Item: Outreach
Rating: 5
Author: Verified User

Overall Satisfaction with Outreach

Use Cases and Deployment Scope

I currently use Outreach to sequence prospects in an organized manner with custom emails and tasks. Additionally, some sequences require a follow-up call, so I utilize the platform for that purpose as well.

Pros and Cons

Pros

Sending emails.
Keeping up with email opens via cookies.
Integrations with 3rd party apps (LinkedIn).

Cons

When sequencing, I need to mark multiple leads, and using the search bar, it will uncheck all the leads that were previously checked.
Calls drop constantly.
Syncing contacts and leads with SF is challenging. The buttons to synchronize with CRM are available when searching for a contact or lead, but you cannot sync it when viewing the lead or contact itself.

Return on Investment

Features for booking a meeting are nice, especially with the transition to different time zones.
Calling is a nice feature, and it's good that I can hop around outreach while in the call when pulling up info.
Task creation is also a good feature.

Scalability

I'm just a core user, not dealing with scalability or anything like that.

AI Capabilities

I have not seen or interacted with any of these features. I do see that our CRM is synced within the system to display open opportunities and similar information. Still, in terms of predictive or generative AI capabilities, it is non-existent.

Usability

The core of the platform is excellent. It's seamless and seems to work well. When you're doing prospecting at scale like I do, it isn't the best system. Although I haven't used any competitors, there are numerous areas for improvement. As I stated in previous questions, the small things are what make it challenging to use. The search function, when checking off prospects, doesn't work well. When sequencing previously sequenced prospects, it doesn't warn you that they've either been in that sequence or are currently in a sequence. Additionally, it doesn't always sync with the CRM unless you manually initiate the sync.

Alternatives Considered

This was a company decision before I joined.

Key Insights

Do you think Outreach delivers good value for the price?

Yes

Are you happy with Outreach's feature set?

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?

Other Software Used

LinkedIn Sales Navigator, Salesforce CRM Analytics, ZoomInfo Sales, C-Meeting by Chorus Call

Likelihood to Recommend

It's good at doing what it's meant to do, sequencing leads. When I bring 15-20 leads into outreach, it usually syncs with our CRM, and it's easy to write up emails for them.

Comments

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Outreach Review.