Outreach
Outreach
Overview
What is Outreach?
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…
Recent Reviews
Outreach automates valuable tasks that would take an incredible amount of time if done manually. It makes it easy to prospect into …
Outreach for Mass Prospecting.
We use outreach for prospecting to our customers. It allows us to work smarter and automate several of our processes. We pull reports from …
A must have for sales
I use Outreach every single day. I use it primarily to reach out cold to prospects I've never spoken to by adding them to a sequence. I …
Outreach helps enablement
We use Outreach in my organization for the sales and marketing teams. Outreach helps us to automate a lot of our processes when reaching …
Outreach is the Sales Enablement Tool that Your Sales Team Needed Yesterday
We purchased Outreach to bridge the gap created by the retirement of Outlook for Salesforce, and we were also sold on its capabilities to …
Increased Sales with Outreach
Outreach is used in organization to send mass email. it is used by out BDM, DBC, SAM on daily basis to bulk compose email. There sequence …
great tool for outbound sales teams
we used Outreach as our main platform for sales outreach for the business development & account executive teams to organize and streamline …
Small-Medium Businesses Beware - Outreach doesn't want your business.
We leverage Outreach for outbound sales via sequences mixed with other solutions and technologies. Outreach helps us to automate the …
Outreach for sales
9 out of 10
June 24, 2022
As a salesperson, I used to outreach to maximize my ability to connect with prospects and customers. I consistently had between 100 and …
A sales person's best friend!
8 out of 10
March 15, 2022
For the sales team, we use it for setting cadence email sequences to not only track emails being sent but having that flow that sends …
Outreach - the gold standard of sales enablement
9 out of 10
January 05, 2022
Outreach is one of the top choices you can pick for an enablement tool for your team. I used Outreach back for a few years at my previous …
Outreach is the perfect sales tool!
Outreach is an amazing tool for all sales teams, no matter the industry. As a self-described power user, I utilize all of Outreach's …
Great tool for Sales teams looking to amplify your efforts
9 out of 10
December 01, 2021
Outreach is significantly better than most of the other tools I've used for automating email outreach. I highly recommend it if you are …
Outreach is a best in class sales automation/cadence tool
8 out of 10
September 27, 2021
We adopted Outreach in our enterprise sales organization when the pandemic forced everybody to become an "inside" sales team. I was …
Outreach is the bomb-diggity
The BDRs all use it to email and dial our products. It makes us efficient at our jobs. The notes section allows us to have everything …
Awards
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Reviewer Pros & Cons
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Outreach?
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 boasts than 5,500 companies, including Zoom, Siemens, Okta, DocuSign, and McKesson as users of Outreach for management of their revenue organizations.
Outreach offers sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. The software boasts than 5,500 companies, including Zoom, Siemens, Okta, DocuSign, and McKesson as users of Outreach for management of their revenue organizations.
Outreach Screenshots
Outreach Videos
Outreach Integrations
- Microsoft Dynamics 365
- Microsoft Exchange
- Google Calendar
- LinkedIn Sales Navigator
- ZoomInfo SalesOS
- DiscoverOrg (discontinued)
- Vidyard
- Seismic
- Drift
- RingCentral MVP
- Bombora
- Terminus ABM Platform
- Demandbase
- 6sense
- G2 Seller Solutions
- Orum
- Intercom
- LeanData
- Sendoso
- Alyce
- Highspot
- Workato
- BombBomb
- Tray.io
- Mediafly Coach360
- Chili Piper
- Dropbox DocSend
- Crunchbase
- The Okta Identity Cloud
- Lusha
- Domo
- OneLogin by One Identity
- Hull CDP, from MessageBird
- Aircall
- Sugar Sell (SugarCRM)
- Postal
- HubSpot CRM
- Reachdesk
- Mapbox
- Salesforce Sales Cloud
- Dialpad Ai Sales Center
- Showpad
- Crystal
- Dooly.AI
- Twilio SendGrid
- Opensense
- SalesIntel
- ZoomInfo OperationsOS/RingLead
- Regie.ai
- OneMob
- Hiplead
- Gmail
- Outlook
- Outlook Calendar
Outreach Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | Global |
Supported Languages | English |
Comparisons
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Reviews and Ratings
(827)Attribute Ratings
Reviews
(1-25 of 202)Companies can't remove reviews or game the system. Here's why
June 26, 2023
Powerful tool but beware of customer service
Outreach automates valuable tasks that would take an incredible amount of time if done manually. It makes it easy to prospect into accounts, build pipeline, and ensure the messaging we're using is the kind of messaging that our marketing team wants us to use to have the best chance at finding opportunities
- Task automation
- Task reminders
- Automating messaging
- Keeping track of prospects
- Customer support
- Clunky UI
Outreach is best suited for a small team that can take the time to set it up properly to use it within your systems to its full advantage. As sales teams get larger, Outreach becomes harder and harder to maintain/control, so for larger sales teams I would recommend either spending a lot of time on Outreach and ensuring it's set up exactly how you need it, or look at another tool
June 26, 2023
Outreach for Mass Prospecting.
