Client Outreach?
September 20, 2017

Client Outreach?

Lindsay Lee | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

The Publisher Sales team at my company is currently using Outreach. We use Outreach daily for not only client outreach but for organization of how we manage our contacts. Outreach has been a great product to use as you can easily manage contacts through Saleforce and create various templates for emails.
  • Detailed metrics for tracking individual success and team success
  • Catches duplicates and can link with certain CRMs
  • Great UI and easy to manage
  • Email alerts for certain tasks could be improved. The current setup sends one email bundled with all recent activity but it would be nice to change these settings for more detailed alerts.
  • Pausing sequences can get complicated for holidays or specific time frames. There can be errors where I cannot restart a paused sequence.
  • Increased client contact
  • Increased lead conversion
  • Increased organization
Outreach is better organized, user friendly and provides exactly what we need.
Outreach is great for lead reach out, sales teams, creating email templates for clients. Has great metrics to capture a team or individual's success with business development. I have seen various softwares but Outreach has created more success for us and we will continue to use them. To increase your pipeline of contacts and clients I would recommend Outreach.