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 …
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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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…
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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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- Competitors
- Tech Details
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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-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 Sales
- DiscoverOrg (discontinued)
- Vidyard
- Seismic
- Drift
- RingEX
- Bombora
- Terminus ABM Platform
- Demandbase One
- 6sense
- G2 Seller Solutions
- Orum
- Intercom
- LeanData
- Sendoso
- Alyce by Sendoso
- 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 eOS®
- Crystal
- Dooly.AI
- Twilio SendGrid
- Opensense
- SalesIntel
- ZoomInfo Operations
- 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 |
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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!
- Business Problems Solved
- Recommendations
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.
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Reviews
(26-50 of 156)Companies can't remove reviews or game the system. Here's why
September 10, 2019
Outreach is good but it's competitors might be better
We use Outreach for our outbound phone calls, emails, sequences, and tracking people's output and dial numbers/emails/tasks.
- It is really super great at making sequences with manual or automatic emails!
- Great at masking our phone numbers as a local number.
- Great at tracking opens on emails.
- There is no click to dial function as found in SalesLoft.
- Parts of the user interface are clunky and takes me off the page I want to be on from time to time.
- Tracks information on companies but does not always find the right info.
August 29, 2019
Outreach is Incredible.
The sales, CS, and marketing teams are using it for mass outreach to our customers, prospects, and partners. It saves a lot of time and generates a lot more activity than doing it all 1by1 would. Great tool for getting in front of a large amount of the right people.
- Being able to create and track several types of "tasks" is nice, especially when one method isn't getting through to the people we want it to.
- It saves a lot of time with the "mass create" features when adding large lists of prospects/information. Great tool for getting in front of a large amount of the right people.
- Sequences are really great, especially when linked with a CRM like Salesforce~ You can see updates happen automatically as new activity takes place with a prospect.
- It would be nice if we had more freedom when removing prospects from sequences/outreach.
- They could have a better calling function, with cookies and such to save time.
- At times it is hard to navigate for new users.
August 29, 2019
Perfect email automation for sales development
We use Outreach mainly for sales development where we send emails at scale. Our account executives use it occasionally for prospecting too. We use mainly email automation and email tracking (opens, clicks, responses). It's great for sharing templates and sequences among the team. I'm managing the Sales Development team and don't use it myself, so I rely on their positive feedback and the reporting/managing aspect. I also think Outreach's resources are awesome.
- Integrate with your own email server. The main reason why we switched email automation is because of deliverability. Outreach sends emails from your own email server, that with branded tracking URLs emails, are less likely to end up in spam folders or being flagged as "marketing." Looks like if you send an email via Outlook.
- Robust solution. Functionalities work great without technical issues.
- Integrations are a big plus. Works well with Salesforce and even Drift.
- No subject line switching within a sequence. It's either a thread with "Re: [..]" or new emails.
August 09, 2019
Great Solution That Helps Organize HOW You Work!
We use it to help automate our emails to potential customers. I work as an ADM in the Sales Organization. Outreach helps us organize our work and helps us to keep up on the people that we have emailed and called. It also helps us take a Account Based approach to our prospecting.
- It helps to organize what you are doing each day.
- Does a great job providing organizational charts so you know where the person is within the company.
- Shows you exactly what you need to do each day.
- Could do a better job helping to automating the process.
July 24, 2019
Outreach is a terrible product
We use it for prospecting, contacting prospects and pipeline management. Our sales team uses it to stay organized and reach out to contacts we feel can help grow our business. It is the second most important platform we use here next to SalesForce, and the two are linked closely together.
- Using local phone numbers to call prospects
- Letting you know when a prospect has read your email
- Scheduling deliveries
- Stop crashing constantly
- Stop failing to save changes and failing to sync with SalesForce
- Stop freezing and dropping calls
- Falsely notifying a faulty internet connection
- Failing to open and load
- Being outright unreliable
June 07, 2019
Thoroughly vet this product out and ask for customer references prior to purchasing and implementing
Outreach is being used as a sales enablement and email tracking tool.
