OUTBOUND GOAT

SCALING
YOUR
PEAK.

Strategic CCaaS Architecture and Lead Flow Governance for high-volume Contact Centers.

Outbound GOAT
01
GOAT Protocol™
Immediate optimization of contact rates and dialer mechanics to capture market share fast.
02
GOAT Precision™
Full-scale architectural overhaul of your Five9 environment for peak performance.
03
GOAT Forge™
Leads tracked, consented, and compliant before your team ever picks up the phone.

Complex problems, focused expertise, no shortcuts.

Outbound contact centers are complex. The telephony challenges are real, the stakes are high, and most consultants are not built for it. Outbound GOAT is. We specialize in the outbound contact center world, pairing deep expertise with a hand-picked set of solutions proven to drive meaningful performance gains. From high-growth mid-market teams to Fortune 10 enterprises, we help narrow focus, bring deep expertise, and achieve faster results.

 

Most outbound conversations start and end with the dialer. That is a ceiling, and we help organizations blow past it. We have walked every side of this industry - inside contact centers, inside CCaaS vendors, and inside the rooms where the real decisions get made. By the time we are done, your team does not see a dialer operation anymore. They see a revenue engine.

Lead the herd. Master the dialer. Get GOAT results.

Core Offerings

Implementation

We do not ease into engagements. We hit the ground hooves first, deploying your contact center environment with the speed and precision that only comes from having climbed this mountain thousands of times before.

Platform Optimization

If your platform is not performing at its peak, you are leaving money, efficiency, and customer experience on the table. The GOAT does not accept a plateau and neither should you.

Custom Integrations

Your CRM, WFM, and CCaaS tools should move as one sure footed herd, and we build the connections that make that happen without a single straggler left behind.

Advisory & Support

Every great climb needs a guide who has already been to the top. We are the experienced voice in your corner for every strategic decision, platform challenge, and growth moment your contact center faces.

Strategic Focus Areas

  • // Go-to-market & Lead Strategy
  • // System & Data Architecture
  • // Contact Strategy Optimization
  • // Agent Workflows & Processes
  • // Automation & AI Initiatives
  • // Reporting & KPI Development

Evolving Tech

We are actively developing the next generation of performance tools, integrating conversational AI and automated agent-assist features to reduce friction in high-volume outbound environments.

The Outbound GOAT Delivery Model

Integrated Expertise
One team. Full ownership. No handoffs, no gaps, no excuses. The same people who discover your environment design it, deploy it, and stand behind it - because that is how real improvements get made and how they stick. Our team brings SMEs in custom development, multi-system integrations, and a wide range of CRMs and business applications, so whatever your stack looks like, someone on our team has lived in it.
Business-First
We map your systems, dependencies, and goals before we touch a single configuration. That deep discovery is what separates a solution that actually works from one that just gets installed. We do not guess. We climb with a plan.
Speed & Enablement
Most mid-market customers go live faster than they expect. That is not luck. That is what structured discovery, focused execution, and a team that has been to the top before looks like in practice. Fast, right, and built to last.

Ready for the next ascent?

Our approach is grounded in real-world execution and practical impact.

Initiate Consultation

THE ROSTER

Leadership Team

Jessica Clay
Founder // Mad Outbound Scientist
As the Founder of Outbound Goat, Jess leverages her unique blend of professional history and experience in all thing Outbound Contact Centers to eliminate technical inefficiencies and transform contact centers into high-velocity revenue engines. Her deep expertise and special methodology has been applied countless times to transform and optimize outbound contact centers of all sizes, from the small but agile group of 5 agent go-getters to large-scale outbound operations.