We use outreach for prospecting to our customers. It allows us to work smarter and automate several of our processes. We pull reports from Salesforce directly into Outreach and run sequences to clients.
- Sequence - Automatic emails that add names, companies, and other embedded data.
- Prospecting - Allows reports from Salesforce to be uploaded.
- Sometimes sequences have technical errors and do not end prospects when they reply.
- If you mess up data in Outreach, it will rewrite the data to Salesforce and can hurt company data integrity.
Mass prospecting to clients! Outreach takes 1 hour for what used to take an entire day of prospecting.
June 22, 2023
A must have for sales
Verified User
Employee in Sales
Information Technology & Services Company, 51-200 employees
I use Outreach every single day. I use it primarily to reach out cold to prospects I've never spoken to by adding them to a sequence. I also do daily cold calls, one-off emails, and LinkedIn tasks via Outreach. Lists of prospects to go after can also be built within Outreach to bulk reach out to candidates. Keeping tabs on activity KPIs is also more reliable in Outreach than it is in Salesforce
Additionally, I will use the Outreach extension in Gmail to add snippets, templates, or meeting times to my emails.
Additionally, I will use the Outreach extension in Gmail to add snippets, templates, or meeting times to my emails.
- Sequencing prospects
- Gmail integration to insert Calendar link, Snippets and Templates
- Company wide Metrics tracking
- Sequence Rules can become quite complicated (Often run into errors when trying to add a prospect and hard to determine why)
- Gmail side bar drawer is hit or miss if it works or not to show relevant contact info
- Response to inmails from prospects won't stop your sequence
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
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
June 21, 2023
Outreach helps enablement
Verified User
Employee in Sales
Utilities Company, 11-50 employees
We use Outreach in my organization for the sales and marketing teams. Outreach helps us to automate a lot of our processes when reaching out to prospects. We also use it to help monitor our customer interactions, and it can help tell us when we need to follow up with someone.
- captures conversations
- helps prioritize your day
- keeps track of the prospects engagement
- it can be difficult to adjust if you want to prioritize things differently than the software
- some of the graphs can be difficult to understand
- the integration with SalesForce can be clunky sometimes
It is great to keep track of customer engagement and to prioritize who to reach out to immediately. Also it helps when you haven't reached out to someone in a while, but you or they had said to circle back in a bit. If you need to work within Salesforce completely it can be tough going back and forth between the two.
We purchased Outreach to bridge the gap created by the retirement of Outlook for Salesforce, and we were also sold on its capabilities to automate and manage multi-step, multi-touchpoint outbound prospecting campaigns for our sales staff. Salesforce integration, Microsoft Outlook integration, and the general usability of the product were the primary selling points that convinced us to purchase; our enterprise-grade marketing automation platform was not an appropriate tool to address these business needs, and Outreach adds a sales enablement capability that we were previously lacking.
