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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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Alternatives Pricing
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.
Product Details
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- Integrations
- Competitors
- Tech Details
- FAQs
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
(1-25 of 138)Companies can't remove reviews or game the system. Here's why
June 26, 2023
Outreach for Mass Prospecting.
We use outreach for prospecting to our customers. It allows us to work smarter and automate several of our processes. We pull reports from Salesforce directly into Outreach and run sequences to clients.
- Sequence - Automatic emails that add names, companies, and other embedded data.
- Prospecting - Allows reports from Salesforce to be uploaded.
- Sometimes sequences have technical errors and do not end prospects when they reply.
- If you mess up data in Outreach, it will rewrite the data to Salesforce and can hurt company data integrity.
June 22, 2023
A must have for sales
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.
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
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
June 13, 2023
Increased Sales with Outreach
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
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.
June 24, 2022
Outreach for sales
Score 9 out of 10
Vetted Review
Verified User
As a salesperson, I used to outreach to maximize my ability to connect with prospects and customers. I consistently had between 100 and 200 people running in sequences at any given time. I had sequences that were fully automated and running in the background (to drum up the interest), sequences that were partially automated and helped me stay on top of prospects that I was interested in but unable to focus too much time on, and sequences that were completely manual and assisted me in reaching high-value, engaged prospects on a regular and effective basis.
- Keep your mail and phone schedules regulated and consistent, nothing falls through the cracks
- Automating touches to maximize your ability to connect with prospects
- Tracking touches, opens, links clicked, etc so you can focus on engaged prospects
- Integration with Salesforce so all touches are logged in system of record
- So many capabilities that it's easy to be overwhelmed when first introduced to it
- Falling behind feels like a death sentence -- all the sudden you have 100s of tasks to catch up on
- Expensive
March 15, 2022
A sales person's best friend!
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
December 28, 2021
Outreach is the perfect sales tool!
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!
September 27, 2021
Outreach is a best in class sales automation/cadence tool
Score 8 out of 10
Vetted Review
Verified User
We adopted Outreach in our enterprise sales organization when the pandemic forced everybody to become an "inside" sales team. I was experienced with Salesloft and this was an exciting opportunity to implement their leading competitor, Outreach.io.
- CRM Integrations
- Integration with Outlook
- Strong user experience
- Sequence (cadence) editing
- Team reporting
September 27, 2021
Outreach is the bomb-diggity
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
September 10, 2021
Outreach will 4-5x your sales outreach productivity
Outreach is the sales development platform our organization uses for the outsourced outbound lead generation services we provide our clients. We use it to schedule/send cold emails, place and record cold calls, manage tasks, CRM, and for insights to optimize campaigns.
- Outbound sales task flow management
- Cold email personalization at scale
- Streamlining sales processes
- Email warm up services
- Team collaboration
June 29, 2021
One stop shop Tool
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
We use it to integrate our Gmail and Salesforce as well as a calling system.
- Great call connectivity.
- Detailed reports on email and calls.
- Keeps you organized in Salesforce to know what merchants you are communicating with through email as well as their responses!
- Sometimes there are connection issues.
- More robust reports if possible.
- Greater insight into areas of call or email outreach improvement.
April 29, 2021
Great for messaging visibility
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.
April 20, 2021
Feedback on Outreach - Awesome tool
It's a sales automation tool for our very limited sales staff. Our producers also have to generate all their own top of funnel. We use it to do more outreach with less users. It's only used by our sales department. It also allows our marketing department to have oversight on content and takes thinking out of top of funnel prospecting, leading to more action.
- Sequence execution.
- Plugins with other sales tools.
- Very user friendly.
- Getting a prospect out of a sequence proved challenging at times.
- More social media plug ins would be nice.
- Also having data field lookup integration would prove very beneficial.
Outreach is used to reach out to prospects and customers to provide information about our product as well as new training topics, webinars, educational information, and other important information. I use it to keep track of my prospecting calls and email activity. I use it also to create one-off templates with important information.
- Organizes call and email activity.
- Enables you to reach a large audience with important messages.
- Tracks prospect engagement.
- An easier way to import prospects
- An easier way to integrate into Salesforce
- More visibility in Salesforce
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.
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.
April 06, 2021
Outreach - great prospecting tool for sales development
Outreach is used by the sales department, everything from SDRs to sales executives. We use it for client outreach, responding to leads, and general prospecting activities. It is most heavily utilized by the sales development team.
- Scheduled customer outreach cadences.
- Integrates well with Salesforce.
- Easy to log activities.
- Solid metric tracking.
- Focus on quantity over quality.
- Best for sales development and not strategic use case.
April 02, 2021
Steroids for SDR teams
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.
April 14, 2020
Out of the PARK
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.
April 07, 2020
Outreach is the best out there, highly recommend
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
March 19, 2020
Happy Outreach User
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
January 22, 2020
Didn't live up to the hype
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
October 01, 2019
Reaching out with Outreach
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