Overall Satisfaction with Outreach
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