- Integrates well with Salesforce
- Provides a customized end-user experience
- Offers comprehensive and free learning tools
- Provides competent customer support
- Outreach should allow admins to add or remove mailboxes for users
- Outreach should alert admins when user mailbox syncs are broken
- Outreach should add a capability to integrate Sequences with Salesforce Campaigns
- Outreach is well suited to provide sales staff with easy access to functional automation and tracking of their business development cycles.
- When successfully and fully adopted by end users and integrated fully with a CRM, Outreach can provide actionable insights about your sales cycle, pipeline development, and the efficacy of sales-led business development campaigns. You can glean which prospecting strategies are the most effective at driving engagement and winning new customers, and you can continue to use the tool to engage and retain these customers.
- Outreach could benefit from some AI enhancements, i.e. using Prospect / Contact information and behavioral signals to reccomend content or alter email delivery
June 13, 2023
Increased Sales with Outreach
Associate Technical Business Analyst
Corporation Service Company (Information Technology & Services, 201-500 employees)
Outreach is used in organization to send mass email. it is used by out BDM, DBC, SAM on daily basis to bulk compose email. There sequence feature is quite amazing. This software also nice great statistics on whom to follow up who clicked on the links in the emails, bounced email, not interested contacts and many more cool features.
- Sequence
- Mass emails
- Great Statistics
- Increase the mass email from 1500 per day to unlimited per user
It is great tool for any sales company and also it can sync with outlook and other CRMS.
June 13, 2023
great tool for outbound sales teams
Verified User
Contributor in Sales
Computer Software Company, 501-1000 employees
we used Outreach as our main platform for sales outreach for the business development & account executive teams to organize and streamline the outbound process. We also used Outreach to help with event invites and follow up to keep the sales teams on track of all attendees and the most important people to follow up with.
- cold call organization
- sequencing
- sales follow up
- local dialer capability
- allow people to be in more than one cadence
- better tracking of "hot contacts"
- better home page organization
Outreach is well suited for any team with a big focus on outbound sales. For organizations that are mostly relying on inbound and marketing responses, Outreach may be more robust than the team needs. Outreach can level up your teams outbound game by having all contacts & accounts in the same place to simplify your outbound sales process.
Verified User
Director in Marketing
Information Technology & Services Company, 51-200 employees
We leverage Outreach for outbound sales via sequences mixed with other solutions and technologies. Outreach helps us to automate the outbound sales process. I have built targeted campaigns and sequences for many different personas to keep things as personal as possible at scale. We are seeing the need for more customization and the demand for one-to-one messaging versus these mass mailers, which is making our need for Outreach a bit redundant.
- Automated Sequences.
- Integrations
- Sales Solutions.
- Reports
- 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.
In my opinion, Outreach is well suited for an enterprise sales team of 50+ users - otherwise, I feel you are unseen/unheard/unappreciated, and customer support is not offered for smaller scale teams. Outreach is well suited for outbound sales that offer simple solutions that can be communicated quickly and efficiently via cold email outreach.
June 24, 2022
Outreach for sales
Score 9 out of 10
Vetted Review
Verified User
As a salesperson, I used to outreach to maximize my ability to connect with prospects and customers. I consistently had between 100 and 200 people running in sequences at any given time. I had sequences that were fully automated and running in the background (to drum up the interest), sequences that were partially automated and helped me stay on top of prospects that I was interested in but unable to focus too much time on, and sequences that were completely manual and assisted me in reaching high-value, engaged prospects on a regular and effective basis.
- Keep your mail and phone schedules regulated and consistent, nothing falls through the cracks
- Automating touches to maximize your ability to connect with prospects
- Tracking touches, opens, links clicked, etc so you can focus on engaged prospects
- Integration with Salesforce so all touches are logged in system of record
- So many capabilities that it's easy to be overwhelmed when first introduced to it
- Falling behind feels like a death sentence -- all the sudden you have 100s of tasks to catch up on
- Expensive
I would recommend this tool for most sales teams that can afford it and have the patience to train their employees in all it can do, especially if touching many prospects daily/weekly is a key metric for success. This will ultimately make your salespeople more efficient and profitable.
March 15, 2022
A sales person's best friend!