- Automatically logs emails and calls into Salesforce
- Tracks email opens and clicks
- Automates mass email campaigns
- Very glitchy
- Customer service is very slow to respond and resolve issues - I once went 24 hours before getting a response and was then asked to engage in trouble-shooting via email/chat which is very time consuming and frustrating
- Emails often send with a couple different font styles/sizes and spacing can be distorted from the recipient's view
Our entire sales department uses Outreach. We use Outreach for email automation, templates, success rate tracking, and call automation.
- Simple to use
- Easy to set up templates
- Reliable email tracking
- Updates could be more real-time. Often times I need to refresh to see the latest open activity.
December 03, 2018
OutReach Makes It Easier To Sell New Business!
We use OutReach with our Sales team, specifically with our appointment setting team members. OutReach allows them to organize those leads they want to target each day. OutReach enables them to ensurer they are touching those leads at least 8-12 times throughout the sequence, which drastically helps improve our conversion ratios.
- Helps target specific leads to work each day/week.
- Keeps our appointment setters organized & tasks created for easy follow-up.
- We can create specific messaging based on the type of lead we're working.
- I would love a small pop-up window to show when emails are opened.
- It would be awesome to be able to grab open time slots from the calendar & incorporate them into a sequence for prospects to choose & auto update the calendar.
August 22, 2018
Outreach trumps SalesLoft -- and works exactly as advertised
My entire Inside Sales organization uses Outreach as a prospecting tool. It allows us to increase the quality and quantity of our prospecting touches in less overall time.
- Outreach Voice - I've never had any technical issues with the phone quality or service. Local area codes increases pickup rates too.
- Sequences - we run our entire business off of these and the flexibility and options here are awesome.
- Reporting - I gain insights that allow me to strategically direct my team going forward to continuously improve productivity.
- I'd like to see even more advanced reporting.
August 22, 2018
Weaponize your Pipeline Engine
We use Outreach for our BD, AE, and Success teams.
Primarily, we are using it for cold outreach sequences, and it's made a huge impact on our pipeline creation. We've easily tripled pipeline since implementing 4 months ago, and no other sales engagement platform comes close to the phenomenal visibility and control Outreach offers. Best in class Salesforce integrations, smart OOO auto-detection, and dynamic fields will revolutionize your inside sales game.
As a bonus, onboarding new hires is a cinch because the playbooks are ready to go. My newest hire booked a cold meeting on her first day.
Primarily, we are using it for cold outreach sequences, and it's made a huge impact on our pipeline creation. We've easily tripled pipeline since implementing 4 months ago, and no other sales engagement platform comes close to the phenomenal visibility and control Outreach offers. Best in class Salesforce integrations, smart OOO auto-detection, and dynamic fields will revolutionize your inside sales game.
As a bonus, onboarding new hires is a cinch because the playbooks are ready to go. My newest hire booked a cold meeting on her first day.
- Sequences - Organize all the steps you want to take and deploy from one workflow. LinkedIn, Calls, Texts, Emails, and Voicemails all from one platform.
- Triggers - Automate the ridiculous busy work clogging up your salespeople's lives - I have a trigger that "reads" titles and puts them in the appropriate persona-based sequence. Magic.
- SFDC bi-directional sync. Seriously better than anything I've seen. So good.
- Still working out the kinks with LinkedIn Sales Navigator activities.
- Triggers and Rulesets - powerful but tricky to master. Not for the faint of heart - you'll need someone who wants to embrace Outreach to harness its power.
August 22, 2018
Outreach - The Standard for Sales Automation
Outreach is used by our 2 AEs and 1 SDR. Outreach enables our reps to collaborate on templates for personas, set cadences, and improve our overall outbound process.
- Outbound Email Sequences. Can create private or shared outbound sequences.
- Tracking inbound and outbound emails in SFDC. This is a big one for us, I wanted a tool to autolog all emails between a rep and prospect without the rep having to do it manually.
- Built in reporting
- There is definitely some up front work with onboarding and implementation. Fortunately Outreach has a great online resource library to address any issues.