In founding the Outbound GOAT, Jess set out on a mission to provide much needed guidance, support and expertise to the woefully underserved world of Outbound Contact Centers, proving one contact center at a time that she is indeed The GOAT at all things Outbound, from substantially lifting Contact and Conversion Rates, to improving business efficiency, evaporating wasted contact center budget $$, and streamlining contact center operations. Her GOAT methodologies and approach have been entrusted to OBG's elite team of carefully selected Expert Consultants to ensure that no Outbound Contact Center is left without the assistance they desperately need.
Lottie Peskin
Director of Executive Operations
As the organizational backbone of Outbound GOAT, Lottie Peskin keeps the engine running so the rest of the team can do what they do best. From managing Jess's schedule and coordinating team communications to handling travel, meetings, and the hundred moving pieces that come with running a high-velocity consulting operation, Lottie brings the kind of proactive, detail-oriented support that every fast-moving organization depends on.

Her ability to anticipate needs, prioritize without hesitation, and execute seamlessly behind the scenes ensures that Outbound GOAT's clients always have a focused, prepared, and ready team at the table. In a business where time is the most valuable resource, Lottie makes sure none of it goes to waste.

Beyond the logistics, Lottie serves as a steady point of contact for the team and the clients they serve. Her communication skills, emotional intelligence, and commitment to getting things right make her a trusted presence at Outbound GOAT - the kind of person who holds everything together so everyone else can focus on delivering results.
Daren Clayton
Director of Consulting and Professional Services
Daren is a seasoned technology and contact center leader with over 20 years of experience driving transformational results across enterprise operations and Fortune 100 client relationships. He specializes in customer success, strategic technical account management, and workforce optimization, with a proven ability to align complex solutions to business goals that improve retention, adoption, and long-term growth.

Known as a trusted advisor and strategic partner to senior stakeholders, Daren excels at embedding technology solutions into client ecosystems to create immediate impact and sustained value. His analytical mindset and deep operational expertise have driven large-scale implementations, optimized workforce strategies, and advanced innovation in contact center technologies across education, collections, and financial services organizations.

As a leader, Daren is deeply committed to developing talent and building high-performing teams. Guided by his belief that "technology doesn't manage people - people manage people," he leads with a coaching mindset focused on education and empowerment to ensure long-term success for both his teams and his clients.
Martin Ortiz
Director of Business Development
As Director of Business Development at Outbound GOAT, Martin brings a rare combination of strategic vision and deep technical credibility to every conversation he walks into. His career has been built at the intersection of strategy and real-world delivery, partnering with senior leaders to design and implement technology roadmaps spanning IT operations, VoIP systems, automation, and professional services, and managing day-to-day operations for start-ups and large organizations alike. That breadth is what makes him different.

Martin's background is built on doing the hard things right, from disaster recovery and infrastructure planning to cross-functional coordination and systems design at scale. He understands the outbound contact center world from the inside out, which means he does not just open doors. He walks through them with you, armed with the technical depth and operational experience to ask the right questions and cut through the noise fast.

At Outbound GOAT, Martin is the person in your corner when the technical and strategic worlds need to speak the same language. He knows what great looks like because he has built it at scale, and he brings that standard to every single engagement.

CLIENT IMPACT

Real teams. Real results.

Every one of our engagements starts the same way, with a contact center that knows it has more to give. What comes after that looks different for every team, depending on the mountain they were climbing. Below are a few of their stories, in their own words.

Climbed your own mountain with us? Share your story →

"When you find great people, you stick with them. Jessica Clay, ITMLP, and Outbound GOAT. have been instrumental in optimizing our Five9 environment, increasing contact rates, and keeping us compliant. In a business where speed to lead is everything, their expertise gives us a real edge."
Tim Barry
LitFinancial
"I can't recommend Jessica Clay and the Outbound GOAT team enough. Outbound dialing is complex and constantly evolving, but Jess brings unmatched expertise and knows exactly how to optimize performance. If your outbound strategy feels flat, she's the spark that brings it to life."
Joshua Churnick
Vertex Service Partners

ADD TO THE HERD

You did the climbing. Let's hear about the view.

