Overall a great product (with a short wishlist from a user)
January 10, 2018

Overall a great product (with a short wishlist from a user)

Rand Sargent | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

There are certain features that are harder to find for some folks, but overall usability is fairly simple and straightforward. The setup is probably the toughest part (just making sure it's synced with Salesforce and Gmail). I love knowing when I send an email that it's automatically logging on the contact record in Salesforce. Less repetition in my job, the better.
Outreach is used by the sales organization to better streamline communication to our customers and help automate some of the tasks that often slip through the cracks. It's helping us convert leads at a higher rate, and uncover messaging that works well so that future communication can be more effective.
  • Automation - Outreach enables some automation of certain tasks. This makes it easy to set/forget items that can easily be forgotten otherwise.
  • Scheduling of emails - there are times that I'm thinking of an email I need to send, but I don't want to send it right away. Outreach enables me to schedule the delivery for later. The interface and functionality are very easy to use.
  • Bulk composing emails - the ability to pull automated fields to fill into emails when you need to send a similar email to multiple people. Makes it very easy to communicate to people, making it personalized and much more effective than a mass email.
  • Mobile - I'm not aware of any functionality on mobile. Would love a mobile app to review my outbox, see what emails have been viewed, etc.
  • Static window - with their new window mode, I'd love to be able to lock that window on the outbox to see in real-time what emails are being opened and what attachments and links are being clicked on.
  • I've noticed increased meetings from the automated tasks/follow up sequences.
  • More pipeline generated because of the a/b testing, and subsequently more effective messaging.
  • Freed up time for me to focus on other things because of automated tasks.
Compared to ToutApp, I prefer Outreach. In my experience at the time, Tout lacked functionality and UI to compete with Outreach. Their support team has been incredibly responsive.
Great for bulk emails on product updates that need to be personalized. Great for starting an email chain to a net new prospect.

Not great in automating (with flexibility) communication in scenarios of account management over the lifecycle of the customer.