August 22, 2018
Powerful Sales Automation
Outreach is used by the Sales Team (Account Executives, Sales Development Reps, and Product specialists) in both a pre and post sales capacity. It allows users to save time from a communication standpoint.
- Multi-touch sequencing of sales activity
- Integration with Salesforce
- Nice dashboards and reporitng
- Impressive release schedule
- Inability to change the order of steps in a sequence if the sequence is active is difficult
August 22, 2018
Outreach is an Expansive Prospecting Tool
Outreach is used primarily by our inbound and outbound business development reps. We use it on the outbound side to cold prospect into our targeted companies and on the inbound side to follow up on our marketing leads. Outreach allows us to manage a large volume of prospects and for both teams, while also allowing us access to great reporting functionality. With the tool, we can see exactly how our reps are performing at a very granular level.
- Outreach integrates well with Domo, which allows us to put together comprehensive reports pulling data from both Salesforce and Outreach.
- Outreach does a great job of supporting you, by offering a responsive CSM and support team to troubleshoot issues.
- It doesn't take too much time to onboard new users in the basic functionality of the tool.
- I would like to see better customization between global rules and team rules. When you manage more than one team in the tool, it can be hard to fine tune the permissions for each team. There are some global settings that I would like to move to the team settings instead to help with this.
- I would like to see more customization options when it comes to building rulesets and triggers. The addition of time-based triggers would help us out a lot by moving prospects to a certain stage after a certain amount of inactivity.
August 22, 2018
Easy tool to increase productivity
Outreach is an easy to use tool that allows account execs to touch multiple accounts quickly and actually tracks activity on sales campaigns.
- High email volume deliverability
- Easy targeted campaigns and templates
- Prospecting made simple
- Creating bulk sequences, prospects, and tags
- Sharing prospect information company wide or between account managers
August 21, 2018
The only system your SDR team will ever need
We use Outreach as the main platform for our Sales Development Reps. At least 90% of the company is exclusively in Outreach and the only ones that remain in Salesforce are those that are full cycle sales execs or there are client requirements.
It solves a lot of business issues, among them are the issues with reps wasting time sending emails, researching, planning out their day, losing prospects to the funnel due to poor follow up, email tracking, A/B testing etc. The list goes on and on.
- Automating emails and using mail merge field to make custom emails
- A/B Testing
- Saving time by providing all the necessary data in one spot
- Process Automation
- Integration with Salesforce on the Account level could use some refinement
- The Dialer is not the best but it isn't required.
May 21, 2018
Outreach efficiency
Outreach is being used primarily by sales development and account executives. Giving the ability to assign tasks and store templates, the tool alleviates the need for constantly referring back to other shared storage spaces which saves many clicks.
- Ease of use
- Can be easily integrated across platforms
- Streamlines the process of prospecting
- Issues with opting prospects out of emails even if being imported for the first time
- Sequence/template clean-up could be simpler
- Issues with VOIP are more frequent than desired
March 23, 2018
Outreach is building my pipe!
Outreach is being used by our organization in prospecting for new business as well as to work with current customers and get them to events or do more regular follow ups that would be very hard to find time for without this great tool for customized automation. It enables me to put together as many different types of templated conversations, set someone in them and forget, until the next follow up is due for them. So they never actually get forgotten, but my mind is free to get out and do a whole lot more good.
- Easy to import into Outreach
- Easy to build out sequences to use for repeated outreach
- Easy to set tasks with individuals, very customized
- When you import new contacts into Outreach, it would be nice if it allowed you to easily upload these into Salesforce, which it says it can do, but I've never found it to work right
- Would be nice if you could modify the tasks orders in a sequence even after you've put contacts into it
March 01, 2018
Increase Production and Efficiency
I found that outreach was a terrific tool to automate the sales process of reaching out and increase the production of the members of the sales team. With the sequences within outreach, you are able to completely streamline activities so nothing goes by the wayside. I recommend for anybody interested in trying to increase the efficiency of the business and sales team.
- Creating an automated outreach path
- Create different personas
- Lets you automatically send emails
- House templates
- Google Chrome extension needs significant improvement
- Can't always see when someone see's your email
- Take back some restrictions within sequences
February 20, 2018
Outreach Review
Outreach is being used by the customer success department at Asana for all customer email outreach whether scheduled or manual.
