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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Salesforce Sales Engagement
Score 4.5 out of 10
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S alesforce Sales Engagement, formerly Einstein High Velocity Sales, is a cloud-based sales engagement platform that uses artificial intelligence capabilities to increase sales productivity.
It feels like Outreach has an opportunity to impress the sales world, but is not investing money in the functionality of the platform. I like what is there, but much of it has areas where tweaking would be extremely helpful. I would be happy to walk someone through areas where things could be improved. - What if I wanted to see a report on my priority 1 accounts and show a list of those contacts not touched in the past month. - Or what about bringing in Salesforce fields to help with sorting and filtering.
HVS should be well suited for automated email responses and cadences. However, we have been unable to get it to work as we would like it to. The cadence builder is robust, but can be a bit complicated. It's not as easy to set up a cadence, as we would like. The program isn't well suited for mass marketing emails, but more for SDR emails.
We haven't found anything in High Velocity Sales that we don't like. To reach out to prospects the company may use an all-in-one platform. The ability to organize, call, email, and follow up on leads is a game-changer for sales representatives.
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.
Being in a role that required me to do a lot of prospecting, I spent more time in Outreach than any other platform. It had everything within that I needed to be successful in my role. It was extremely customizable and easy to learn. There were occasional bugs, but nothing that kept me from doing my job.
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.
We've had to return to ZoomInfo Engage, since High Velocity Sales hasn't worked out for us. HVS should be well suited for automated email responses and cadences. However, we have been unable to get it to work as we would like it to. Engage is not a great program either, but the simpleness has made it more effective for our current use case.
It is scalable to many businesses, but I think Orum if frequently better for scalability in terms of number of prospect calls and making more calls. I think every sales team should have Outreach and I cannot imagine using only Orum because I think Outreach is better as an organizing tool, but I also can't imagine using only Outreach without Orum given the amount of calls I have to make in a day
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.
