more prospects, more touches, more money
January 25, 2018
more prospects, more touches, more money
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Outreach
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
- 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
I haven't done many reports yet, but the main report I am looking to dive into is the best times to reach out to prospects via email. I want to push on this report more and see if I can make it work to my benefit, increasing my conversion rate with email marketing.
- 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
I haven't used many other products, besides Salesforce. When I first started Outreach, I really wanted to use it to it's fullest potential and make it work for us. I had so many questions in the beginning. At first, I'd ask my managers, but one suggested that I try the help center. After my first interaction with the team, I've reverted all questions to them. Sometimes my questions are small, or I figure them out quickly after sending the request, and every time the success team has been extremely helpful and friendly. Out of the 20-30 interactions with them both phone and email, I've never had a bad experience.
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.
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