Name: Outwork
Author: Outwork AI

Help Desk

Web and Video Conferencing

Customer Support

Version Control

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Policy Management

Project Portfolio Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Converged Network Adapters (CNAs)

Data Catalog

Data Center Networking

Data Integration

Database Load Balancing

Density-Optimized Servers

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed DNS

Managed File Transfer (MFT)

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Mobile Device Management (MDM)

Network Diagnostics

Network Performance Monitoring

NoSQL Databases

Observability

Server Management

Time Series Databases

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Contest Management

Customer Journey Analytics

Digital Asset Management

Email Marketing

Marketing Analytics

Marketing Automation

Mobile Advertising

Mobile Analytics

Press Release Management

Product Information Management (PIM)

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Presales

Sales

Civil Engineering

Construction Workforce Management

Dental

Loan Servicing

Patient Engagement

Revenue Cycle Management (RCM)

Vertical-Specific

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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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Outwork

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Outwork AI

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Outwork

Overview

What is Outwork?