Very Positive Perspective from an Individual Contributor/Manager
February 02, 2018

Very Positive Perspective from an Individual Contributor/Manager

Carson Christensen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

Originally most people at our company had been using Cirrus Insights, but when Outreach was adopted and leaders and individuals could see the capability of what an email automation tool with schedules for tasks and visibility into sequencing messaging could do, it was made a requirement across our entire organization so that Cirrus was no longer a tool to be used.
Outreach is being used by our entire Sales Organization and also parts of the marketing organization. Several hundred employees. Outreach has been a great tool to enable us to reach more contacts efficiently so that it takes fewer employees efforts to be reaching out to more contacts. Email automation is key to having the success in an organization that has so much data and customer touchpoints to be able to offer a best in class service experience. Outreach helps us create more opportunities to fill the pipeline for Account Executives by being able to automate templates and sequences to reach out to the masses.
  • Email automation to scale. Enabling multiple contacts with clients in a short period of time.
  • Customization of Templates/Messaging. How/When/Where emails get sent.
  • Creates a method of accountability to make sure you aren't letting contacts fall through the cracks.
  • More training available on the functionality of available tools within Outreach (e.g. Tags, Prospecting Schedules, etc.).
  • Examples of Templates/Snippets/Sequences.
  • Enabling easier collaboration with Team Mates for sharing and viewing details of conversion on sequences and specific messaging (if shared between team members).
  • Our organization has seen a great ROI from this tool due most in part of the visibility it gives our leaders to view the number of outputs (e.g. Calls, Emails, etc.).
  • There is a fast ramping period with Outreach, so new users are able to get up and going right away and start utilizing it.
  • Some onboarding videos from Outreach to walk a new user through the ins-and-outs of the tool if they haven't used them would be really nice because management in a high growth company isn't always available for little questions throughout a day.
Like I had mentioned before, our company had been using Cirrus Insights before rolling to a more comprehensive tool like Outreach. Outreach has made it easy for users to create and craft messaging through templates and snippets and be able to track the success of each. We were exposed to another tool like Outreach that a trainer had used called "Sales Loft" or something like that, but it didn't seem at all as capable as Outreach.
In my department, business development, it is very well suited for us to do our role efficiently so that we can reach the large number of interesting prospects that we have data to support a reason for reaching out. One thing we have to be careful of is that adding a prospect into an automated sequence is very easy and you want to make sure that your messaging is customized enough so that it doesn't come across as an "automated/spam email".