Item: Outreach
Rating: 7
Author: Carlos Roman

Overall Satisfaction with Outreach

Usability

Very clean usability, I have no problems with the interface and it's extremely easy to use. But that's also coming from someone who has used it for 2 years. To a novice or beginner, I would say that creating drips seems to be the most difficult to get used to.

Use Cases and Deployment Scope

We are utilizing your services for more of our sales team.

Pros and Cons

Pros

open feed to let me know when people are opening up emails
sequences and auto drips to make emailing a lot easier
being able to better understand my daily metrics and contrast them to monthly

Cons

the integration between Salesforce and outreach lags.
cannot add in prospects that may have a duplicate email address, even after you delete the contact on SFDC

Reports Used with Outreach

I usually don't generate any reports that are geared towards emailing specific prospects. I generate data reports to better understand my key metrics/ KPI's so that I can mimic strong months where I performed the best. That type of information is super important not only to me but also for my managers.

Return on Investment

positive: I would say my output doubled with sequences and attaching people to those sequences.
negative: I rely heavily on the news feed to see real-time if I have the opportunity to see what emails opened or closed.
positive: Great customer service.

Working with the Outreach CSM Team

Outreach CSM's are great! They have always answered my question, gave me better tips and tricks to navigate the platform more easily and offered to look into issues that may have been experiencing throughout the duration of my usage. Overall, keep it up, they are really great at their jobs.

Alternatives Considered

I wouldn't know, I wasn't involved in that process.

Likelihood to Recommend

Outreach works well in its true form, it's a great way to better leverage your contacts and start-up sequences to mass email prospects in your book of business. The only caveat is the way in which Salesforce integrates with outreach. Sometimes the information can be false or we can have issues on the feed itself, where it's way held back in time to open.

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