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Outreach

Score8.3 out of 10

1,048 Reviews and Ratings

What is Outreach?

Outreach is an agentic AI platform for revenue teams that infuses purpose-built agents, conversation intelligence, and assistive insights to power use cases across revenue motions, from new logo prospecting to expansions, deal acceleration, driving retention, and forecasting.

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Media

Screenshot of Outreach’s pipeline management capabilities, which help sales and revenue operations leaders assess pipeline quantity, quality, and maturity. Built-in win modeling helps leaders spot risk early for every team and seller to ensure there is enough coverage to deliver on their goals.
Screenshot of Kaia, Outreach’s conversation intelligence solution, used to automatically take notes, flag action items, summarize meetings, and receive in-the-moment product and competitive information so you can nail every sales meeting.
Screenshot of Outreach Research Agent, which automatically uncovers targeting signals from conversations, engagements, and public sources to drive your account strategy and ensure every touchpoint is timely, relevant, and focused on the right accounts.
Screenshot of the Revenue Agent, which helps sales leaders optimize team efficiency, generate more conversations and improve pipeline predictability.
Screenshot of the Outreach Deal Agent, which eliminates the burden of manual updates by surfacing AI-recommended changes to opportunity fields. AI deal management helps maintain pipeline health while keeping reps focused and sales teams aligned.
Screenshot of the Personalization Agent, used to turn research and buyer context into simple, effective messages that convert, then deliver messaging that resonates across every channel.

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Screenshot of Outreach’s pipeline management capabilities, which help sales and revenue operations leaders assess pipeline quantity, quality, and maturity. Built-in win modeling helps leaders spot risk early for every team and seller to ensure there is enough coverage to deliver on their goals.

Who Buys & Uses Outreach

Pros

  • Automated multi-channel sequencing for scalable outreach
  • Seamless CRM integration for data synchronization and activity logging
  • Effective tracking of email performance metrics

Cons

  • Inconsistent Salesforce integration and data synchronization
  • Complex and sometimes outdated user interface
  • Limited customization options for reporting and analytics

My positive experience with Outreach

Use Cases and Deployment Scope

Outreach allows us to manage activities within work sequences, track progress, and set reminders for specific dates and times. It has helped us maintain more precise control over daily tasks at the top of the page. Outreach greatly simplifies organizational tracking within the company, and the work manager can verify that activities are completed by the established deadlines.

My experience with Outreach involves using the platform as integrated software with my existing applications. This allows me to keep my workspace synchronized, and having templates readily available streamlines my work. The integrated schedule and calendar ensure my productivity and work efficiency.

Outreach nos permite llevar el control de actividades dentro de las secuencias de trabajo, seguimiento de actividades, recordatorios en fechas y horas específicas. Nos ha ayudado a tener un control más específico con tareas diarias en el inicio de la página. Outreach nos soluciona mucho sobre el seguimiento organizacional dentro de la compañía así mismo el administrador de trabajo puede verificar que las actividades se cumplan en las fechas establecida.

El alcance que tengo es el uso de la plataforma Outreach como software integrado a mis aplicativos, lo que hace que pueda tener sincronizado mi lugar de trabajo, adicional que tengo temples a la mano lo que agiliza mi trabajo, tengo cronograma y calendario integrado lo que asegura mi productividad y eficiencia laboral

Pros

  • I can have everything synchronized from the platform. I have my business phone number, my corporate email, and I can make any contact, and Outreach will help me manage and record it correctly.
  • I track the sequences; I have the tasks at hand, mentioning the date and time, and if they are overdue, I get a notification to complete them urgently.
  • I can schedule meetings directly in Outreach and add them to the calendar
  • The use of custom temples
  • Puedo tener todo sincronizado desde la plataforma. Tengo mi numero de telefono empresarial, mi correo corporativo y puedo realizar cualquier contacto y Outreach me va ayudar a gestionarlo y registrarlo de manera correcta
  • Seguimiento de las secuencias, tengo a la mano las task mencionando fecha hora y si estan vencidas me aparece la notificacion de realizarla de manera urgente
  • Puedo agendar reuniones directamente en Outreach y agregarlas al calendario
  • El uso de temples personalizados

Cons

  • I would like us to have a PC application that would allow for better management
  • The use of real-time notifications with reminders or alarms on my computer
  • To be able to call using a local number in the country I am going to communicate with
  • Me gustaria que podamos tener un aplicativo en el pc con el cual podamos tener una mejor gestión
  • El uso de noticaciones en tiempo real con recordatorios o alamas en mi computador
  • Poder llamar con un numero local del pais a donde me voy a comunicar

Return on Investment

  • Since I started using Outreach, the productivity rate has increased by more than 40%, which has led to an increase in the number of successful cases because contact and follow-up dates have been more accurate.
  • The use of sequences has allowed for more successful cases, as we keep all the work to be done up to date, thus making us much more successful in scheduling meetings because
  • We can schedule automated tasks, such as emails, to be sent automatically, which has greatly increased task optimization and, above all, freed up work time for other activities.
  • Desde que estoy usando Outreach la tasa de productividad ha aumentado en más del 40% por lo cual se han aumentado el numero de caso exitosos ya que las fechas de contacto y seguimiento han sido más precisas.
  • El uso de las secuencias ha permitido que los casos de éxito sean más exitosos, ya que mantenemos al día todo el trabajo por realizar, así tenemos mucho más éxito en los agendamientos de reuniones ya que
  • Las tareas automáticas como por ejemplo los correos los podemos programar y que sean enviados automáticamente, lo cual nos ha aumentado mucho la optimizacion de task y sobre todo tiempo laboral para realizar tras actividades