Verified User
Director in Sales
Telecommunications Company, 201-500 employees
Score 8 out of 10
Vetted Review
Verified User
For the sales team, we use it for setting cadence email sequences to not only track emails being sent but having that flow that sends different messages after the initial one, based on the recipient's actions. So whether it was open and not responded or not opened, etc. Those actions would trigger what the follow up message would be.
- Tracks open rate
- Sends follow up emails based on if the email was opened or not
- Analytics
- I would like more reporting
For a sales person, it works great in making my job easier when it comes to tracking and following up. When I am doing cold "calling" emails, I can send out 50 in a day if not more. What's great with Outreach is that it can do automatic following up based on the time duration I give (4 days, 1 week, 1 month, etc.) to send a follow up email and if the email was opened, it would get one email, if it wasn't a different email would be sent.
January 05, 2022
Outreach - the gold standard of sales enablement
Score 9 out of 10
Vetted Review
Verified User
Outreach is one of the top choices you can pick for an enablement tool for your team. I used Outreach back for a few years at my previous company. Outreach if anything replaced two tools for us (tout app and connectleader). I had very high expectations of the tool coming in from my colleagues who had used it before but I was blown away by how simple and easy the tool was to use for a first-timer. Things are very simple when it comes to making an ideal sequence but still include personal tailoring to the people you'll be reaching. Outreach is fantastic at integrating with Sales Navigator and calling during sequences. This makes it much more simple in terms of reaching out in different avenues but while saving your reps time to where they can focus on running more demos, while they automate most of their prospecting and stay organizing. Our organization actually saw a massive increase in the pipeline after we implemented outreach. I found it made my job as an Account Executive much easier. Not only was it a tool I could prospect with but it was very easy to insert my follow-ups inside the tools and have desktop reminders to have me follow up with my contacts. Outreach even has a terrific calendar integration inside its variables that give you the ability to link your calendar making it even easier for people to schedule meetings on your calendar instead of going back in forth trying to find a time. My few critics of the tool are I wish the analytics feature would run fast and be easier to use to check our statics and how I am performing for the team. Usually, when I clock on to this tool it takes a couple of minutes to load which is frustrating because the rest of the tool works at lightning speed.
- Easy to build sequences.
- Great integration with LinkedIn Sales Navigator and their phone dialer.
- Calendar sync.
- Comparing statics between subject lines and sequences.
- Increase speed on analytics reporting.
- Enable automatically skipping steps on sequences that have been bottlenecked at their manual step.
Fantastic for building a sales pipeline and saving your reps time in their day-to-day.
December 28, 2021
Outreach is the perfect sales tool!
Outreach is an amazing tool for all sales teams, no matter the industry. As a self-described power user, I utilize all of Outreach's features as much as I can, from templates to sequences to phone calls to notes to snippets. They continually improve their offerings as work dynamically with Salesforce with ease. From SDR to AE to sales managers, Outreach is a tool that helps bring in more meetings and overall more deals for every user! I cannot say enough great things about Outreach and how they have carefully thought out every feature that sales teams need.
- Sequences for specific campaigns
- Templates for any replies that you find yourself giving over and over again
- Meeting times and automation so you can close more deals
- Snippets to include bite-size value props for any reply
- Outreach recording Kaia tool can be improved
- Overall more examples in place for fresh sequences
- Undo send button is greatly needed!
SDRs who are outbounding accounts can really benefit from the sequences and how they have multiple steps. These include but are not limited to Linkedin messaging, calls, manual emails, and automated emails. It is key for SDRs and AEs to utilize all features, as they can test out messaging and keep track of all accounts they are going after.
December 01, 2021
Great tool for Sales teams looking to amplify your efforts
Score 9 out of 10
Vetted Review
Verified User
Outreach is significantly better than most of the other tools I've used for automating email outreach. I highly recommend it if you are looking to scale up your personalized email outreach. The Salesforce+Zoom integrations could be improved, but it's the best solution in my opinion. We have a team that creates the content and a team that purely executes contact loading at scale. Outreach makes it easy to have access rights to specific needs. Customization is made simple with macros and contact fields. I'd love to see the next level of this where they recommend additional language that converts better than others. We A/B test our campaigns and look for higher converting threads.
