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Outreach Review
January 15, 2018

Outreach Review

Carrington Moore | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

Outreach was easy to adopt and train others on - it is an intuitive platform that doesn't over complicate things. That being said, sometimes users are looking for more data and data manipulation than what is available on the platform.
It is being used by one department (sales) and it addresses outbound and inbound sales tasks, call, and email data. Inbound teams use templates and sequences to respond to leads, and outbound teams use it as a task manager to keep track of ABM marketing initiatives. Some AEs have access to Outreach still but do not lean on it as heavily as the prospecting and inbound teams.
  • Task management on a high level - keeping track of lots of people and seeing activity history
  • Email open rates and understanding location/timing of opens
  • Providing easy access to templates and sequences, especially creating your own.
  • Data manipulation and export: unable to export to excel to analyze data in-depth
  • Detailed task information, such as keeping notes on a prospect, editing tasks that are further than 1 day out, and easily exporting task reports to plan weekly work-flow
  • Dashboard call and email volumes are not correct or easy to understand - data doesn't seem to line up with what is actually being done (which might have to do with marking a task as complete)
  • The new export feature is a mess - it doesn't connect to Salesforce anymore and you have to do it in a new window.
  • Using email data, I've been able to craft new strategies to obtain appointments with larger and larger companies.
  • Ramping using Outreach is very fast and we've hired a lot of new people - I'm sure this has had a positive impact
  • Unable to comment on ROI change as I was hired on after Outreach was brought on board
Outreach is great with UI and getting people to live in the product. Integrations with SF were better in the past and don't compare to EverString's integrations which is awesome. Outreach is a different platform than these other tools though so they can be used in conjunction which is why we have more tools than just Outreach.
It's well suited for templated or sequences emails, but harder to use as a task management tool for personalized outbound that doesn't rely on sequenced or bulk activity.