Make Outreach your tool for Personalization and Automation
February 02, 2018

Make Outreach your tool for Personalization and Automation

Kristin Garrett | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

The tool is very usable. I've been in the position where I've had to train people to implement the tool. Most users get the hang of the tool right away and there are little to no problems. Now, if our CRM tool wasn't so messy, it would take a lot of the issues away, but that's another issue.
Outreach is being used by our entire sales operation. It helps my team with email and task automation so we can get more done in less time. I also helps with collaboration between users for different sequences that might be working better then others. Additionally, we are using the calendar tool and it has been very helpful.

Pros

  • Automation
  • Personalization
  • Flexibility
  • Time Management

Cons

  • Opts people out of email automatically if a duplicate email is input
  • Reports aren't overly user-friendly
  • There could be more things that are customizable
I look at my overall stats as well as look at my team's stats so that I can understand where I'm falling short and where I could change up my technique to better help the people I'm reaching out to. My goal is to get the best response rates and using the reports allows me to see my success.
  • Increased meetings
  • Increased pipeline
  • Increased time
They have been very helpful. Recently, I changed orgs and had to get a different seat in Outreach. There were a few hiccups, but I was connected to someone in no time and my problem was handled. I feel like they are on an even playing field with most other support teams I've come across in the past.
Outreach has so many more features than I was ever able to find when using Yesware. The support team is an even keel and I was able to do similar things but with less automation. Storing and creating templates and snippets in Yesware was easier and it integrated more thoroughly with Gmail.
If you're going for scale with personalization, Outreach is the tool for you. If all you're going for is scale, you could use any tool for this. I love the custom fields that you can change for each prospect you're reaching out to. It allows us to be more customer centric with our emails.

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