Every contact center that partners with us takes on the mountain a little differently. Some are chasing contact rate. Some are climbing out of a compliance mess. Some just needed a guide who had actually been up there before.

Wherever you started, if we helped you get higher, we would love to hear about it. Two minutes of your story could be exactly what the next climber needs to see before they take their first step.

Prefer to stay off the record? Check the box below and we'll publish your results without your name attached.



Why Share It?

Other outbound teams are standing where you were standing before we got involved. Your story is the map they're missing.

ABOUT THE GOAT

We bridge the critical gap between technical rigidity and operational agility.

The name is not a boast. It is a standard we hold ourselves to on every engagement. Outbound GOAT brings decades of combined expertise across CCaaS platforms, workforce management, telephony, CRM, and customer engagement technologies to teams ranging from Fortune 10 enterprises to high-growth mid-market organizations.

We go deeper, move faster, and stay longer than anyone else in this space because that is what the greatest do.

Real GOATs. Real conversations.

Our Collective Expertise

Architectural Mastery

Most contact centers are built in layers over time, leaving behind a tangle of systems that no longer serve the business. Even the surest footed operation can lose its footing on that kind of terrain. We untangle it. Our team designs clean, scalable architectures that align your CCaaS platform, CRM, and telephony stack with how your business actually operates, so every component earns its place and the whole herd moves in the same direction.

Deep CCaaS Knowledge

Generic CCaaS consultants know the platform. We know what the platform can do when pushed up the steepest hill. With hands-on experience inside CCaaS vendors, professional services, and thousands of client environments, we unlock advanced dialing strategies, routing logic, domain optimization, and integrations that most teams never knew were possible. This is the altitude most consultants never reach.

Workforce Optimization

Staffing the wrong people at the wrong time is expensive, and most contact centers feel that pain without knowing where it starts. A herd without a strategy is just noise. We align your workforce planning, forecasting, scheduling, and real-time adherence to your actual business goals so your team is always sure footed and positioned to perform when it matters most.

Knowledge Transfer

The biggest consulting mistake is solving the problem and then walking out the door. GOATs do not just lead the climb. They make sure the whole team knows the mountain. We stay until your people own it, equipping them to manage, adapt, and grow their environment confidently without needing to call us every time something changes.

GOAT Forge™

Deep-Level Configuration, Fully Tailored

GOAT Forge™ is OBG's configuration framework built on a single premise: every business has a ceiling for what it can achieve in outreach and conversion and most never reach it. GOAT Forge™ exists to change that.

By designing dialer logic, IVR flows, and compliance structures entirely around your specific business model, GOAT Forge™ doesn't deliver a generic setup. It delivers the highest-performing version of your contact center, built from the ground up to maximize every opportunity your data and your team are capable of producing.

We don't just "turn it on." We engineer a fully tailored implementation with precision dialer logic, intelligent IVR routing, and rigorous compliance architecture, all designed to push your contact and conversion rates to the top of what your business can achieve.

Forged for the climb. No kidding around.

Core Optimization Areas

Dialer Logic

We design pacing, prioritization, and retry strategies tailored to your specific goals and audience, squeezing every percentage point of reachability your data can deliver.

IVR & Call Flow

We build intelligent routing that adapts to real customer inputs, ensuring every call reaches the right resource at the right moment and reducing drop-off while increasing live connections.

Lead Flow

We structure lead entry and distribution to ensure balanced assignment and zero loss of opportunity, so no good lead goes to waste.

Compliance Mgmt

We implement 1:1 consent tracking and suppression logic built around your business, protecting you from regulatory risk without sacrificificing performance.

Standardization

We establish best practices tailored to your campaigns, creating consistency that reduces errors and frees your team to focus on results.

Expected Outcomes

Strategic Alignment

A fully tailored environment means your outreach strategy, customer experience, and operational structure are all pulling in the same direction, toward the highest contact and conversion rates your business is capable of sustaining.

Risk Mitigation

Structured consent management and data governance reduce compliance exposure, keeping your strategies legally sound and your business protected as regulations evolve.

