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The last sales tool you will ever need.
January 29, 2018

The last sales tool you will ever need.

Ary Kidher | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

At first, Outreach was confusing for me, but after about a week it was very easy to use. Many of the tabs and functionality I don't even use. I really only upload my CSV file and use the sequence button. After that, the rest is not really needed by me. Luckily I had may colleagues familiar with the use of Outreach, so they taught me how to use it. Your tutorials are very beneficial however for those who may not have colleagues that use outreach.
To my knowledge, Outreach is currently being used by multiple departments in my office. The entire sales team, license renewals team, and marketing team are all utilizing outreach daily. We mainly use it for automated emails. For both cold prospecting, and emails to current clients. In my role, I currently use outreach daily, along with the other account managers.
  • In my opinion, the most useful part of Outreach is the email automation. I am able to load in Excel sheets of hundreds or thousands of contacts and easily sequence them.
  • The creation of sequences is another one of my favorite parts of using Outreach. Instead of having one generic email sent, I add multiple steps and different emails to one sequence. These will send until the client/prospect has responded.
  • In the event that a client/prospect does not respond, outreach can neatly organize all of those contacts and creates follow-up call tasks for each of them. This is automation at its finest.
  • The integration with my Outlook outbox was a bit confusing for me. I am not sure if this is more a problem with Outreach, or just something that needs to be done in a very particular way. Sometimes it seems to un sync on its own and I am not sure why.
  • The integration with Salesforce can at times seem to fail. Sometimes we have overlap with clients we have already emailed, but that may just be due to our error instead of outreaches fault.
  • Inserting variables in sequences can be a bit confusing at first. They have to be exact, or else they will not send correctly to the client.
  • Before my usage of Outreach, I would have to work much harder for meetings and was set up for fewer meetings. Now with Outreach, I can book more meetings than I ever have before.
  • Since more meetings generally convert to more opportunities, my pipeline has been more full, and have been closing more deals. This would not be possible with the automation provided by outreach. This makes me happy of course and my manager.
  • Since Outreach is all automated, this leaves the Salesfloor with more time to focus on existing opportunities and closing more deals. Less work and more money.
Outreach is amazing for casting a wide net across clients/prospects. There is no way I would be able to carry out my day to day activities without the use of outreach. Before I would manually call accounts on an excel spreadsheet or with Salesforce and maybe reach 40-80 clients per day. With outreach, the sky is the limit. I can reach thousands of contacts and it is all automated. Now the clients are coming to me instead of the other way around.

One scenario it is not well suited for is the accounts/prospects that you would like to "white glove" or treat with more care and caution. I do not believe email automation is good, and a personal touch is required for these.