform quick actions directly from Dynamics 365 such as import, call and email.
• Extension sidebar which offers a narrow view of the Outreach web app that adjusts the content as you move through your Dynamics instance. You can also perform actions from there.

The core functionality that will be supported:

• Import prospects, accounts, and opportunities from Dynamics to Outreach
• Send emails or call with Outreach without leaving the Dynamics platform
• Have a handy version of the Outreach web app at your disposal when working with Dynamics without constant switching between these two platforms

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Improve sequence management with Custom Columns and Share Type Filters for Sequence List Views

Summary

Custom columns and an additional "Sharing" filter are being added to the Sequence List View to enhance customization of your workflows and enable more efficient sequence management. 

Release Date

July 2023

Updates

We are adding two new features to sequence list views:

• Custom Columns on Sequence list view
• "Share" Type filter on Sequence list view

Custom Columns

Columns on Sequence list view are becoming dynamic so users can choose what information they would like to see. Key functionalities that are supported include:

• Column Selection - select the fields to be displayed on the list view table
• Column Reordering - reorder columns to suit your particular workflow
• Save as Smart View - save column selection and ordering into a Saved View for later use

 

"Sharing" Type Filter

We are adding a filter to the Sequence List View to more easily identify sequence by its sharing permissions. The sharing type values include: 

• Private to owner
• Shared - others can see it
• Shared - others can see and use it

 

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Support data residency requirements: Outreach Forecasting and Pipeline Management is available in EU Datacenter

Summary

Outreach now offers Forecasting and Pipeline Management capabilities in its EU datacenter.

Release Date

June 28, 2023

Updates

To support customers with organizational requirements around data residency, and specifically for EU citizen data to reside in the EU, Outreach now offers Forecasting and Pipeline Management in its EU datacenter. Also available in Outreach's EU datacenter is Sales Engagement, Mutual Action Plans, Conversation Intelligence, Sales Coaching, and Deal Insights.

 

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Address legal, compliance requirements for commercial emails: include unsubscribe links in individual one-off emails

Summary

Release Date

Updates

Seamlessly connect and disconnect mailboxes with Exchange Service Account management

Summary

Release Date

July 10, 2023

Updates

For organizations utilizing the 'Exchange service account,' this feature can be accessed through the 'Authenticate via Exchange service account' toggle within the mailbox settings. The toggle is exclusively available to organization administrators and enables a smooth connection of new mailboxes or disconnection of existing ones.

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