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Users have found this product to be highly versatile and useful for a range of use cases. Customers have reported using it for personal …
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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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.
Attribute Ratings
Reviews
(76-100 of 202)Companies can't remove reviews or game the system. Here's why
February 02, 2018
Extremely useful to generate new meetings without the effort.
We're currently using Outreach for our sales team to help with SDR and Account Executive meeting setting. It helps us log activity instantaneously and set up various outreach plans depending on the market and role of the user we're connecting with. It gives us plenty of time back in our day without having to worry about activities and what needs to occur each day.
- Easy integration within Salesforce to set up various contacts or leads in sequences quickly and easily.
- Sequences are extremely helpful when trying to set up the right email to call chain of events.
- Overall it's very easy to use and it is something I have open on a day-to-day basis for various insights.
- Activity reporting and tracking for who has opened, received, or clicked on an email can be inaccurate at times.
- Can get complicated with the amount of features that are available, but I'm not a master admin on the platform.
February 02, 2018
Very Positive Perspective from an Individual Contributor/Manager
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).
February 02, 2018
Save yourself the trouble and use another service
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
February 02, 2018
Outreach for BDRs
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
February 02, 2018
The all-in-one sales engagement solution
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
February 02, 2018
Outreach helps drive new business
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.
February 02, 2018
Outreach Review
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
February 01, 2018
Automate your Sales Process
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"
February 01, 2018
Outreach is pretty decent
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
January 31, 2018
Outreach is it!
We are using Outreach to help automate some sales processes, like certain follow up tasks and some first point of contact for inbound leads/requests. We also use Outreach for marketing purposes. We are able to utilize the one to many capabilities of Outreach for outbound contacting. The automation pieces of Outreach have been great for our sales team.
- Being able to use the trigger function within Outreach allows us to contact more leads, and not let some fall through the cracks.
- Outreach email automation is great. You create the email sequences and criteria, and from there it can just run automatically.
- Outreach needs to be able to sync with more software and applications.
January 31, 2018
BDR's review. A grunt's honest perspective.
Outreach is used by our sales and customer support teams. We manage an inbound funnel, so Outreach helps us maintain the proper amount of touch points with prospective customers. In particular, it is helpful for automated email sequences when we have customers that don't leave phone numbers. It allows us to continue to follow up without needing much manual input.
Variables are really nice as well for adding a customized touch.
Variables are really nice as well for adding a customized touch.
- A/B Testing — very helpful for testing different phrasing
- Variables — allows us to put in personal goodbyes/calendar links
- Inbox/SFDC syncing — data comes through very well on most platforms
- Logic around sequence steps — would love to see call steps automatically skipped for prospects without phone numbers, or maybe prospects automatically advanced if manual tasks aren't done in time.
- Collaborating on sequences — there should be easier ways to get people to comment/add onto sequences, and transfer ownership.
- Editing live sequences — wish this was possible.
- Data for response/open rates are confusing.
January 31, 2018
Increase your outreach with Outreach!
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.
January 30, 2018
Outreach to increase sales productivity!
Outreach is used for to reach new prospects and to nurture leads.
- Outreach saves time
- Outreach improves scalability
- Outreach takes time to set up
January 30, 2018
Outreach need a wider reach
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.
January 30, 2018
The Outreach Story
Outreach is a tool being used by our sales department. Originally it was only the ADRs (inside sales reps) but it has since been extended to our account executives as well. It addresses the ability to engage with a huge number of people while being able to notice small signs like engagement that really help you round bases in a sale. Knowing who has interacted with an email can really shape the direction of a call to follow up on those. The real selling is done via phone but email plays a huge role.
- Outreach does a great job of creating tasks for really engaged prospects and making sure you don't miss them.
- Outreach's sequence builder is really intuitive and makes it easy to create quick, custom outreach if you find a good list.
- Outreach's Chrome plugins are super useful. With salesforce activity history and Gmail access to the templates, it makes it a breeze to see exactly how you've interacted with someone in the past and strategize how you want to continue contact.
- Outreach's metrics around emails and calls aren't really that useful. The filters aren't intuitive and it makes it hard to really see where your biggest active times are.
- Filtering prospects in smart filter view are difficult because you can only use one dimension at a time. It would be more useful if you could say filter by SAL, who Bounced, with this many touches or something similar.
- Outreach tasks vanish after you complete them and are impossible to find again. in my workflow, I like to continue to change the date on a task until it is completed, but in Outreach, you need to remake the same task over and over until it is completed.
- Not being able to create priority tasks is irksome sometimes. there are people who you want to speak to first in a sequence because they are high priority, but in Outreach, all tasks are treated the same with no prioritization. having a tool for that would be useful.
January 30, 2018
Get productive with Outreach!
Outreach is used by our sales organization to organize our workflow in engaging with our prospects and customers.
- Outreach groups account information very effectively, great for account-based selling!
- Outreach sequences are fantastic for workflow management. There's a great balance between automation and customization.
- Custom fields enhance the customization of automated tasks. You can include insights or mutual connections in custom field which are embedded into automatic emails in context.
- There are not a lot of significant cons, to be honest. Any issue I've had with the platform has more to do with our other systems.
- As a small company, I don't have access to very much support.
January 30, 2018
A prospector's dream
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
January 30, 2018
Outreach Review
My BDR team uses it to connect with inbound prospects. Some AEs use it as well. We strive to do 6-8 touches per prospect and Outreach makes that goal easy ultimately helping to increase our conversion rates.
- Easy interface
- Plentiful features
- All in one platform
- Integrations with MQL object (custom objects in SFDC)
- Adding customizability to Meetings (need to be able to add fields to the form that prospects fill out - we need their phone number!)
- Ability to sort and organize the imports and triggers
- Since we're an inbound team, we need more flexibility with Outreach Voice - the ability to round-robin incoming calls and set up call queues
January 29, 2018
Excellent Solution for SDR Teams of All Sizes
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.
January 29, 2018
Great idea that needs some stability work.
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
January 29, 2018
Outreach can simplify and enable your sales messaging development -> deployment -> testing -> iteration cycle
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.
January 29, 2018
Outreach Review
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 - new but Great change
Used to streamline our reach out efforts with inbound leads, and cold B2B.
- Easy time managment
- Easy to log activity and get through a number of tasks quickly
- Short cut for templates
- Not deleting emails when you click on a different window outside of outreach
January 29, 2018
The last sales tool you will ever need.
To my knowledge, Outreach is currently being used by multiple departments in my office. The entire sales team, license renewals team, and marketing team are all utilizing outreach daily. We mainly use it for automated emails. For both cold prospecting, and emails to current clients. In my role, I currently use outreach daily, along with the other account managers.
- In my opinion, the most useful part of Outreach is the email automation. I am able to load in Excel sheets of hundreds or thousands of contacts and easily sequence them.
- The creation of sequences is another one of my favorite parts of using Outreach. Instead of having one generic email sent, I add multiple steps and different emails to one sequence. These will send until the client/prospect has responded.
- In the event that a client/prospect does not respond, outreach can neatly organize all of those contacts and creates follow-up call tasks for each of them. This is automation at its finest.
- The integration with my Outlook outbox was a bit confusing for me. I am not sure if this is more a problem with Outreach, or just something that needs to be done in a very particular way. Sometimes it seems to un sync on its own and I am not sure why.
- The integration with Salesforce can at times seem to fail. Sometimes we have overlap with clients we have already emailed, but that may just be due to our error instead of outreaches fault.
- Inserting variables in sequences can be a bit confusing at first. They have to be exact, or else they will not send correctly to the client.
January 29, 2018
Outreach for lyfe
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.