Performance Growth

Optimized routing and precision dialer logic translate directly into higher contact rates, stronger conversions, and more predictable and scalable outcomes, not just at launch but as your business grows.

GOAT Protocol™

Optimization Lifecycle

GOAT Protocol™ is OBG's proprietary approach to end-to-end Contact Center Optimization, designed to maximize contact rates, eliminate inefficiencies, and accelerate revenue generation from day one. GOAT Protocol™ harnesses the power of decades of knowledge and experience in Contact Center Design, Best Practices and Operations to ensure to provide an unparalleled Optimization that's design specifically with YOUR, business, industry, business goals and needs in mind.

We study the landscape constantly, because the challenges businesses face in making contact never stand still. Neither do we.

We don't want to give away the farm to our competitors, but here's a little taste of some of the areas where Outbound GOAT will help your business rise to the top of the leader board:

Built for the climb: every detail, optimized.

Core Optimization Areas

Speed-to-Lead Optimization

We eliminate the technical delays between lead generation and agent connection to ensure you're the first to call every time.

Fully Optimized List Penetration

We configure your environment to maximize data efficiency, ensuring no lead is left behind and your lists are fully utilized.

Substantial Uplift in Contact and Conversion Rate

We identify and remove the technical barriers that prevent conversations, leading to a measurable increase in your bottom-line metrics.

Identification and Eradication of Wasted Revenue

We audit your systems to find and plug the silent operational leaks that are draining your budget without adding value.

Fully Optimized Outreach Strategy and CCaaS Design

We design a high-performance architectural blueprint tailored specifically to your business goals and outreach requirements.

Restoring Data Integrity and KPI Accuracy

We restore total visibility to your operations by ensuring your systems report accurate, clean, and actionable performance data.

New Business and Contact Center Insights

We provide a technical perspective on your operations that uncovers performance opportunities most management teams overlook.

Ensuring the Right Tech for Peak Performance

We streamline your stack by keeping the tools that drive results and cutting the dead weight that slows your team down.

End-To-End, Fully Optimized Technology and Processes

We synchronize your entire technical ecosystem to ensure a seamless flow from the initial lead touch to the final outcome.

Expected Outcomes

Increased contact rates, improved agent utilization, and higher revenue per lead through the elimination of operational inefficiencies.

 

Fun Fact: We put tremendous effort into ensuring you don't spend a penny more than you already are while also accelerating your revenue! It's not uncommon for our customers to save on their monthly spend AND generate substantially more revenue.

In every engagement, OBG's guidance and improvements result in uplifts that ultimately cover the cost of our services by a wide margin!

GOAT Precision™

Architectural Precision

GOAT Precision™ is OBG's architectural optimization framework focused on aligning your entire technology ecosystem for maximum performance, scalability, and reliability.

We look at your environment as an ecosystem, ensuring your Contact Center solution, CRM, and data sources are in a constant, high-speed conversation.

One herd. Total alignment.

The Precision Process

GOAT Precision™ is OBG's architectural optimization framework focused on aligning your entire technology stack for maximum performance, scalability, and reliability.

We look at your environment holistically, ensuring your Contact Center solution, CRM, and data sources are in a constant, high-speed conversation.

 


Expected Outcomes

When GOAT Precision™ is applied, organizations stop managing around their technology and start relying on it. Systems that once operated in silos communicate in real time, routing decisions happen without manual intervention, and data integrity stops being a question mark.

The operational impact is immediate and measurable. Contact rates climb as leads reach the right agent at the right moment. Conversion rates follow as routing precision reduces the gap between connection and close. Wasted dial attempts drop, reclaiming budget that was silently bleeding out of your operation. Reporting becomes a tool you trust rather than a number you question.

Longer term, the architecture scales with you. As your business grows, adds channels, or shifts strategy, the foundation holds. No emergency rebuilds. No performance cliffs. Just a contact center that performs consistently, adapts cleanly, and keeps your operation running at the level it was always capable of reaching.

