What users are saying about
Top Rated
435 Ratings
20 Ratings
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Score 8.5 out of 100
Top Rated
435 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

Outreach

It is best for people who send a lot of outbound emails and need reporting and feedback as to the success of their campaigns and/or emails. It is great for teams or people who are client or prospect facing. When I am sending an email to a client regarding on-boarding and I need to schedule a call with them, it's super helpful to know if they actually received my email and if they then read it. After that, it's more of a puzzle of trying to figure out how I can get them to respond to my email and trying to master what works the best for my emails whether that be a subject line, etc...
Jordan Chen | TrustRadius Reviewer

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

Outreach

  • Outreach integrates well with Domo, which allows us to put together comprehensive reports pulling data from both Salesforce and Outreach.
  • Outreach does a great job of supporting you, by offering a responsive CSM and support team to troubleshoot issues.
  • It doesn't take too much time to onboard new users in the basic functionality of the tool.
Arick Christopher | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

Outreach

  • I would love a small pop-up window to show when emails are opened.
  • It would be awesome to be able to grab open time slots from the calendar & incorporate them into a sequence for prospects to choose & auto update the calendar.
Andrea Kamp | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

Outreach

Outreach 9.1
Based on 4 answers
Outreach has become the main platform for our SDRs. I haven't found a better alternative yet.
Kiyoshi Kidd | TrustRadius Reviewer

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

Outreach

Outreach 9.2
Based on 134 answers
Outreach is a tool that users need to be hands-on with Day 1, a simple coaching session can be effective to get started. However, in my personal experiences my effectiveness has increased tremendously the more digging I do on my own. The Outreach support team is easy to reach and often gets back to you the same day, so learning on your own is fairly easy.
Vladimir Dichter | TrustRadius Reviewer

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

Outreach

Outreach 9.2
Based on 2 answers
I feel like Outreach support reps provide better support about Salesforce than Salesforce does itself - we may have a better support package for Outreach than we do Salesforce, though. The support team at Outreach is also extremely available and conscious of our interests and use cases. We also still have regular Skype calls set up with Outreach and it is more personable than simply speaking on the phone - although we have texted our support reps at Outreach before for immediate responses!
Alexandra Gold | TrustRadius Reviewer

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

Outreach

Outreach has so many more features than I was ever able to find when using Yesware. The support team is an even keel and I was able to do similar things but with less automation. Storing and creating templates and snippets in Yesware was easier and it integrated more thoroughly with Gmail
Kristin Garrett | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

Outreach

  • Our organization has seen a great ROI from this tool due most in part of the visibility it gives our leaders to view the number of outputs (e.g. Calls, Emails, etc.).
  • There is a fast ramping period with Outreach, so new users are able to get up and going right away and start utilizing it.
  • Some onboarding videos from Outreach to walk a new user through the ins-and-outs of the tool if they haven't used them would be really nice because management in a high growth company isn't always available for little questions throughout a day.
Carson Christensen | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Outreach

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

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