Releases
- Gain unparalleled visibility into all interactions related to a deal in a single pane of glass with Deal Overview
- Drive predictability with Forecasting & Pipeline Management capabilities embedded within Outreach
- Expand the user's control over Urgent Task Notifications: Reintroducing In-App Notifications
- Enhance access to the Outreach Support Portal and Knowledge Base via Zendesk SSO
- Improve user visibility prospects and accounts with new Prospect and Account Settings
- Ensure users see the right view for their roles with new Default Layout settings
- Maintain data integrity by automatically syncing deleted opportunities using Outreach CRM Sync
- Improve data hygiene with Merge Prospects on Lead Conversion
- Leverage AI to boost sales productivity with Smart Email Assist: Now Supported in Outlook
- Find and use the right content quickly with an enhanced Template and Snippet UX enhancement
- Simplify management of triggers with Branching Conditions
- Quickly assess Account status and progress directly from the Account List View
- Enhance flexibility with Dynamic Email Post-Unsubscribe Links
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
Generally Available
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
Learn more about Deal Management.
Drive predictability with Forecasting & Pipeline Management capabilities embedded within Outreach
Summary
Forecasting and pipeline management capabilities that were formerly contained within a separate application will now be embedded into Outreach.
Release Date
Generally Available
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.
Learn more about Pipeline Management and Forecasting.
Expand the user's control over Urgent Task Notifications: Reintroducing In-App Notifications
Summary
We are reintroducing In-App Urgent Task Notifications thus expanding user’s access and control over where they receive urgent task notifications.
Users can update their task settings to receive urgent task notifications on the desktop (via the Chrome browser) and/ or in the Outreach web app/extension.
Release Date
Generally Available
Updates
Users can update their personal settings to enable urgent task notifications on the desktop and/or in-app. Settings are located under Personal Settings -> General -> Notifications -> Task Notifications. Users are opted-in to desktop notifications and opted-out of in-app notifications by default.
- Desktop Urgent Task Notification Features
Users are already opted into Desktop Urgent Task Notifications by default.
- In-App Urgent Task Notification Features
If a user has selected to receive in-app notifications the notifications will show up within the Outreach web app and Outreach Everywhere extension when an urgent task is due. Users can choose to dismiss the notification, reschedule, or start the task.
Enhance access to the Outreach Support Portal and Knowledge Base via Zendesk SSO
Summary
Outreach has streamlined user access to its Support Portal and Knowledge Base through the integration of Zendesk Single-Sign-On (SSO). With Zendesk SSO in place, users can effortlessly bypass multiple logins, ensuring swift access to the information they need.
Release Date
Generally Available
Improve user visibility prospects and accounts with new Prospect and Account Settings
Summary
Outreach Admins now have more control over how sellers engage with Prospect and Account records. With this update, Outreach Admins can specify whether a profile can View and/or Edit a particular record. For details on setting up these permissions, refer to this Knowledge Base Article.
Release Date
Generally Available
Ensure users see the right view for their roles with new Default Layout Settings
Summary
The new layout tab in Outreach Admin Settings allows admins to set the default view for all users globally at once. Admins can also customize default views for Outreach pages based on user profiles, ensuring users see the right views for their roles.
Release Date
Generally Available
Updates
Outreach Admins can change default user views by navigating to the new Layout tab under Users & Permissions.
For user profiles that require specific layouts outside of the default, these layouts can be changed in the Profiles section under Profile Level Defaults.
Maintain data integrity by automatically syncing deleted opportunities using Outreach CRM Sync
This enhancement to Outreach’s CRM sync automatically deletes opportunities removed in the CRM. This improvement aids revenue forecasting by eliminating stale data and streamlines the seller experience by decluttering expired opportunities.
Release
General Availability
Updates
- Available for Salesforce only
- This setting is accessible under the Advanced Settings popup on CRM sync admin experience
Improve data hygiene with Merge Prospects on Lead Conversion
Outreach's merge functionality is now expanded to include Lead records that are merged to Contact records in Salesforce. This feature helps improve data hygiene in Outreach by removing manual clean up of orphan prospect records in Outreach when using third party tools to merge leads with contacts.
Release
General Availability
Updates
- Available for Salesforce only
- Found in the Advanced Sync settings
- This capability represents a change in process for users, historically Outreach only recognized merges of the same record type (i.e. Lead to Lead or Contact to Contact).
Leverage AI to boost sales productivity with Smart Email Assist: Now Supported in Outlook
Smart Email Assist is now available in Outlook - only available for new add-in 2.0+ and the Outlook web application. Functionality is on par with Smart Email Assist in Gmail extension and Web application released to GA back in September, 2023 (support article).
Release
Feb 15th, 2024
Updates
- Assist will now be available as an option in Outreach’s side panel in Outlook. It will only be available for email replies
- When choosing “Assist”, users will be presented with similar options - to enter user prompt, change length and tone setting
- Users can also add references - templates, snippets, or content cards (if Kaia license is available)
- After hitting the “Generate” button - 3 options will be created for the user to choose from. By clicking on the option, it will get automatically inserted into the compose box in Outlook
Find and use the right content quickly with Enhanced Template and Snippet UX enhancement
Templates and Snippets pickers UX was improved to help reps find and use the right content quickly. This update applies to both the Web app and Gmail extension.
Release
Feb 15th, 2024
Updates
Now users will be able to see a full preview of the template or snippet. For templates, users will also be able to see the performance metrics such as number of deliveries, open/click/reply rates.
Simplify management of triggers with Branching Conditions
Triggers branching conditions allow admins to build advanced action logics by adding branches to new and existing Triggers conditions. Admins will now be able to create ‘branching conditions’ linked to specific actions, as opposed to today where Admins can only associate one action to one condition.
Release
Feb 15th, 2024
Updates
- Once the branches have been set up, the trigger will fire the action associated with the branch only when the condition associated with that specific branch is met
- For example, instead of creating triggers for multiple languages, Admins can now set up one Trigger and multiple branches per language. The Trigger action will fire specific to the branch language
Quickly assess Account status and progress directly from the Account List View
The status icon on Accounts List View now displays more useful contextual information, providing sellers with tools for better prioritization, decision-making, and understanding of account engagement over time. The upgrade includes important details such as Meetings, Tasks, and Opportunities.
Release
Feb 15th, 2024
Updates
- On the Accounts List View page, users can now see a new popup with more contextual information when they hover over the Meetings, Tasks and Opportunities status icons
- They can either click on the icon or on the link within the pop up to be redirected to the respective tabs within the account.
Enhance flexibility with Dynamic Email Post-Unsubscribe Links
Provides flexibility for customers using custom and unique post-unsubscribe URLs (email preference portals), by allowing supplementary metadata that can be defined using Outreach variables.
Release
Feb 15th, 2024
Updates
- Setting it up: Post-unsubscribe URL section In the Org Email settings now supports using Outreach variables
- Unsubscribe behavior: When the prospect clicks on the unsubscribe option from the Outreach email they are redirected to the applicable URL (usually an email preference portal). The unsubscribe from Outreach happens automatically.
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