Configure built-in safeguards to keep reps on track
Administrators can configure a throttle around domains to prevent teams from engaging accounts too aggressively.
Within Rulesets, team leads can ensure that sequences cannot be used more than once per prospect, preventing double-hits.
Team leads can determine whether users who are not record owners of prospects, are allowed to engage them.
Determine who can create sequences and templates.
Configure the right level of access to features and capabilities based on role and seniority.
Fully Customizable Profiles
Just like CRM, administrators can create profiles based on role based access controls.
Create Multiple Profiles
Outreach empowers administrators to create and customize as many profiles as needed, and assign them to users.
Sync Roles From CRM
Outreach allows administrators to build out their role hierarchies and assign users with two clicks, no matter how large the tree.
Establish Relationships For Targeted Reporting
Just like CRM's role hierarchies, assigning users to the right role enables targeted reporting and governance.
When users need to be grouped in customized teams, especially when across role hierarchies, teams can be used for reporting and content sharing.
Whatever the size of your organization, we've built Outreach to handle its unique requirements.