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Outreach

Outreach

Overview

What is Outreach?

Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and effectiveness of…

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Recent Reviews

TrustRadius Insights

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

9 out of 10
June 22, 2023
Incentivized
I use Outreach every single day. I use it primarily to reach out cold to prospects I've never spoken to by adding them to a sequence. I …
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A sales person's best friend!

8 out of 10
March 15, 2022
For the sales team, we use it for setting cadence email sequences to not only track emails being sent but having that flow that sends …
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Awards

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

Reviewer Pros & Cons

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Pricing

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What is Outreach?

Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and effectiveness of go-to…

Entry-level set up fee?

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

Offerings

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

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Alternatives Pricing

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Kixie is a telephony and VoIP software solution from Kixie.

What is lemlist?

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

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Product Details

What is Outreach?

Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and effectiveness of go-to-market activities and personnel across the revenue cycle.

Outreach offers sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. The software boasts than 5,500 companies, including Zoom, Siemens, Okta, DocuSign, and McKesson as users of Outreach for management of their revenue organizations.

Outreach Screenshots

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

Outreach Videos

Outreach Competitors

Outreach Technical Details

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

Frequently Asked Questions

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

Reviewers rate Usability highest, with a score of 9.2.

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

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Reviews and Ratings

(844)

Community Insights

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

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

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

Attribute Ratings

Reviews

(1-25 of 134)
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Nathaniel Sintros | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Outreach automates valuable tasks that would take an incredible amount of time if done manually. It makes it easy to prospect into accounts, build pipeline, and ensure the messaging we're using is the kind of messaging that our marketing team wants us to use to have the best chance at finding opportunities
  • Task automation
  • Task reminders
  • Automating messaging
  • Keeping track of prospects
  • Customer support
  • Clunky UI
Outreach is best suited for a small team that can take the time to set it up properly to use it within your systems to its full advantage. As sales teams get larger, Outreach becomes harder and harder to maintain/control, so for larger sales teams I would recommend either spending a lot of time on Outreach and ensuring it's set up exactly how you need it, or look at another tool
Sabrina Christensen Ririe | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Mass prospecting to clients! Outreach takes 1 hour for what used to take an entire day of prospecting.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Outreach in my organization for the sales and marketing teams. Outreach helps us to automate a lot of our processes when reaching out to prospects. We also use it to help monitor our customer interactions, and it can help tell us when we need to follow up with someone.
  • captures conversations
  • helps prioritize your day
  • keeps track of the prospects engagement
  • it can be difficult to adjust if you want to prioritize things differently than the software
  • some of the graphs can be difficult to understand
  • the integration with SalesForce can be clunky sometimes
It is great to keep track of customer engagement and to prioritize who to reach out to immediately. Also it helps when you haven't reached out to someone in a while, but you or they had said to circle back in a bit. If you need to work within Salesforce completely it can be tough going back and forth between the two.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used in organization to send mass email. it is used by out BDM, DBC, SAM on daily basis to bulk compose email. There sequence feature is quite amazing. This software also nice great statistics on whom to follow up who clicked on the links in the emails, bounced email, not interested contacts and many more cool features.
  • Sequence
  • Mass emails
  • Great Statistics
  • Increase the mass email from 1500 per day to unlimited per user
It is great tool for any sales company and also it can sync with outlook and other CRMS.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
we used Outreach as our main platform for sales outreach for the business development & account executive teams to organize and streamline the outbound process. We also used Outreach to help with event invites and follow up to keep the sales teams on track of all attendees and the most important people to follow up with.
  • cold call organization
  • sequencing
  • sales follow up
  • local dialer capability
  • allow people to be in more than one cadence
  • better tracking of "hot contacts"
  • better home page organization
Outreach is well suited for any team with a big focus on outbound sales. For organizations that are mostly relying on inbound and marketing responses, Outreach may be more robust than the team needs. Outreach can level up your teams outbound game by having all contacts & accounts in the same place to simplify your outbound sales process.
June 24, 2022