Less friction. Less waste. More contact. More revenue.

ESTABLISH BASECAMP



Headquarters

Dublin, OH 43064

E: ContactUs@outboundgoat.com

TERMS OF SERVICE

Terms of Service

Company: Outbound Goat ("OBG", "we", "our", or "us")

Acceptance of Terms

By accessing, browsing, or using this website or by engaging Outbound Goat for any services, you acknowledge that you have read, understood, and agree to be legally bound by these Terms of Service, as well as any applicable agreements, statements of work, or order forms. If you do not agree to these Terms, you are not authorized to use our website or services.

Services Overview

Outbound Goat provides consulting, implementation, optimization, advisory, and related services for contact center operations and associated technologies. Services may include, without limitation, CCaaS implementation, system configuration, workflow optimization, CRM integration, custom development, and managed or ongoing advisory services. All services are provided on a commercially reasonable efforts basis and are governed by separate agreements where applicable.

Engagement & Scope

All services are strictly limited to the scope, deliverables, and timelines defined in the applicable agreement or statement of work. Any additional services, changes in scope, or out-of-scope requests may require a written amendment and may be subject to additional fees. OBG retains sole discretion over the methods, tools, personnel, and processes used to deliver services.

Fees & Payment Terms

Client agrees to pay all fees as set forth in the applicable agreement, invoice, or order form. Unless otherwise agreed in writing, payments are due as invoiced and are non-cancelable and non-refundable. OBG reserves the right to suspend or terminate services for non-payment. Late payments may accrue interest at the maximum rate permitted by law.

Client Responsibilities

Clent shall cooperate in good faith and provide timely access to personnel, systems, data, and resources necessary for OBG to perform services. Client is solely responsible for the accuracy, quality, and legality of its data, business processes, and operational decisions.

Intellectual Property

OBG retains all right, title, and interest in and to its pre-existing intellectual property, including methodologies, frameworks, tools, processes, and know-how. To the extent deliverables are created specifically for Client, OBG grants Client a limited, non-exclusive, non-transferable license to use such deliverables for internal business purposes only.

Confidentiality

Each party agrees to protect the other party's confidential information using reasonable care and not to disclose such information to any third party except as necessary to perform obligations under an agreement or as required by law.

Third-Party Platforms

OBG's services may involve the use of or integration with third-party platforms, software, or services. OBG makes no representations or warranties regarding such third-party systems and disclaims all liability arising from their performance, availability, security, or functionality.

Performance & Results Disclaimer

OBG provides strategic guidance and implementation support based on industry experience; however, OBG does not warrant or guarantee any specific business outcomes, including but not limited to revenue increases, contact rates, or operational improvements.

Limitation of Liability

To the maximum extent permitted by law, OBG's total cumulative liability for any claims shall not exceed the total fees paid by Client to OBG in the three (3) months preceding the event giving rise to the claim.

Indemnification

Client agrees to indemnify, defend, and hold harmless OBG and its officers, employees, and agents from and against any and all claims, damages, liabilities, costs, and expenses arising out of or related to Client's use of the services.

Termination

Either party may terminate services in accordance with the applicable agreement. OBG may terminate or suspend services immediately upon notice if Client breaches these Terms, fails to make timely payments, or engages in conduct that poses legal or reputational risk.

Data & Compliance

Client is solely responsible for ensuring compliance with all applicable laws, regulations, and industry standards, including data privacy and telecommunications requirements. OBG does not provide legal advice.

Modifications

OBG reserves the right to modify these Terms of Service at any time. Updated Terms will be posted with a revised effective date.

Governing Law

These Terms shall be governed by the laws of the State of Ohio. Any disputes shall be resolved exclusively in the state or federal courts located within that jurisdiction.

Entire Agreement

These Terms, together with any applicable SOWs or order forms, constitute the entire agreement between the parties and supersede all prior understandings.

