Customer.io vs Outreach

• Workflow building and management.
• Extremely flexible and integrates easily with other services.
• Solid email builder.
• Webhook makes it easy to send and receive data in event-driven contexts.
• Support for liquid makes highly detailed personalization possible in every message.

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• 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.

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• I may be missing it in the UI, but a place to see the list of emails who qualify for a certain email.
• One easy to view chart of all our automated/lifecycle emails to see what a given user would see over their customer journey. (This is really just a feature request/idea - the product itself is really awesome.)

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• Triggers can be a little tricky to figure out - some limitations are not intuitive
• User management through Salesforce feature - our process is to Freeze Salesforce accounts before deactivating them to ensure account/opportunity/contact migrations have fully taken place; Outreach will only remove licenses from deactivated users, which could be frustrating if we were already at our license cap and needed to add more users in that interim.

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• 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.

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• The huge positive impact it had was the team not needing to spend as much time as disengaged opps as they were engaged ones. We were able to set sequences to work with them while the team could focus on generating new leads or converting Opps.
• For an AE - post demo communication is important. With templates and snippets we could just click a few buttons and have a really nice email sent out with the relevant information and then the next several steps already planned out. This freed up time for us and even allowed us to take calls a lot sooner after demo's then before. For busy days this was very helpful.

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