Item: Outreach
Rating: 10
Author: Jose Rodriguez

Overall Satisfaction with Outreach

Use Cases and Deployment Scope

We use Outreach for getting conversations with clients in existing business as well as new clients that have not spent. It's a great tool for those who need to do a bit of a hybrid role. This allows us to work with marketing and set up appropriate sequences to get exposure, in a very simplified way. Overall it's helped our ORG with more meetings and bringing in new contacts to existing conversations.

Pros and Cons

Pros

Sequence for new business
Task and followups
deal tracking

Cons

Importing contacts from CRM can be messy at times
Only one sequence (in case you're working with an SDR)

Return on Investment

More meetings booked with clients
Ability to capture more contacts within a company
Company branding exposure

Scalability

I give it a 10 because in my particular situation it has worked out very well. This is primarily used on the Enterprise side of our business.

AI Capabilities

Outreach does a great job of showing pipeline and the times you've touched the account. It will pull the data and show some pretty awesome metrics. For forecasting it works well because it helps keep track of things that may go overlooked. It's nice to see deals outside of Salesforce

Usability

There are some parts that can be confusing when you first use it. Finding how to import contacts that may not have made it in from CRM can be a hard task. The way to get through tasks can be kind of odd at times as well. Other than that it works as intended.

Key Insights

Do you think Outreach delivers good value for the price?

Yes

Are you happy with Outreach's feature set?

Yes

Did Outreach live up to sales and marketing promises?

Yes

Did implementation of Outreach go as expected?

I wasn't involved with the implementation phase

Would you buy Outreach again?

Yes

Other Software Used

ZoomInfo Sales, LinkedIn Sales Navigator

Likelihood to Recommend

This is a tool that anyone in sales can use. It's great for New logo as well as existing relationships. I believe it's a tool that everyone should have access to. It makes reach out more efficient by letting you sequence, over having to send out templates on a one by one email. Great work!

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