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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

What is Kixie?

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

(841)

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

(51-75 of 156)
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Reinier Martens | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used by our sales development team and sales team to do outreach on a larger scale and to align and track analytics for our managers to see and evaluate activities.
  • Email tracking
  • Organising the pipeline, see where your prospects are in the stage
  • Mass outreach, but with possibilities to personalize the messages
  • Email finder functionality, automatically find email adresses to the prospect
  • Automatically give alerts when person has visited our website to looked up information....similar to the Engagio tool
If you have a large CRM list that you would reach out to with a similar message you can easily create sequences to send them multiple messages in a specific time frame. Additionally, you can track replies, openings and much more. It is a huge time saver in your day to day work.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
I'm not 100% sure if it's used by other departments, but I'm pretty sure Outreach is only used by our sales team. It allows us to keep track of our leads and prospects by creating tasks to follow up, sequence templates to assign, and overall reports/stats on our messages. On a high level, it saves us a lot of time in regards to organizing and keeping accountable with our prospects - instead of manually doing everything, Outreach helps us to track and follow up. We also use Outreach via mobile to call others, so instead of having a separate phone, we can use ours with a different number.
  • Following up tasks - instead of manually tracking everything, we can create follow up sequences and make sure we're consistently checking in our leads.
  • Sequence templates - useful to create more personalized sequence messages that can be used for multiple prospects directly.
  • Syncing with Salesforce - automatically updating lead statuses & info so we don't have to do them manually & separately each time.
  • So slow - Outreach (especially as of late) has been extremely slow and laggy. Takes forever to put leads into sequences or update.
  • Calling - been multiple glitches when I try to call someone, and OR hangs up the phone by itself.
  • Salesforce sync - glad it does that, but there's a lot of times when I still have to manually input things, even after change it on Outreach.
Outreach has definitely been helpful in terms of saving time and reducing manual work. However, I'm in the middle because I'm wondering if there are other sales platforms that allow for better outreach that are less laggy and buggy. I would let my colleague know that while Outreach has been useful for following up/creating templates/sequencing leads, they might want to search to see if there's another platform that could do the same without the lags/bugs.
Tolga Özgentürk | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach predominantly to make phone calls for the sales department. We make calls to 100+ countries and it allows us to use local numbers to make calls without being seen as a predatory sales call. It allows us to streamline our sales pipeline and us to effectively carry out through our daily tasks. It has a great system for organizing lead and contact information which makes the salesperson's job easy to manage. We use Outreach with around 60 people within our organization and Outreach's template and sequence functions allow the well-performing sequences to circulate around the organization for everyone to benefit from. When I first began at the company, I didn't have a much prior experience in the sector, therefore reading others' templates allowed me to significantly improve my fundamental knowledge in sales. Outreach is a great tool for managing your sales and customer relations, I would recommend it to all my colleagues across different sectors.
  • Sequences and templates, it has various variables that can be used to insert customer info inside of a message template
  • Dialing with local country codes, it allows a salesperson to appear like a local folk to the customer
  • Task generation, it always keeps you on par by informing to contact a lead at the right time.
  • Interface is too colorful and difficult to navigate
  • Allowing to create graphs using custom metrics would be nice
  • Ability to integrate with tools from the outside would be highly useful
Outreach is great to call leads but not necessarily to manage day to day interactions with customers. I would prefer to use a different tool simply because the dashboards to view the leads are not simple to manage and I believe that if there was the ability to move leads around efficiently it would be helpful.
February 02, 2018

Reach out with Outreach!

