Item: Outreach
Rating: 7
Author: Verified User

Overall Satisfaction with Outreach

Usability

It's simple enough to create templates for use now or later, and the integration with Salesforce is pretty reliable. Sequence building could use some work. It hasn't been as simple as it could be.

Use Cases and Deployment Scope

Outreach is being used primarily by sales development and account executives. Giving the ability to assign tasks and store templates, the tool alleviates the need for constantly referring back to other shared storage spaces which saves many clicks.

Pros and Cons

Pros

Ease of use
Can be easily integrated across platforms
Streamlines the process of prospecting

Cons

Issues with opting prospects out of emails even if being imported for the first time
Sequence/template clean-up could be simpler
Issues with VOIP are more frequent than desired

Reports Used with Outreach

Most reports are coming out of our CRM, although being able to pull reports on open and reply rates has proven helpful.

Return on Investment

The ability to remain within Outreach frees up a substantial amount of time. This carries an impact across almost every metric.

Working with the Outreach CSM Team

The CSM team has been fantastic. Only recently has our personal CSM left the company. We only hope that we get another one as good as the first.

Alternatives Considered

SalesLoft

I was not a part of the evaluation of SalesLoft. My team felt that the Outreach product armed us with the ability to do more with one tool.

Other Software Used

Slack, LinkedIn Sales Navigator, DiscoverOrg

Likelihood to Recommend

Outreach is well suited for lead-gen teams and sales development teams that are sending a lot of template emails. The functionality will give you the opportunity to stay on track and not let a lead "slip through the cracks".

Comments

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Outreach efficiency