Outreach + Bearworks = Empowered Sales

Next-Gen Call Management

Automatically sync HubSpot contact lists and call tasks into Bearworks. A streamlined workflow ensures you never miss a follow-up

• Calls⸺Auto-logged to the correct Outreach record.
• Texts⸺Synced with calls for full context.
• Recordings⸺Saved automatically for review.
• Outcomes & notes⸺Documented with each call.
• Follow-up⸺Create Salesforce tasks on the spot.
• Related records⸺Updates reflected across connected pages.

Enhanced Workflows

Bearworks works hand-in-hand with Outreach to take repetitive tasks off your team’s plate. From power and auto dialing to timely, dynamic follow-ups, everything runs automatically — giving your reps more time to sell.

• Stay Updated: Call notes, dispositions (including custom ones), and meeting summaries are automatically pushed back to Outreach, keeping your CRM consistently updated with accurate call activity.
• On-Demand Sync for Immediate Updates: If you want to see call data reflected in Outreach even faster (than once an hour), you have the option to manually trigger syncing to see call data reflected in Outreach instantly. Either way, your data is kept current.
• Customizable Workflows: Adapt your processes with custom sequence steps and disposition-based actions, allowing your team to work smarter and close deals faster.

Data-Driven Results

Automatically sync your Outreach contact lists and call tasks into Bearworks, ensuring no lead is left behind. Each call is also transcribed and analyzed, giving you a searchable record as well as actionable insights to help your team perform at its best.

Rank leads based on their activity and your team can focus on the most engaged and promising opportunities. Bearworks also gives managers full visibility into team activity and performance.

• Comprehensive Data Integration: Sync critical data such as Sequences, Tasks, Prospects, and Accounts, ensuring a centralized and up-to-date record of all sales interactions.
• Enhanced Lead Prioritization: Filter and rank prospects directly in Bearworks, enabling your team to focus on the most promising leads and maximize their impact.
• Great Visibility for Managers: Track all sales activities, ensuring accountability and clarity across your team.
• Data You Can Trust: Sync key information like Leads, Opportunities, Territories, and Users to maintain a centralized, accurate source of truth

AI-Powered Contacts

Any time a call is made, Bearworks automatically displays the relevant contact info (like name, title, email, company, deal and deal size). Salesforce contact info can also be edited or updated during or after the call.