Item: Outreach
Rating: 9
Author: Julie O'Brien

Overall Satisfaction with Outreach

Use Cases and Deployment Scope

Outreach is an easy to use tool that allows account execs to touch multiple accounts quickly and actually tracks activity on sales campaigns.

Pros and Cons

Pros

High email volume deliverability
Easy targeted campaigns and templates
Prospecting made simple

Cons

Creating bulk sequences, prospects, and tags
Sharing prospect information company wide or between account managers

There are "champions" on my team that are very proficient at using Outreach, but they have had to spend time training and learning the platform very well. They are the main drivers to get usage among other team members. For those that do not have the background knowledge, they do not use Outreach as often.

Reports Used with Outreach

I generate weekly user reports based on our sales KPIs including emails sent, campaigns used, tasks followed up on (or open), and clicks / responses. This is a useful metric to use when assessing activity on accounts and prospects especially with the email and salesforce integrations. This provides a high level overview of activity for both individual, team, and organization levels. Very easy to filter and modify the reports.

Return on Investment

Increased activity on propsects
Increased pipeline activity (touches)
Overall organization (tasks)

Working with the Outreach CSM Team

There have been multiple opportunities to receive training and coaching from the Customer Success and trainings teams. There are best practices and weekly email updates, etc. It is nice to know that there is a dedicated team that is an additional resource if there are ever any questions or gap in knowledge.

Other Software Used

LinkedIn Sales Navigator, Zoom, RingCentral, Clari

Likelihood to Recommend

I use Outreach daily in order to keep my pipeline clean and ensure that there is always activity going out to my prospects. In addition, there are helpful notifications for where I should focus my time (tasks, scheduling events, calls, etc). The most time consuming part is actually importing the contact/prospect information that you need, but once that is completed the process is very easy. I also love the email integration to use for quick templates, sequences, and snippets.

Comments

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Easy tool to increase productivity