Item: Outreach
Rating: 6
Author: Jonathan Sykes

Overall Satisfaction with Outreach

Usability

It definitely took time to learn to come from a different system but works well now after a few months transition. Most people use it with great success, others do not

Use Cases and Deployment Scope

Used by the sales team, used for lead generation as well as managing prospects and keeping them organized.

Pros and Cons

Pros

Easy to search and find information
Good layout and sequences, easy to use
Easy to calendar sync with gmail
Easy to communicate with Outreach team to make changes etc

Cons

Issues when first being used with functions that were not in place that we needed
Some technical issues when linking to our phone system at first

Reports Used with Outreach

I don't personally generate reports for what I do, but there are daily digests every morning to keep you on important tasks which is very helpful.

Return on Investment

Increase in sales activity
Better visibility with potential clients
Saves time with automatic emails built on sequences we make

Working with the Outreach CSM Team

I haven't personally interacted with them except for some basic training at the beginning but from what I've heard they are very responsive to our needs when implementing new features or moving things around.

Alternatives Considered

Better in every way. Easier to use and more time efficient

Likelihood to Recommend

For what we do it works very well. There were some issues at first but now that we have been working with the Outreach team to make changes to better suit our needs. It's good for keeping track of leads, with history and follow up sequences for new and current prospects

Comments

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Outreach for sales professionals