Outreach: Reviewing call insights and sharing recordings with KAIA

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 dialerDemonstrates 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 KAIACurrentShows 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
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AI account/prospect research

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1. 4:051:49Reviewing deal health and meeting summaries with KaiaThe demo shows the Outreach Kaia interface, including meeting recordings, AI-generated summaries, and deal health indicators like 'red flags' within an opportunity.@OutreachYouTube
2. 11:112:19Reviewing account conversations and highlightsA walkthrough of using Outreach to review recorded conversations and highlights to ensure no deals fall through the cracks.@OutreachYouTube
3. 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.@OutreachYouTube
4. 9:221:31Reviewing call insights and sharing recordings with KAIACurrentShows how to use KAIA AI to review key points from previous discovery calls and share summarized recording links with prospects to track engagement.@OutreachYouTube
5. 0:390:44AI-powered opportunity Q&ADemonstrates the 'ask any question' feature that searches through previous conversations and emails to provide quick summaries of specific opportunities.@OutreachYouTube
6. 1:100:52AI Meeting Prep Agent in OutreachDemonstrates the meeting prep agent surfacing attendee info, talking points, and suggested questions based on historical CRM data and emails.@OutreachYouTube
7. 2:401:19Automated Account Research and Sentiment AnalysisShows the research agent summarizing business cases, sourcing external web data, and analyzing internal account sentiment from conversational intelligence.@OutreachYouTube
8. 0:521:07Using Outreach Meeting Prep and AI SummariesBrad demonstrates the 'Prep' button in Outreach to view upcoming meetings, analyze talking points from previous calls, and use AI to generate answers to prospect concerns before a demo.@OutreachYouTube
9. 2:041:20Outreach Research Agents for Account IntelligenceThe video shows how to use internal and external research agents to understand a prospect's sales structure, terminology, and financial health by combing through previous engagement data.@OutreachYouTube
10. 3:260:33Generating Discovery Questions with Outreach MCPBrad shows the Outreach MCP integration with ChatGPT to query previous call recordings and generate relevant discovery questions for an upcoming meeting.@OutreachYouTube
11. 1:360:37Accessing prospect records and smart views on mobileShows how to access prospect engagement history and smart views within the mobile app to prepare for meetings.@OutreachYouTube
12. 2:140:43Reviewing Kaia call recordings on mobileDemonstrates accessing and watching Kaia meeting recordings directly from the mobile app for context and discovery review.@OutreachYouTube