- Customizable content variables.
- Easy to import contact data and connect with other platforms.
- Monitoring and Analyzing results of campaigns.
- It would be great if they had the contact data/lead data in Outreach.
- Would love to see a recommendation engine for new content/language that converts.
- Recommendations on Geographic language variables that work better in certain cities/states.
- If an email bounces, recommend the correct email.
Great for email outreach and managing a team of sales development reps. Easy to monitor activity levels, responses, and effectiveness. Great customization with macros. Force multiplier.
September 27, 2021
Outreach is a best in class sales automation/cadence tool
Verified User
Consultant in Sales
Telecommunications Company, 1001-5000 employees
Score 8 out of 10
Vetted Review
Verified User
We adopted Outreach in our enterprise sales organization when the pandemic forced everybody to become an "inside" sales team. I was experienced with Salesloft and this was an exciting opportunity to implement their leading competitor, Outreach.io.
- CRM Integrations
- Integration with Outlook
- Strong user experience
- Sequence (cadence) editing
- Team reporting
I've implemented both Outreach and Salesloft. They are very similar tools, and my conclusion is that Outreach beats Salesloft in many areas, while being behind in a few. The Outreach user interface and Outlook integrations are best in class. In fact, the Outlook integration may be the #1 reason to choose Outreach. It's seamless, and allows you to perform many tasks directly from Outlook without having to engage with the Outreach app.
It is the administrative functions where Outreach is a little behind. The CRM integrations are great. No complaints there. But creating cadences (sequences) is a particular chore. Copying and changing the order of steps is a much more painful process than with Salesloft. Also the out-of-the-box reporting and analytics functions are average at best.
However, for the main audience -- the sales users -- Salesloft is a great sales automation tool, and probably the one I'd recommend first.
It is the administrative functions where Outreach is a little behind. The CRM integrations are great. No complaints there. But creating cadences (sequences) is a particular chore. Copying and changing the order of steps is a much more painful process than with Salesloft. Also the out-of-the-box reporting and analytics functions are average at best.
However, for the main audience -- the sales users -- Salesloft is a great sales automation tool, and probably the one I'd recommend first.
September 27, 2021
Outreach is the bomb-diggity
Senior Mid-Market Business Development Representative
InsightSquared (Computer Software, 51-200 employees)
The BDRs all use it to email and dial our products. It makes us efficient at our jobs. The notes section allows us to have everything organized in one place so we can be organized and efficient. The business problem it fixes is it takes too long to be organized.
- Customizable sequences allow for different ways to prospect
- The drop down menus allow for quick input
- Calls are easy to make
- The sidebar changes when I don't want it to
- The notes should transfer back to Salesforce
BDRs that have high call and email quotas. Not as appropriate for AEs that are not cold calling. Anyone who is calling mass amounts of people should use Outreach. The templates are great for less experienced sales teams that need guidance and expertise when it comes to writing good emails.
September 10, 2021
Outreach will 4-5x your sales outreach productivity
Outreach is the sales development platform our organization uses for the outsourced outbound lead generation services we provide our clients. We use it to schedule/send cold emails, place and record cold calls, manage tasks, CRM, and for insights to optimize campaigns.
- Outbound sales task flow management
- Cold email personalization at scale
- Streamlining sales processes
- Email warm up services
- Team collaboration
Outreach is a tremendous tool to keep sales reps organized and on task. It makes the process of outbound sales as frictionless as possible so reps spend more time selling and less time on admin tasks. Whether you have a large sales team or even one rep, Outreach is a valuable tool to maximize productivity.
June 29, 2021
One stop shop Tool
Verified User
Employee in Sales
Financial Services Company, 201-500 employees
Outreach is used by the sales team and some members of CS. It is an extremely helpful tool for prospecting, staying organized, checking opportunities, outbounding, researching accounts, and hitting quota. Outreach is our go to for prospecting accounts and making dials. It also allows you to A/B test sequences and create lists of tasks that you have to complete during your week - all organized in handy drop down menus. It is really streamlined and easy to use, easy on the eyes, and doesn't overload the RAM of your computer. Also, there are extensions you can add to your internet browser to integrate Outreach into Gmail, Zoominfo, etc.