Kemal Ertas | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach to make calls and sequence prospects. It is also used by our marketing research team to gather prospects. I also use it to keep track of tasks and queues. I like the fact that it can make calls to almost every country and the fact that you can use local numbers.
  • Local numbers for international calling
  • Robust reporting and analytics
  • Simple interface
  • Sequences and sequence steps need to be more flexible
  • Call quality is not the best
  • Too much purple visually
You need to call say an Australian number. If you call using a local (your) number chances are they won't pick up but Outreach gives you the ability to generate a random Australian number making it easier to get through to prospects. However, calls tend to disconnect frequently and this should be fixed.
Kristin Garrett | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used by our entire sales operation. It helps my team with email and task automation so we can get more done in less time. I also helps with collaboration between users for different sequences that might be working better then others. Additionally, we are using the calendar tool and it has been very helpful.
  • Automation
  • Personalization
  • Flexibility
  • Time Management
  • Opts people out of email automatically if a duplicate email is input
  • Reports aren't overly user-friendly
  • There could be more things that are customizable
If you're going for scale with personalization, Outreach is the tool for you. If all you're going for is scale, you could use any tool for this. I love the custom fields that you can change for each prospect you're reaching out to. It allows us to be more customer centric with our emails.
Carson Christensen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used by our entire Sales Organization and also parts of the marketing organization. Several hundred employees. Outreach has been a great tool to enable us to reach more contacts efficiently so that it takes fewer employees efforts to be reaching out to more contacts. Email automation is key to having the success in an organization that has so much data and customer touchpoints to be able to offer a best in class service experience. Outreach helps us create more opportunities to fill the pipeline for Account Executives by being able to automate templates and sequences to reach out to the masses.
  • Email automation to scale. Enabling multiple contacts with clients in a short period of time.
  • Customization of Templates/Messaging. How/When/Where emails get sent.
  • Creates a method of accountability to make sure you aren't letting contacts fall through the cracks.
  • More training available on the functionality of available tools within Outreach (e.g. Tags, Prospecting Schedules, etc.).
  • Examples of Templates/Snippets/Sequences.
  • Enabling easier collaboration with Team Mates for sharing and viewing details of conversion on sequences and specific messaging (if shared between team members).
In my department, business development, it is very well suited for us to do our role efficiently so that we can reach the large number of interesting prospects that we have data to support a reason for reaching out. One thing we have to be careful of is that adding a prospect into an automated sequence is very easy and you want to make sure that your messaging is customized enough so that it doesn't come across as an "automated/spam email".
Score 4 out of 10
Vetted Review
Verified User
Incentivized
It is being used by the sales team to manage our cold outreach strategy. We use it for both cold emails as well as cold phone calls. Outreach really helps our team keep on track of who they should be contacting when they should be contacting them and of course why they should be contacting them.
  • Scheduling emails
  • Creating tasks
  • Providing information on open rates and deliveries
  • The telephony is terrible
  • Window mode is the worst thing ever
  • The sync between SFDC and Outreach is terrible and the API push bogs down our work day
Outreach is I would say best suited for users that need limited functionality with the platform. For super users or people that have a lot going on throughout the day, this is not a good product for them. Outreach is constantly communicating with SFDC which it very hard for updating accounts.
February 02, 2018

Outreach for BDRs

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach was initially bought for the Account Development team. As Pluralsight has grown, Outreach has been expanded to other departments and has also grown with the teams as they have changed over the past year. The Business Development team uses Outreach to prospect and hunt for new business, while the ADMs use it to deal with all of our inbound leads. Outreach has been successful in the pre-sales area so the sales teams have also requested the tool and started to use it in some AM and AE roles.
  • Manages multiple contacts well
  • APIs integrate with CRM seamlessly
  • Messaging through snippets and templates allows the team to share best practices
  • Always changing platform - must stay training to keep up
  • The simplicity was a big plus and as the tool grows some complexity is getting introduced (good or bad depending)
  • Data insights are somewhat difficult to utilize
Hunting for new business and keeping track of multiple contacts in various sequences/campaigns is where Outreach shines. Outreach allows a salesperson to efficiently track and reach out to hundreds of people without losing track or having anyone fall through the cracks. Another scenario I use Outreach for frequently for is events invitations and follow-ups.
Zach French | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach is currently being leveraged by our sales org. The business problems outreach addresses are two-fold, both related to improving efficiency of process and engagement. First, the sales tiles and ability to do emails/calls/tasks allow you live almost entirely inside outreach without having to switch to SFDC or other parts of tech stack. Two, the analytics provided allow for teams to experiment with all kinds of engagement strategies and use metrics to determine best practices.
  • Sales Tiles - relevant events and 1000 foot overview of the prospect and account help keep you up to date as you are going through your daily tasks so you have fresh content and referenceable activity all in one area
  • Task Flow - the fluidity of running through tasks makes it hard not to get them all done, it is a relatively minor feature but helps with process so much
  • Customer Success - Our CSM at Outreach is one of the best I've ever encountered, helping us maximize utility of the entire tool
  • Calendar Feature - could be simplified a bit, and an added ability to sync calendars without the other person having access to a license would be tremendously helpful for setting meetings with multiple stakeholders from internal side
  • Speed - freezes pretty regularly when going through tasks, and always cause the rest of the computer to slow down a bit
Well-suited for scaling engagement processes for development representatives. Great for managing contact inventory more efficiently than inside the CRM. Great for any team that wants to use performance metrics to improve processes.