Usability

Other Software Used

6sense, VEGA, Oracle Access Management, Redwood Finance Automation

Outreach makes life easier as a seller

Use Cases and Deployment Scope

Outreach is primarily used by the sales team and revenue team, as well as leaders, for outbound sales outreach and tracking. We use Outreach for everything outbound, from Kaia to outbound calls through Outreach and sequences and templates. It's great to review calls and get insights on where the team is doing and get coaching and feedback on the calls we did. I can't imagine life w/o Outreach at Onit. I have used Outreach when I worked at Zoom as well.

Pros

  • Outreach is great at managing my data to day tasks and reminders for next steps with prospects
  • The click to dial works great from Salesforce, and I love the integration with Salesforce where I can upload contacts into Outreach to start a sequence
  • Outreach Kaia is perfect to capture calls and search provide actionable next steps. I also like going in and listening to other reps calls
  • I like the overview section for reports where I can see how I am doing compared to my peers. Especially on all metrics
  • The accounts tab is great to see at a glance which accounts have had the most engagement

Cons

  • It would be nice to have a way to see how many times an email was opened, just by clicking on the email within Outlook. Maybe some sort of integration. Right now, I have to go to Outreach, and it only shows the last few that were opened.
  • When making outbound calls, when I am in the middle of a call, if I accidentally refresh the page, the call drops. Maybe having a widget that is separate from the web page might be good?
  • I feel the dashboard is a little clunky. I wish it were easier to customize it. Again, maybe this is a user problem.
  • If there were a way to bidirectionally save Kaia recordings and a summary directly in Salesforce, that would be amazing and would really help. Maybe even next steps and the recording link.

Return on Investment

  • Def more meetings booked, and the open email notifications help me target customers that are looking at my email more
  • Not sure about account research, as I have not used that function. But insights into engagement are huge
  • Kaia has been a life saver and I don't even want to take notes on my notepad

Usability

Alternatives Considered

Apollo.io

Other Software Used

ZoomInfo Engage, Anthropic Claude, ChatGPT, Dock, Consensus

An outstanding product

Use Cases and Deployment Scope

We brought in Outreach initially to handle coaching and call recording, as well as sequences. We aimed to have a uniform approach and structure to every single incoming lead and account, coupled with a clear coaching methodology we wanted to support. We realised the powered of the platform and have since taken on the forecasting.

Pros

  • Forecasting tool using AI
  • Sequences
  • Excellent customer service

Cons

  • Technical set up can be easier, when new features come out, we often have to work with support to get them going
  • More networking events

Return on Investment

  • We saw an increase in meetings booked with net new leads
  • We saw talk time increase as we were able to monitor more effectively

Usability

Alternatives Considered

Gong and Chorus by ZoomInfo

Other Software Used

Salesforce Lightning Components & Developer Experience, Microsoft Copilot Studio, Articulate 360, Vyond, CYPHER Learning, Docebo Learning Platform

Outreach Features

Use Cases and Deployment Scope

We primarily use Outreach as our go-to platform for marketing outreach and campaign execution. Also uses it to track and manage our Cold Marketing Outreach, Calls, follow-ups etc

Pros

  • Marketing outreach: Running sequences to reach prospects and leads without losing the personal touch
  • Campaign tracking: Monitoring open rates, reply rates, and engagement
  • Team visibility: Track teams performance and status of outreach efforts, reducing duplication

Cons

  • Sequence Reporting
  • A/B Testing - We can do A/B testing in sequence but is hard to understand the open n close rate in that
  • CRM Sync: Syncing with other platform like Nooks or Salesforce is trouble sometime

Return on Investment

  • Saves us time on Repetitive Outreach coz before Outreach, we were manually sending follow-up emails, tracking responses in spreadsheets.
  • More Consistent Follow-Up improving follow-up discipline has had a noticeable impact on conversion rates

Usability

Alternatives Considered

Nooks

Other Software Used

Salesforce Agentforce Marketing, Slack, ZoomInfo Marketing

Outreach User Experience

Use Cases and Deployment Scope

Outreach help us solve many problem as Campaign Tracking, Campaign Modification, Mass email Outreach, and Prospect Calling.

Pros

  • Call from multiple number to a prospect, that help us get better connect
  • Mass emails, we are able to send to prospect.
  • Campaign Planning and Progress Tracking

Cons

  • Open rate of email, can be improved on Outreach.
  • It does not show if the number is marked spam or not, as few other platform does that

Return on Investment

  • the email features had helped us get some good meeting on conferences, cold and helped us bring customer.
  • As its connected to Salesforce, we get live tracking on email received from same prospect to other team mate as well.

Usability

Alternatives Considered

HubSpot CRM and Nooks

Other Software Used

Nooks, HubSpot CRM, Salesforce CRM Analytics