Outreach for sales

Brooks Reynolds | TrustRadius Reviewer
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
I would recommend this tool for most sales teams that can afford it and have the patience to train their employees in all it can do, especially if touching many prospects daily/weekly is a key metric for success. This will ultimately make your salespeople more efficient and profitable.
Score 8 out of 10
Vetted Review
Verified User
For the sales team, we use it for setting cadence email sequences to not only track emails being sent but having that flow that sends different messages after the initial one, based on the recipient's actions. So whether it was open and not responded or not opened, etc. Those actions would trigger what the follow up message would be.
  • Tracks open rate
  • Sends follow up emails based on if the email was opened or not
  • Analytics
  • I would like more reporting
For a sales person, it works great in making my job easier when it comes to tracking and following up. When I am doing cold "calling" emails, I can send out 50 in a day if not more. What's great with Outreach is that it can do automatic following up based on the time duration I give (4 days, 1 week, 1 month, etc.) to send a follow up email and if the email was opened, it would get one email, if it wasn't a different email would be sent.
Wills Coleman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Outreach is one of the top choices you can pick for an enablement tool for your team. I used Outreach back for a few years at my previous company. Outreach if anything replaced two tools for us (tout app and connectleader). I had very high expectations of the tool coming in from my colleagues who had used it before but I was blown away by how simple and easy the tool was to use for a first-timer. Things are very simple when it comes to making an ideal sequence but still include personal tailoring to the people you'll be reaching. Outreach is fantastic at integrating with Sales Navigator and calling during sequences. This makes it much more simple in terms of reaching out in different avenues but while saving your reps time to where they can focus on running more demos, while they automate most of their prospecting and stay organizing. Our organization actually saw a massive increase in the pipeline after we implemented outreach. I found it made my job as an Account Executive much easier. Not only was it a tool I could prospect with but it was very easy to insert my follow-ups inside the tools and have desktop reminders to have me follow up with my contacts. Outreach even has a terrific calendar integration inside its variables that give you the ability to link your calendar making it even easier for people to schedule meetings on your calendar instead of going back in forth trying to find a time. My few critics of the tool are I wish the analytics feature would run fast and be easier to use to check our statics and how I am performing for the team. Usually, when I clock on to this tool it takes a couple of minutes to load which is frustrating because the rest of the tool works at lightning speed.
  • Easy to build sequences.
  • Great integration with LinkedIn Sales Navigator and their phone dialer.
  • Calendar sync.
  • Comparing statics between subject lines and sequences.
  • Increase speed on analytics reporting.
  • Enable automatically skipping steps on sequences that have been bottlenecked at their manual step.
Fantastic for building a sales pipeline and saving your reps time in their day-to-day.
Katebah Al-Olefi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is an amazing tool for all sales teams, no matter the industry. As a self-described power user, I utilize all of Outreach's features as much as I can, from templates to sequences to phone calls to notes to snippets. They continually improve their offerings as work dynamically with Salesforce with ease. From SDR to AE to sales managers, Outreach is a tool that helps bring in more meetings and overall more deals for every user! I cannot say enough great things about Outreach and how they have carefully thought out every feature that sales teams need.
  • Sequences for specific campaigns
  • Templates for any replies that you find yourself giving over and over again
  • Meeting times and automation so you can close more deals
  • Snippets to include bite-size value props for any reply
  • Outreach recording Kaia tool can be improved
  • Overall more examples in place for fresh sequences
  • Undo send button is greatly needed!
SDRs who are outbounding accounts can really benefit from the sequences and how they have multiple steps. These include but are not limited to Linkedin messaging, calls, manual emails, and automated emails. It is key for SDRs and AEs to utilize all features, as they can test out messaging and keep track of all accounts they are going after.
Sam Hegge | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Outreach is significantly better than most of the other tools I've used for automating email outreach. I highly recommend it if you are looking to scale up your personalized email outreach. The Salesforce+Zoom integrations could be improved, but it's the best solution in my opinion. We have a team that creates the content and a team that purely executes contact loading at scale. Outreach makes it easy to have access rights to specific needs. Customization is made simple with macros and contact fields. I'd love to see the next level of this where they recommend additional language that converts better than others. We A/B test our campaigns and look for higher converting threads.
  • Customizable content variables.
  • Easy to import contact data and connect with other platforms.
  • Monitoring and Analyzing results of campaigns.
  • It would be great if they had the contact data/lead data in Outreach.
  • Would love to see a recommendation engine for new content/language that converts.
  • Recommendations on Geographic language variables that work better in certain cities/states.
  • If an email bounces, recommend the correct email.
Great for email outreach and managing a team of sales development reps. Easy to monitor activity levels, responses, and effectiveness. Great customization with macros. Force multiplier.
Christian Banach | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
Outreach is a tremendous tool to keep sales reps organized and on task. It makes the process of outbound sales as frictionless as possible so reps spend more time selling and less time on admin tasks. Whether you have a large sales team or even one rep, Outreach is a valuable tool to maximize productivity.
June 29, 2021

