Outwork

Outwork AI is positioned as a sales acceleration platform that utilizes artificial intelligence (AI) to enhance sales team performance and visibility. According to the vendor, this platform is designed to cater to companies of various sizes, from small businesses to large enterprises. Outwork AI offers a range of features, including CRM, sales force automation, chatbots, and sales intelligence bots, which are said to provide actionable insights, automated reporting, and intelligent notifications to drive revenue and CRM excellence.

Key Features

Seller Assistant (Chatbots for CRM): Outwork AI incorporates an AI-powered virtual assistant (chatbot) that is claimed to provide a seamless seller experience. The vendor states that it can be integrated with major CRMs such as Outwork and Salesforce, assisting sales teams in routine activities and enabling them to focus on addressing real issues.

Sales Intelligence Bots (Voice & Video Bots): Outwork AI offers an Alexa-powered virtual analyst that is intended to provide sales leaders with instant business insights through voice and video bots. The vendor claims that these bots seamlessly work with Outwork, Salesforce, and other major CRMs, facilitating human-like enterprise conversations and personalized interactions.

CRM + Sales Force Automation: Outwork AI is positioned as a comprehensive sales acceleration platform that prioritizes a mobile-first and web-based approach. It is said to aim at improving sales team performance by increasing productivity and providing actionable insights. The platform includes features such as easy data capture, automated reporting, and intelligent notifications.

Website Chatbots: Outwork AI boasts the provision of 24/7 sales representatives in the form of chatbots on websites. According to the vendor, these chatbots are designed to reduce response time to potential customers, capture and qualify leads, and route them to the appropriate salesperson while updating the CRM.

Pipeline Management: Outwork AI enables sales teams to effectively track and update opportunity stages, manage and analyze their sales pipeline, and enhance their sales strategy and forecasting.

Automated Reporting: Outwork AI claims to generate activity and opportunity reports automatically, which are subsequently sent as Excel files via email and made available for download on the web. These reports are said to provide detailed insights into sales activities and performance.

Tasks & Planner: Sales teams can reportedly efficiently manage tasks and appointments using Outwork AI. The platform is said to offer offline notifications for tasks and automatic task creation based on follow-up dates.

Message Center: Outwork AI includes a broadcasting and unicasting tool for announcements and communication. The vendor suggests that this feature is particularly suited for motivation, quizzes, and team updates.

Location & Timestamp: Outwork AI allows sales teams to report the location and time of their meetings, linking them to reports for better tracking and analysis.

Activity Logging: Outwork AI enables sales teams to log and analyze their sales visits and calls, providing valuable insights into their activities and performance.