Sales Engagement
Custom Reporting Layouts
Create your own custom layouts of Outreach performance metrics.
Summary
Build custom layouts of Outreach reports to track the activities you most care about and quickly identify areas that need attention.
Release Date
November 14, 2024 - December 5, 2024
Updates
With Custom Reporting Layouts, you can now build organization-specific reports of Outreach reporting metrics for a variety of teams and leaders, including:
- Meetings booked
- Meetings held
- Call outcomes
- Email delivery
- Email engagement
- Leaderboard
- User overview (Daily Activity)
In addition to a blank slate for new layouts, two default layouts are also provided: Performance and Team Activity which track your rep leaderboard and daily activity. Admins can set organizational default layouts by profile to ensure that every user sees the reporting data most critical to their role. To learn more details, see the support article.
New Sequence Performance Pivots & Metrics
Analyze sequence performance by user or account and with an expanded set of metrics.
Summary
The Sequence Performance Report can now be pivoted to use either ‘User’ or ‘Account’ as the primary dimension for analysis, and new metrics have been made available for use in the analytics table.
Release Date
November 14, 2024 - December 5, 2024
Updates
New user and account pivots enable you to understand how specific individuals are contributing through sequences and evaluate sequence success at the account level.
Additionally, new metrics have been made available that can be added to the reporting table using column customization, empowering you to organize the Sequence Performance Report in whatever way is needed to best meet your organizational goals and KPIs. New metrics include:
- Sequence Engagement Score
- Prospects Active
- Emails Delivered
- Overdue Tasks
- Opt-out Rate
- LinkedIn Tasks Completed
- Accounts Added
- Calls Outbound
- Answer Rate
To learn more details, see the support article.
Account Pivot Filter Enhancements
Gain greater flexibility in Account views.
Summary
When pivoting Outreach to use ‘Account’ as the primary dimension for analysis, the account list will now return only those accounts where the filtered user or team had related activity in the time period. To learn more details, see the support article.
Release Date
November 14, 2024 - December 5, 2024
Revenue Attribution: Opportunity Details
Reveal deeper insights into the deals and associated revenue managed across the Outreach platform.
Summary
Customers can now see the exact list of opportunities that make up the revenue attributed to sequences in Outreach.
Release Date
November 14, 2024 - December 5, 2024
Updates
With the new opportunity details in revenue attribution, you can get a crystal-clear view of which opportunities are driving your success. This feature allows you to see exactly which deals are influenced by your Outreach sequences, giving you the transparency you need to optimize your sales strategies. The ability to view opportunities is present in both the Sales Execution Report and Sequence Performance Report.
Outreach Mobile App (Beta)
Seamlessly track and execute call tasks directly from your mobile device.
Summary
The Outreach Mobile App (BETA) brings the power of Outreach directly to your mobile device, enabling field reps to manage tasks, make calls, and stay organized while on the go.
NOTE: Only Outreach Voice users can execute call tasks via the Outreach Mobile App.
Release Date
November 14, 2024 - December 5, 2024
Updates
With the Outreach Mobile App (BETA), you gain access to essential Outreach features tailored for the field, including:
- Task Management: View all tasks, and execute call tasks to stay on top of your day
- Call On-the-Go: Make and receive calls directly within the app, allowing you to engage with prospects and clients wherever you are
- Call Recording: Record and review your calls to keep track of key conversations
- Prospect and Account Management: Easily search and manage prospect and account details
The Outreach Mobile App is currently available in BETA, with more enhancements coming soon.
To learn more details, see the support article.
Date filter consistency across Sales Execution Report
Summary
Standardize date filters across the Sales Execution Report.
Release Date
November 14, 2024
Updates
When using the date filter in the Sales Execution Report, the values returned are now all based on a 24-hour update in UTC (global time standard), allowing for a consistent experience across the report. The "Opportunities Created" section was previously based on browser (local) time zone. No action is required on a user’s end to update the time zone, this change will happen automatically.
