Prospecting Automation to Increase Personalization
August 28, 2019
Prospecting Automation to Increase Personalization
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Outreach
We used Outreach to identify and email contacts at organizations who we believed would buy our platform. We also automated task creation, followed up on leaderboards, and identified owners of "won" deals. The reporting was similarly important to identify new templates that gained traction and bottle our "lightning".
- Quickly add prospects to CRM.
- Automate personal follow-up with required customization.
- Trigger actions in LinkedIn as well as calls.
- The links to other CRMs outside of Salesforce is weak.
- The onboarding was not done well by our standards. Why did I know more than their CSM?
- Helped us increase our time efficiently so we can focus on personalization.
- Cost us money on the front end but we saw 3 reps do the work of 5.
- Helped us increase the speed of onboarding for new reps.