Balto vs. Close CRM vs. Outreach

New agents are given Balto and are able to take calls successfully from day one. They take incoming calls and Balto listens to both sides of the conversation and when things are said it will prompt the agent to move forward in different ways. It also will prompt if agents are speaking too much or if the agent isn't listening and asking the same question it will prompt them.

Incentivized

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

Incentivized

Outreach is outstanding for volume outreach, as it allows you to touch many prospects and accounts with limited time, while also storing data on historical interactions with prospects. It can be useful for SDR/BDR roles, as well as SMB and MM volume of sales pipe, but I don't think it would be nearly as useful for enterprise sales where more strategic and lower volume outreach is needed. I believe that incorporating more AI assistance with writing would make it a more useful tool for strategic sales.

Incentivized

• Lights up to let us know we are following the script.
• Makes sure we are asking and gathering all the correct questions.
• I like that we get confetti at the end to tell us we have done a good job.

Incentivized

• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

Incentivized

• Building sequences, using a omni channel approach.
• Detailed report of each team members activity (email, calling, socials etc.)
• Clear overview of prospect and account summary.
• Straight to the point menu navigation.
• Email outbox, very useful for analysing low hanging fruit.
• Good integration with other tools.

Incentivized

• Just making sure it is hearing what is said correctly.

Incentivized

• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

Incentivized

• When sequencing, I need to mark multiple leads, and using the search bar, it will uncheck all the leads that were previously checked.
• Calls drop constantly.
• Syncing contacts and leads with SF is challenging. The buttons to synchronize with CRM are available when searching for a contact or lead, but you cannot sync it when viewing the lead or contact itself.

Incentivized

It's a strong tool that helps our sales development team manage a large number of qualified leads. The sequence framework ensures that every lead receives enough contact attempts that we have confidence that we're not abandoning our prospecting too early without the overhead of managing those activities manually.

Incentivized

It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

Incentivized

Overall, Outreach is usable and scalable across team sizes. The only reason I give a nine and not a 10 is that there are improvements that can be made within the reporting feature. It is usable, but not everyone can easily self-learn the best practices. At times, it may require building 2-3 reports and then using a VLOOKUP in Excel to achieve the desired outcome.

Incentivized

In our years as Outreach customers, I can count the number of outages we've experienced on one hand. Generally, outages have been very brief and have not completely frozen our access to the platform. Scheduled maintenance is always proactive communicated and the hours never interfere with standard business hours or scheduled sequences.

Incentivized

Outreach's performance overall is very high quality. Pages load right away. Occasionally it might take a minute to generate a report, but not any slower than in other platforms I've used. Outreach is integrated into many of our other tools and seems to be a very clean integration. Everything runs very quickly.

Incentivized

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

Incentivized

There is almost zero customer support. What they do offer is a live chat feature which is active during "normal" business hours which is nice for instant inquiries if someone is available. However, you do not have a dedicated representative to address questions or concerns and their billing process is confusing and messy without any support.

Incentivized

We were trained in person and it was very easy to understand. And if we missed any pointers there was more training given to us. So i always like this tool. The drafts were also prepared for us to sync outreach with our devices so it was straightforward. Highly recommend

Incentivized

Lots of attention from the Outreach training team, with a great willingness to customize to our needs. To be clear, you get out what you put in. If you don't work with them, you'll get cookie-cutter training. But we asked for a lot of customization, and they delivered what we asked for.

I expected more assistance in connecting Outreach with Salesforce. We have a basic connection, but many fields were left without a sync. We can apparently sync data without adding the app into Salesforce, but believe we could get more functionality with a better integration. The basics of setting up our sequences and using Outreac to run them was was fine.

Incentivized

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

Incentivized

Outreach is designed with a workflow-first approach, which helps ensure that reps adopt the process and allows AI and machine learning to understand the full funnel. On top of this, Outreach offers more robust functionality, reporting, and integrations than other competitors. Outreach also understands user workflows, which helps influence rep behavior and outcomes.

Incentivized

When I first joined the company we were a sales team of 10. Over the last 4 years we have grown to 30 and have used Outreach the entire time. Everyone uses Outreach and it works for virtually any size business. The seat model works perfectly for any size company plus Outreach can handle hundreds of thousands of emails being sent out. We never have to worry about throttling or any type of lag time based on usage. This is key when scaling.

Incentivized

• This question is above my pay scale.

Incentivized

• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

Incentivized

• It's helped me speed up my ability to reach out to customers. I like bulk composing but would be even better if Outreach was able to recommend (daily/weekly/etc.) who we should reach out to based on intent/other metrics.
• I will say outreach has improved our ability to book more meetings simply because it enables volume activities.

Incentivized