Close CRM vs. Outreach vs. Tabillo

Close is my #1 choice for sales teams, both inbound and outbound. The telephony features in Close are exceptional and they lead the Industry in features and innovation. The power dialer increases productivity by cutting down the manual time of physically dialing calls. All calls and interactions including SMS messages are automatically logged to the client's account within the CRM.

Incentivized

Outreach has made a huge impact to our business. As with any software, the key is in the implementation and making sure that all reps are onboarded and trained effectively to maximise the platforms capability. We have a sales team of 35, which includes customer success, whilst the platform may be suited for a larger business, for a company of this size this has been ideal

Incentivized

• It's well suited for simple data base applications: simple and fast to put together.
• It's not as well suited if an application requires more complex logics/queries.

• You can search for prospects by your activity & notes.
• It helps automate the follow up process.
• It ties cold emailing into a powerful CRM all in one portal.

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

• Extremely easy to learn
• Fast to create
• Easy to modify
• Build powerful applications with very little effort
• Absolutely no coding involved

• Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!

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

• Cannot modify the user interface (it's generated automatically)
• Does not support more advanced concepts

Based simply on cost savings, it would make the most sense for us to utilize Salesforce Sales Engagement moving forward. We already pay for access as part of our contract and it would provide more users with access to a sales automation tool. Upon vetting its capabilities, we've determined it can effectively replicate the core functionality that we get out of Outreach.

Incentivized

Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.

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

For the most part Outreach is always available. There are sometimes when they do a new update, and things might get glitchy for a couple of days. They usually fix it very quickly. Same thing if the dialer goes out or something. It is always handled in a timely manner.

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

Close's support team offers a really good service, they are always willing to help with whatever is needed or arises, they investigate everything they need to find a solution and give an answer as quickly as possible, their attitude is better and their optimism really helps in times of stress, they do a great job in record time.

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

For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of each agent and obtain better results. For all other campaigns we use the predictive dialers mentioned above, Close is better for tracking current customers and for warm leads.

Incentivized

They're not direct competitors, but they share many of the same functionalities. Gong has a greater focus on spoken communications, such as calls and demos, rather than emails. I think Gong also has stronger AI capabilities at the moment. However, I don't believe so, Gong would be ideal for prospecting and mass outreach, as Outreach is. Outreach is more suitable for exploration and outbound communications management, whereas Gong is better suited for deal and pipeline management and analysis.

Incentivized

• Tabillo requires almost no knowledge to use compared to MS Access but cannot build complex applications.
• Tabillo & Salesforce are both simple to learn and use but Tabillo will allow other than sales-centric types of applications to be created (more flexible).

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

• Has allowed us to have full visibility into our pipeline
• Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature

Incentivized

• Much higher outbound volume, with more demos booked as a result. More demos = more revenue from deals that end up closing.
• Shorter ramp time for new reps; outreach is very set-it-and-forget; we can add leads to a sequence for new sellers; and their output is all coming from one place.
• Has allowed us to iterate on our outbound strategy, pivot away from what isn't working, and double down on what is -- thereby optimizing for what will bring in more new business.

Incentivized

• Major improvement within our organization in terms of sharing vital up-to-date information