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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WhatCounts
Score 4.0 out of 10
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WhatCounts is a popularly-used, global enterprise level suite of email marketing tools from the company of the same name founded in 2000 and headquartered in Atlanta, GA. Their customers range from Costco, FoxNews.com, the Seattle Times, Red Lion Hotels, and number over a thousand.
Central to the platform is... email. From that it handles advanced segmentation, customer lifecycle building and automation, and personalization. WhatCounts bills itself as a full service marketing agency with…
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.
How big is your email list? For the money WhatCounts allows us to manage a large list and gives us great tools. If you have a small list this product might be more than you need. How many emails do you want to send? WhatCounts charges by the email and of course you get a better price per email the more emails you send. If you will not be sending many emails or are sending to a small list WhatCounts might not be the right tool for you.
We receive super customer service from a dedicated account representative.
The list management tools are easy to use and give us granular insight into what users are opening and where they are clicking.
The analytics give us a variety of ways to look at the types of devices being used to view our content and the ways our users interact with content. For example we can see that most opens are on mobile but if a reader wants to spend time clicking into more in depth content they move over to a desktop computer.
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.
Some of the list management tools were hard to find at first but now I use them every month. If I could change one thing I would allow the account details filter window to show all the available slots with no scrolling and I would add a feature to set / reset all selections on the dropdowns.
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.
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 have a great representative. She schedules regular calls with our team and helps us learn new ways to use the tool. We get great personal support. I know she has many other clients but I always feel like she has time for me and genuinely enjoys working with our team.
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.
We selected WhatCounts because it had the ability to help us manage our large list and gave us tools to help tailor our messages. In addition, WhatCounts had the ability to allow us to have an enterprise license but we could still have individual department accounts.
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.
We use WhatCounts as a communication tool to our external groups mainly families and alumni. In our case our main objective is to get these groups timely information. While some of our emails do have a call to action for example signing up for Family Weekend or a Reunion Weekend we don't use the tool to generate leads in the way many organizations use html email.
