Outreach Sales Execution Platform

My main use case for Outreach is to sequence and create workflows that guide us through prospecting and outbound activities.

A specific example of how I use Outreach for sequencing and workflows involves pulling a list of targeted prospects, usually from Store Leads or Apollo, or a combination of the two. From there, I leverage the integrations with our CRM. I have used it most commonly alongside Salesforce, allowing me to quickly pull in the contact data to add prospects to whatever sequence. It first sends out the email based on whatever steps I provide, then reminds me to place a phone call or follow them on LinkedIn until that task is complete. At the end of it all, it provides data and reporting so that I can see how effective each of those steps were, including open rates, emails that bounced, who answered, who expressed interest, and who unsubscribed.

I have also used Outreach when it was not necessarily needed for the prospecting piece or the sequences, acting as a bridge to connect two different platforms that we had that did not integrate with each other, specifically Salesforce and Nooks.

The best features Outreach offers include reporting, as you can do many things through other tools, but you do not really have visibility on effectiveness. Additionally, it keeps everything organized and is easy to use once you get familiar with it. While it takes a bit of setup initially to create workflows, it becomes very intuitive and sometimes automatic at each step.

For me as an Account Executive, the most valuable insights or data from the reporting features include knowing not only when my prospects open an email but the number of times they do. I want to see if they have opened the email multiple times, as those are signals that matter and indicate that the deal is hot, prompting me to follow up immediately.

Outreach has positively impacted my organization by streamlining how we work individually and allowing us to see what others are doing. If a peer of mine is having success with the same type of workflow, it indicates to me what steps I might be missing and allows me to clone or duplicate an effective sequence for my use.

Outreach can improve because it can be overwhelming due to its robustness. It is not plug-and-play; it requires setup and customization for meaningful analytics, which is great once fully configured but involves effort to comb through reports initially. It is also better suited for sending many emails quickly, which is not always ideal. The AI recommendations can sometimes be hit or miss, and while I always review them, they do not always get it right.

I give it a seven because the integrations I have experienced affect its effectiveness. With Salesforce, for example, the data quality issues we faced made Outreach less effective, as it pulls in messy data leading to duplicates and incorrect information.

Improving the overall interface of Outreach would be helpful; once familiar, it is manageable, but the learning curve remains substantial due to its complexity and features. Even as a veteran user, setting up new sequences requires a careful approach to ensure everything is done correctly.

I have been working in sales for the last four years, and I have been working in post-purchase e-commerce for the last six years.

Outreach is stable.

Outreach's scalability is good; we did not run into issues as long as admin permissions were correctly set. We encountered some limitations on the number of emails that could be sent if the settings were not properly adjusted, but after that, it performed as expected. It is definitely scalable, though companies must be careful to manage email domains to avoid deliverability issues.

I have never needed to contact customer support at Outreach directly, which is a good sign.

I have seen a return on investment, having used other solutions such as Apollo, and we switched to Outreach mainly because Apollo did not adequately bridge the integrations between our CRM and call applications.

I have used Outreach at several companies, and overall, I have probably used it for around three years.

I have seen a return on investment, having used other solutions such as Apollo, and we switched to Outreach mainly because Apollo did not adequately bridge the integrations between our CRM and call applications.

I cannot speak in detail about the pricing setup, as I was not involved in the purchasing decision, but I believe each user had individual seats rather than a shared license, allowing us to track individual activity.

We evaluated several other options before choosing Outreach.

I have definitely seen time saved using Outreach, as we always set it up to send out the first email manually to curate messaging and add custom touchpoints. After that, everything is automated up until the point where it asks me to connect with them on LinkedIn or make a phone call. The email portions are automatically run on the schedule I create, saving me a ton of time, as I am not manually sending these out. It also helps us understand timing better, knowing when to reach back out based on prospect behavior, such as their opening frequency or forwarding to team members.

I felt that Outreach's governance and security are really secure, with many customization options available for admins that can address issues such as deliverability and compliance, tailored to specific states or industries.

The accuracy and reliability of Outreach's output align with my steps and variables, but the data quality of other integrated tools can cause issues if they lack completeness, requiring manual checks to avoid sending sloppy or auto-generated messages.

