Overall Satisfaction with Outreach
We use Outreach with our SDR team and Customer Success Team; I've used it in both departments and am the Admin for the Customer Success team. For the Customer Success Department, we use the follow-up tasks and Outreach meetings constantly, as well as templates and snippets. Without the follow-up tasks, it would be nearly impossible to keep track of our customer's needs.
- Outreach Meetings -- saves a lot of time going back and forth and building calendar invites.
- Follow Up Tasks in Gmail -- makes it easy to keep up with customer needs.
- When creating Follow Up tasks from Gmail, it counts an OOO as a reply.
- For Outreach meetings, you can only show the calendars of Outreach users.
- Increased meetings -- easier to follow up with customers/ prospects.
- Happier customers, they appreciate the follow up.
We evaluated SalesLoft, but it did not integrate with Salesforce as well.