Sales Engagement
Account Purchases & Product Administration
Track products sold to each account to retain and expand your customers.
Summary
Display purchased product data in Outreach to keep tabs on critical indicators for retention and expansion. This includes your own products, competitive products, and complementary products.
Release Date
August 15 - September 5, 2024
Updates
Admins can now define products to be tracked in Outreach including their organizations own products, competitor products, and complementary products. Sellers can track this data at the account level, which can be used to build whitespace or target account lists for specific products, or to trigger timely actions related to renewals, expiring competitor contracts, and more. To learn more details, see the support article.
Retention and Expansion Sequence Blueprints
Quickly create new sequences to onboard customers, manage detractors, and expand accounts.
Summary
Deploy pre-configured sequences for account management, expansion, and retention workflows including onboarding, customer training, NPS detractor management, and expansion.
Release Date
August 15 - September 5, 2024
Updates
This release introduces six new blueprints targeted at post-sales workflows. Each new blueprint will be available from the blueprint library when creating a new sequence.
- Customer Onboarding Kickoff
- Customer Goals Discovery
- Customer Training Session
- Change of Exec Sponsor
- NPS Detractor
- Expansion Possibility
To learn more details, see the support article.
Persona Engagement in Sequence Insights
See which personas and departments are engaging with your sequences.
Summary
Get instant insight into sequence engagement by persona including dimensions like department and seniority level.
Release Date
August 15 - September 5, 2024
Updates
The insights tab of an individual sequence now displays two new graphs that detail sequence engagement by department and by seniority.
To learn more details, see the support article.
Sequence Step-Level Interest
Assess the performance of every step in a sequence.
Summary
Quickly assess, identify, and refine the overall performance of sequences and individual steps by reviewing interest data for each sequence step.
Release Date
August 15 - September 5, 2024
Updates
Within the overview tab of an individual sequence, each step now displays a metric to indicate the interest in that individual step.
To learn more details, see the support article.
Time-based Triggers
Ensure the right actions take place at the right time.
Summary
Trigger tasks based on specific dates such as an upcoming renewal, account check-in, or in relation to marketing communications and events.
Release Date
August 15 - September 5, 2024
Updates
Triggers in Outreach can be used to create automation based on a known date field. For example, automating an onboarding sequence to start 'n' days after an opportunity is closed, reminding AEs to schedule account health checks, or prompting the beginning of renewal discussions.
To learn more details, see the support article.
Team Queue and Round Robin Task Assignment
Assign actions to a team using triggers to ensure timely follow-up and completion of tasks.
Summary
Assign tasks to a team instead of an individual; tasks are assigned to a team member in a round-robin fashion to ensure they don't get missed.
Release Date
August 15 - September 5, 2024
Updates
Triggers can now be used to assign a task to a team, for example, a CSM team that supports a common pool of customers. If an event occurs meeting the defined criteria, the task is assigned to a member of that team in round-robin fashion.
To learn more details, see the support article.
Additional Fields for "Meet in Person" Tasks
Ensure outcomes are reported accurately with new fields for 'meet in person' tasks
Summary
The addition of the 'disposition and 'purpose' fields to "meet in person" tasks enables field sales reps to track the purpose and outcome of in-person meetings.
Release Date
August 15 - September 5, 2024
Updates
Field reps can now log a "meet in person" task manually, capturing disposition, purpose, and notes without creating a retroactive calendar or task entry. The disposition and purpose fields will feature drop-down menus for selection, with values customizable by the administrator.
Sequence Engagement Score: Kaia Signal
Gain deeper insight into call success as part of active sequences with access to Kaia transcripts.
Summary
Within the Sequence Engagement Score, the availability of a Kaia transcript is now used to determine if a call was successful.
Release Date
August 15 - September 5, 2024
Outlook Add-In 3.0
Ensure improved performance, reliability, and ease of use.
Summary
To provide a more seamless and reliable Outlook experience, we've rebuilt our Outlook Add-in from the ground up. Our legacy Outlook Add-in will be deprecated on October 1st. To continue using the Outreach Outlook Add-in, we suggest that Admins install our newest Add-in.
Release Date
August 15 - September 5, 2024
Updates
With the new Outlook Add-in, users can use templates, snippets, reminders, and sync all email activities between Outreach and CRM.