Products and Purchases Sync
Sync product and purchase data with Salesforce to maintain consistent account updates for retention and growth efforts.
Summary
Salesforce product and purchase sync allows you to keep tabs on critical indicators for retention and expansion efforts and trigger related tasks. This includes your own products, competitive products, and complementary products to provide a complete account overview of opportunities for growth or identification of risk.
Release Date
November 14, 2024 - December 5, 2024
Updates
With this update, admins can now easily import Account Products and Purchases from Salesforce and sync updates and changes. Determine which fields will be synced and whether it will be a one way or bi-directional sync. Sellers can track this purchase data at the account level, which can be used to build target whitespace lists or trigger timely actions related to renewals, onboarding, expiring competitor contracts, and more. Additionally, we now also support the import of purchases via CSV file upload.
To learn more about Products and Purchases, see the support article. To learn more about syncing to CRM, see support articles on Product syncing or Purchase syncing.
Task Assignment Trigger by Job Role
Assign bulk actions to specific job roles using triggers to accelerate follow-up and ensure automated work distribution.
Summary
Use triggers to assign follow-up tasks by job role across selling teams.
Release Date
November 14, 2024 - December 5, 2024
Updates
Triggers can now be used to assign a task to a team member with a specific job role, for example, a CSM who is working on an opportunity. Automate the assignment of task owners and sequencers by job role when adding a prospect to a sequence or creating tasks through triggers.
Define conditions to determine which roles receive specific assignments, streamlining role-based task distribution. Job roles can be synced from SFDC or manually created. To learn more details, see the support article.
Enhanced Side Panel for Account Views
View key details in the updated side panel of all account views.
Summary
The updated side panel we introduced with the Smart Account Plan now applies to all Account views, making it easier to stay on top of key account details.
Release Date
November 14, 2024 - December 5, 2024
Updates
The new side panel offers reps immediate access to crucial account information, such as open opportunities, past and upcoming engagements (including scheduled meetings and pending tasks), and more. Users can quickly hover over each item for extra insights or dive deeper for detailed information.
Unlike the old side panel, which displayed all Account fields (both standard and custom), the new side panel focuses on key details. To view additional fields, you can leverage the customizable Account Details Tile—a table that can be tailored to show important account data like Employee Count, Company Type, and Revenue. These details are pulled from Outreach, your CRM, or Crunchbase. Users can create multiple versions of the tile with different field combinations and configurations to suit their needs.
Favorite Meeting Types
View your favorite meeting types at the top of the meeting type drop-down to save time scrolling.
Summary
Any meeting type you’ve favorited will now show up at the top of the meeting type picker when you’re scheduling a meeting, making it faster for you to find the meeting types you use most often.
Release Date
November 14, 2024 - December 5, 2024
Enhanced Account Activity Feed
View key engagement activity in the updated Activity tab.
Summary
Leverage the redesigned Activity tab to get a clear view of past activities within an account and immediate access to an AI-generated summary of engagement takeaways and next steps.
Release Date
November 14, 2024 - December 5, 2024
Updates
The new account activity tab includes the Engagement Activity Timeline tile which was introduced with the Smart Account Plan. Users can now view all past account activities in a clear timeline format and conveniently hover over or click on individual activities to access more detailed information. It can be accessed in the Account’s overview page by navigating to the Activity tab.
Categories for Smart Views
Easily group and manage your Smart Views with Categories.
Release Date
November 14, 2024 - December 5, 2024
Updates
With Categories, users can assign groups to their Smart Views within any list view, enhancing the organization and accessibility of Smart Views.
- Admin Control: Admins can create new categories or edit existing ones, while all users can add Smart Views to existing categories.
- Visibility: A new "Category" option appears in the Smart View dropdown, above Colleague views.
- Easy Access: Smart Views are now displayed sorted and grouped by category.
Governance: To add or assign a category to an existing Smart View, its “Sharing” setting must be set to “Available to all.