One stop shop Tool

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used by the sales team and some members of CS. It is an extremely helpful tool for prospecting, staying organized, checking opportunities, outbounding, researching accounts, and hitting quota. Outreach is our go to for prospecting accounts and making dials. It also allows you to A/B test sequences and create lists of tasks that you have to complete during your week - all organized in handy drop down menus. It is really streamlined and easy to use, easy on the eyes, and doesn't overload the RAM of your computer. Also, there are extensions you can add to your internet browser to integrate Outreach into Gmail, Zoominfo, etc.
  • Phone Calls
  • Tasks
  • Opportunity Check Up
  • Delegation
  • Emails
  • Bulk Emails
  • Prospecting
  • Color use
  • UI
  • Prospect / Account details
  • In - app research
Outreach is incredible for sales and CS. It really makes it easy to keep track of your progress and processes with accounts, view history of communications, (literally) outreach to them via email and phone, bulk email, take call notes, record calls. You can purchase a phone number and I've never had an issue with the VOIP. Call quality is great and I love being able to see when people open up emails, read emails, click links etc. It makes following up after webinars really easy and methodical.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used to follow up with inbound sales and to do cold outreach to outbound sales. They help automate our outreach, stay organized, see where each prospect is alongside the sales pipeline, and manage all our sales reps in one place. It is used by our sales department.
  • Automated sales flow emails
  • Organization of contacts and propsects
  • Prospect to sales management all in one place
  • There are some features that require an upcharge
  • I wish the Chrome extension and gmail integration worked better
  • I would have liked a better onboarding program
I would highly recommend outreach for anyone that is looking to organize their outbound sales. Sales is a numbers game and require an extreme amount of organization to save time and to be the most effective. Outreach allows this to happen effortlessly. Outreach has helped grow our sales and help our team stay efficient. Our team loves Outreach.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is currently used by our Marketing Team, specifically by our Sales Development Reps. They use it primarily for prospecting new contacts, re-engaging stale or nurtured contacts, and tracking the efficacy of specific messaging across a variety of variables. It allows us visibility into the day-to-day SDR functions, as well as creates a way for the team to ensure cohesive messaging across the team through the creation of specific sequences that address specific problems/titles/business functions/etc.
  • Visibility into messaging efficacy - we can clearly see bounce rates, reply rates, etc with this tool
  • Consistent messaging - the team is able to craft specific sequence messages that is used across the team, ensuring that our communications stay on-brand and highlight agreed-upon points for the message receiver.
  • Integration with Salesforce - whether through a trigger or direct updates, specific actions in Outreach are synced seamlessly with our CRM, allowing us to continue to use Salesforce as our source of truth for cross-functional performance metrics.
  • Triggers can be a little tricky to figure out - some limitations are not intuitive
  • User management through Salesforce feature - our process is to Freeze Salesforce accounts before deactivating them to ensure account/opportunity/contact migrations have fully taken place; Outreach will only remove licenses from deactivated users, which could be frustrating if we were already at our license cap and needed to add more users in that interim.
Outreach is well-suited for first-touch prospecting efforts as well as nurture campaigns, which is what our team currently uses the software for. It provides great messaging and process control through the creation of sequences, which helps ensure that marketing's messaging is received by the prospect. It might be less suited for touchpoints further downstream in the sales cycle, when there is a greater need for customization and personalization related to that prospect's interactions, place is the sales funnel, etc.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
My Sales team uses Outreach to organize our Sales process. With so many contacts to prospect, Outreach helps me stay on top of my outbounding so I can get the necessary "touches" on my prospects in order to stay in front of them. It also helps for transparency - I know that all my activity being logged will keep me and my colleagues that work on my accounts aligned at all times.
  • Organization - I know when to make calls/emails/LinkedIn connections without having to overthink anything.
  • Alignment - the colleagues I work with on my accounts can keep tabs on my activity so there is no redundancy or overcommunication.
  • Ease of use - all my contacts are in one place, and sending automated emails I have built in my sequences give me so much time back in my day.
  • The window that pops up on the right hand side when I go to send an email is too small. I would like to expand it but it can only increase in size so much.
  • At times, my Outreach phone has trouble connecting to my work phone. I don't know if it is a problem on my end, but the connection is a few seconds delayed which creates some confusion.
Outreach is well suited for large sales teams. It helps me stay organized, saves me time with the sequences I have built out, and for that reason I can't imagine doing my job without it. I love that my team can see who I'm reaching out to so we are all aligned. I cannot imagine a use case outside of this to be honest.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our BDRs, Account Executives and CSMs use Outreach to manage their sequences and interactions with their prospects and customers to ensure a personable and consistent messaging to see our product effectively. It also tracks in SFDC and so it makes management easier to be able to keep metrics on who is performing and getting responses and meetings booked most efficiently.
  • Sequence tracking
  • Email/Inbox integration
  • Salesforce integration
  • Workflow functionality.
  • Ease of use to learn backend.
Outreach is not intuitive to support/administer. It takes a bit of time to understand how to integrate and map the fields over. And there's automation (workflows) that takes a little while to understand. It is probably best suited to manage the sequence and routine tasks but not for automation of lead life cycle updates—those should be triggered by your marketing automation tool or Salesforce.
April 13, 2021

