Customer.io vs. Outreach

This tool is well-suited for companies looking to run email marketing campaigns or send out newsletters regularly to their users/customers. The workflow setup is especially useful for companies who want to send specific emails based on user behavior - i.e. they've not logged in recently, have bought a specific product, haven't opened any emails, etc. This could also be useful for freelancers like me since you can create different workspaces within Customer.io. I have configured it this way to handle email marketing for a few of my clients, and the software keeps everything organized and separate. This might not be the best tool for small businesses, considering the price. It may be better to start out with a cheaper email marketing tool, and then if/when necessary, scale-up with a tool like Customer.io.

Both are suitable for a strategy that targets a large number of accounts simultaneously using sequences. However, it is also ideal for a more sniper-like approach, which requires additional manual steps. It allows us to work with a process or system, which helps us drive higher numbers. It is also very easy for newly onboarded employees to master the tool. In general, a must-have tool.

Incentivized

• Managing users, attributes and events. You are easily able to modify any user, based on their ID, and add or remove attributes, assign events to them. That makes it very easy to segment later and to assign them to several campaigns based on behavior. Just a warning: this integration isn't so easy (at least it wasn't for us).
• Creating workflows of campaigns is very easy. You can quickly create behavioral campaigns based on attributes, segments and add elements to the workflow. You can send an email, then wait, then send another, then exit the campaign if they converted, etc. The workflow is easy to configure and very powerful for automation.
• We don't use many email templates (we make them in MJML) but it's very easy to add senders, to change templates and in general to test designs.
• Deliverability works very well, at least for us. It sends emails pretty fast and without issues.
• Exporting is very quick and easy. Importing wasn't a feature until recently, but it works well too.
• Seeing activity it's also useful. In general, logs are awesome (be it of a customer, of activity on the site, email sends, etc.).
• We don't use environments, but it might be very useful for a bigger company.

Incentivized

• Organization - I know when to make calls/emails/LinkedIn connections without having to overthink anything.
• Alignment - the colleagues I work with on my accounts can keep tabs on my activity so there is no redundancy or overcommunication.
• Ease of use - all my contacts are in one place, and sending automated emails I have built in my sequences give me so much time back in my day.

Incentivized

• Push notifications are very rudimentary. Everything has to be done by hand unless you're sending an extremely simple message.
• A bit too email centric.
• Lacks an ability to schedule messages on a daily, weekly, etc. basis.

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 user friendly and easy enough to use, but there are more polished tools available on the market

Incentivized

Being in a role that required me to do a lot of prospecting, I spent more time in Outreach than any other platform. It had everything within that I needed to be successful in my role. It was extremely customizable and easy to learn. There were occasional bugs, but nothing that kept me from doing my job.

Incentivized

its always available as i need it, i have not had any issues or errors

Incentivized

this is a repeat question. yes it loads quickly. and its pretty quick

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

Customer.io was really the first pure, full-featured drip email program on the market and as far as I know, it's still the simplest and best overall for that specific function. SendGrid has also added drip campaign features, but I would seriously evaluate Customer.io against any other drip email provider because they really have all the key elements you need to make it work.

Incentivized

We found that Outreach was superior to Salesloft and Gong, and a better fit for our organization for the following reasons: User interface and overall experience: it's just a cleaner platform and easier to work in than the other two. Feature set: the other two tools had more bells and whistles, but sometimes less is more, and the core functionality of Outreach is preferable. Integration with Salesforce, Price, Customer support, and training options are superior on Outreach.

Incentivized

It is scalable to many businesses, but I think Orum if frequently better for scalability in terms of number of prospect calls and making more calls. I think every sales team should have Outreach and I cannot imagine using only Orum because I think Outreach is better as an organizing tool, but I also can't imagine using only Outreach without Orum given the amount of calls I have to make in a day

Incentivized

• Fast testing for new products to specific groups. It saves a lot of time and money.
• Removed workload from marketing = more time to make it better.
• Better contact with specific groups, seeing a increase in sales because of this.

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