Item: Outreach
Rating: 8
Author: Lydia Green

Overall Satisfaction with Outreach

Usability

It takes a few weeks to get comfortable with the system, especially if you are switching from a different outbound management tool like Salesloft. I do find that I get lost in the system when I'm trying to track something down; I don't like how you are taken from the Prospects object to the Sequences object to the Emails object without intending to. It's easy enough to get the hang of after watching a few of their support videos/demos.

Use Cases and Deployment Scope

Outreach is being used by 6 individuals on our sales team (5 senior enterprise sales reps, 1 SDR). We run all outbound campaigns through Outreach, and it also helps us log and track communications with prospects into SFDC. It also allows our senior reps to know when prospects have opened/clicked on emails.

Pros and Cons

Pros

SFDC Connection/Integrations are very strong.
New calendaring feature is great.
Our CSM is extremely helpful and supportive.

Cons

Navigating the UI can be a little confusing, hard to know *where* you are in the system.
Expensive! the VOIP calling package is costly.

Reports Used with Outreach

I typically do not use the reporting function in Outreach as I don't feel you can get granular enough. I normally just report on activity from SFDC. I wish that you were able to customize the export fields when doing a CSV export. I think this is an area for them to improve on.

Return on Investment

Freed up time for our senior reps
Allowed us to shrink SDR team size due to productivity

Working with the Outreach CSM Team

I don't think our initial implementation was very successful, our CSM did not help us develop a strategy/use case for the tool. Later, we switched CSMs and she was incredibly helpful and went out of her way to be responsive and supportive to our questions/problems.

Alternatives Considered

Sales Loft and Yes Ware

Outreach won out over Salesloft because of their focus on product innovation and their super-tight integration with SFDC. I felt like I was getting a better value for the money with Outreach. They are continually working on adding new features and functionality to the platform.

Other Software Used

Datanyze, Atlassian Confluence, Pardot

Likelihood to Recommend

Outreach shines for targeted outbound campaigns, and enables a large team of SDRs to work cohesively and coordinate their outreach efforts. It allows for great transparency. It's more difficult to find use cases for our senior enterprise reps, who don't typically blast 10+ emails with the same content. For them, the snippets feature is great, allowing them to drop in a few lines of text, as well as the tight integration with SFDC, which removes the manual work of logging emails.

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