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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…

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Recent Reviews

TrustRadius Insights

Users have found this product to be highly versatile and useful for a range of use cases. Customers have reported using it for personal …
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A must have for sales

9 out of 10
June 22, 2023
Incentivized
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 …
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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 …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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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…

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.outreach.io/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

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Kixie is a telephony and VoIP software solution from Kixie.

What is lemlist?

lemlist is an outreach platform that helps to start conversations that get replies from prospects. Sales teams of all sizes, startups, lead gen agencies, and entrepreneurs can use lemlist to grow relationships with their customers.

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Product Details

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 Screenshots

Screenshot of Help reps engage buyers with personalized interactions throughout their buying journey. Orchestrate all key sales activities — like emails, phone calls, social media touches — utilizing proven playbooks & messaging.Screenshot of Outreach Kaia - AI-powered virtual assistant that joins live meetings, captures real-time transcription, and delivers on-demand confidence with competitive and product details in the moment.Screenshot of Outreach Commit delivers real-time pipeline analysis and buyer engagement signals to bring science to the art of forecasting, enabling revenue leaders to go from guessing the future to changing it with recommended actions.Screenshot of Outreach Everywhere - Outreach is everywhere work happens, including Gmail and Salesforce.com.Screenshot of Outreach Success Plans provide complete visibility into a team’s deals at both a granular and big-picture level.Screenshot of Reporting - To improve results with actionable insights. Know the times, channels and sequences that reach prospects best.

Outreach Videos

Outreach Competitors

Outreach Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

Frequently Asked Questions

Salesloft, Gong, and Clari are common alternatives for Outreach.

Reviewers rate Usability highest, with a score of 9.2.

The most common users of Outreach are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(844)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found this product to be highly versatile and useful for a range of use cases. Customers have reported using it for personal and professional purposes, such as organizing tasks, managing projects, and collaborating with team members. The flexibility of the product allows individuals to tailor it to their specific needs, whether it's creating detailed to-do lists or tracking progress on complex assignments. Reviewers have praised the user-friendly interface and intuitive features that make it easy to navigate and utilize the product effectively. Additionally, customers appreciate the seamless integration with other tools and platforms, which further enhances its usability and functionality.

Users commonly recommend trying Outreach to enhance customer engagement and workflow efficiency, as well as improve sales prospecting. They suggest investing in Outreach for outbound sales team growth and success, but advise planning for a potentially lengthy setup process if integrating with Salesforce. Additionally, users recommend conducting an extensive trial with team members before deploying Outreach and providing thorough training to fully understand and leverage the tool. Users find Outreach valuable for scaling outbound email outreach, especially when integrated with Salesforce. They also recommend exploring different lead sequencing tools and having a backup plan for incoming calls. Users believe that Outreach is worth the investment for streamlining email and task management. They describe it as an easy-to-use product, advising new users to read tutorials and learn best practices. Furthermore, users encourage exploring new features and reaching out to the Outreach team for support. Despite some limitations, users think Outreach is a great system and recommend building sequences within it for better organization.

Attribute Ratings

Reviews

(1-25 of 156)
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Nathaniel Sintros | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.

  • 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
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
Wills Coleman | TrustRadius Reviewer
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.
Katebah Al-Olefi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Sam Hegge | TrustRadius Reviewer
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.
Connor Sullivan | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
June 29, 2021

One stop shop Tool

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
April 13, 2021

Outreach for the WIN!

Tanner Shaffer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Both of our Sales & BDR teams use Outreach every single day. We have optimized Outreach with Dialpad as the voice component to increase productivity on outbound calls, logging activity, and syncing back to Salesforce for Management visibility. Outreach is able to keep all agents more organized, informed, and able to exceed their weekly sales activity.
  • Easy sequencing leading to more self-sourced leads
  • Easily syncs information and call activity back to Salesforce for manager visibility
  • Ability to import leads on a daily basis within active sequences to continue to improve upon outbound numbers
  • Creative idea: Much like some vendors have a mini-dialer within Salesforce, it would be interesting to see how Outreach could do something similar to keep everything within one window instead of multiple open tabs
I have tried many outbounding solutions over the last few years such as SalesLoft, Hubspot, Pardot and Outreach. I prefer Outreach over all of them today and love that both our BDR and Sales teams continue to use it daily. We find more alignment between the BDRs and AEs and the ability to share great working sequences that are getting more open rates or response rates leading to better productivity and visibility.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach for automated nurture campaigns on the marketing side of the house, and on the sales side we use it for all of our prospecting activities. Sequencing, managing leads, and setting demos is all done in Outreach. We try to make it so reps don't have to leave the platform.
  • Great features--there is almost anything you could want with Outreach
  • Triggers--the automation component is great
  • Custom fields; there is a limit on the number of custom fields that can be used.
  • Prospect detail layout; the details of a prospect are difficult to see and could use a UI upgrade.
  • Data validation; this is a great feature, but NULL isn't allowed which hinders some processes.
Outreach is great for BDR teams. If a large part of your business involves outbound prospecting, then Outreach is the way to go. If you want a full scale layer 2 for Salesforce, then I would look somewhere else. Outreach is lacking on the opportunity side of things.
Ron Toth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach has been great for the company I last worked for. The SDR and AE team both used Outreach to help work our pipeline. The SDR's were able to manage a larger list of leads with the sequences they were able to set up. This led to leads being converted to Opps quicker. For the AE's this also helped as we were able to use the sequences to work the non-committed Opps while we were able to spend more time working the engaged ones.
  • As an AE I loved the ability to make a call in Outreach and then have a few options for next step pop up that I can easily click on. This will generate a task for me or Outreach to to complete at some later date. This is better than me having to come up with my own next step.
  • For the SDR's- this is like giving them steroids. Outreach gives them automation for some leads which gives them more time to focus on the engaged ones.
  • As an AE I love setting up sequences but also love how the system knows when to stop them when a prospect calls or emails back. This helps the AEs and SDRs immensely.
  • The only negative(That I've been told they know and are working on) is the reporting for the SDR team. As they used Outreach the most seeing data is more important. Some information that would have helped the SDR team out was missing or incomplete. As I said above Outreach has said they planned on updating them.
Using Outreach or similar software is like using a smartphone for the first time. It's impossible to go back to the older ways. AE's could maybe get by without it but the SDR team - if they aren't using software to manage their leads, a system like Outreach is needed. I would say any SDR team is incomplete without a software like Outreach.
April 14, 2020

