Improve prospecting workflow and efficiency via Outreach
April 23, 2025

Improve prospecting workflow and efficiency via Outreach

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

Overall Satisfaction with Outreach

We utilize Outreach for our prospecting within our sales org. We leverage the sequences to reach out to prospects by allowing reps to add prospects to their own sequences, but also by running sales plays for reps through it as well. Automating prospect outreach and the task workflows allows us to push through a lot more organized volume than we would be able to without it.

Pros

  • Task workflows
  • Mutual action plans
  • Sequencing

Cons

  • High level tracking from a leadership level
  • AI sequence creation
  • Integration with SFDC data
  • Time saved emailing and with tasks for reps prospecting
  • Booked more demos
  • Allowed automation of full org sales plays
Outreach has the ability to help out any sales org and any part of those sales orgs. With tagging you are able to segment our different sequences for each division.

This allows you to scale easily and with the ability of orgs to sequence for their reps that allows massive sales pushes at scale too.
We have utilized some AI for emails and sequencing however it has not been enough. We have also used some as well for the mutual action plans, but overall we do not leverage the AI tools enough that Outreach has.
It is a fairly simple workflow that a sales enablement team can build out and task the reps with using. The software is quite intuitive and with minimal training a sales rep should be able to use it enough to see improvement to prior workflows.

The task workflows are also very easy and works well with SFDC to increase prospecting efficiency.
Outreach has the superior task workflows and sequence workflow. If that is what you are hoping to use Outreach has you covered. They also have the pipeline management that is passable and then Kaia which can add in the call coaching. Overall it has everything that you need in one package.

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?

Yes

Would you buy Outreach again?

Yes

Outreach is a great sequencing tool that adds value to almost any business that prospects

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