Item: Outreach
Rating: 10
Author: DavidLee Martinez

Overall Satisfaction with Outreach

Usability

I feel like I got a hold of Outreach pretty quick. Any questions I have/had, I'd send it to the help dept. and they were ALWAYS great at helping me out and following up to make sure I was still on track or needed more help. If need be, they would screen share with me to ensure that I was understanding correctly. Their small videos in the emails help out a lot too. They seem to realize that some people are readers and some are visual learners.

Use Cases and Deployment Scope

We use outreach to our sales department. At first, we used it to help log prospect calls, but now we've moved into email marketing and have it running the whole operation.

Pros and Cons

Pros

Organization - There are, without a doubt, deals that I've made because of the organization Outreach provides. Having all of the prospect's info in one spot helps not lose any notes on them.
Calendar Integration/Alerts. Having the desktop notification and the ability to set alerts for high priority tasks make it nearly impossible to miss an important step in closing a lead.
Morning Emails - I love the morning emails because it shows me everything I must do that day. From there, I can structure the day to make sure every task is accomplished.

Cons

Mobile App - I'd love it if I could access Outreach without going to the website. If I was able to pull it from my phone without using an internet browser. That'd be really helpful
Searching. I'm still using the shortcuts to searching prospects. It'd be great if there was an easier way without having to put "website:"abcdefg.com*" to search.
Notifications. I'd like to get emails, or notifications if certain prospects reach specific steps. For example, if a prospect opens up my email X amount of times, I'd like to get a notification on my phone letting me know, vs finding out only when I search for them the next day

Return on Investment

Increased confirmed appointments
Literally 5x more opportunities than before. It's unbelievable how many opportunities slipped through the cracks before using Outreach.
Increased response rate
Increase prospect touches
More time for client calls and support

Alternatives Considered

Salesforce

Only Salesforce, and I've only been using it for a few months. I do like how I can sync up Outreach and Salesforce with ease. Since Salesforce is new to me, I've found it easier to input all of the info into Outreach, then export it out to SF. This is much easier for me now than figuring out how to do it all in SF alone.

Other Software Used

Salesforce App Cloud

Likelihood to Recommend

Best suited - prospecting and clients. Anything that requires constant follow-ups, this is amazing for. My deals per year have increased as well as my client retention because of Outreach.

Best suited - mass outreach. When email prospecting, "bulk create" is a gift from above. It saves me so much time. This is also helpful for when I need to tell all clients something quick. I can add them all to a sequence or a mass email to knock it out.

Less Appropriate - very complex sequences. This might be a learning curve for me, but it seems like I can't make sequences too complex. Keeping things as simple as possible with sequences (emails & calls) have worked best for me.

Comments

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more prospects, more touches, more money