Not the best for personalized outreach because there is no efficient way to alter content of templates or sequences based on role. Maybe some prescriptive or predictive content abilities would solve this?
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach currently is being used by a few different groups across the organization. The main business problem that it addresses for me, is that it helps me generate new business while also allowing me to focus my time on more targeted prospecting.
  • Outreach is a strong tool for automated messaging, and creating a lot of touches on contacts to generate meetings.
  • Outreach allows you to customize your messaging, schedules and delivery. It is a necessary tool if you're prospecting.
  • Outreach also does user support extremely well, they are creative and willing to help in any way to get a problem solved.
  • Outreach without careful monitoring can become a huge mass of sequences and e-mail campaigns which can be confusing for new users.
  • Right now can't automated getting contacts into sequences.
  • The extension isn't the best through Google Chrome.
Outreach is a fantastic tool to use if you're looking for a way to get some messaging out to several people. The messaging can be tailored any way that you would like complete with cadence; the type of activity, and with open and click tracking it's helpful to know how to more fully engage with prospects.
February 02, 2018

Outreach Review

Tami Bloxham | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used in sales and marketing efforts to send emails and set a sequence.
  • works in the background
  • sets followup calls
  • keeps emails in one place
  • more detailed step-by step tuitorials
Best suited for Marketing, less for sales where we want to be more personalized.
Brandon Mayweather | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach to correspond with prospects in our sales department. It makes it very easy to maintain the sales pipeline. We use email sequences and call sequences. It's very simple and automatic. Our sequences are made up for us. It makes the sales process very efficient.
  • You can track if prospects have seen your emails to track engagement
  • Keeps a well organized sales pipeline
  • Tracks all sales activity very easily and clearly
  • Sometimes calls drop and log out of the system
  • Add a smart view that allows you to organize by engagement level!!! VERY IMPORTANT!!!
  • Adding a way to mark prospects to a "hit list"
Outreach is great for sales teams contacting a high number of prospects per day for targeted engagement.
February 01, 2018

