Outreach is exactly what we needed!
January 25, 2018

Outreach is exactly what we needed!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

The user experience was extremely easy. We took our time with creating email templates and sequences for all scenarios that we've encountered. Once that was complete it was time to push full steam ahead with finding prospects and loading them into our system.
Currently, Outreach is being utilized by our outbound sales team. We prospect for new clients and file them into custom sequences that we've developed. It has been great with daily production because the autonomous features allow time for more research. Another department in our organization is going to potentially adopt the platform as well.

Pros

  • Their ability to feature all of your metrics on a daily dashboard allows you to have a clear focus on the day.
  • When completing tasks, the screen sections and allows you view all important information about the prospect's profile.
  • They do a great job with the sequences and the scheduling function for meetings. It is seamless for clients to book a time on our calendar.

Cons

  • There are some function keys in the email templates that I wish I knew how to use better. They seem like a great tool.
  • Possible improvement with inputting information from LinkedIn to create a prospect.
I normally do not generate reports but my manager does. He normally pulls reports on our daily metrics but also on how well our sequences and emails are performing. This helps us when we need to create new content.
  • Definitely increased in-person and phone meetings with potential clients.
  • Has created a relationship building aspect that has allowed us to convert more opportunities.
  • Has freed up time daily by automating email once calls are made and correct sequences are applied.
The customer success team at Outreach is amazing. They really go above and beyond to be sure you are getting the most out the platform. We've had to hop on a phone few times with questions, but was figured out easily. That is the kind of support you are looking for with type of service.
We haven't evaluated any other products.
Outreach is well suited in an environment where you need to reach out to a large number prospects on a daily basis. It gives organization to your outreach methods and real data to help make things better.

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