Item: Outreach
Rating: 8
Author: Cooper VandeWalle

Overall Satisfaction with Outreach

Use Cases and Deployment Scope

Outreach is used mainly as a prospecting tool across our organization. It allows you to set up sequences with prospects to stay organized as well as create efficiency in sending out emails to customers using templates. It also allows you to track emails and open rates, link clicks, etc. which is helpful in seeing how prospects are interacting with your email.

Pros and Cons

Pros

Allows Sales Reps to stay organized with prospecting efforts
Allows Sales Reps to use pre-built templates with customization available per prospect
Provides insight into email open rates, link clicks, etc. to see how prospects are interacting with your Outreach attempts

Cons

Being able to remove prospects from certain sequences can be difficult
Outreach has the same problem Salesforce does with outdated contacts, emails, numbers that you need to manually change/delete. This is mainly a Sales Rep problem but could be done more efficiently if an email bounces that the platform marks that

Return on Investment

Outreach saves Sales Reps a ton of time with outbound prospecting by using templates, tracking open rates, and having targeted lists put together where you can send out mass emails in a few clicks
Outreach allows you to proactively track your tasks and make sure you stay up to date with your outbound efforts and minimizes tasks slipping through the cracks

Scalability

It definitely is scalable across teams and organizations. The only thing is accurate data in Outreach with contracts, emails, phone numbers. Depending on the amount of accounts, contacts, etc. keeping the data accurate could be difficult.

Usability

Very easy to use on a daily basis with limited disruption. Still some work that could be done but again it comes down to having accurate data in the platform.

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 CMS, Gong

Likelihood to Recommend

Outreach is well suited for Sales Rep that are doing outbound prospecting so they can create targeted lists and stay on top of their Outreach efforts. It also allows pre-built templates to be used to more efficiently send out emails, linkedin messages, etc. to prospects instead of manually typing them out.

Comments

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Great prospecting tool for Sales Reps