The new Outlook Add-In is available for download in the Microsoft AppSource Marketplace. We recommend that Outreach Admins perform the installation via the Microsoft Admin Center. If your organization is currently using an older version of the Outlook Add-In, it must be uninstalled before installing the new one.
Please note that our Legacy Outlook Add-in is being deprecated on October 1st. To continue using our Outlook Add-In, please install our new Outreach Outlook Add-in. To learn more details, see the support article.
Meeting Reminders
Reduce the no-show rate for your meetings by automating a reminder email before the scheduled meeting.
Summary
Meeting reminders are sent to all external attendees who have accepted or tentatively accepted the meeting, or have not yet responded.
Release Date
August 15 - September 5, 2024
Updates
Meeting reminders are configured at the Meeting Type level by Outreach Admins. If meetings are rescheduled or canceled, the reminders adjust accordingly, reducing the need for manual intervention. To learn more details, see the support article.
Drag & Drop Prospect Relationship Map
Simplify managing prospects with drag and drop functionality.
Summary
Simplify creating, updating, and managing your Prospect Relationship Map using drag and drop functionality. Drag a prospect from the side panel onto the board, or drop it over an existing prospect card to establish relationships or influences.
Release Date
August 15 - September 5, 2024
Updates
Create and update their Prospect Relationship Maps effortlessly. This intuitive Drag & Drop interaction simplifies managing and visualizing your account relationships. You will be able to:
(i) drag a prospect from the side panel and drop it onto the board
(ii) drop it over an existing prospect card to set up relationships or influences
(iii) drag and drop prospect cards onto each other for prospects already on the map
To learn more details, see the support article.
Smart Email Assist: Call Follow-up
Reduce time spent drafting call summaries from minutes to seconds.
Summary
Draft an email call follow-up based on the call summary generated by Smart Call Assist.
Release Date
August 15 - September 5, 2024
Updates
With Smart Email Assist Call Follow-up, you can quickly build an email within 10 seconds that captures the call context, summary, and next steps, helping you maintain momentum in the deal. Smart Email Assist is seamlessly embedded into reps’ workflows and appears in the email compose feature of the Outreach web app or Gmail. To learn more details, see the support article.
Google Authentication Updates for Mailbox & Calendar
Ensure your organization's compliance with new mailbox and calendar updates from Google.
Summary
Google has introduced additional authentication safety measures that prevent third-party apps from authenticating using just a username and password. All user’s mailboxes authenticated via username and password in Outreach need to be reconnected using the Gmail API before September 30.
Release Date
August 15 - September 5, 2024
Updates
There is an important update from Google that might affect your user’s mailbox and calendar integration with Outreach.
If your user’s mailboxes are authenticated via username and password, they need to be reconnected using the Gmail API before September 30.
The change can be done in Personal Settings > Mailboxes.
Sequence Performance Report Enhancements
Easily understand sequence performance with enhancements to the user experience.
Summary
Boost user engagement, and deliver better business outcomes by utilizing sequence reporting. New enhancements provide improved user experiences to help monitor sequence performance as well as remove visual clutter from the UI.
Release Date
August 15 - September 5, 2024
Updates
The Sequence Performance Report has an improved UI to help you easily understand your sequence performance metrics. These enhancements include removing N/A's from the popups and presenting only the information available for that sequence. Along with UI enhancements, you can customize the columns to see only what you want in the report. To learn more details, see the support article.
Team & Sequence Performance Report: Column Customization
See the reporting metrics you care about the most using column customization.
Summary
Personalize your Team & Sequence Performance Reports by selecting the most relevant metrics. Tailor your data views to enhance insights and streamline your workflow.
Release Date
August 15 - September 5, 2024
Updates
The Team & Sequence Performance Reports now have column customization with the ability to save the customization as default. Now you can view the metrics that matter the most to you and your organization or remove metrics you don't track and save those views for easy access.
To learn more details, see the support article.
Conversation Intelligence, Coaching & Voice
Kaia™ Topics Report
Quickly understand what topics are trending in buyer-seller conversations.
Summary
Get insights from sales teams conversations at scale with Kaia Topics Report.
