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Automate your Sales Process
February 01, 2018

Automate your Sales Process

Brandon Mayweather | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

It's very user-friendly although there is a learning curve. There are lots of icons that are useful but undefined! After 6 months, I realized that 2 icons under the prospects name are hyperlinks to the Salesforce account and lead's website!!
We use Outreach to correspond with prospects in our sales department. It makes it very easy to maintain the sales pipeline. We use email sequences and call sequences. It's very simple and automatic. Our sequences are made up for us. It makes the sales process very efficient.
  • You can track if prospects have seen your emails to track engagement
  • Keeps a well organized sales pipeline
  • Tracks all sales activity very easily and clearly
  • Sometimes calls drop and log out of the system
  • Add a smart view that allows you to organize by engagement level!!! VERY IMPORTANT!!!
  • Adding a way to mark prospects to a "hit list"
  • Increased meetings. Higher engagement with prospects.
  • It's nice to automatically know who to contact although sometimes it can seem random.
  • There needs to be a smart view "hit list" of prospects you want to keep an eye on at all times.
Outreach is great for sales teams contacting a high number of prospects per day for targeted engagement.