Best Outbound Prospecting Follow-Up tool
January 25, 2018

Best Outbound Prospecting Follow-Up tool

Edgars Boitmanis | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

Bit clunky, rules around sequences are a bit confusing. I wish it was simpler. Also, it should be easier to set up follow up emails and follow-up tasks.
It is used by our SDR team for outbound prospecting with email and calls. We load a build of prospects and then run a campaign with 2-4 steps in a sequence. Also, I use tasks to set up my day and set reminders to send a follow-up if there is no reply.

Pros

  • Ability to tag prospects
  • Making calls with Outreach is really easy to manage
  • Task panel that takes you from one task to another

Cons

  • Call quality!!! Often there is a lag, dropped calls and etc. I think we have those issues in the UK, especially when making calls abroad.
  • Sequences are a bit clunky. There active, pending prospects - I am always confused about that.
  • Salesforce (SF) integration is not instant and often misses few things, but this might be due to our SF configuration being incorrect.
I don't use Outreach reports. I sometimes look up call volume. All our reporting should be in SF.
  • Less time spent on thinking what to do and more on doing
  • Ability to reach out to more prospects in the same amount of time
They seem to be great and responsive, but the tool seems to be self-serve so there isn't much need to engage CS.
I have used ClearSlide, but it was very subpar in scheduling email campaigns. However, I wish Outreach would have the ability to send presentations and track engagement.
Outbound prospecting is great, especially when reaching out to hundreds of prospects in an email campaign style. Probably less suited for target account prospecting.

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