- Support is great.
- Blockers put in place to reduce customer frustration with emails such as - unsubscribed, recent touchpoints or repeated touchpoints.
- UI is a little confusing, I definitely struggled with on-boarding.
- Sharing and collaborating with your team feels like it should be easier.
- I feel like there are hidden features that I wish were better explained in the product - ex: snippets.
- Having to log everyone as prospects first and then sending emails feels tedious - why can't I send an email to a list of email addresses?
February 09, 2018
Outreach is AWESOME
Used to email prospects, set up templates, sequences, and canned responses. Huge time saver!
- Sequencing - Drip Marketing
- Task management
- Snippets/Canned Responses
- at times can be clunky
- as a user, limited by admin to edit templates
- not much to complain about, great tool!
February 07, 2018
A Beginner SDR Utilizes Outreach to Manage Success.
Outreach is used by multiple departments at this organization, everyone takes part in sales someway or another so having a tool that can manage communication with clients and prospects is essential. Outreach allows multiple departments to manage their communication efforts to clients and prospective clients.
- Outreach is excellent at organizing my pipeline communication, in a few clicks I can see a simple overview of my call/email campaign with specific prospects.
- Outreach does a great job of managing the communication with my prospects, it gives me great insight into how my emails are received on the other end, as well as the ability to add notes onto a call. Takes away the pain of having to review for 10 minutes before every call, review time can be cut down to 30 seconds.
- From an engineering standpoint, Outreach seems to be easily customized to my team's certain campaign desires. The A/B test feature is also awesome, allows for a quick glance at the success of specific campaigns against each other!
- The learning curve to Outreach can be difficult unless a team has an Outreach guru some features often go unnoticed.
- Occasionally calls will drop and recordings are not found, but this happens few times day to day.
- When campaigns are heavily customized some of the more simple features of Outreach tend to experience issues, for instance when a prospect was marked finished in a sequence, the next day they still received another email or I was tasked to call them once more.
February 07, 2018
Outreach, as reviewed by an SDR
Only in the sales organization, and helps out sales staff track and engage clients. It helps our sales staff keep track of the client sales process and creates a unified way to approach our sales strategy.
- Email tracking
- Creating a uniform process to the sales process
- Gives measurable statistics for the individual user all the way up to the C-Level Suite.
- Sequences can be tedious and easy to mess up if adjustments aren't thought through.
- I wish there was a pipeline integration to outreach
- At times Outreach can have latency issues
February 06, 2018
Double your opps with Outreach
Outreach is currently used by every member of our global sales organization. From BDRs to Sales execs. It allows us to be a lot more productive as every day when we come in it tells us what tasks we have to achieve.
- Organise prospects in tiered levels (CEO down to marketing exec)
- Organises your day efficiently
- Allows you to plan for the week ahead
- It is quite slow at times.
- It sends out emails in different fonts.
February 06, 2018
Not another SDR review
- For e-mail prospecting
- Helps to organize our daily outreaches to prospects
- Helps to organize our daily outreaches to prospects
- Create different sequences, Use of snippets + share best practices between colleagues based on what others use and what is successful
- Analytics (views + clicks)
- E-mail integration (gmail)
- Calendar integration (possibility for tasks to pop up in google calendar)
- Flexibility in the workflow (more manageable overview of tasks,)
- Auto-populate when capturing profile from Linkedin (lose so much time with manually typing in info)
- More variation on manual task (choose specific categories: LI e-mail // LI- FUP // webinar invite // phone call // ...)
February 06, 2018
Outreach - great for SDRs, not so much for AEs
Outreach is a great asset for our SDR team but not really that useful for the Accounts team because it keeps assigning emails to the wrong deals. The logic for assigning communications to deals is the same as what you get with bcc to Salesforce so there's not much value there.
- Lining up a cadence of emails
- Organizing call behavior in support of emails
- Improving logic for assigning sent emails to deals
- Better ability to work with LinkedIn