Outreach
Case Study
About the Client
Outreach is the leading sales execution platform that helps market-facing teams efficiently create and predictably close more pipeline. From prospecting to deal management to forecasting, our platform leverages automation and artificial intelligence to help revenue leaders increase efficiency and effectiveness of all go-to-market activities and personnel across the revenue cycle.
Challenge
Users of Outreach’s legacy software were asking for new features and improved notifications of urgent or past due tasks. In addition, Outreach’s ability to maintain the application at scale was difficult due to a highly coupled Ruby and React architecture. Outreach needed to accelerate the replatforming of their primary SaaS product to use more maintainable, faster, and reliable modern technologies.
Solution
Ship Shape's team of experts immediately improved velocity and started delivering features in the updated application. The new application used a microservices API architecture, a custom GraphQL layer, and micro-frontend based apps tied together with an entry single page application. We worked to establish strong communication channels with the team with worldwide distribution.
Desktop Notifications
Our team owned the desktop notification feature to implement an application wide strategy for creating, managing, and adding custom actions to notifications. This also resulted in some newly acquired expertise for our team that we shared in this blog post .
Dynamic customizable table views
We added significant functionality to the way Outreach presented tabular data, delivering a highly customizable solution that was well received by internal and external customers. The solution involved creating a configurable tabular data display component that could have custom views for each column based on the data model or be customized for a specific user's needs. This introduced the concept of "smart views" to the overall application, and allowed users to have data presented to them in the fastest, most useful, and efficient ways.
Outcome
Outreach was able to expose new features to users much faster and reduce the number of urgent tasks missed by sales professionals in order to improve the user’s ROI.