Release Date
August 15 - September 5, 2024
Updates
Using helpful filters to view trends by stage, team, date, and more, enabling sales managers and leaders to identify topics coming up across deals and drill down into the details. This includes MEDDPICC topics, out-of-the-box topics, and custom topics.
To learn more details, see the support article.
Daily Export of Kaia™ Recordings
Get access to Kaia recordings for custom analytics with daily exports to your business storage.
Summary
Export Kaia recordings, transcripts, and metadata to your business to Amazon S3, Azure, or FTP transmitted daily.
Release Date
August 15 - September 5, 2024
Updates
For Outreach Voice calls and/or meeting recordings, bulk export allows access to Kaia recordings and transcripts for custom processing and analysis with other third-party services, or for archival purposes.
To learn more details, see the support article.
Smart Kaia™ Coach
Coach at scale with AI-assisted coaching.
Summary
Kaia uses AI to streamline coaching by identifying answers to any question on a Coach Card, with deep links to moments so managers can review the relevant parts of the conversation and coach more effectively.
Release Date
August 15 - September 5, 2024
Updates
The AI suggestions can be toggled on or off each time, giving managers more flexibility in coaching. Managers can also request feedback for a call and notify reps when coaching has occurred.
To learn more details, see the support article.
New App Permissions Model for Microsoft Teams
Support your organization where Microsoft 365 admins require apps to have user-level permissions only.
Summary
For customers with elevated security needs, we are providing an additional deployment option for Kaia with Microsoft Teams. This deployment method is recommended if user-level permissions are required or to use explicit consent policies for recording in Teams for compliance.
Release Date
August 15 - September 5, 2024
Updates
The new model allows access for Kaia apps to customer Microsoft365 tenant to be more narrowly scoped and is a pre-requisite to set up explicit consent for MS Teams. To learn more details, see the support article.
Explicit Consent for Recording in Microsoft Teams
Set up Kaia™ for post-meeting analysis for meetings recorded in Microsoft Teams.
Summary
Leverage explicit consent inside Microsoft Teams to ensure every person joining a meeting will have actively granted consent to be recorded and their consent is captured in Teams for your business audit purposes.
Release Date
August 15 - September 5, 2024
Updates
Using explicit consent in Microsoft Teams means the meeting will be recorded without Kaia joining for a live experience. When the meeting concludes, the recording is securely shared with Kaia to provide post-meeting experience inside of Outreach. To learn more details, see the support article.
Outreach Voice Caller Name & Verified Caller ID
Improve your call connect rates.
Summary
Reduce the risk of calls being blocked as SPAM by carriers, improve call connect rates, and increase trust in the caller by prospects.
Release Date
August 15 - September 5, 2024
Updates
Customers are now able to submit a business profile and set their caller ID on all of their US purchased phone numbers. This also gives the highest level of Shaken/Stir authentication on all US calls made with US-purchased phone numbers. To learn more details, see the support article.
Zoom-Native Kaia Live Experience
Reduce screen distractions and get all the benefits of Kaia live.
Summary
Provide sellers with the live support they need without taking up space using the integrated Kaia live experience within Zoom.
Release Date
August 16 - September 5, 2024
Updates
Outreach Kaia will be embedded within the Zoom app providing real-time transcription, content cards, action item detection and more, without the additional pop-up. To learn more details, see the support article.
Forecasting
Multiple Forecasting Goals
Upload multiple goals to gain visibility across your business.
Summary
Understand multiple forecast goals for each area of the business, such as renewals, new logos, or expansions, and track the team’s progress.
Release Date
August 15 - September 5, 2024
Updates
Now you can add multiple forecast quotas to your Outreach instance. This provides better visibility into individual forecasts across your business to help you understand how each of your forecasts is tracking against the goals put in the system.
To learn more details, see the support article.
Multi-Currency Support
Support global sales team with local currencies.
Summary
Admins will be able to define which currencies are supported and the associated conversion rates to any of their forecasts.
Release Date
August 15 - September 5, 2024
Updates
This capability aims to enable managers & AEs of global enterprise customers to utilize Outreach Forecasting with the ability to submit the forecast in their local currency. While different regions submit their sales forecasts in their local currency, business leaders can review the forecasts rolled up in any of their preferred (or organization) currencies.
