Likelihood to Recommend 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 If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions.
Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on
Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.
Read full review Pros 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 Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details. SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually. SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business. Read full review Cons 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 Price point for smaller startups. Not budget friendly. 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 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 Support Rating 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 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 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 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 Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in
Read full review Return on Investment 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 We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales. We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits. Read full review ScreenShots Salesforce Starter Screenshots