Outreach is offered as a revenue workflow platform for all revenue teams. Outreach infuses predictive, assistive, conversational, and agentic AI to power use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders receive connected account visibility, performance insights, and higher…
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Salesforce CRM Analytics
Score 8.5 out of 10
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Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
Outreach is just as good as their competitors and from what I understand is much cheaper than some of them. I wasn't part of the buying process, but it seemed to happen pretty quickly so the decision makers in my company must have been impressed enough to make the decision to …
Bit different, but Drift is also for customer support/sales and they're currently trying to create sequences for their platform as well. Both are pretty glitchy, but I would say Outreach is a little more functional than Drift; laggy, but I've never really had mistakes happen …
Outreach is far better. Much cleaner UX/UI, far greater analytics, and much easier to organize sequences for prospecting efforts. Our leadership team chose Outreach and I fully support their decision.
I wasn't a part of the process to purchase Outreach so I haven't had a chance to compare it against competitors. I do know that it does a better job of logging to Salesforce than a number of others in the market based on what I've seen with our own customers.
I can't fully compare Tout to Outreach any longer since I haven't used Tout for about 2 year. I also have a hard time believing Tout is going to be able to execute as well as the Outreach team - they really lean forward and push product development. I just don't see Marketo …
I can't really speak on behalf of this because it is the account executives who use that tool. We are looking to get more folks possibly on Outreach but, I do know Outreach sequences are better than MixMax's, couldn't tell you why. Outreach has been a great product and we are …
It's been a while since I last used HubSpot, but I mainly only used it to track if emails had been opened/unopened. I feel like Outreach is a lot more robust in its functionality.
I have used other platforms including MixMax and Tout. Outreach has been much more reliable when it comes to results. I wasn't involved in the selection process for any of these though.
UI is great, integration not so much. There have been multiple times when the software has crashed during calls from our prospects using Salesforce and when accessing the Outreach app from chrome. Our management team selected Outreach initially because of the strong …
I tried many products like SalesLoft, HubSpot and ToutApp. The sequencing acapabilities, user permissions and other nuances that Outreach provides on top of how easy is it to access and understand the data, make it the best product in the market by far.
Salesforce CRM Analytics
No answer on this topic
Features
Outreach
Salesforce CRM Analytics
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Outreach
-
Ratings
Salesforce CRM Analytics
7.8
48 Ratings
5% below category average
Pixel Perfect reports
00 Ratings
7.541 Ratings
Customizable dashboards
00 Ratings
8.548 Ratings
Report Formatting Templates
00 Ratings
7.546 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Outreach
-
Ratings
Salesforce CRM Analytics
7.8
49 Ratings
3% below category average
Drill-down analysis
00 Ratings
8.548 Ratings
Formatting capabilities
00 Ratings
7.548 Ratings
Integration with R or other statistical packages
00 Ratings
7.537 Ratings
Report sharing and collaboration
00 Ratings
7.546 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Outreach
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Ratings
Salesforce CRM Analytics
8.1
47 Ratings
1% below category average
Publish to Web
00 Ratings
9.037 Ratings
Publish to PDF
00 Ratings
7.044 Ratings
Report Versioning
00 Ratings
8.543 Ratings
Report Delivery Scheduling
00 Ratings
8.540 Ratings
Delivery to Remote Servers
00 Ratings
7.534 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
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.
For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
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.
Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
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.
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.
For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
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.
I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
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.
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
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.
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
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.
I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
