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Outreach - Salesman's life hack
January 25, 2018

Outreach - Salesman's life hack

Frank Delgado | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

I think that Outreach is a great tool once you are able to learn it. It took some serious training from peers and coworkers to figure out the few functions that I use today. Some of it is quite natural and self-explanatory while other parts can take many steps and is not easy.
Outreach is being used across our entire Sales Org for its abilities to link with Salesforce, create sequence emails, and designate daily tasks. There are more capabilities than I currently use, but I know that it's a tool that our organization really appreciates. Depending on the tier, the tool is used quite differently.
  • It's ability to automatically sync emails with Gmail and Salesforce.
  • The sequence emails that will automatically send to clients is extremely helpful.
  • It's abilities to help coordinate your daily activities.
  • Some days, Outreach will not be synced with my gmail and I won't realize it for a day or so. Meaning that 100's of emails may not be getting synced to Salesforce. Also, I then do not have the ability to check back in on the emails to see if my client has read them.
  • Creating a sequence is quite difficult and requires multiple steps, so in a time crunch, I may not choose to use Outreach.
  • It has given me the ability to reach out to multiple clients at a time, but I haven't calculated the tangible ROI.
This is the first type of software that I've used with its capabilities.
I think that Outreach is great for building up a pipeline of clients to reach out to. It's mostly helpful for new business salespeople because you can reach out to many clients at a time. I use it on the growth side of the business to keep track of the viewing habits of my clients.