Outreach is pretty decent

Angelo Morlani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are using it as a sales enablement software. Right now, it is only being used by the business development team as a way to increase our efficiency and to ensure we are keeping our prospects organized. Outreach access is being rolled out to the team of sales representatives. It solves for sales inefficiency and territory organization.
  • Organizes when I need to make calls and emails so that I can hit the ground running when I come in every morning
  • Lets me see who has opened my emails to let me know who is engaged
  • Easily allows me to plan and reschedule when I need to contact people
  • It needs to stop writing activities back to Salesforce, especially those that are "generic"
  • The side bar that pops in and out when you install Outreach Everywhere is kind of annoying
  • Would like a way to mass update the due dates for tasks
Great for inside, outbound sales teams since you can have all of your information right in front of you when you're prospecting. Probably not great for outside sales teams. Super useful for prospecting, but not much else. Once you're engaged with a prospect it seems easier to work outside of Outreach and keep your activities logged yourself.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used by our market development and sales teams. It streamlines email communication and prospecting efforts which allows us to reach a greater volume of people more efficiently thus leading to increased appointments and greater win rates. We are also able to receive excellent analytics and data on what outreach (no pun intended) efforts are most effective.
  • Sequencing of prospecting efforts (emails, calls, social touches, etc).
  • Real time analytics and data on effectiveness of efforts.
  • Efficiency in reaching a large number of people with minimal efforts.
  • Ability to embed videos in emails.
  • Greater functionality when setting manual follow up tasks for prospects (keeping a task open, rolling over to another day after completing it).
  • Better scheduling feature to arrange a meeting with a prospect.
Outreach is fantastic as a tool for prospecting efforts by sales development teams and sales teams alike. Outreach would not be valuable as an internal email network for employee to employee communication.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used for to reach new prospects and to nurture leads.
  • Outreach saves time
  • Outreach improves scalability
  • Outreach takes time to set up
Outreach is well suited for outbound sales staff who are reaching out primarily through email, or with a combination of email and phone calls.
Rebecca Lopez | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
All of the sales development team uses Outreach and some account executives for small businesses. I and my counterparts in our various global offices use it on a daily basis to make calls, send emails, set tasks, track responses, and use templates/snippets, etc.
  • It helps you keep all your prospects in a fixed sequence so you don't have to set manual reminders for yourself on your calendar or Salesforce.
  • There are pre-made templates and Snippets that you can pull in when constructing an email to a prospect.
  • When you get an email response from a prospect on Gmail, you can easily set up a task for a follow up within the same window.
  • Since I am based in Australia, I have severe lag issues when calling prospects, especially when they are on cell phones.
  • Outreach doesn't pull campaign information from Salesforce. So if I am working on any inbounds, I have to work out of two different disparate systems to access the information I need.
  • Once a sequence is being used, you cannot edit it unless you pause all the sequences or finish them. Makes it difficult if I want to make a minor edit.
It is best suited for companies that have high daily KPIs for their sales development teams. It is useful for complex products and if you sell multiple products. If you sell something straightforward, I don't think you would get much ROI. I think it's still in its early stages so it's good in the U.S. but if your company has global offices, it is probably not as useful because the connection is so bad.
January 30, 2018

A prospector's dream

Mason O'Brien | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have a team of about ~100 salespeople that are using Outreach to prospect into both prospective and current clients. It helps us scale our communications and outreach while being extremely tailored to the prospects using SFDC data.
  • Efficiency
  • Ease of use
  • Message customization
  • Sending 1-offs on a delayed timer; I have very little trust in this function as they have not gone out before / have had integration issues with other apps like Grammarly.
  • Importing contacts
Best relative to other email solutions
Emily Muhoberac | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We leverage Outreach as our sales engagement software for our sales team, but leverage it for email-based tasks in non-sales departments as well. We have tried every email-based sales software under the sun, and Outreach is by far the best to fit our needs. The UI is very user-friendly, and gives our sales team the bandwidth to focus on the most important activity: closing deals. Outreach is significantly more automated than many we have tried (for example, Pardot), and we see fewer errors in our email campaigns. The reporting is simple, but very clear and helps us draw conclusions.
  • Great UI -- very intuitive, not overwhelming
  • Great Support -- their team is super responsive and resolves issues quickly. They always have the customer's back.
  • Simple enough that our entire team can use it
  • Clear, concise reporting
  • Super scalable -- Outreach has journeyed with us from 5 employees to 50 employees, and I'm confident it will support us at 100 and 500.
  • In some ways, Outreach is the 'Apple' of sales engagement platforms. It's stupid simple to use, yet the functionality is vast and intuitive. That said, if you're looking for a complicated, nuanced solution with infinite functionality, Outreach would not be for you.
  • If you leverage multiple Outreach instances, there's no easy way to aggregate reporting across instances. Most people leverage only 1 instance of Outreach, so this is a problem more specific to my organization.
  • I wish Outreach had more integrations with other software. However, they have had most of the integrations we've needed, and have helped us to identify solutions where integrations don't exist.
Outreach is great for sales teams of all shapes and sizes that are hoping to engage with prospects via email. Whether you're a one-man shop, or a 300 person SDR team, the Outreach platform can work with you. As many of the best features are specific to sales teams, I don't know if I would try and repurpose Outreach as a marketing platform.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach to ensure proper lead followup and consistent messaging.
  • Prescribed touch patterns
  • Templating
  • Follow up touch patterns
  • Buggy
  • Wrecks browser performance
  • Difficult to administer
  • Is lead based rather than account based and doesn't recognize the account object very well
Outreach is great for making sure a BDR team does consistent work, but you need to be careful to make sure that it doesn't become a second marketing automation system that turns your team into spam machines. Really conscientious use of the product with attention to detail is absolutely a requirement.
Jeffery Breisch | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach is the cornerstone system that enables us to deploy sales messaging to our team of 60+ reps in a way that enables each rep to customize their message while enabling the long term assessment of messaging success.
  • Outreach will allow you to deploy and manage sales messaging.
  • Outreach enables sales and marketing leaders to understand the effectiveness of their messaging in the context of persona and company segment.
  • Outreach provides a smooth and enjoyable work surface for reps - a workflow that far exceeds the experience provided my CRM providers like Salesforce.
  • I would like to see the reporting features of Outreach to be significantly improved. While a lot of data is available, the current reporting feature set does not support the types of pivots we currently find value in.
  • The Outreach API and trigger system is very robust and highly configurable. What I'd like to see is more "master-class" training material on the subject. This could allow mid-level users the ability to level-up their skills quicker.
Best in class software, period. I'm looking forward to Outreach continuing to expand across the entire sales rep experience.
January 29, 2018

