Likelihood to Recommend Excellent as a customer relationship management tool, sales forecasting, building better sales plan for the entire deal lifecycle using critical and complex data, a 360-degree comprehensive view of vendors, partners, customers. Ensuring high standards and consistency is maintained in pricing so that quotes are competitive for prospective customers. At the end of the day, this is an excellent tool for selling and closing deals while being able to access needed information in one place.
Read full review Outreach is well suited for teams that need to do cold outbound to prospects. It's easy enough to create sequences that will use a variety of touchpoints (email, inMail, call, etc...). It's also easy to share sequences with team members to collaborate and the very best messaging. Outreach's integration over Salesforce and Gmail is also invaluable, without it each team member would probably spend hours per week clicking between tabs just to get to prospect information On the other hand, Outreach is not the best to help you create content, as of this writing there is no AI support. It is also worth noting that Outreach's permission structure can create a lot of confusion for team members and that untangling errors at times can become complex
Read full review Pros Easy to sell products[.] Build customers and make customer hub[.] Tracking the sales cycle from marketing to sell the product[.] Build Reports and Anayltics related to opportunities, leads, and service requests[.] Getting customers issues after and before selling[.] High ability to integrate with Oracles other products and 3rd products using Rest and Soap APIs[.] Restrict users using RBAC role based access[.] Read full review 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. Read full review Cons I would like to see more integration with other CRMs such as Salesforce. We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate. It be difficult navigating to accounts and drilling down into each specific customer to understand details. Simon Vargas Director Of Business Development - Operating Room / Urology / Vein Therapy
Read full review Customer Service - zero support for small - medium businesses. Billing - billing is messy, and customer service for billing questions is pretty awful (if anyone is ever available). Bounce Rates - our bounce rates are through the roof when using Outreach which isn't a problem we have with HubSpot or Pardot. Read full review Likelihood to Renew I like Outreach, but I do wonder about new competitors that are 25-50% less expensive.
Read full review Usability Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.
Read full review The ease of use for outreach is next to none. Everything is clearly explained, you can hop on a call with their support team whenever, and it effortlessly integrates into your computer. You can do everything you need sales related on it, and the learning curve is small. I'd recommend it as a first and last CRM.
Read full review Performance Some of the more complex customer reports we have created are slow to run at times.
Read full review Support Rating The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.
Read full review The overall support of Outreach has been great. Whenever I have a problem, they were quick to fix it and typically respond within one business day. I don't typically have many requests for support because a lot of my questions can be answered through their knowledge panel. They have been fantastic to work with overall.
Read full review Online Training Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.
Read full review 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.
Read full review Implementation Rating If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.
Read full review Although we required a special setup, the process was quick. But we paid a lot for the implementation and didn't use 33% of the hours we purchased.
Read full review Alternatives Considered As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.
Read full review 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 Read full review Contract Terms and Pricing Model When we purchased this system it was one of the more expensive options in the market. However, with an adjustment in service and a relative price structure, this has become a lot more cost-effective over the past few years. It’s now more of a middle-ranking in the pricing structure and I would definitely say this is value for money.
Read full review Return on Investment We can very easily pull up a customer's order and provide any detail they need. The time this saves compared to manually tracking customer orders and accounts is incredible. Knowing exactly who is contacting customer service and what their orders status is before answering the calls makes the customer service reps job much easier than before. Read full review 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. Read full review ScreenShots