Convin.ai vs. Outreach

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

• Sequencing -- setting up automated to-do lists so sellers can simply log in and run through their call and email tasks efficiently.
• Templates/snippets -- we have dozens and dozens, really useful to systematize our communications around feature sets, pricing, etc.
• Reporting -- super simple to get reporting on how sequences are performing, overall rep activity week over week, etc.

Incentivized

• The Salesforce-to-Outreach connection can be weak if a record is converted; Outreach holds onto stake values.
• Outreach can be hard for new hires to grasp, ongoing training in platform would help.
• Customization in report views from Salesforce into outreach could be enhanced.

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 somewhat intuitive, but there's a lot you can do, so navigating everything can be tricky while you're learning how it works. My biggest complaint about usability concerns the logic behind the auto-fill variables. This isn't an exact example, but phrases like {{if not Friday, ask for a call 'this week'}}, {{if is Friday, ask for a call 'next week'}} can be very confusing. It'll only show you one version of the preview, so it's more of a guess-then-check thing where I have to send a few versions to myself before I figure out how to lay out the logic.

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

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

Outreach has better email deliverability and brand reputation compared to its competitors. The pricing and licensing model also fits in with our requirements. Importantly, our leadership and sales teams recommend using Outreach, as they are comfortable with the platform due to their previous experiences and can easily adapt and deliver. Switching costs to other platforms are also high.

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

• Features for booking a meeting are nice, especially with the transition to different time zones.
• Calling is a nice feature, and it's good that I can hop around outreach while in the call when pulling up info.
• Task creation is also a good feature.

Incentivized