Executing tasks with the Outreach 360 view and dialer

All demos from “How Outreach Helps AEs Stay Productive and Close More Deals”

1. 1:053:46Prioritize and filter target accounts in OutreachThe demo shows how to use the Outreach accounts page to filter target lists by CRM fields like industry, revenue, and closed-lost opportunity history to prioritize prospecting efforts.Outreach· Build a list from ICP filters
2. 5:312:03AI-driven account research with Outreach Research AgentA walkthrough of the Smart Account Plan and Research Agent, which summarizes 10K reports and financial health to provide strategic insights for personalization.Outreach· AI account/prospect research
3. 7:340:36Adding prospects to sequences in OutreachShows the process of selecting prospects from an account and enrolling them into a specific persona-based outbound sequence.Outreach· Build a cold-email sequence
4. 8:120:52Executing tasks with the Outreach 360 view and dialerCurrentDemonstrates the task execution screen where reps can use the built-in dialer and calendar to call prospects and book meetings directly within the workflow.Outreach· Multichannel (email+LI+call)
5. 9:221:31Reviewing call insights and sharing recordings with KAIAShows how to use KAIA AI to review key points from previous discovery calls and share summarized recording links with prospects to track engagement.Outreach· AI account/prospect research
6. 11:031:16Updating CRM opportunities with AI suggested responsesDemonstrates the opportunity grid where KAIA suggests responses for sales methodologies (like MEDPICC) based on call transcripts to update CRM fields automatically.Outreach· Sync leads to CRM
7. Watch “How Outreach Helps AEs Stay Productive and Close More Deals” →

Multichannel (email+LI+call)

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1. 0:391:35Managing multi-threaded account engagementDavid shows the account view in Outreach to monitor engagement levels and identify if an account is multi-threaded with multiple stakeholders.@OutreachYouTube
2. 1:061:58Managing daily tasks and pipeline in OutreachGrace shows how she uses the Outreach dashboard to prioritize tasks, sync items, and track the progress of specific opportunities in her pipeline.@OutreachYouTube
3. 5:253:27Prospecting and sequence managementThe demo covers replying to prospects, tagging accounts, and managing sequences to maintain engagement with high-priority customers.@OutreachYouTube
4. 8:120:52Executing tasks with the Outreach 360 view and dialerCurrentDemonstrates the task execution screen where reps can use the built-in dialer and calendar to call prospects and book meetings directly within the workflow.@OutreachYouTube
5. 0:150:41Managing sales tasks in the Outreach mobile appA walkthrough of the mobile home screen showing how to execute tasks like calls, emails, and LinkedIn touches while on the road.@OutreachYouTube
6. 0:234:44Analyze Sales Execution and Activity TrendsGreg walks through the Sales Execution report, demonstrating how to compare time frames (month-over-month) and analyze activity metrics like prospects contacted, sequence usage, and email sentiment.@OutreachYouTube