This feature applies to the following pages:
- Forecast Rollups
- Scenario Planner
- Pipeline Summary
- Pipeline Movement
To learn more details, see the support article.
Platform Services
Cross-Instance Login
Login to multiple Outreach instances with a single email address.
Summary
Admins can now login with a single email address, authenticated via password or single-sign-on with an external Identity Provider, and then select the instance they intend to access.
Release Date
August 15 - September 5, 2024
Updates
This feature is currently limited to Admins only and is being released as opt-in availability.
Account Teams
Execute on your team selling motions.
Summary
Appropriate access permissions of the Account Team members and their team roles are brought forward and applied automatically to the record. Additionally, the Account Team members are also given appropriate access to features as defined in the Default Profile.
Release Date
August 15 - September 5, 2024
Updates
Customers using Content Governance will also get the ability to (optionally) associate Collections to these Account Teams and can continue to use Content Governance to manage content inside their organization.
To learn more details, see the support article.
Purposeful Duplicates
Enable distinct actions for prospects in Outreach that have the same email address.
Summary
Enable distinct actions for prospects in Outreach that have the same email address with Purposeful Duplicates.
Release Date
August 15 - September 5, 2024
Updates
Unlock multi-product or multi-market sales motions, by creating duplicate prospects for records that share the same email address.
To learn more details, see the support article.
Dark Theme (Beta)
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
August 15 - September 5, 2024 - Beta
Updates
Enable dark background colors and high-contrast text by updating your Default theme in “Personal settings” under “Your account.”
To learn more details, see the support article.
Custom Objects
Power new sales workflows with business-critical data.
Summary
Release Date
August 15 - September 5, 2024
Updates
Key features and benefits include:
- Custom objects creation. Users can now create custom objects with specific fields and data types, so they can tailor the data model to fit unique business requirements, enhancing data relevance and usability.
- Advanced field options. Support for a variety of field types including text, number, date, dropdown, and relational fields to capture diverse data types accurately and efficiently, improving data integrity and functionality.
- Relational data management. Establish relationships between custom objects and selected standard objects to enable complex data modeling and seamless data interaction, facilitating deeper insights and connections.
- Customizable views and layouts. Design custom object layouts to enhance user experience by presenting data in a meaningful and accessible format.
- API Integration. Full API support for custom objects to easily integrate with external systems and applications, ensuring data consistency and expanding system capabilities.
- Permissions and Security. Granular permission settings for custom objects to ensure data security and compliance by controlling access at a detailed level.
- Automated workflows. Users can create automated workflows based on custom object data, to streamline processes and automate desired actions to enhance efficiency and productivity.
To learn more details, see the support article.
Global Navigation
Streamline how you find and access information.
Summary
The new global navigation will accommodate more features and improve discoverability for new users.
Release Date
August 15 - September 5, 2024
Updates
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.
To learn more details, see the support article.
Bulk APIs
Make it easier to work with large sets of data and perform specific bulk actions.
Summary
Better support external developers to perform CRUD actions asynchronously and make it easier to work with large sets of data.
Release Date
August 15 - September 5, 2024
Updates
Includes support for POST, PATCH, and DELETE bulk actions for Prospects, Accounts, and Opportunities. Also includes adding Prospects to Sequences and marking Sequences as finished.
Read more about Outreach's Bulk APIs by visiting the Outreach Development Portal.
Data Types for Custom Fields
Capture additional information on your Opportunities.
Summary
Outreach Admins can leverage additional data types and validations to configure the Custom Fields of the Opportunity object in Outreach.
Release Date
August 15 - September 5, 2024
Updates
Among the existing text and single-value picklist types, 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 ,Check box (true/false).
New Set of Audit Log APIs
Upcoming changes to the Audit Log API
Summary
To help customers better meet auditing and compliance requirements for their business, Outreach launched a new set of Audit Log APIs with more events. As part of this launch, the current Audit Log within Outreach APIs will be deprecated in September 2024.
Updates
- Read more about Outreach’s Audit Log API by visiting this section of the Outreach Development Portal.
- For more details on the Audit Logs being deprecated, we recommend reviewing our deprecated features documentation on the Outreach Development Portal.
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