Outreach - The Sales Execution Platform

Demo Summary

This video shows Outreach’s Sales Execution platform. You learn how to track deals in a simple grid and see a clear deal overview with value, close date, and activity. Live AI coach Kaya helps you during calls. You build shared success plans to stay aligned and update forecasts instantly. A pipeline calculator tells you what prospecting to do next, and Smart Email Assist drafts replies fast. Reports let managers watch team performance. It solves slow updates and helps you close more deals faster.

AI-Detected Features

Introduction to the Sales Execution PlatformOverview of a modern sales platform that boosts seller productivity, builds a winning model from opportunity history, and helps teams predictably close more deals.
00:00
Editable Deal Grid & CRM SyncView and edit key opportunity fields in a customizable grid for fast status updates that instantly sync back to your CRM.
00:26
Deal Overview DashboardGet a clear snapshot of each deal’s important details—such as opportunity size, close date, next steps—plus a timeline and heat map showing buyer engagement.
00:42
Live AI Assistance with KayaUse Kaya’s live AI and machine learning to guide sellers in real time during calls and meetings, rather than waiting until afterward.
01:02
Success Plans & Real-Time ForecastingCreate mutual action plans to align buyers and sellers, update deal info live, and submit forecasts seamlessly to sales managers.
01:09
Pipeline Calculator & Insight RecommendationsIdentify pipeline gaps and receive specific recommendations on prospecting activities, account numbers, and action types to meet your targets.
01:49
Automated Outreach SequencesLeverage proven sequences of automated and manual steps designed to guide prospects toward booking meetings.
02:15
Smart Email Assist with Generative AIInvoke Smart Email Assist to auto-generate buyer-specific responses, then review, tweak tone or content, and send directly.
02:26
Performance Reporting & Unified Platform BenefitsAccess consolidated reports on team, sequence, and overall sales execution performance to see what’s been done and discover next steps.
02:48
Future Roadmap & Call to ActionA look ahead at ongoing innovations in Outreach and a call to leverage the unified platform for predictable, efficient revenue growth.
03:16
Outreach logo

Outreach

Design, measure, and improve seller workflows with the Outreach Sales Execution PlatformLearn more about Outreach

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