- Phone Calls
- Tasks
- Opportunity Check Up
- Delegation
- Emails
- Bulk Emails
- Prospecting
- Color use
- UI
- Prospect / Account details
- In - app research
Outreach is incredible for sales and CS. It really makes it easy to keep track of your progress and processes with accounts, view history of communications, (literally) outreach to them via email and phone, bulk email, take call notes, record calls. You can purchase a phone number and I've never had an issue with the VOIP. Call quality is great and I love being able to see when people open up emails, read emails, click links etc. It makes following up after webinars really easy and methodical.
Verified User
Account Manager in Sales
Information Technology & Services Company, 1001-5000 employees
We use it to integrate our Gmail and Salesforce as well as a calling system.
- Great call connectivity.
- Detailed reports on email and calls.
- Keeps you organized in Salesforce to know what merchants you are communicating with through email as well as their responses!
- Sometimes there are connection issues.
- More robust reports if possible.
- Greater insight into areas of call or email outreach improvement.
Outreach is great in terms of transactional calls and detailed reporting with large scale calls, however, for a more refined touch other platforms such as Zoom provide that face to face interaction for meetings that are sometimes required for a multi location- high value client. When you make those calls in Zoom however, they do not carry over to be tracked in Outreach. Therefore, if your working in a metrics based environment, where every call and and minutes can be synced to Salesforce reports, this capability to link Zoom and record talk time back to Salesforce would be a welcome addition!
May 19, 2021
Helps us make more sales!
Verified User
Partner in Marketing
Retail Company, 1-10 employees
Outreach is being used to follow up with inbound sales and to do cold outreach to outbound sales. They help automate our outreach, stay organized, see where each prospect is alongside the sales pipeline, and manage all our sales reps in one place. It is used by our sales department.
- Automated sales flow emails
- Organization of contacts and propsects
- Prospect to sales management all in one place
- There are some features that require an upcharge
- I wish the Chrome extension and gmail integration worked better
- I would have liked a better onboarding program
I would highly recommend outreach for anyone that is looking to organize their outbound sales. Sales is a numbers game and require an extreme amount of organization to save time and to be the most effective. Outreach allows this to happen effortlessly. Outreach has helped grow our sales and help our team stay efficient. Our team loves Outreach.
April 29, 2021
Great for messaging visibility
Verified User
Manager in Other
Computer Software Company, 51-200 employees
Outreach is currently used by our Marketing Team, specifically by our Sales Development Reps. They use it primarily for prospecting new contacts, re-engaging stale or nurtured contacts, and tracking the efficacy of specific messaging across a variety of variables. It allows us visibility into the day-to-day SDR functions, as well as creates a way for the team to ensure cohesive messaging across the team through the creation of specific sequences that address specific problems/titles/business functions/etc.
- Visibility into messaging efficacy - we can clearly see bounce rates, reply rates, etc with this tool
- Consistent messaging - the team is able to craft specific sequence messages that is used across the team, ensuring that our communications stay on-brand and highlight agreed-upon points for the message receiver.
- Integration with Salesforce - whether through a trigger or direct updates, specific actions in Outreach are synced seamlessly with our CRM, allowing us to continue to use Salesforce as our source of truth for cross-functional performance metrics.
- Triggers can be a little tricky to figure out - some limitations are not intuitive
- User management through Salesforce feature - our process is to Freeze Salesforce accounts before deactivating them to ensure account/opportunity/contact migrations have fully taken place; Outreach will only remove licenses from deactivated users, which could be frustrating if we were already at our license cap and needed to add more users in that interim.
Outreach is well-suited for first-touch prospecting efforts as well as nurture campaigns, which is what our team currently uses the software for. It provides great messaging and process control through the creation of sequences, which helps ensure that marketing's messaging is received by the prospect. It might be less suited for touchpoints further downstream in the sales cycle, when there is a greater need for customization and personalization related to that prospect's interactions, place is the sales funnel, etc.
