Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and effectiveness of go-to-market activities and personnel across the revenue cycle. Outreach offers sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. The software…
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Pipeline CRM
Score 5.4 out of 10
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Founded in 2006, Pipeline CRM (formerly PipelineDeals) is a CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around a customizable user experience, sales focused features, and customer support and service. The vendor, headquartered in Seattle, boasts 18,000 users in 60 countries who use Pipeline to gain visibility into their sales, accelerate opportunities, and close more deals.
Outreach is outstanding for volume outreach, as it allows you to touch many prospects and accounts with limited time, while also storing data on historical interactions with prospects. It can be useful for SDR/BDR roles, as well as SMB and MM volume of sales pipe, but I don't think it would be nearly as useful for enterprise sales where more strategic and lower volume outreach is needed. I believe that incorporating more AI assistance with writing would make it a more useful tool for strategic sales.
If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark
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.
I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.
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.
If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
Overall, Outreach is usable and scalable across team sizes. The only reason I give a nine and not a 10 is that there are improvements that can be made within the reporting feature. It is usable, but not everyone can easily self-learn the best practices. At times, it may require building 2-3 reports and then using a VLOOKUP in Excel to achieve the desired outcome.
The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer
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.
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.
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.
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
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.
Outreach is designed with a workflow-first approach, which helps ensure that reps adopt the process and allows AI and machine learning to understand the full funnel. On top of this, Outreach offers more robust functionality, reporting, and integrations than other competitors. Outreach also understands user workflows, which helps influence rep behavior and outcomes.
The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
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.
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.
