TrustRadius: an HG Insights company

Outreach

Score8.3 out of 10

1,035 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.

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.

1 / 6

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.

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

Outreach

Use Cases and Deployment Scope

Outreach is our Sales Enablement platform used by both our SDR and AE teams to handle all their cold outreach across calls and emails, as well as follow-up activities when prospects miss meetings or after they attend demos with our sellers. We use VOIP in Outreach exclusively to make our calls and have dozens of email templates and snippets for reps to use when communicating with prospects. We especially like the sequence feature and use that to track the number of prospects we're reaching out to, and how those sequences are performing in terms of open / click/reply rates, and more importantly, so we can keep track of our demos scheduled percentages, i.e., the ratio of demos scheduled to prospects contacted. This is the standard use case for outreach and solves a problem we had prior to implementing it many years ago -- reps had to manually use their email and a different VoIP software to make calls and send emails, and the tracking was insufficient for us to get a good pulse on how our Outbound efforts were performing.

Pros

  • Sequencing -- setting up automated to-do lists so sellers can simply log in and run through their call and email tasks efficiently.
  • Templates/snippets -- we have dozens and dozens, really useful to systematize our communications around feature sets, pricing, etc.
  • Reporting -- super simple to get reporting on how sequences are performing, overall rep activity week over week, etc.

Cons

  • Automations -- I've had a tough time configuring rules that push data back into Salesforce.
  • Outreach Everywhere Chrome extension -- this thing always breaks, a bit of a piece of crap, but when it works, it's really useful.
  • UI / UX -- it was perfect in like 2018/2019, they keep changing up how it looks and where things are, always frustrating when that happens. If it ain't broke, don't fix it!

Return on Investment

  • Much higher outbound volume, with more demos booked as a result. More demos = more revenue from deals that end up closing.
  • Shorter ramp time for new reps; outreach is very set-it-and-forget; we can add leads to a sequence for new sellers; and their output is all coming from one place.
  • Has allowed us to iterate on our outbound strategy, pivot away from what isn't working, and double down on what is -- thereby optimizing for what will bring in more new business.

Usability

Alternatives Considered

Salesloft

Other Software Used

Gong, Google Workspace, Chili Piper

good usability but not a standalone solution for your business needs

Use Cases and Deployment Scope

I use Outreach for marketing and sales outreaches. It helps me by creating campaigns and sequences with multiple calling and automatic email steps which enhance my outbound activities. I solves the problem of keeping track of individual prospect and track activities on them. I am a user for this tool and just use it dial, send emails and track my activities throughout the day.

Pros

  • sequencing the prospects into multiple steps
  • automatic mass emailing
  • connects very well with the CRM to populate data
  • recorded calls for future use

Cons

  • Parallel dialing is missing
  • low digital numbers I can shuffle from to call which leads to low pickup rates
  • missing AI features present in other tools

Return on Investment

  • Outreach has streamlined the business operations by structing the outreach in an efficient manner
  • But the ROI is still missing as Outreach alone can't solve all the business needs and is almost always used with some other tools
  • Outreach has improved the omnichannel outbound activities in the business

Usability

Alternatives Considered

Nooks, RingCentral Contact Center and Orum

Other Software Used

Nooks, Orum, RingCentral Contact Center