Outreach Sales Execution Platform
OutreachExternal reviews
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Great Tool for Outbound Prospecting, but Needs Work on the Admin Side
What do you like best about the product?
Outreach allows you to scale your sales team to manage a lot of different campaigns at once. The tool is especially useful for outbound prospecting, where you can use it for one to many campaigns to cast a wide net without much effort.
The user interface allows you a lot of control as a user, when it comes to timing and triggers based on activities. We especially enjoy the call task creation when a prospect clicks a link, or opens an email a certain amount of times. That feature alone has helped our team focus on engaged prospects in their campaigns a lot better.
The Salesforce plugin works great and hasn't ever been an issue for our team. That alone has been worth the money for us. We are able to keep almost all of our activities logged on the appropriate Salesforce object.
The user interface allows you a lot of control as a user, when it comes to timing and triggers based on activities. We especially enjoy the call task creation when a prospect clicks a link, or opens an email a certain amount of times. That feature alone has helped our team focus on engaged prospects in their campaigns a lot better.
The Salesforce plugin works great and hasn't ever been an issue for our team. That alone has been worth the money for us. We are able to keep almost all of our activities logged on the appropriate Salesforce object.
What do you dislike about the product?
While I think the tool is stellar for the end user, it could use some help on the admin side.
Outreach allows throttles for sequences, but in a strange way. You can limit the number of active users in a sequence or the number of people that can be added to a sequence per day. When you're managing more than 3 sequences though, it's really hard to know how many emails will be going out per day per sequence. Outreach has a hard and fast limit on how many emails you can send per week per user. It ends up being capped at 1000 emails per working day. When you have a general outbound sequence running in parallel with an event-specific sequence that's more time sensitive, you have no way to prioritize the sending of emails from one sequence to another. We have had emails not go out from our time-sensitive sequences due to hitting our limit from a previous sequence.
We use Domo to visualize our data. Regardless of your BI tool, it seems that the Outreach servers take quite a bit of time to communicate with and extract data from. We have a dataset that pulls about 250,000 rows of data from Outreach and it will usually take about 6+ hours to pull the data. I also haven't had much luck pulling that much data out of Outreach itself. I used to be able to export out our entire list of prospects, but as our prospect list has grown, it now times out before I can export the whole list.
The Boolean search that Outreach offers is really robust and allows you to search pretty specifically for certain types of prospects. That said, it's also really buggy. Sometimes it doesn't pull up all the records that match your search, or it has additional records that shouldn't be in the search.
While I love the functionality of the Salesforce plugin, I'd really love to see the ability to connect with Salesforce Campaigns as well or a custom Salesforce object.
Outreach allows throttles for sequences, but in a strange way. You can limit the number of active users in a sequence or the number of people that can be added to a sequence per day. When you're managing more than 3 sequences though, it's really hard to know how many emails will be going out per day per sequence. Outreach has a hard and fast limit on how many emails you can send per week per user. It ends up being capped at 1000 emails per working day. When you have a general outbound sequence running in parallel with an event-specific sequence that's more time sensitive, you have no way to prioritize the sending of emails from one sequence to another. We have had emails not go out from our time-sensitive sequences due to hitting our limit from a previous sequence.
We use Domo to visualize our data. Regardless of your BI tool, it seems that the Outreach servers take quite a bit of time to communicate with and extract data from. We have a dataset that pulls about 250,000 rows of data from Outreach and it will usually take about 6+ hours to pull the data. I also haven't had much luck pulling that much data out of Outreach itself. I used to be able to export out our entire list of prospects, but as our prospect list has grown, it now times out before I can export the whole list.
The Boolean search that Outreach offers is really robust and allows you to search pretty specifically for certain types of prospects. That said, it's also really buggy. Sometimes it doesn't pull up all the records that match your search, or it has additional records that shouldn't be in the search.
While I love the functionality of the Salesforce plugin, I'd really love to see the ability to connect with Salesforce Campaigns as well or a custom Salesforce object.
What problems is the product solving and how is that benefiting you?
Outreach has helped us manage a huge volume of emails, while also allowing us to measure their effectiveness. We have been able to track how well our messaging works and then continually tweak it with A/B testing to up engagement with our cold prospects. It's also been a great help at keeping our Salesforce records more up to date with activities.
Probably the best out-of-the-box sales engagement app out there
What do you like best about the product?
