Dashpivot - By Sitemate vs. Outreach

-Great replacement to filling manual forms. Helps digitise the entire process and save loads of time - Can be easily customised to your needs - Very simple and effective user interface - Great team behind Dashpivot. Always available to solve your needs. - Can easily analyse information in the filled forms. Though the analytics can be further improved

Outreach is very useful for all aspects of work organization. I can keep my tasks organized and complete them quickly and efficiently. I'd like to see an app-based tracking feature to keep my tasks up-to-date with reminders, which would make things much more efficient and eliminate the need to constantly check the website. Outreach es muy útil en todo lo que refiere a organización de trabajo, puedo mantener un orden de actividades y me permite completarlas de manera ágil y rápida. Quisiera un seguimiento desde aplicativo para tener siempre al dia las tareas con recordatorios lo que haría mucho más eficiente y así no ingresar todo el tiempo a la pagina This review was originally written in Spanish and has been translated into English using a third-party translation tool. While we strive for accuracy, some nuances or meanings may not be perfectly captured.

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• Soooooooo easy to set up and use! So user friendly a monkey could do it.
• Customer support is phenomenal. Phone, email, online chat. Easy to follow instructional videos. No call centre in Thailand.
• I love that you can use pre-filled data. Type up lists once and NEVER have to hand type them again! Just click!
• Tagging! Being able to categorise photos to particular categories for enhanced search functions. Brilliant!
• Fully flexible customisation. All the templates we have created we have had full creative capabilities with. I haven't found anything yet that I wanted to do that couldn't be done. I was even able to add three pages of terms and conditions to a purchase order template.

• Outreach is great at managing my data to day tasks and reminders for next steps with prospects
• The click to dial works great from Salesforce, and I love the integration with Salesforce where I can upload contacts into Outreach to start a sequence
• Outreach Kaia is perfect to capture calls and search provide actionable next steps. I also like going in and listening to other reps calls
• I like the overview section for reports where I can see how I am doing compared to my peers. Especially on all metrics
• The accounts tab is great to see at a glance which accounts have had the most engagement

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• To send the induction template to every sub contractor to fill out and send back to us before entering site. Once we have the basic information we then can do the induction and sign off after completing the induction. Each induction could generate a number and it could form a list of names to a number on a register.
• Site safety audit. If we could carry over a problem to create a list that has to get signed off ones done. That would be very handy.
• Every one of our files generated is to be able to be re detected back on our own business server.

• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

I could NEVER go back to life before Dashpivot.

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.

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It is so simple. I put off getting an online system for sooooo long because I dreaded the thought of getting a new system, having to set it all up and having to teach everyone how to use it. I also envisaged me being the port of call every time it stopped working or people didn't know what they were doing. I now wish I had done it a long time ago. The set up was so basic. I had 45 minutes of training over the phone in front of my PC and I was set to go! By the end of the day, I had already gone from "I'm just going to start off with Site Diaries and implement everything else gradually" to "this is bloody amazing, everything is now on Dashpivot and everyone is using it!" We converted our entire site and internal systems over to Dahpivot by Site Mate in the space of a day! True story.

It's not as simple as it used to be -- getting pretty bloated, and I'm not a fan of the UI. I think it could be a far more usable product (and indeed, at one point it was) if the most important things for a seller were the most prominent. Take cold emailing, for example: the window where messages are being composed is tiny, and it's frustrating to use—maybe that's just me, though.

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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.

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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.

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At the beginning of my use of the phone application, it did not support the Arabic language I contacted customer service and my request was taken seriously, and within a short period of time, a phone application was updatet to support the Arabic language

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.

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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

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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.

Implementation was super easy and dare I say fun! I thoroughly enjoyed the implementation process. We all got excited coming up with suggestions and ideas for what we could implement next.

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.

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Some onsite audit tools are hard to use, they do not transfer well to a mobile platform. Dashpivot is easy to read and use on any mobile device. Additionally other platforms make the document build cumbersome, DashPivot is simple and easy to develop or copy new tools.

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.

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As a business of 100+ people, we are on the smaller side. We took it on when we were 50 people overall with 15 sellers. We are now double that it has scaled brilliantly. We would completely trust the system to scale with us if we doubled in size

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• Dashpivot helps keep track of the resources and finances being used in a project making it easy for us to make well-informed decisions.
• It usually would take a day to get the report to the Project Engineer, but with the Dashpivot the reports are almost instant with a good internet connection.

• Increase in meetings booked
• Increase in call metrics as it is easy to make more calls using Outreach features. Basically cutting down admin work time before the call.
• Prospect journey and experience has been a positive flowing through a set amount of emails and calls rather than just being blasted with random emails. Helps BDRS stay focused on more important parts of the job.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info