Outreach for the WIN!

Tanner Shaffer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Both of our Sales & BDR teams use Outreach every single day. We have optimized Outreach with Dialpad as the voice component to increase productivity on outbound calls, logging activity, and syncing back to Salesforce for Management visibility. Outreach is able to keep all agents more organized, informed, and able to exceed their weekly sales activity.
  • Easy sequencing leading to more self-sourced leads
  • Easily syncs information and call activity back to Salesforce for manager visibility
  • Ability to import leads on a daily basis within active sequences to continue to improve upon outbound numbers
  • Creative idea: Much like some vendors have a mini-dialer within Salesforce, it would be interesting to see how Outreach could do something similar to keep everything within one window instead of multiple open tabs
I have tried many outbounding solutions over the last few years such as SalesLoft, Hubspot, Pardot and Outreach. I prefer Outreach over all of them today and love that both our BDR and Sales teams continue to use it daily. We find more alignment between the BDRs and AEs and the ability to share great working sequences that are getting more open rates or response rates leading to better productivity and visibility.
Jordan Harnum | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is used by our SDRs to build sequences, send emails, and make calls to prospects. It is only used by our sales department, I believe. Outreach automates a lot of our sales activities. Without it or a similar tool, we would be manually sending each email and manually dialing each phone call. The way they have sequences set up makes it easy to get everything done all in one app.
  • Sequences--easy to create (time consuming, though)
  • Snippets and templates are easy to create and use
  • Dialing through outreach is quick and easy
  • Tasks are organized in a way that makes them easy to stay on top of
  • There could be a better way to filter out irrelevant prospects that end up in there
  • I would like better notifications to prevent too many emails from going out at the same time
  • A better way to handle failed email sends--better notifications and suggestions on how to fix
Outreach is very well suited for an outbound sales team that needs a tool to automate and organize their activity. It becomes a hub for all things SDR and is an outbound source of truth.