Conversation Intelligence, Coaching, and Outreach Voice
Kaia™ Webex Interoperability: Live Experience
Gain access to Kaia™ live AI meeting capabilities with Webex.
Summary
Leverage real-time transcription, action item detection, content cards, and talk time analytics to ensure your reps are never caught off guard with questions they can’t answer.
Release Date
November 14, 2024 - December 5, 2024
Updates
Webex joins other supported video conferencing providers where Outreach Kaia™ can join live and improve reps productivity, so they can focus on selling. To learn more, view the support article.
Manager Coaching Metrics
Validate how and when your managers are coaching reps to success.
Summary
Gain visibility into which managers have reviewed recordings, left notes and submitted coach cards to drive accountability and support your coaching initiatives and goals within Outreach.
Release Date
November 14, 2024 - December 5, 2024
Updates
Metrics at launch include recording page views, recordings played, coach card added and notes added. To learn more, view the support article.
CRM Sync: Kaia™ Meeting Summary
Make Kaia™ meeting abstracts accessible to broader teams using the CRM event field.
Summary
Sync AI-generated summaries from Kaia™ meetings into CRM by simply mapping the event object.
Release Date
November 14, 2024 - December 5, 2024
Updates
Sync Kaia™ meeting summaries to CRM so extended teams that might not be in Outreach can gain access to the latest conversation and support account efforts.
Enhanced Kaia™ Administration
Delegate management of Kaia™ content cards, coach cards and more with granular Kaia™ administration controls.
Summary
Empower power users to serve as Kaia™ admins and control which profiles have access to Kaia™ features.
Release Date
November 14, 2024 - December 5, 2024
Updates
Kaia™ admins can create Content Cards, Coach Cards, create and manage Custom Topics, and more. To learn more, view the support article.
Kaia™ Topics Report Enhancement
Create personalized saved views based on the most business-critical Kaia™ topics.
Summary
Create specific Saved Views of the Topics Report for you, your team, and colleagues to have quick access to what is trending, and identify opportunities to coach and de-risk pipeline.
Release Date
November 14, 2024 - December 5, 2024
Updates
Now you can set a Saved View as default, and reduce the time spent re-creating the exact report your team needs. This feature is also available in the Team Trends report.
Extended Support for International & Mobile Phone Numbers
Submit additional documentation to purchase international and mobile phone numbers.
Summary
If your business has an international presence, Admins can easily purchase mobile numbers and submit personal information to activate teams across the globe, quickly.
Release Date
November 14, 2024 - December 5, 2024
Updates
With the flexibility to submit additional types of documentation to purchase new number types like mobile, your contract and full time teams can place calls and connect to international prospects. To learn more, view the support article.
Deal Management & Forecasting
Multi-Currency Support for Opportunities
Manage and view opportunities in your preferred local currency.
Summary
Forecasting users can see opportunity amounts in their preferred local currency and the organization's default currency.
Release Date
November 14, 2024 - December 5, 2024
Updates
This capability enables global sales managers & AEs to see opportunity values in their preferred currency along with the totals for all the fields with a field type of ‘currency’ on both the opportunity list view page and the opportunities list within the forecasting tab (managers only). To learn more about configuring multiple currencies, view the support article.
New Filter and Sort Options for Opportunities
Use new filter and sort options to identify and prioritize the most critical deals.
Summary
New filters and sorting options have been added to the opportunities page in Outreach to better support AEs and their managers in reviewing open opportunities and focusing their attention where it matters most.
Release Date
November 14, 2024 - December 5, 2024
Updates
New filters include the following:
- Prospect Count
-
Health Score
- Values are ‘empty’ or ‘not empty’
-
Plan
- Values are ‘Up to date’, ‘Archived’, ‘1 task due’, or ‘2+ tasks due’
- Open task count
- Active sequence
- Sequence name
New sorting options (using ‘sort by’ drop down in the top right), include the following:
- Stage
- Owner
- Prospect Count
Forecast Roll-Up UX Enhancements
Navigate the forecast roll-up with ease with new usability improvements.
