Outreach

In my opinion, Outreach is well suited for an enterprise sales team of 50+ users - otherwise, I feel you are unseen/unheard/unappreciated, and customer support is not offered for smaller scale teams. Outreach is well suited for outbound sales that offer simple solutions that can be communicated quickly and efficiently via cold email outreach.

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.

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.

Fantastic for building a sales pipeline and saving your reps time in their day-to-day.

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.

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.

I've implemented both Outreach and Salesloft. They are very similar tools, and my conclusion is that Outreach beats Salesloft in many areas, while being behind in a few. The Outreach user interface and Outlook integrations are best in class. In fact, the Outlook integration may be the #1 reason to choose Outreach. It's seamless, and allows you to perform many tasks directly from Outlook without having to engage with the Outreach app.

It is the administrative functions where Outreach is a little behind. The CRM integrations are great. No complaints there. But creating cadences (sequences) is a particular chore. Copying and changing the order of steps is a much more painful process than with Salesloft. Also the out-of-the-box reporting and analytics functions are average at best.

However, for the main audience -- the sales users -- Salesloft is a great sales automation tool, and probably the one I'd recommend first.

BDRs that have high call and email quotas. Not as appropriate for AEs that are not cold calling. Anyone who is calling mass amounts of people should use Outreach. The templates are great for less experienced sales teams that need guidance and expertise when it comes to writing good emails.

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.

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.

Outreach is great in terms of transactional calls and detailed reporting with large scale calls, however, for a more refined touch other platforms such as Zoom provide that face to face interaction for meetings that are sometimes required for a multi location- high value client. When you make those calls in Zoom however, they do not carry over to be tracked in Outreach. Therefore, if your working in a metrics based environment, where every call and and minutes can be synced to Salesforce reports, this capability to link Zoom and record talk time back to Salesforce would be a welcome addition!

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.

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.

If you have a lean and/or junior sales staff; outreach is a great tool. Takes a while to get all the sequences built out but once you do it's a very seamless process. Also overlays with an auto dialer if an organization is using one of those. If your direct sales team isn't focused on top of funnel, it's overkill.

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.

Outreach is well-suited for organizations that are targeting large audiences of prospects with important information. Outreach would work well for organizations with high call and email activity as it is easy to keep track of both in the dashboard and sequences. Outreach would also be great for small organizations that wanted to market to a large target audience.

It is well suited for any SDRs who handle a large number of accounts at one time. It allows you to see how far along each prospect is in each sequence. So if you have a lot of accounts that are far along in a sequence, you'll know they are less responsive.

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.

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.

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.

Outreach is great for BDR teams. If a large part of your business involves outbound prospecting, then Outreach is the way to go. If you want a full scale layer 2 for Salesforce, then I would look somewhere else. Outreach is lacking on the opportunity side of things.

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.

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.

For building out a sales team and for creating a process for an already built growing team. Less appropriate for a non sales team and a team with few people.

If there is any kind of outbound sales team, Outreach is vital. It's adept at managing thousands of contacts and bringing a relationship history with each one. Customer Success teams benefit greatly from knowing the history of engagement with prospects as well. If you're strictly B2C, Outreach may not be fully necessary.