Outreach: outright out of sight
January 23, 2018

Outreach: outright out of sight

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

Overall Satisfaction with Outreach

The user experience was a hang up for a lot of our team. I had to do a lot of coaching and had to build many special triggers and custom fields to make it more intuitive for people. I still think it's great and that the vendor is very likely aware of any shortcomings since I saw a lot of progress.
We used Outreach on our small team of 8. We combine the normal activities of an SDR team with a standard Account Executive to provide a premium welcome service for attorneys who are new to Avvo. Outreach addressed email templating, automating our workflows, and assigning call tasks. Our dept. head decided not to purchase after a trial, but I'm hoping we can revisit the situation in the near future since this could have to do with our acquisition.

Pros

  • Automating emails
  • Using data from SF in email templates
  • Drip campaigns
  • Creating call tasks to follow up on emails or vice versa through sequences

Cons

  • Variables = should have some sort of type conversion, or ability to process boolean logic on custom vars.
  • Documentation - much of the documentation is missing or inaccurate. Some fields are floating points, but documentation shows integers. E.g. docs would show "0" but the technique would only work with "0.0"
I've done little to no reporting with Outreach. I have reports for sequence replies that I'm hoping to gain insight from in a sort of Outreach postmortem.
  • It saved me at least 50% of the time on emails, and therefore increased my calls
  • I had to administrate the program so I lost a lot of time from us not having a dedicated outreach admin on site.
  • I think I reached between 20-25% more prospects
They were really great in all ways. Our internal structure really kept us from building out the internal content, sequences, and resources we'd need to roll out to a full team of sales reps, but we all loved the email tracking, templates and automation we did get to enjoy.

Post-sale support was at a much higher level than I've seen with other products. We had multiple in person meetings and several conference calls and quickly received answers when needed.
Outreach is way better. InsideSales.com has no UI, their integration was spotty at best, and we had very little insight or control at the rep level of what was going on. May be more ideal for account executives, but in my role, we need to be more agile.
Great for: SDR teams, 1 off sales campaigns, re-qualifying leads.

Less well suited for: traditional sales activities. Would be great, but requires a significant amount of content, creation, moderation, etc.

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