Outreach Review

Sara Marie Chidiac | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach to help us build pipeline, reach out to our prospects and create campaigns. Our whole team uses it. It helps us gain productivity.
  • Easy to use
  • Good ROI
  • Can adapt to any business
  • Bugs & errors
  • Some actions are complicated or not too logical and could be reviewed or simplified
  • No support in Europe (for us anyway)
January 29, 2018

Outreach for lyfe

Elizabeth Richards | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach for the BDR part of our sales team. We use it for task management to tackle all of our prospects in an organized fashion. The whole organization does not use Outreach. Some account executives have access but not everyone. We love using Outreach and everyone who I have interacted with at Outreach for training purposes has been great!
  • Sequences- you can personalize different 'touches' and manage when they are sent, including adding generic tasks etc.
  • You can see when people open and click on your emails.
  • Broken out tasks for you to compete, calls, email etc.
  • Syncing with Salesforce can be tweaked and faster.
  • The Outreach plugin with Salesforce could load quicker.
  • The layout of the sequences.
Outreach is well suited for organizing your day/week appropriately. As long as you go through the correct steps and layout sequences and don't bombard yourself with loads of phone calls that end up sitting in your open tasks, that part is key. Outreach does not track specific clicks in the emails which would be nice.
Jamily Gann | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used by our business development, account executive, customer success, and marketing teams to interact with prospects and customers. It allows us to connect with and manage our interactions with a vast client base from one spot. The integration with salesforce.com comes in very handy as well and connects our workflow.
  • Personalization tokens are easy to use and typically very reliable
  • Data pulls from salesforce.com very quickly, enabling me to add new contacts to our system and start outreach in no time
  • Intuitive and easy to use
  • When drafting an initial message and it fails to send for some reason, you aren't able to go in an retrieve the copy. This is really frustrating when crafting personalized notes because you have to start from scratch on the second try.
  • Sometimes when people respond to sequences they aren't removed from the current sequence. This causes some confusion for the prospect/customer and reflects poorly on the sender.
Outreach is well suited for high velocity yet personalized outreach. It's great for sales teams who will spend the time using the customization capabilities offered. It's also well suited for teams using sf.com as the integration is pretty flawless.

I don't think it's best for teams with high velocity calling KPIs as the "call from" feature is slow and can cause issues with your phone.
Josh Stein | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Used by sales department. Helps us automate the process of reaching out to prospects.
  • Easy to add people into sequences
  • Easy to click to dial
  • Good customer service
  • Missing functionality
  • Would like to be able to see a bigger picture view of my sequences
  • Would like better functionality for when I'm calling people (being able to click one button to say the number doesn't work, have a notes section on the right side of screen)
  • Reporting can be a little confusing
Outreach is great for automating the process of reaching out to a bunch of different people and taking thought out of the process. Not as good for strategic outreach where you want more information about the person or don't want to follow an exact templated sequence for reaching out to them.
Derek McKenna | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used by all the sales teams in our company. Mainly we use it as an automation tool but I love the 360 view to monitor who is opening mails.
  • Great for automation
  • Brilliant for monitoring who is opening mails and when
  • Great for helping me manage my day with setting tasks etc
  • 360 view doesn't always work and can be slow to update
It is a great tool for any salesperson
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