Out of the PARK

Score 10 out of 10
Vetted Review
Verified User
Incentivized
It is an incredibly useful and intuitive tool. It has created across the business transparency for all levels of management and streamlined an entire sales process. Without it we would be lost and in a manual environment.
  • Streamline.
  • Transparency.
  • Information organization.
  • Fewer glitches.
  • Data backloading.
For building out a sales team and for creating a process for an already built growing team. Less appropriate for a non sales team and a team with few people.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used by our entire sales organization to manage tasks and track prospect engagement. It helps our reps to be efficient with their time, manage strategic outreach efforts, and have the context they need when reaching out to the many people we engage with on a day to day basis.
  • Outreach is extremely customizable to fit to any strategic emailing/calling campaign
  • Outreach has a quick and reliable sync with Salesforce
  • Outreach makes it easy to make 100 calls and 100 emails daily
  • Sometimes Outreach settings can be too complex to really know what's happening behind the scenes
  • The sync with Salesforce takes some engineering and thus is slow to change when the reps find a mapping issue
  • Outreach prospect profiles can sometimes be a little "noisy" with information
If there is any kind of outbound sales team, Outreach is vital. It's adept at managing thousands of contacts and bringing a relationship history with each one. Customer Success teams benefit greatly from knowing the history of engagement with prospects as well. If you're strictly B2C, Outreach may not be fully necessary.
March 19, 2020

Happy Outreach User

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach is heavily used across sales as a way to communicate with our clients. We can get all the information we need through bulk sequencing which saves time and energy and allows us to reach more people at a time than normal emailing or prospecting does. I think it is necessary to have.
  • Communicate with clients
  • Saves time
  • Organized
  • Add attachments
If you have a new product release and need to reach all your clients in one clean sweep, use Outreach! Also if you need templates for your outreach effort it is really easy and straight forward as a template or sequence in the tool. This can also be shared with everyone in your company to use.
March 10, 2020

Driving Productivity

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used as a tool for mass communication to our prospected leads. I think the tool is great in streamlining tasks and allows us to net a wider audience from it, otherwise, our efforts would take in large part a colossal amount of manual effort. There is also a reporting component to the software that easily allows us to track our daily/weekly/monthly productivity.
  • Consistent messaging.
  • Prospecting.
  • Reporting.
  • Salesforce integration.
  • Prospect migration.
  • Prospect activity detail.
Outreach is well suited for organizations that have a large number of outbound efforts that require a consistent set of records. You can drop 1000 prospects into a sequence, throttle it to send 100 per day, set it to resume OOO replies after a few days, and set it and forget it. Just set up a schedule, make sure you exclude national holidays, and you don't have to touch it ever again.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are using it to nurture and book leads/create touchpoints within open sales opportunities. Being used largely by the Sales organization (business development and account executives) but also by our customer success team to ensure they remember to follow up at the correct intervals with customers/identify expansion opportunities.
  • Reminders of when tasks are due/being able to prioritize tasks on the home page
  • Metrics for managers
  • Account pages to be able to see all activity for contacts from the same account on one page
  • Ability to sort tasks based on time zone would be a game-changer
  • Better functionality for bulk uploading contacts
  • Interface could be more user-friendly
Well suited if you have hundreds of accounts/contacts to keep in touch with or to manage touchpoints with. Would not be appropriate if you have a small amount of people to keep in contact with.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach primarily on the sales side of our organization. There are roughly 10 of us using it to manage our sales prospect pipelines, help streamline content and messaging and how we are pitching our company to everyone, and also manage & train our sales people to be better reps and close more business.
  • Streamline messaging for all reps
  • Efficiently manage all of our prospecting
  • Good insights on how messaging works
  • Sales manager reporting
  • Leveraging AI to have smarter responses or recommended responses
  • Leveraging AI to tell us when we should or should not send a message automatically
Outreach is definitely well suited for the organizations with 10+ sales reps doing very similar work and tasks. I also feel like it's better suited for organizations that rely heavily on prospecting and outbound sales because Outreach does a great job of streamlining messaging and sales and ensures you're not letting items fall through the cracks.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used by the Global BD team. It ensures that we reach out to all the accounts in a timely and proper fashion, we don't miss follow-ups, and follow a specific cadence.
  • Cadence management and available templates
  • Integration with Salesforce, LinkedIn, Zoom
  • VoIP services for NA
  • UI can be better
  • Pipeline management piece is not good. It's better to get another tool for pipeline
  • Analytics dashboard
Suited for large BD teams where there is a large number of accounts and where you don't have separate tools already in place for pipeline management and VoIP dialer.
Not Suited for smaller teams with a medium budget (especially BD teams that don't close, they don't have the money to consider buying outreach). Even their Essential version is expensive.
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