Outreach is less suited for marketing teams wanting to do mass email touches. It is more geared toward smaller batches and more personalization.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
It’s great for outreach to multiple contacts and casting a wide net. It keeps you organized when your prospect list is huge, but isn’t the best if you are strategically focused on just a few accounts or prospects. It is easy to use and fits BDR or SDR teams perfectly and is a natural part of their daily work flow.
Ron Toth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Outreach has been great for the company I last worked for. The SDR and AE team both used Outreach to help work our pipeline. The SDR's were able to manage a larger list of leads with the sequences they were able to set up. This led to leads being converted to Opps quicker. For the AE's this also helped as we were able to use the sequences to work the non-committed Opps while we were able to spend more time working the engaged ones.
  • As an AE I loved the ability to make a call in Outreach and then have a few options for next step pop up that I can easily click on. This will generate a task for me or Outreach to to complete at some later date. This is better than me having to come up with my own next step.
  • For the SDR's- this is like giving them steroids. Outreach gives them automation for some leads which gives them more time to focus on the engaged ones.
  • As an AE I love setting up sequences but also love how the system knows when to stop them when a prospect calls or emails back. This helps the AEs and SDRs immensely.
  • The only negative(That I've been told they know and are working on) is the reporting for the SDR team. As they used Outreach the most seeing data is more important. Some information that would have helped the SDR team out was missing or incomplete. As I said above Outreach has said they planned on updating them.
Using Outreach or similar software is like using a smartphone for the first time. It's impossible to go back to the older ways. AE's could maybe get by without it but the SDR team - if they aren't using software to manage their leads, a system like Outreach is needed. I would say any SDR team is incomplete without a software like Outreach.
March 10, 2020

Driving Productivity

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used as a tool for mass communication to our prospected leads. I think the tool is great in streamlining tasks and allows us to net a wider audience from it, otherwise, our efforts would take in large part a colossal amount of manual effort. There is also a reporting component to the software that easily allows us to track our daily/weekly/monthly productivity.
  • Consistent messaging.
  • Prospecting.
  • Reporting.
  • Salesforce integration.
  • Prospect migration.
  • Prospect activity detail.
Outreach is well suited for organizations that have a large number of outbound efforts that require a consistent set of records. You can drop 1000 prospects into a sequence, throttle it to send 100 per day, set it to resume OOO replies after a few days, and set it and forget it. Just set up a schedule, make sure you exclude national holidays, and you don't have to touch it ever again.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are using it to nurture and book leads/create touchpoints within open sales opportunities. Being used largely by the Sales organization (business development and account executives) but also by our customer success team to ensure they remember to follow up at the correct intervals with customers/identify expansion opportunities.
  • Reminders of when tasks are due/being able to prioritize tasks on the home page
  • Metrics for managers
  • Account pages to be able to see all activity for contacts from the same account on one page
  • Ability to sort tasks based on time zone would be a game-changer
  • Better functionality for bulk uploading contacts
  • Interface could be more user-friendly
Well suited if you have hundreds of accounts/contacts to keep in touch with or to manage touchpoints with. Would not be appropriate if you have a small amount of people to keep in contact with.
September 18, 2019

Outreach Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Outreach is mostly used for sales outreach within our organization. It's a great way to run different series of emails to prospects or clients in various stages of outreach. For me, personally (working with existing clients), it's a way for me to manage all of my contacts, keep track of how many emails have been sent / opened / re-opened (etc.) and a way to set up mass emails to a specific group of people.
  • tracks emails
  • allows me to see who had opened / viewed an email (and how many times)
  • allows me to reach out to multiple people at once with a series of emails that will be sent over a specified period of time
I think this could be used across and organization - from sales to marketing to client services.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Outreach is being used by both my team (client services) as well as my sales teams consisting of sales development reps and director of sales. The way that my team utilizes Outreach is by tracking outbound emails sent to clients, but for the other teams it would be used to track emails sent to prospects. I am able to see if my client has opened and/or read my email and if they've actually responded to my email. It's extremely helpful to know what the status of my outbound email is and then trying to figure out if or why my client isn't responding to me.
  • The integration of syncing to my gmail is great
  • Any other product integration like how it syncs with our Salesforce as well is super helpful
  • Overall, it's UI is pretty intuitive
  • It forces you to log back in quite often, so sometimes when I'm typing an email I'll realize it is not currently synced so then I must refresh every time
It is best for people who send a lot of outbound emails and need reporting and feedback as to the success of their campaigns and/or emails. It is great for teams or people who are client or prospect facing. When I am sending an email to a client regarding on-boarding and I need to schedule a call with them, it's super helpful to know if they actually received my email and if they then read it. After that, it's more of a puzzle of trying to figure out how I can get them to respond to my email and trying to master what works the best for my emails whether that be a subject line, etc...
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
In my opinion, it's the best email automation/sales enablement software out there for our purposes. It could use some functionalities other platforms have like pulling in dynamic content from outside sources and subject line variations within a sequence.
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