There are multiple features that put Outreach above the competition.
1) Interface - clean lines, runs smooth. I feel like this app actually had a UX team thinking about sales users in mind - instead of simply having the smartest (aka, most development experience) guy in the house run with it. I'm more on the admin/development side, but I could see that he sales people had a blast using the app compared to other enablement suites we've had them use.
2) A OOTB feature for most use cases - our sales process is intentionally simple with a few trigger-based caveats. But while looking through the configs and thinking back on sales ops at other companies I've seen, I can see how Outreach could handle them all.
3) The best "Sequence" handling of all - I've worked with a lot of Sales and Marketing tools. The way that sequences are handled (and the out-of-the-box config you can do to them) in Outreach is easily my favorite. Poke around at the Sequence Ruleset config in your trial if you can. You'll see why it's so great.
1) Interface - clean lines, runs smooth. I feel like this app actually had a UX team thinking about sales users in mind - instead of simply having the smartest (aka, most development experience) guy in the house run with it. I'm more on the admin/development side, but I could see that he sales people had a blast using the app compared to other enablement suites we've had them use.
2) A OOTB feature for most use cases - our sales process is intentionally simple with a few trigger-based caveats. But while looking through the configs and thinking back on sales ops at other companies I've seen, I can see how Outreach could handle them all.
3) The best "Sequence" handling of all - I've worked with a lot of Sales and Marketing tools. The way that sequences are handled (and the out-of-the-box config you can do to them) in Outreach is easily my favorite. Poke around at the Sequence Ruleset config in your trial if you can. You'll see why it's so great.
What do you dislike about the product?
1) The triggers (and being able to re-oder conditions on triggers) is a little painful. But with a little brainpower, this isn't too big an issue.
2) If you're connected to SFDC, this is supplemented by formulas, workflows and triggers.
3) The Outreach gmail plugin automatically adds email addresses it sees to the Contacts database unless you disable it. But disabling it removes tracking/opens/clicks/etc for that email. You can try to limit those additions via email domain restrictions, but there will always be vendors/contractors/etc that you work with that somehow find their way into the app's Contacts. Outreach did say this was an often-requested feature, so expect this to be patched soon.
4) In email templates, there is no default value when no value exists for a field. Outreach will not allow config of a default value (whether per field or per template) when it's blank. Sometimes, we don't have all Job Title fields populated, so we'd prefer to set a default value in template when none is available.
2) If you're connected to SFDC, this is supplemented by formulas, workflows and triggers.
3) The Outreach gmail plugin automatically adds email addresses it sees to the Contacts database unless you disable it. But disabling it removes tracking/opens/clicks/etc for that email. You can try to limit those additions via email domain restrictions, but there will always be vendors/contractors/etc that you work with that somehow find their way into the app's Contacts. Outreach did say this was an often-requested feature, so expect this to be patched soon.
4) In email templates, there is no default value when no value exists for a field. Outreach will not allow config of a default value (whether per field or per template) when it's blank. Sometimes, we don't have all Job Title fields populated, so we'd prefer to set a default value in template when none is available.
What problems is the product solving and how is that benefiting you?
Sales loves the app, they're working more productively because they're having fun with it, and the reporting is ludicrously simple. Integrates with Connect And Sell as well - making call tasks blindingly quick.
Recommendations to others considering the product:
Whiteboard your ideal sales process out for a single persona, then trial Outreach. Play with it, and you'll see why it's so great.
Valuable tool for Customer Success
What do you like best about the product?
Ability to develop efficient talk tracks and meaningful engagements with my customer en massé, while tracking what is and isn't working.
What do you dislike about the product?
Expected more engagement from the CS team to help enable the CS use case
What problems is the product solving and how is that benefiting you?
Customer Success: Wholescale engagement of customers in an efficient manner
Recommendations to others considering the product:
Ensure you have a solid go-live plan with your Customer Success Manager at Outreach
Robust engaging platform with good potential to do more
What do you like best about the product?
Good integration with Salesforce and relatively easy to setup and use. Adoption amongst the team was good as a result of this. Sequences are easy to build and helps up maintain a good contact cadence. Plenty of space capture standard and custom data both at a prospect level as well as for accounts. Easy to set up meetings with prospects without going back and forth finding suitable dates/time.
What do you dislike about the product?