Contact Information

Outbound Goat (OBG)

legal@outboundgoat.com

Plain City, 43064-2547

PRIVACY POLICY

Privacy Policy

Company: Outbound Goat ("OBG", "we", "our", or "us")

Overview

Outbound Goat is committed to protecting your privacy and ensuring transparency in how we collect, use, and safeguard your information. This Privacy Policy describes how we collect, use, and share information when you visit our website or engage with our services.

Information We Collect

We may collect personal and business information that you voluntarily provide to us, including your name, email address, company information, and any details submitted through contact forms or communications. We may also collect limited technical data automatically, such as IP address, browser type, and website usage data through standard analytics tools.

How We Use Your Information

We use the information we collect to respond to inquiries, provide and improve our services, communicate with you about our offerings, and support business operations. We may also use information to analyze website performance, enhance user experience, and develop new services.

Sharing of Information

We do not sell your personal information. We may share information with trusted service providers who support our business operations, such as hosting providers, analytics platforms, or communication tools, under appropriate confidentiality obligations. We may also disclose information if required to comply with legal obligations.

Data Security

We take commercially reasonable measures to protect your information from unauthorized access, disclosure, or misuse. However, no system can be guaranteed to be completely secure, and we cannot ensure absolute security of your information.

Data Retention

We retain information for as long as necessary to fulfill the purposes outlined in this policy, including to meet legal, regulatory, or operational requirements. When information is no longer needed, we take reasonable steps to delete or securely store it.

Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to request access, correction, or deletion of your data. To make such a request, please contact us using the information below.

Third-Party Services

Our website and services may involve third-party platforms or integrations. We are not responsible for the privacy practices of those third parties, and we encourage you to review their policies separately.

Cookies and Tracking

We may use cookies or similar technologies to improve website functionality and analyze usage. You can control cookie settings through your browser preferences.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Continued use of our website constitutes acceptance of any changes.

Contact Information

Outbound Goat (OBG)

legal@outboundgoat.com

Plain City, 43064-2547

Compliance Note: Outbound Goat provides consulting and technology services but does not control how clients use communication tools or customer data. Clients are responsible for ensuring compliance with applicable laws and regulations, including consent and communication requirements.

Products

Outbound GOAT builds and supports a set of purpose-built tools that fill the gaps left by general-purpose CCaaS platforms. Each one solves a specific problem, is configured by our team, and is live in days, not months.

Outbound GOAT Mobile Access
Mobile App

The OBG Mobile App puts your full Five9 environment in your agents' and supervisors' pockets. Full agent controls, real-time supervisor visibility, and live queue and campaign stats, natively on iOS and Android.

Learn More
Powered by QuickFlo - Delivered by Outbound GOAT
Record Sync

Record Sync by QuickFlow moves lead from your CRM to Five9 in seconds, genuinely event driven with no polling delay, and it's built and configured by Outbound GOAT in days, not months.

Learn More
Powered by QuickFlo - Delivered by Outbound GOAT.
Activity Sync

TheActivity Sync is a dedicated managed package for Salesforce Task logging, with a full audit trail and one-click retry on every failure, live in 2 business days.

Learn More
Built on Outbound GOAT Storage
Retention Recording

The Recording Retention Platform automatically moves your Five9 call recordings into secure, tenant-isolated OBG storage, encrypted end-to-end, with self-service retrieval for authorized users. No manual exports, no shared storage.

Learn More

Mobile App

Five9 In Your Pocket.

Your agents and supervisors should not be chained to a desk to run a top-performing contact center. The OBG Mobile App puts the full power of your Five9 environment in their hands. It allows users to be available, responsive, and connecting from anywhere.

Download a one-pager to share with your team

Full Agent Controls
Make calls, manage dispositions, log outcomes, and handle transfers directly from your phone. Every agent action available in the Five9 softphone is accessible from the mobile interface. No shortcuts cut.
Instant Deployment

OBG configures and pushes the app inside your existing Five9 environment. No new infrastructure. No multi-month rollout. Your team is live before the quarter turns.

