Mutual action plans
Build buyer trust, de-risk deals, and improve win rates by 26%
Success Plans in Outreach help sellers align and collaborate with their buyers to drive smooth, predictable purchase processes. At the same time, leaders can operationalize their sales methodology to drive greater qualification consistency and success across the organization.
Sales, Marketing, Rev Ops and Customer Success teams trust Outreach
Build buyer confidence, trust, and alignment
Keep your buyers at the center of every deal with Outreach Success Plans where you can align on purchase criteria and jointly collaborate on deal progress, creating credibility and trust between your buyers and sellers.
Even when teams change, mutual action plans keep deals moving forward. They track the entire deal in a single shared project plan, so anyone can get up to speed fast.
De-risk your deals
Turn every deal into predictable revenue by ensuring all deals run like your best deals. By collaborating on a plan to close with your buyers, reps can proactively mitigate risk in the buying process and avoid deals stalling out or falling apart at the eleventh hour when a champion leaves or finance pulls the plug.
Improve win rates by 26%
Put best practices to work to win more. Success Plans offer structure, templates, and visibility to make sure your team applies best practices to every deal while engaging buyers throughout the process with a mutual action plan. As a result, teams see greater consistency, predictability, and collaboration across every deal.
Mutual action plan features at a glance
Success Plans Methodologies: Template and custom field mapping
Create and share templates that bring automation to your qualification and sales methodology while mapping to your CRM fields, making it easier for different teams to follow a consistent playbook.
Shared resources
Share your resources with external stakeholders so they can easily refer back to them along with relevant plan details such as next meeting, and success criteria. Plus, quickly ramp up new members added to buying committees mid-cycle by giving them access to all shared documents, recorded presentations and demos, and the list of next actions committed to by both parties
Security and control
Understand who on the buying committee is opening the plan, any deal-related emails and accessing resources and recordings in the Success Plan to assess the strength of buyer engagement throughout the deal cycle.
Team interactions
Understand who on the buying committee is opening the plan, any deal-related emails and accessing resources and recordings in the Success Plan to assess the strength of buyer engagement throughout the deal cycle.
Demo: Outreach Success Plans
Reinforce your sales strategy directly in Outreach: Success Plans help sales leaders operationalize their sales methodologies, like MEDDPICC, MEDDIC, or SPIN Selling.
See the full power of the Sales Execution Platform
Create quality pipeline, maximize rep productivity, and drive predictable revenue growth with Outreach.
Hire AI Agents to provide insights and act on behalf of sellers across the entire customer lifecycle
AI-powered forecast projection and pipeline insights accurately predict revenue targets in real-time
Diagnose sales funnel and pipeline quality and adjust revenue forecasts as business changes based on risk, buyer sentiment, and pipeline performance
Get to quota with insights into how deals are progressing through the pipeline, where they are stalling, and what to do next
Capture all sales activity as it happens and engage customers across every channel, at scale. Revenue Agents handle sequencing so reps focus on conversations, not coordination
Guide customer conversations in real time with AI-powered battle cards, objection handling, and action-item detection. Coach reps during the call — not just after it's too late
Use real-time customer interactions and CRM data to prescribe account team actions, implement ai-powered customer engagement workflows, and enforce timely customer follow up
Outreach AI learns from your best reps and scales their behaviors across every seller. Capture relevant topics, buyer sentiment and team performance trends to provide coaching at scale
Align internally and externally with your stakeholders with success plans to increase deal velocity. Turn account plans into a compelling business case buyers can champion internally