Summary
Usability improvements to the forecast roll-up make it easier to navigate different forecasts, view all forecast metrics, and total selected deals.
Release Date
November 14, 2024 - December 5, 2024
Updates
Improvements to the forecast roll-up page in this release include:
- The selected level of the user rollup hierarchy will now persist when navigating between forecasts so that it does not need to be re-selected each time
- The total for selected deals can now be seen within the opportunity list view to see how different combinations of deals will impact the end result
- Forecast submission notes will now appear in an expanded box to make them easier to read
- Forecast metrics can be toggled between a horizontal view and a stacked view to reduce the amount of scrolling required when a large number of metrics exist
- The ‘favorite’ option will be shown directly on opportunities without requiring users to hover over it
To learn more, view the support article.
Monthly/Quarterly Forecast Pacing
View revenue pacing to target in shorter time intervals within the context of your quarterly and annual forecasts.
Summary
Forecasting customers will now be able to define monthly forecast metrics within quarterly forecasts & quarterly forecast metrics within a yearly forecast so that they can add up metrics for smaller time intervals into an aggregated forecast.
Release Date
November 14, 2024 - December 5, 2024
Updates
For quarterly forecasts, we have added below additional filters in forecast metrics for Date type fields:
- Month 1
- Month 2
- Month 3
For yearly forecasts, we have added below additional filters in forecast metrics for Date type fields:
- Quarter 1
- Quarter 2
- Quarter 3
- Quarter 4
To learn more, view the support article.
| Monthly Breakdown |
Quarterly Breakdown |
Enterprise Territory Management for Forecasting
Bring enterprise territories into your pipeline and forecasting process.
Summary
Outreach now offers the ability to sync in your Enterprise Territory hierarchy from Salesforce and navigate forecasts and pipeline reporting by territory instead of by user.
Release Date
November 14, 2024 - December 5, 2024
Updates
Instead of reporting on and navigating forecasts based on roles, customers that use the Enterprise Territory object in Salesforce can now use Enterprise Territory Management (ETM) to roll up forecasts, navigate the forecast hierarchy, and view pipeline reporting by territory. To learn more, view the support article.
Platform Services
Funnel Insights & Team Membership Tables in Data Sharing
Rapidly construct custom Outreach activity reports in your BI tool.
Summary
New tables with pre-processed data are available via Data Sharing to accelerate time to insights and reduce the work required from IT and data engineering resources.
Release Date
November 14, 2024 - December 5, 2024
Updates
Three new tables are now available via Data Sharing for both Snowflake & Databricks that make pre-processed sets of data available from Outreach’s Sales Execution report, including funnel insights and team membership history. By using pre-processed data, data sharing customers can build dashboards in their BI tool of choice with even greater speed. To learn more, view the support article.
Export Forecast Submissions via Outreach Data Sharing
Build your own analysis of Outreach forecast data in your data warehouse or BI tool.
Summary
Customers can now export forecast submission data via Outreach Data Sharing for Snowflake and Databricks.
Release Date
November 14, 2024 - December 5, 2024
Updates
Using data sharing, customers can export forecast submission historical data to run an analysis using their BI tool or join the forecast data with other data sets. This can help to understand forecast trends, changes, or to run historical analysis on forecast submissions over time.
Snowflake Connector (Private Beta)
Bring external, third-party business data into Outreach.
Summary
Power your sales process with more than just CRM data by bringing in external business data from Snowflake into Outreach.
Release Date
November 14, 2024 - December 5, 2024
Updates
Available only as a private beta. To learn more, please reach out to your Outreach account manager.
Custom Objects Enhancements
Power new sales workflows with business-critical data.
Summary
In this iteration of custom objects, we deliver more powerful sync capabilities, improved security controls, and advanced customization options, empowering users to manage their workflows more effectively and making custom objects more versatile.