Compliance Ready

Call controls and recording retention settings mirror your desktop environment. Every interaction is governed by the same rules, regardless of where your agents are dialing from.

Ongoing OBG Support

The app is backed by the same team that built and optimized your Five9 platform. Updates, troubleshooting, and feature configuration are handled end to end.

OBG Mobile App login screen
Agent ready state view
Agent not-ready state view
Agent state selector

Login Screen

Download from the App Store Download from Google Play

Five9 environment required.
OBG handles all configuration.

Ready to take the floor mobile?

We will walk you through what the app looks like inside your Five9 environment and get your team dialing quickly.

Learn More

Record Sync

Powered by QuickFlo - Delivered by Outbound GOAT

Built to extend and enhance your existing CCaaS investment.

Powered by QuickFlo · Delivered and configured by Outbound GOAT

QuickFlo Record Sync moves leads from your CRM into Five9 in seconds, genuinely event driven with no polling delay, and it is built and configured by Outbound GOAT in days, not months. It layers directly onto the Five9 platform you already run, adding the automation, visibility, and self-serve control that make your CCaaS investment work harder, not a replacement for any part of it.

Download a one-pager to share with your team

Core Capabilities

Capability Included
Real-Time CRM TriggersLeads land in seconds, no polling ✓
DNC Suppression Built Into SyncSuppressed before the record ever leaves your CRM ✓
No-Code Visual BuilderOps teams change logic themselves ✓
Multi-App OrchestrationFive9, Slack, and a database in one run ✓
Inline Data TransformationLiquid, Regex, JSONLogic in transit, e.g. set outbound ANI with no Salesforce logic ✓
Rapid Connector SwappingNew CRM source live in minutes ✓
Visual Step-by-Step LogsSee exactly where a record failed ✓
Self-Serve Rule ChangesNo developer needed ✓
Separate Batch and Ad Hoc API LanesBulk uploads never crowd out single record delivery ✓
Contact Record SplittingRecords with more than three phone numbers split automatically ✓
Proactive Sync Health AlertsNotifies you the moment a connection drops or records fail ✓

Plans

Plan Growth Scale Enterprise
Record updates / mo Up to 300k Up to 1M 5M+
CRM connections 1 CRM + dialer Multiple CRM + dialer lists Custom
Sync type Event-driven (seconds) Event-driven (seconds) Custom
Retry logic ✓ Per-failure type ✓ Per-failure type ✓
Field transforms Custom (ANI, composites, routing) Advanced multi-list Custom
Per-record log ✓ ✓ ✓
Support Priority Same-business-day email Dedicated success manager

Why Teams Add QuickFlo on Top of Five9

01 · FLEXIBILITY
Ops owns the logic.

No-code visual builder means the team running campaigns can add a rule or fix a mapping without opening a ticket.

02 · REACH
One workflow, extended stack.

QuickFlo drives Five9, Slack, and your data warehouse from the same trigger, reaching beyond the dialer without adding a separate system.

03 · CLARITY
See every step, not just pass or fail.

A visual execution graph shows exactly where a record succeeded or failed, instead of a flat server log.

Contact a GOAT to learn more about Record Sync

Outbound GOAT: outboundgoat.com  |  QuickFlo: quickflo.app

Activity Sync

Powered by QuickFlo - Delivered by Outbound GOAT

Built to extend and enhance your existing CCaaS investment.

Powered by QuickFlo · Delivered and configured by Outbound GOAT

Activity Sync is a dedicated managed package for Salesforce synchronization, with a full audit trail and one-click retry on every failure. Delivered and configured by Outbound GOAT, it's live in 2 business days and installs directly into the Salesforce and Five9 environment you already run, adding the capture and recovery layer a general-purpose automation build was never built to guarantee.

