What Outreach Is

Outreach is a sales engagement platform used by SDR/BDR and sales teams to run outbound and follow-up execution through sequences, tasks, schedules, and sales workflows, with admin configuration to support scale.

What Optematic Does

Optematic provides Outreach implementation, Outreach integration services, and Outreach managed services so your team can deploy Outreach with a clean operating model (mail/calendar connected, sequences standardized, tasks governed) and keep it reliable as your sales motion evolves.

Sequenced Outreach and Follow-Up Execution

Outreach is commonly used to standardize prospecting and follow-up using Sequences with configurable timing, delivery windows, and rules. Sequence Schedules define when emails can be delivered and when tasks are created, aligned to “reasonable times and days.”

Task Management and Rep Execution

Outreach supports rep execution through Tasks (created from sequences and manually), which helps teams operationalize daily work and follow-ups.

Conversation Intelligence and Meeting Support (Kaia)

If you use it, Outreach Kaia supports meeting/call assistance such as capturing action items during calls and generating meeting summaries (including links to relevant moments).

Admin Setup and Platform Readiness

Optematic implements Outreach starting with core admin readiness:

• Baseline configuration and admin settings using Outreach’s admin setup guidance

• User onboarding standards (permissions, role expectations, operating cadence)

Mailbox and Calendar Configuration

Reliable Outreach depends on mail/calendar connectivity. Optematic configures and validates:

• Microsoft 365 mail/calendar via Microsoft Graph where applicable

• Calendar connectivity (supported provider calendars include Google Calendar, Outlook, Exchange, O365)

• Outreach user experience in inbox (e.g., Outlook add-in where applicable)

Sequences, Schedules, and Rulesets (Built to Scale)

We implement the execution layer your team actually uses:

• Sequence Schedules (delivery windows and task generation windows)

• Sequence Rulesets to enforce sequence behavior and configuration standards

• Sequence templates and governance so teams don’t create “one-off” logic that breaks reporting and consistency

Task and Operating Cadence Design

Optematic aligns tasks, queues, and rep workflows so Outreach is operational, not just configured:

• Task model and conventions

• Daily/weekly execution rhythm

• Reporting expectations tied to the process (not vanity metrics)

Calendar and Inbox Integrations

Optematic implements and supports Outreach connectivity to Microsoft and Google ecosystems:

• Microsoft Graph for Microsoft 365 mailboxes/calendars

• Supported calendar provider connections (Google, Outlook, Exchange, O365)

• Outlook add-in deployment considerations for inbox workflow

Revenue Stack Integrations

Optematic delivers Outreach integration services commonly involving:

• CRM alignment (lead/contact/account mappings and activity syncing)

• Data governance so sequence membership, activity, and outcomes remain reportable and trustworthy

• Operational routing to collaboration tools (e.g., Slack notifications for key events)

Ongoing Outreach Administration and Optimization

Optematic provides Outreach managed services including:

• Ongoing sequence/ruleset/schedule maintenance (new motions, seasonal changes, territory changes)

• Task workflow tuning and governance

• Mail/calendar integration monitoring and issue resolution

• Kaia configuration support and operational upkeep (if enabled)

Outreach Implementation + Integrations + Managed Services

Outreach succeeds when execution is standardized and the foundation (mail/calendar + governance) is stable. Optematic differentiates by:

• Implementing Outreach with sequence schedules + rulesets designed for scale

• Building a durable operating model around tasks and rep execution

• Providing ongoing managed services so Outreach doesn’t degrade after go-live