Outreach & Orum: Better Together

The best outbound teams don't just work harder, they work a more coordinated, precise motion. Today, I'm going to show you what that looks like when Outreach and ORM work together. Where Outreach provides the AI agents to orchestrate your revenue workflow, and ORUM makes calling the most reliable pipeline channel. Over time, this builds a playbook grounded in what actually works, not just what a manager thinks. Together, they're how the best outbound teams in the world generate pipeline today. So, let's get into it. We're starting inside Outreach's revenue agent. This is where the motion actually begins. Instead of sellers manually combing through their accounts, the agent does it for them. It's scanning the account base right now, filtering by segment, enrichment status, and live buying signals. You can see how we've got triggers set for new funding rounds, headcount changes, and office expansions. The agent will then identify the right prospects within those accounts and apply persona and seniority filters. This enrolls them directly into the sequence and from there the agent decides who's worth working and the motion starts automatically. Once a prospect is enrolled, Outreach's personalization agent goes to work before a single email is sent. You can see it's pulling in live buyer data, tech stack, recent signals, LinkedIn activity, funding news, and using that to write a tailored opening message for the specific person at this specific moment. It's grounded in the seller's brand voice and messaging guidelines, so nothing goes out that feels off-brand or generic. The rep then opens their tasks, sees a message that's essentially done, reviews it, and then clicks send. So when the sequence hits a call step, those tasks flow directly into ORM as a smart list. The rep doesn't have to go find who to call. The list is already built from the sequences. From there, they open Orum, load that smart list, and choose to power or parallel dial. One click and they're off. No manual setup, no contact switching. The work is cued. They just start dialing. Before that dial even goes out, ORM's AI is already working in the background to maximize the chances at a connect. first with hot numbers. This analyzes which leads have the highest probability of connecting, flagging anyone with a predicted connect rate of 30% or higher. So second, ORM's AI and Boost Connect automatically select the best number to dial for each lead. This goes beyond local area code matching. Now, here's something you don't see in most dialers. While this is all happening, the team isn't dialing in isolation. The virtual sales floor puts the whole team in a shared live environment. Reps can see who's on a call. Managers can drop in to listen and coach in real time. And when someone books a meeting, everyone knows that energy of a great sales floor available wherever your reps are. It keeps the motion human and it keeps teams accountable to each other. Now, when a call ends, ORM's AI coaching is already kicking in. Every call gets a scored assessment automatically. Objections are flagged and categorized. The rep sees exactly where the conversation went well and where it didn't. Every call makes the whole team better. And now the loop closes back in outreach. The conversation data flows back automatically. The deal agent pulls out decision criteria, expressed risks, and buying signals, all cited directly to the call recording so you can verify the source. The account summary updates in real time. The next sequence step triggers. The forecast reflects exactly what happened in the conversation and sellers walk away from every call knowing exactly what to do to move the deal forward. And that's the outreach and ORM better together motion. This is how the best revenue teams are generating pipeline today.