Outreach is an Expansive Prospecting Tool
August 22, 2018

Outreach is an Expansive Prospecting Tool

Arick Christopher | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

Outreach is used primarily by our inbound and outbound business development reps. We use it on the outbound side to cold prospect into our targeted companies and on the inbound side to follow up on our marketing leads. Outreach allows us to manage a large volume of prospects and for both teams, while also allowing us access to great reporting functionality. With the tool, we can see exactly how our reps are performing at a very granular level.
  • Outreach integrates well with Domo, which allows us to put together comprehensive reports pulling data from both Salesforce and Outreach.
  • Outreach does a great job of supporting you, by offering a responsive CSM and support team to troubleshoot issues.
  • It doesn't take too much time to onboard new users in the basic functionality of the tool.
  • I would like to see better customization between global rules and team rules. When you manage more than one team in the tool, it can be hard to fine tune the permissions for each team. There are some global settings that I would like to move to the team settings instead to help with this.
  • I would like to see more customization options when it comes to building rulesets and triggers. The addition of time-based triggers would help us out a lot by moving prospects to a certain stage after a certain amount of inactivity.
There is a joke in our office that Outreach has a setting for everything, but you have to find it first. Outreach allows you to customize your sequences and templates to your heart's content. The drawback to so much customizability is a lot of settings that are sometimes difficult to find. That said, for most users, the tool is ready and easy to use out of the box.
  • Visibility has been the best ROI for us. We are able to see what our reps are doing and then we can constantly change our approach until it gets honed in.
Outreach works well for any prospecting sales organization. The ability to quickly put together and execute on specific sequences allows your reps to put out a high volume of targeted emails.

I've used the tool as well as a CSM at my last company. While there were features that were useful to me, like the Google Calendar integration, I didn't get the same utility as I would cold or warm prospecting leads as a BDS rep.