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Powerful Sales Automation
August 22, 2018

Powerful Sales Automation

John Manuele | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Outreach

Outreach is used by the Sales Team (Account Executives, Sales Development Reps, and Product specialists) in both a pre and post sales capacity. It allows users to save time from a communication standpoint.
  • Multi-touch sequencing of sales activity
  • Integration with Salesforce
  • Nice dashboards and reporitng
  • Impressive release schedule
  • Inability to change the order of steps in a sequence if the sequence is active is difficult
  • It is very simple to use and process activity (calls, emails tasks).
  • Creating sequences is also intuitive and simple.
  • Setting up triggers and the Salesforce integration is more difficult.
  • It is difficult to quantify, but speed to contact new inbound leads is up
  • Speed of contact can help with lead conversion
  • It would stand to reason that with improved conversions, the pipeline grew and ultimately more opportunities closed since engagement happened early on
  • More features, InsideSales is just purely a dialer.
  • Outreach has a much more complete feature set.
Best suited for SDRs that are prospecting new business. Also good for AEs that are working opportunities in their funnel. Beneficial for post-sales engagement with customers. Could be better at tracking social activity and reporting within the tool. Currently, use mainly tasks to track social activity (LinkedIn connection requests).