Outreach for lyfe
January 29, 2018

Outreach for lyfe

Elizabeth Richards | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

It took a little bit to catch on and if it wasn't for me reaching out to support and getting personal training, I wouldn't have caught on as quickly. But once you have it down, you are good. Now that they use Pendo and you have tooltips to help with onboarding and adoption it is super helpful.
We use Outreach for the BDR part of our sales team. We use it for task management to tackle all of our prospects in an organized fashion. The whole organization does not use Outreach. Some account executives have access but not everyone. We love using Outreach and everyone who I have interacted with at Outreach for training purposes has been great!

Pros

  • Sequences- you can personalize different 'touches' and manage when they are sent, including adding generic tasks etc.
  • You can see when people open and click on your emails.
  • Broken out tasks for you to compete, calls, email etc.

Cons

  • Syncing with Salesforce can be tweaked and faster.
  • The Outreach plugin with Salesforce could load quicker.
  • The layout of the sequences.
I do not create any reports with Outreach. No reporting is meeting my needs since I do not create reports. I simply use Outreach for the basics and running reports has not been something I need to do. Maybe this should be a tooltip to let people know how they can use reporting to meet their needs.
  • Increased meeting opportunites
  • Increased revenue
  • Increased phone calls
The Outreach customer success team has been great as far as I know. I do not and have not worked directly with them, we have one person in particular who does. I have had interaction with Adam in customer success/training and he has been absolutely wonderful. They are very willing to drop everything and help you and get back to you very quickly.
  • MixMax
I can't really speak on behalf of this because it is the account executives who use that tool. We are looking to get more folks possibly on Outreach but, I do know Outreach sequences are better than MixMax's, couldn't tell you why. Outreach has been a great product and we are very satisfied.
Outreach is well suited for organizing your day/week appropriately. As long as you go through the correct steps and layout sequences and don't bombard yourself with loads of phone calls that end up sitting in your open tasks, that part is key. Outreach does not track specific clicks in the emails which would be nice.

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