NeonEvents
Helping non-profits host successful fundraising events
Outreach Success Plans is a 0-1 project management tool that helps sales teams stay aligned during complex deals, eliminating the need to rely on fragmented email threads and shared spreadsheets.
Role
Lead designer
Duration
Q1 – Q4, FY22
Team
Katie Wohl
Product Director
Tyler King
Product Manager
Katherine Evans
Engineer
Philip Theobald
Engineer
Background
Outreach was always known as a prospecting sales tool. It excelled at helping sales reps cast a wider net, and ultimately reach more customers for potential sales. However, it was not known as a tool that helped with closing deals once the rep had a customer's attention.
To expand the business and increase its total addressable market, Outreach leadership was keen on introducing new tools that could assist with the closing motions of the sales process. To do so, the company acquired Sameplan, an early-stage startup focused on productizing the ‘Mutual Action Plan’ (MAP).
Outreach acquired early-stage startup Sameplan to appeal to sales reps focused on closing deals.
NeonEvents
Helping non-profits host successful fundraising events
Outreach Success Plans is a 0-1 project management tool that helps sales teams stay aligned during complex deals, eliminating the need to rely on fragmented email threads and shared spreadsheets.
Role
Lead designer
Duration
Q1 – Q4, FY22
Team
Katie Wohl
Product Director
Tyler King
Product Manager
Katherine Evans
Engineer
Philip Theobald
Engineer
Background
Outreach was always known as a prospecting sales tool. It excelled at helping sales reps cast a wider net, and ultimately reach more customers for potential sales. However, it was not known as a tool that helped with closing deals once the rep had a customer's attention.
To expand the business and increase its total addressable market, Outreach leadership was keen on introducing new tools that could assist with the closing motions of the sales process. To do so, the company acquired Sameplan, an early-stage startup focused on productizing the ‘Mutual Action Plan’ (MAP).
Outreach acquired early-stage startup Sameplan to appeal to sales reps focused on closing deals.
NeonEvents
Helping non-profits host successful fundraising events
Outreach Success Plans is a 0-1 project management tool that helps sales teams stay aligned during complex deals, eliminating the need to rely on fragmented email threads and shared spreadsheets.
Role
Lead designer
Duration
Q1 – Q4, FY22
Team
Katie Wohl
Product Director
Tyler King
Product Manager
Katherine Evans
Engineer
Philip Theobald
Engineer
Background
Outreach was always known as a prospecting sales tool. It excelled at helping sales reps cast a wider net, and ultimately reach more customers for potential sales. However, it was not known as a tool that helped with closing deals once the rep had a customer's attention.
To expand the business and increase its total addressable market, Outreach leadership was keen on introducing new tools that could assist with the closing motions of the sales process. To do so, the company acquired Sameplan, an early-stage startup focused on productizing the ‘Mutual Action Plan’ (MAP).
Outreach acquired early-stage startup Sameplan to appeal to sales reps focused on closing deals.