Not the most intuitive way to filter and sort certain type of data in order to have a better overview of engagement for teams selling into accounts rather than individuals. Unable to sync correctly future tasks into SFDC. The reports and analytics piece is still somewhat basic. Lack of EMEA time zone support means delays in getting responses for urgent matters.
What problems is the product solving and how is that benefiting you?
All-in-one platform for all prospecting efforts with good integration to our CRM. Having visibility over territory coverage, the intensity of touches and results obtained helps better coach our team and drive the right results for the business.
Recommendations to others considering the product:
Make sure before starting that you map correctly what you are planning to sync, which custom fields you need to create (and in which order) and check the correct sync flow between Outreach and the CRM to avoid data not being accurate on either.
Outreach has been a great asset for our sales team
What do you like best about the product?
It gives our team the ability to follow up with engaged leads in a more personalized way with efficiency
What do you dislike about the product?
There isn't much that I dislike about Outreach, the UI could be a little cleaner but I have no real complaints
What problems is the product solving and how is that benefiting you?
There was a gap between marketing campaigns and sales follow-up and Outreach has allowed our team to have better success with sending follow-up campaigns from the sales reps immediately to hot leads.
Outreach Review
What do you like best about the product?
The tool has some really great features and functionality for end users. It really helps to streamline our business processes.
What do you dislike about the product?
The admin side could be a little more fleshed out. As the admin of both Outreach and our salesforce and Marketo instances, there are a few things lacking.
What problems is the product solving and how is that benefiting you?
Sales cadences and follow up
Excellent automated sales tool to reach prospects
What do you like best about the product?
Scheduling - Ease of scheduling emails
Sequencing- Ease of having back to back emails sent on their platform
Dashboard - Bird's eye view of team's activity
Transparency - Different teams have a clear vision on activities on accounts, leads & activity .
Email tracking - Open rates and more or less accurate
Sequencing- Ease of having back to back emails sent on their platform
Dashboard - Bird's eye view of team's activity
Transparency - Different teams have a clear vision on activities on accounts, leads & activity .
Email tracking - Open rates and more or less accurate
What do you dislike about the product?
Bug - A few bugs which come by and log a user out of the platform, that also happens occasionally. A drop of voice quality has been noticed but that could be our network.
What problems is the product solving and how is that benefiting you?
Sent emails, maintain transparency around teams and track team's activity - Leads, emails sent, calls .
Recommendations to others considering the product:
Please go ahead with the tool if your team is trying to solve Scheduling,
Sequencing, Dashboard ,Transparency 0r Email tracking . It's an out of box solution which works very well without much help from their support teams.
Sequencing, Dashboard ,Transparency 0r Email tracking . It's an out of box solution which works very well without much help from their support teams.
A quite good tool with an incredible team behind it
What do you like best about the product?
The customer support is what takes outreach to the next level for me. I like live chat support and it never takes more than a minute to get someone who can do a deep dive on my issue (no waiting 5 minutes between replies either)
What do you dislike about the product?
I wish there was support for some of the more commonly used features in salesforce, like campaigns. There are a lot of added steps from my end due to the lack of campaign support
What problems is the product solving and how is that benefiting you?
Outreach allows our reps to stay in one system when doing their calls. With the 2-way sync they can even make edits in outreach and have them pushed back, its quite slick
Best Sales Engagement Platform.
What do you like best about the product?
There are so many things I love about Outreach. I'm definitely an Outreach "evangelist!" If I had to choose what Outreach does best for its customers, it would be that it gives sales reps back hours in their day that they would otherwise be spending doing the busywork of prospecting and communicating. The product is releasing a few new features each month and in my opinion, has distinguished itself as the #1 sales engagement platform in the marketplace.
What do you dislike about the product?
There is very little to dislike. If anything, the time it takes to set-up templates and sequences as an Admin takes more time than I'd like. It might be nice if Outreach releases suggested templates to speed up that process.
What problems is the product solving and how is that benefiting you?
We're getting hours back in our day that we can spend connecting with prospects and our customers, instead of doing the busy work of sales.
Excellent system, requires maintenance
What do you like best about the product?
Outreach is the most powerful tool on the market. Highly configurable, great reporting, and is robust.
What do you dislike about the product?
Managing integration with Salesforce requires work, hard to prevent sensitive information from entering system.
What problems is the product solving and how is that benefiting you?
Sales automation.
Recommendations to others considering the product:
Make sure you do not underestimate time to implement
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