Item: Outreach
Rating: 9
Author: Jordan Harnum

Overall Satisfaction with Outreach

Use Cases and Deployment Scope

Outreach is used by our SDRs to build sequences, send emails, and make calls to prospects. It is only used by our sales department, I believe. Outreach automates a lot of our sales activities. Without it or a similar tool, we would be manually sending each email and manually dialing each phone call. The way they have sequences set up makes it easy to get everything done all in one app.

Pros and Cons

Pros

Sequences--easy to create (time consuming, though)
Snippets and templates are easy to create and use
Dialing through outreach is quick and easy
Tasks are organized in a way that makes them easy to stay on top of

Cons

There could be a better way to filter out irrelevant prospects that end up in there
I would like better notifications to prevent too many emails from going out at the same time
A better way to handle failed email sends--better notifications and suggestions on how to fix

Reports Used with Outreach

We use Atrium to pull from Salesforce and give us reports, for the most part. Within Outreach, however, we do look at reply rate reports and open rate reports. Those help us get a good gauge on what emails and sequences are working, and which ones need to be tweaked ASAP. The reporting within Outreach seems to meet our needs.

Return on Investment

Helped me to book almost all my meetings
Keeps me organized and caught up on sequence tasks
Helps me analyze what has worked in the past

Key Insights

Do you think Outreach delivers good value for the price?

Not sure

Are you happy with Outreach's feature set?

Yes

Did Outreach live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Outreach go as expected?

I wasn't involved with the implementation phase

Would you buy Outreach again?

Yes

Other Software Used

Salesforce Lightning Platform (formerly Salesforce App Cloud), Sendoso, Gusto, Gong.io

Usability

After getting familiar with how the app is set up and how it works, it is very usable. When I first was introduced to Outreach during my onboarding, it was confusing--particularly with out it relates to Salesforce, Gmail, etc. Once I got used to adding people to sequences, I got a better feel for the app.

Support Rating

I haven't had to use Outreach support before but I havent heard anything bad about it so far.

Likelihood to Recommend

Outreach is very well suited for an outbound sales team that needs a tool to automate and organize their activity. It becomes a hub for all things SDR and is an outbound source of truth.

Outreach is less suited for marketing teams wanting to do mass email touches. It is more geared toward smaller batches and more personalization.

Comments

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Outreach is the best outbound hub for SDR teams