Item: Outreach
Rating: 9
Author: Verified User

Overall Satisfaction with Outreach

Usability

Outreach's usability has always been fantastic in my eyes. There is definitely a learning curve to maximizing the functionality for whatever use case it is being employed, but the training we have received from our CSM and from the training portal has been great. With constant improvements to the platform, there is always something new to learn that adds to the usability and experience.

Use Cases and Deployment Scope

Outreach was initially bought for the Account Development team. As Pluralsight has grown, Outreach has been expanded to other departments and has also grown with the teams as they have changed over the past year. The Business Development team uses Outreach to prospect and hunt for new business, while the ADMs use it to deal with all of our inbound leads. Outreach has been successful in the pre-sales area so the sales teams have also requested the tool and started to use it in some AM and AE roles.

Pros and Cons

Pros

Manages multiple contacts well
APIs integrate with CRM seamlessly
Messaging through snippets and templates allows the team to share best practices

Cons

Always changing platform - must stay training to keep up
The simplicity was a big plus and as the tool grows some complexity is getting introduced (good or bad depending)
Data insights are somewhat difficult to utilize

Return on Investment

Increased response rates
More contacts that agree to meetings = more opportunities
Automation of follow-up allows for higher-level strategy

Alternatives Considered

Honestly, I have not used any other program like Outreach, but I have a somewhat small sample size since this is my first role as BDR. One tool I did use for a while that was too clunky and not customizable enough was an email return service. You would have to email out a cc'd or bcc'd email and then it would come back to your inbox at whatever date chosen. There was no extended follow-up feature and no central portal to monitor my efforts.

Other Software Used

Salesforce App Cloud, Google Drive, LinkedIn Sales Navigator

Likelihood to Recommend

Hunting for new business and keeping track of multiple contacts in various sequences/campaigns is where Outreach shines. Outreach allows a salesperson to efficiently track and reach out to hundreds of people without losing track or having anyone fall through the cracks. Another scenario I use Outreach for frequently for is events invitations and follow-ups.

Comments

Please log in to join the conversation

Outreach for BDRs