Outreach: AI Opportunity Scoring

All demos from “AI-Driven Forecasting and Scenario Planning in Outreach”

1. 0:450:43Reviewing Pipeline Summary and AI Projected FinishThe demo shows the pipeline summary dashboard where AI-driven projected finishes are compared against manual sales commits.Outreach· Manage deals & pipeline
2. 1:281:12Managing Forecast Roll-ups and Opportunity InteractionsA walkthrough of the forecast roll-up page, showing how to drill down into individual sales rep commits and view recent prospect interactions.Outreach· Manage deals & pipeline
3. 2:500:14AI Opportunity ScoringCurrentDemonstration of how Outreach scores every opportunity based on deal health and likelihood to close.Outreach· AI account/prospect research
4. 3:050:33Forecasting with Scenario PlannerThe user demonstrates the scenario planner tool to model likely outcomes by forecast stage and time period.Outreach· Manage deals & pipeline
5. 3:390:44Reviewing Account Interactions and Kaia Call RecordingsShows the accounts function to search for prospects, view interaction history, and access Kaia call recordings for specific pitches.Outreach· AI account/prospect research
6. Watch “AI-Driven Forecasting and Scenario Planning in Outreach” →

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 KAIAShows 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