Outreach Deal Datasheet

Outreach Deal features and key benefits

Too often sellers lose track of deal health until it's too late to course-correct, relying on gut instinct or scattered CRM notes instead of real signals. Without a clear view into which deals are on track and which are quietly slipping, sellers don’t know what to prioritize and ultimately come up short against quota.

Outreach Deal helps sellers maintain deal momentum by leveraging actionable deal insights to simplify stakeholder management, improve deal health, and guide every interaction to advance more opportunities to the next stage.

29%

less time spent on deal inspections

+12 ppts

increase in win rates

Key Features

Deal Management

AI-powered deal intelligence reveals deal risk before it becomes a loss, without digging through CRM fields.
Deal Overview summarizes deal data and surfaces key insights

Deal Health Scores evaluate the health of every deal and its likelihood to close

Success Plans align sellers with buyers on a path to close

Smart Deal Assist provides instant answers to critical questions

Deal Activity Timeline visualizes a timeline of buyer and seller activities including calls, emails, and meetings.

Analytics & Insights

See what's working, fix what isn't using out-of-the-box reports.
Pipeline Summary centralizes pipeline performance metrics in a single view, with each metric leveraging AI modeling to create bespoke win models for every team and seller

Pipeline Movement Report. Understand how your pipeline has moved and changed across any previous time period, including which deals contributed to the change.

Outcomes Report. Identify what top-performing behaviors and deal attributes help close the most deals to see what's working and where to coach to boost performance.

Trusted and Certified

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Blue circular badge with globe and text Certified Guarantee ISO 42001.
Blue circular seal with globe outline and banner reading ISO 27701 certified guarantee.
Blue circular badge with globe and banner reading CCPA representing California Consumer Privacy Act.
Blue HIPAA badge with caduceus symbol centered, stars below, and banners on each side.
Circular badge with a globe and stars, text reads AI Risk Management.
GDPR badge with globe outline and text General Data Protection Regulation.
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Benefits

De-Risk Deals

Improve predictability on deal outcomes with insights into deal health to identify where you need to intervene to get deals back on track.

Improve Deal Velocity

Advance more deals to the next stage with visibility into all deal details to quickly spot and resolve risk. Maintain momentum with mutual action plans to align with your buyers on next steps.

Close More Deals

Maximize pipeline performance and close more deals by rapidly inspecting every deal in the pipeline with insights into which actions to take to avoid deal slippage.

"Kaia™ has been a game changer for us, and the entire Outreach platform has been amazing."

Josh Harmon
GTM Strategy & Enablement Manager

Get a custom quote for your team's needs