Outreach is deployed in my organization in various ways; I primarily use it through my browser, but I have also used a desktop app and an extension, which helps when I am navigating other sites or systems such as Salesforce.

We use Google Cloud with Outreach, as we use Gmail for our email communication.

I would advise others looking into using Outreach to consider that it is one of the strongest sales engagement platforms available, helping reps stay disciplined and automate repetitive tasks, providing visibility on messaging effectiveness. However, ensure that other necessary tools and processes are well configured before implementation, as it works best when there is dedicated admin support for setup and training. I would rate this product a seven out of ten.

I used Outreach mostly for cold outreach as well as for reaching inbound leads. Whenever someone would come to our website, visit pricing, or show interest, we had an integration built with Clay, Salesforce, and Outreach to reach those people.

Whenever someone would visit our website and signed up for a book a demo form but they didn't set up a meeting in a calendar, we would also add them to an Outreach campaign sequence. We had several steps including cold calls, cold emails, and using LinkedIn. We then observed how that performed and used it to optimize our approach.

Outreach's integrations are the biggest advantage of the platform. Reporting also is very strong. When it comes to tracking cold calls and emails and how they perform and which steps you have to take, it is excellent. Sequences and the task view, which was called Focus Time, are valuable features. When it comes to completing tasks one by one, it was very helpful to schedule my work.

Whenever my workday started at 9:00 AM, I would always go to Outreach and start my tasks. I was up to speed with everything, had all my tasks completed, and knew what I had to do or if I had to add any other leads to my campaigns. It was very helpful when it comes to speeding up my work because I didn't have to go through a lot of worksheets or Google Sheets to find all the people that I had to reach out to. When it comes to reporting, the benefit of not having to go through multiple sheets and multiple tools was significant because everything was connected in Outreach. I had all reports in one space, including LinkedIn plus emails plus cold calls.

I don't know if Outreach has an option for when someone responds from one campaign, as it currently stops them from every other campaign. I don't know if something in this regard can be changed. Sometimes the same person is in both a cold outreach campaign and a newsletter campaign that we don't want this person to be missing out on. However, this is the only thing that I can think of.

Outreach crashed, especially when we were making cold calls. The call recordings frequently were not being recorded when they should have been. This was frustrating. Additionally, the app on the mobile phone was in weird languages, especially the landing page, so it was a bit tricky to log into and to trust.

I used Outreach for a year and a half.

Outreach crashed, especially when we were making cold calls. The call recordings frequently were not being recorded when they should have been, which was frustrating.

When it comes to time saved, I would say approximately half an hour of an SDR's time daily. This is quite a significant improvement. When it comes to meetings booked, especially from cold calls, we managed to book almost two times more cold calling leads.

Outreach is pretty secure. I didn't have any negative effects when it comes to Outreach's AI capabilities, so I can say that I trust it.

I didn't actually use Outreach AI that much, so it's hard for me to say because we used AI mostly in Clay and we connected it with Outreach. Therefore, I don't have an opinion on that.

I would rate this product an 8 out of 10.

My main use case for Outreach is conducting cold calls and sending cold emails to prospects in my company's book of business in order to generate outbound pipeline.

A specific example of how I use Outreach for cold calls and emails is that it excels at building multi-channel sequences. Step one is an email, then three days later I receive a task to call that person, and then three days after that I receive another task to email that person.

Outreach is an essential tool for doing outbound work and speeds up my workflow significantly.

The best features Outreach offers include the ability to build multi-channel sequences and the capability to mark phone numbers as verified. When I find a good phone number, I can click thumbs up and mark it as a good phone number so that when someone else tries to call that person, if the person has multiple numbers, we can call the correct one.

These features help me day-to-day because the phone number verification saves me time as I do not have to remember which number I called that was correct.

Outreach positively impacts my organization as my team books meetings and generates outbound pipeline, which then generates revenue.

Outreach can be improved because its AI features are not strong.

Regarding the needed improvements, especially with the AI features, it would be beneficial if the AI conducted research and provided recommendations for what to write.

I have been using Outreach for about a year.

Outreach is stable.

I did not previously use a different solution as my company only purchased Outreach.

Before choosing Outreach, we evaluated SalesLoft, but we chose Outreach because it had better reviews.

My advice to others looking into using Outreach is that it is a good product and I recommend using it. I would rate this product a seven out of ten.