The all-in-one sales engagement solution
February 02, 2018

The all-in-one sales engagement solution

Zach French | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

The dialer has been pretty inconsistent, and not every activity is pushed to CRM. Other than that, very good usability with highly intuitive UI.
Outreach is currently being leveraged by our sales org. The business problems outreach addresses are two-fold, both related to improving efficiency of process and engagement. First, the sales tiles and ability to do emails/calls/tasks allow you live almost entirely inside outreach without having to switch to SFDC or other parts of tech stack. Two, the analytics provided allow for teams to experiment with all kinds of engagement strategies and use metrics to determine best practices.
  • Sales Tiles - relevant events and 1000 foot overview of the prospect and account help keep you up to date as you are going through your daily tasks so you have fresh content and referenceable activity all in one area
  • Task Flow - the fluidity of running through tasks makes it hard not to get them all done, it is a relatively minor feature but helps with process so much
  • Customer Success - Our CSM at Outreach is one of the best I've ever encountered, helping us maximize utility of the entire tool
  • Calendar Feature - could be simplified a bit, and an added ability to sync calendars without the other person having access to a license would be tremendously helpful for setting meetings with multiple stakeholders from internal side
  • Speed - freezes pretty regularly when going through tasks, and always cause the rest of the computer to slow down a bit
  • Positive - any process oriented role will see a huge benefit in the form of reaching out to more people more often with consistent and relevant messaging
  • Positive - conversion rate has increased due to the above
It has been 2 years since I evaluated, but the main differences were the integrations with SFDC. You weren't able just live inside SalesLoft at that point, you still had to have a contact page open
Well-suited for scaling engagement processes for development representatives. Great for managing contact inventory more efficiently than inside the CRM. Great for any team that wants to use performance metrics to improve processes.

Not the best for personalized outreach because there is no efficient way to alter content of templates or sequences based on role. Maybe some prescriptive or predictive content abilities would solve this?