Release Date
November 14, 2024 - December 5, 2024
Updates
Key features and benefits include:
- Sync with Dynamics. We are expanding our native CRM sync capabilities to customers using Microsoft Dynamics.
- CRM historical data load. This feature is now available for custom object records, allowing admins to load historical CRM data into Outreach, streamlining the data import process.
- Owner-based governance. Ensure that access to and modification of custom object data is restricted to designated owners.
- Bulk actions on records. Users can perform bulk updates, including editing or deleting multiple records at once. Additionally, users can export custom object records as a .csv file for external analysis or reporting purposes, further enhancing data portability and flexibility.
- Related lists tab management. Admins now have the flexibility to manage how related data is displayed through junction tables, providing more control over connected records and allowing for better visualization and management of complex relationships between records.
- Filtering prospects by custom object records. Allows users to select custom object records and filter associated Prospects. This enables users to focus on the most relevant prospects linked to those records, streamlining actions such as adding them to sequences or campaigns.
CRM Integration Health Monitoring
Improve your CRM sync experience by monitoring sync errors caused by misconfiguration, bad data, or user errors.
Summary
Quickly understand top categories of CRM sync errors and easily take action to fix sync configuration with inline guidance on how to address these errors and the ability to dismiss errors once they have taken corrective action.
Release Date
November 14, 2024 - December 5, 2024
Updates
Available via your CRM Sync page and as a new tile in the Admin Health Dashboard.
Simplified User Management Navigation
Improve discoverability and easily find the right information.
Summary
Easily execute on your core user management tasks with a simplified navigation that centralizes: Users, Groups, Sign-In, and Access controls.
Release Date
November 14, 2024 - December 5, 2024
Updates
- The new Users page provides access to Users, Job Roles, and Subscription
- The new Groups page provides access to team management and User roles (formerly known as Governance roles)
- The new Sign-In page centralizes sign-in flows like SSO authentication
- The new Access Control page provides access to Profiles, Layouts, and Collections
To learn more, view the support article.
New Sign-In Page
Quickly take action on sign-in flows from a centralized page.
Summary
This new self-service user experience enables admins to centralize their sign-in flows in one place.
Release Date
November 14, 2024 - December 5, 2024
Updates
- SSO authentication is now available from this new Sign-In page and no longer accessible from Organization > Org info > General
- Cross-instance login is now available from this new Sign-In page and no longer accessible from Organization > Org info > General
To learn more, view the support article.
Dark Theme
View the Outreach Platform in a new visual theme.
Summary
Dark Theme gives users the flexibility to match their visual preferences in Outreach with their other applications.
Release Date
November 14, 2024 - December 5, 2024
Updates
Enable dark background colors and high-contrast text by updating your Default theme in “Personal settings” under “Your account.” This feature is now generally available. To learn more details, see the support article.
Data Types for Custom Fields
Capture additional information on your Prospects, Accounts, and Opportunities.
Summary
Outreach Admins can leverage additional data types and validations to configure the Custom Fields of the Prospect, Account, and Opportunity objects in Outreach.
Release Date
November 14, 2024 - December 5, 2024
Updates
We will introduce more data types with basic validation. The following types will be available: Numerical, Date, Date/Time, Percentage, Currency, URL, Phone Number, Single-value pick-list, Multi-value pick-list, and Boolean (true/false). To learn more, view the support article.
Sorting for Custom Fields
Stack rank your records and prioritize the right information.
Summary
Users will now be able to prioritize their records by sorting on custom fields.
Release Date
November 14, 2024 - December 5, 2024
Updates
This feature will rely on the release of new data types to take advantage of powerful sorting and filtering operators that are well-suited to the chosen data type.
Required Fields
Enhance your CRM sync experience by customizing which fields are required.
Summary
Get more flexibility to control how data is synced between Outreach and your CRM by defining required fields and reducing orphaned records.
Release Date
November 14, 2024 - December 5, 2024
Updates
Outreach admins will now be able to define which standard or custom fields are required on Prospect and Account records.
