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Outreach

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Outreach is the agentic AI sales execution platform that runs sequences, conversation intelligence, deal management, and forecasting from one system of record, the platform most mid-market revenue teams already pay for, and rarely use to its full depth.

Outreach is the platform most mid-market revenue teams already pay for and rarely use beyond sequencing. The renewal lands, the seats stay full, and the AI features that justified the price tag sit untouched because nobody owns the build. The ceiling on Outreach isn't the product. It's the operating layer wrapped around it.

What Outreach Does

Outreach is positioned as an agentic AI platform for revenue teams, meaning it consolidates the work that used to require three or four point solutions (sequencing, dialer, conversation intelligence, deal management, forecasting) into one system of record. Reps execute from one workspace, managers coach from the same data, and RevOps gets a single source of activity truth flowing back into the CRM.

  • Sales Engagement: multi-step sequences across email, phone, LinkedIn, and SMS, with A/B testing and personalised send-time logic.
  • Kaia Conversation Intelligence: real-time meeting transcription, live battle cards, sentiment and competitor detection, and post-call summaries that sync back to the CRM.
  • Deal Management: buyer engagement scoring, deal-risk signals, single-threaded warnings, and Mutual Action Plans embedded directly in the opportunity record.
  • AI-Powered Forecasting: rolling forecast scenarios based on rep activity, buyer engagement, and historical close patterns instead of gut-feel commits.
  • Activity Capture: automatic logging of emails, calls, meetings, and CRM updates so reps stop wasting cycles on Salesforce data entry.
  • Coaching and Analytics: dashboards on rep productivity, sequence performance, talk-to-listen ratios, and call themes for managers and enablement.
  • AI Agents: autonomous workflows that draft follow-ups, surface next-best actions, and handle sequencing handoffs without manager intervention.

Outreach's AI

Outreach has rebuilt itself around agentic AI. Kaia handles in-call coaching and post-call CRM updates. AI Assist drafts personalised replies and suggests next steps from prior conversation context. AI Agents take on full workflow ownership, a Revenue Agent runs the sequence so the AE only steps in for the conversation, a Prospecting Agent enriches accounts and queues outreach against intent signals. The platform's pricing now includes AI Credits per tier, which is a fair tell: Outreach expects the value to come from automation depth, not seat count.

Automations We Build with Outreach

The standard Outreach implementation gets sequences live and calls it done. The teams getting outsized return treat Outreach as the execution surface and build a signal-and-automation layer around it. These are the plays Moonira runs for mid-market revenue teams.

  • Intent-to-sequence routing: Bombora, 6sense, or G2 intent spikes pull accounts into the right sequence tier automatically, with rep assignment by territory and ICP fit.
  • Kaia-to-Slack risk alerts: when Kaia flags a competitor mention, pricing objection, or stalled deal, the AE and their manager get a Slack DM with the transcript snippet and a one-click coaching trigger.
  • Forecast deviation alerts: when an AE's AI-weighted forecast drifts more than 15% from their commit, the CRO gets a quiet heads-up before the QBR.
  • Mutual Action Plan kickoff: when a deal enters proposal stage, a MAP is auto-generated, sent to the buyer with tracked engagement, and pinged to the AE if it goes quiet for more than four days.
  • CRM hygiene workflows: contacts created in Outreach during sequences auto-enrich (Clay, ZoomInfo) and sync to Salesforce or HubSpot with correct ownership, territory, and lifecycle stage.
  • Replied-but-unbooked recovery: positive replies that never convert to a meeting get pulled into a manager dashboard with the Kaia-style sentiment context, so the handoff doesn't die in an inbox.
  • Onboarding-to-expansion sequences: closed-won deals trigger a customer success Outreach instance, with expansion plays sequenced against product usage signals from Mixpanel or Pendo.

Why Teams Choose Outreach

  • One system of record for execution: sequences, calls, meetings, and deal stages live in one workspace instead of stitched across Salesloft, Gong, Clari, and the CRM.
  • Real conversation intelligence: Kaia is mature enough that managers actually use it for coaching, not just storage.
  • Agentic AI built in, not bolted on, AI Credits and Revenue Agents are part of the platform rather than a separate SKU you have to fight for budget on.
  • Forecast accuracy: when activity capture, deal signals, and rep behaviour all run through Outreach, the AI forecast typically lands closer to actual than any spreadsheet-driven commit.
  • Enterprise-grade governance: territory rules, permissions, and audit trails that mid-market RevOps teams can actually administer without a dedicated platform engineer.

Outreach integrates natively with Salesforce, HubSpot, Microsoft Dynamics, Slack, Gmail, Outlook, Zoom, Microsoft Teams, ZoomInfo, LinkedIn Sales Navigator, and roughly ninety more apps via its marketplace. Pricing is custom, three tiers (Amplify Core, Amplify Plus, Amplify Pro) that include 25k, 50k, and 100k AI Credits respectively, sold per user on annual contracts. Most mid-market deals land in the low-to-mid four figures per seat per year. That's the build we do: turning the renewal you already pay for into the execution layer your revenue team actually runs on.

Use cases

Signal-Triggered Sequences

Wire Bombora, 6sense, or G2 intent signals into Outreach so reps are pulled into sequences the moment an account spikes. Manual list-building becomes a fallback, not the default.

Conversation Intelligence That Feeds Coaching

Pipe Kaia transcripts, sentiment, and competitor mentions into a coaching dashboard so managers see objection patterns by rep, by stage, by week. Coaching becomes evidence-based instead of vibe-based.

Deal-Risk Alerts to AE Slack

Outreach's deal health signals (no activity, slipping close date, single-threaded buyer) get routed to the AE and their manager in real time. Forecast slippage stops being a surprise on Friday.

CRM Hygiene Without the Nag

Activity capture, contact creation, and stage progression auto-sync between Outreach and Salesforce or HubSpot. Reps stop logging activity manually and the CRM stops lying to the forecast.

Mutual Action Plans as a Closing System

Mutual Action Plans get auto-generated from deal stage, populated with buyer contacts, and tracked for engagement. Late-stage deals stop dying in silence.

Industries we automate this for

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