Download a one-pager to share with your team

Core Capabilities

Capability Included
Purpose-Built for Salesforce synchronizationDedicated managed package, not a general workflow config ✓
Live in 2 Business Days5 days is the outer bound, guaranteed ✓
One-Click Install, No Custom BuildPartner configures, doesn't plumb ✓
Captures Dispositions No Agent Ever TouchedIVR abandons, off-system transfers, after-hours hang-ups ✓
Full Call Context Lands on the TaskRecording URL, sentiment, queue wait, IVR path, every field ✓
Idempotent, Safe-to-Retry SyncKeyed on session_id, no duplicate Tasks ✓
Per-Record Visual Status DashboardCreate, update, retry, fail, all visible ✓
One-Click Retry on FailuresNo tickets, no SQL, no waiting on IT ✓
Flat, Predictable Monthly Pricing$499/mo. No surprise bills ✓
Uptime Guarantee on Go-LiveMiss 5 business days and the first month is free ✓

The Offer

  • One-click install. Partner configures, doesn't plumb.
  • Live in 2 business days. 5 days is the outer bound.
  • Every attempt logged. Status, timestamp, payload. All visible.
  • One-click retry on failures. No tickets, no SQL, no guessing.
  • 300,000 record updates per month, included with Activity Sync.
Guarantee

Not live within 5 business days from kickoff? Your first month is free.

Why Teams Add Activity Sync Alongside Five9

01 · PURPOSE-BUILT
One job, done right.

Activity Sync is engineered specifically to land the Salesforce Task, with every field, every time, rather than one config among many in a general orchestration layer.

02 · COMPLETE CAPTURE
Every disposition, not just the ones an agent touched.

IVR abandons, off-system transfers, and after-hours hang-ups are captured automatically, so nothing stays buried in the CCaaS.

03 · ONE-CLICK RECOVERY
See it, fix it, move on.

The history dashboard shows every attempt in real time, and a failed sync replays with one click, no SQL, no waiting.

Contact a GOAT to learn more about Activity Sync

Outbound GOAT: outboundgoat.com  |  QuickFlo: quickflo.app

Retention Recording

Built on Outbound GOAT Storage

Compliant recordings, held as long as you need them.

Outbound GOAT's Recording Retention Platform gives contact centers a reliable, hands-off way to retain and retrieve their Five9 call recordings. Recordings move automatically from Five9 into a secure, multi-tenant OBG storage environment, where each customer's data is logically partitioned and inaccessible to every other tenant. Authorized customer users log in to the OBG web UI to search, browse, and download their own recordings by date and time.

No manual export requests. No shared storage. No exceptions.

Download a one-pager to share with your team


How Recordings Flow Through the Platform

1

Five9

Call recordings generated

→
2

SFTP Transfer

Automated, scheduled export

→
3

OBG Storage

Multi-tenant, S3-compatible, isolated per customer

→
4

OBG Web UI

Authenticated self-service retrieval

Built For

  • Reliable, automated transfer of voice recordings from Five9. No manual intervention required.
  • Strict logical segregation of recording data by customer tenant.
  • Self-service access for customer users to locate and retrieve their own recordings by date and time.
  • Encryption of data both in transit and at rest, with least-privilege access controls throughout.

Security Posture

  • Encryption in transit: SFTP transfer from Five9 and TLS-secured access through the OBG web UI.
  • Encryption at rest: recordings encrypted within OBG's S3-compatible object storage.
  • Tenant isolation: each customer provisioned an isolated data partition. No cross-tenant visibility or retrieval, ever.
  • Least privilege: access controls scoped throughout the pipeline, from ingestion to end-user retrieval.
Key Takeaway

Compliance, legal, and QA teams get dependable access to call recordings without waiting on manual exports or risking exposure to another customer's data. Recordings are retained, encrypted, and retrievable on their own schedule.

Contact a GOAT to learn more about Retention Recording