Global Navigation
The new global navigation will accommodate more features and improve discoverability for new users.
Summary
Pages will be nested into categories and the menu will be expanded by default for new users, but can then be collapsed so that it doesn’t take up extra space.
Release Date
November 14, 2024 - December 5, 2024
Updates
- Some 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
To learn more details, see the support article.
Team-Based Governance for Reporting
Control access to Outreach reports based on team membership.
Summary
Define a team-based governance model for Outreach reports, ensuring that users can only access reports associated with their team membership.
Release Date
November 14, 2024 - December 5, 2024
Updates
Leverage Outreach profiles to set access controls for reports. When enabled, users will only be able to view reports based on their team membership. To learn more details, see the support article.
User Management Improvements
Quickly manage users at scale.
Summary
Improve user management with a new attribute on the Users page and additional functionality to assign/unassign licenses.
Release Date
November 14, 2024 - December 5, 2024
Updates
- Admins can now quickly filter for users who have never logged in with the new “never logged in” attribute in the “Last login” filter on the Users page.
- Admins can now export additional attributes in csv file: “Created at” and Calendar Sync Last.
- Admins can assign a license to a new user directly in the "Add User” dialog box and send a claim link to the user.
- Admins can multi-select users and assign/unassign licenses to them on the Users page.
In-App Guides
Leverage educational content to successfully get started or improve your use of Outreach features.
Summary
Get access to product enablement content in a new sidebar to quickly understand how best to leverage Outreach features.
Release Date
November 14, 2024 - December 5, 2024
Updates
Available for admins only and accessible via the new “?” icon, which can be found at the end of the Trigger page description. Currently available for the Triggers page with more to follow.
API Enhancement
Improve performance and get faster response time.
Summary
The default behavior for collection queries will exclude automatic counting unless explicitly requested. This means that by default, collection queries will no longer perform resource counting, resulting in faster response times.
Release Date
November 14, 2024 - December 5, 2024
Updates
To ensure a smooth transition, we are implementing this change in two phases:
- All new OAuth applications registered after October 13, 2024, will have the &count=false behavior applied by default. If your integration requires the count value in the response meta section, you must explicitly add the &count=true query parameter to your collection queries. Learn more here.
- Existing OAuth applications will continue to use the current default behavior until February 12, 2025. Please review your API integrations and append the &count=true parameter to your collection queries where the count value in the response meta section is expected. On February 12, 2025, collection queries will no longer perform resource counting by default.
The easiest way to check the default mode of request processing for your application is to assert the response to a sample query (replace accounts with the resource type your app has access to). You can find an example here.
License Version Migration
Smoothly transition over to Outreach’s new licensing system.
Summary
Ensure a smooth transition to the updated Outreach licensing system with a step-by-step guide designed to simplify the migration journey, making it easy to migrate user licenses from the old Outreach licensing model into the new one.
Release Date
November 14, 2024 - December 5, 2024
Updates
Migration can only be done by an Admin and only after Outreach Provisioning assigns your organization the new set of licenses. To learn more details, see the support article.
Task API Enhancements
Improve performance and get faster response time.
Summary
To improve reporting and revenue attribution, a validation rule has been added at the API level to ensure that when creating a task and associating it with a prospect and opportunity, the prospect and opportunity are correctly linked in Outreach.
Release Date
November 14, 2024 - December 5, 2024
Updates
The new validation rules have been added to Task API v2, which is used to create and associate tasks with opportunities, prospects, or both. These validations are applied at the API level and are designed to ensure that only valid, correctly linked prospect-opportunity pairs are accepted when creating tasks. If the prospect and opportunity are not directly associated, or the prospect’s account ID doesn’t match the opportunity’s account ID, the Task API will return an error message, blocking the creation of the task. This ensures that only valid prospect-opportunity associations are used.
Additional Release Information
- See what's new in Outreach
- [Office Hours Webinar] Inside Outreach - Quarterly product innovations & insights (11/13/24)