April 20, 2021
Feedback on Outreach - Awesome tool
Senior Account Executive
Dizzion, Inc. (Information Technology & Services, 11-50 employees)
It's a sales automation tool for our very limited sales staff. Our producers also have to generate all their own top of funnel. We use it to do more outreach with less users. It's only used by our sales department. It also allows our marketing department to have oversight on content and takes thinking out of top of funnel prospecting, leading to more action.
- Sequence execution.
- Plugins with other sales tools.
- Very user friendly.
- Getting a prospect out of a sequence proved challenging at times.
- More social media plug ins would be nice.
- Also having data field lookup integration would prove very beneficial.
If you have a lean and/or junior sales staff; outreach is a great tool. Takes a while to get all the sequences built out but once you do it's a very seamless process. Also overlays with an auto dialer if an organization is using one of those. If your direct sales team isn't focused on top of funnel, it's overkill.
April 20, 2021
Best Tool for Sales Professionals!
Verified User
Account Manager in Sales
Telecommunications Company, 5001-10,000 employees
My Sales team uses Outreach to organize our Sales process. With so many contacts to prospect, Outreach helps me stay on top of my outbounding so I can get the necessary "touches" on my prospects in order to stay in front of them. It also helps for transparency - I know that all my activity being logged will keep me and my colleagues that work on my accounts aligned at all times.
- 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.
- The window that pops up on the right hand side when I go to send an email is too small. I would like to expand it but it can only increase in size so much.
- At times, my Outreach phone has trouble connecting to my work phone. I don't know if it is a problem on my end, but the connection is a few seconds delayed which creates some confusion.
Outreach is well suited for large sales teams. It helps me stay organized, saves me time with the sequences I have built out, and for that reason I can't imagine doing my job without it. I love that my team can see who I'm reaching out to so we are all aligned. I cannot imagine a use case outside of this to be honest.
Outreach is used to reach out to prospects and customers to provide information about our product as well as new training topics, webinars, educational information, and other important information. I use it to keep track of my prospecting calls and email activity. I use it also to create one-off templates with important information.
- Organizes call and email activity.
- Enables you to reach a large audience with important messages.
- Tracks prospect engagement.
- An easier way to import prospects
- An easier way to integrate into Salesforce
- More visibility in Salesforce
Outreach is well-suited for organizations that are targeting large audiences of prospects with important information. Outreach would work well for organizations with high call and email activity as it is easy to keep track of both in the dashboard and sequences. Outreach would also be great for small organizations that wanted to market to a large target audience.
Verified User
Representative in Sales
Marketing & Advertising Company, 51-200 employees
It is being used by the Sales Development team to optimize our sales process. We use it to reach more prospects and create timely email and call sequences that allow you to target prospects at the best times. It shows you who is interacting with your emails, opening and clicking links as well.
- Easy to learn.
- Will increase your daily outreach.
- Optimizing when to reach new prospects.
- Sometimes you get logged out for no reason.
- Limited customization, especially with emails.
- Outreach everywhere has many issues.
It is well suited for any SDRs who handle a large number of accounts at one time. It allows you to see how far along each prospect is in each sequence. So if you have a lot of accounts that are far along in a sequence, you'll know they are less responsive.
Verified User
Administrator in Sales
Marketing & Advertising Company, 51-200 employees
Our BDRs, Account Executives and CSMs use Outreach to manage their sequences and interactions with their prospects and customers to ensure a personable and consistent messaging to see our product effectively. It also tracks in SFDC and so it makes management easier to be able to keep metrics on who is performing and getting responses and meetings booked most efficiently.
- Sequence tracking
- Email/Inbox integration
- Salesforce integration
- Workflow functionality.
- Ease of use to learn backend.
Outreach is not intuitive to support/administer. It takes a bit of time to understand how to integrate and map the fields over. And there's automation (workflows) that takes a little while to understand. It is probably best suited to manage the sequence and routine tasks but not for automation of lead life cycle updates—those should be triggered by your marketing automation tool or Salesforce.