Outreach Sales Execution Platform
OutreachExternal reviews
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Strong Tool for Outbound Sales Organization
What do you like best about the product?
The way your Salesforce instance can be mapped on top of Outreach makes filtering very similar to building a report in SFDC, without the csv exports. In other tools I have used, I would have to rely on exports of reports in CSV files or through SFDC reports, then pushing them into the platform. This caused a lot of duplicate work and duplicate efforts when it came to sales Outreach. With the filtering being much stronger, I am able to replicate what would be a report in Salesforce in Outreach, while adding standard filters to ensure that the prospect we are targeting is only being targeted by one person, for example. The user interface is more advanced and easy to navigate once you get into the system in detail.
What do you dislike about the product?
There is not currently the ability to export raw data from total usage and use to analyze myself. An example is I want to see all sequences and where meetings are being booked. That is not able to be done on the macro level, just from sequence to sequence. Their reporting and analytics portion of the product is better than other tools I have used, and they are continually making product enhancements there, but being able to take the data and manipulate externally would be great.
What problems is the product solving and how is that benefiting you?
We are solving prospect management and organization with Outreach. This has allowed our team to do more selling-related activities and less administrative work. There is nothing worse than sales teams spending most of their days in non-selling activities. Outreach helps us eliminate that and ensure that we are targeting the best prospects. We have been able to better visualize rep activity and tracks communication and task completion by pushing back into Salesforce reports.
Recommendations to others considering the product:
Take the time to go through the implementation process before rolling out to the teams that will be using it. There are a lot of helpful tips, tricks and hands-on setup of best practices that we found valuable. Taking shortcuts to go live is not ideal. We were able to build out the tool to the level we needed to before going live and have made iterations on top of it as we have utilized the platform more.
Great Product - High time investment upfront for building
What do you like best about the product?
Prospecting functionality is unmatched - moving lead lists SFDC > outreach and automating email nurture campaigns
What do you dislike about the product?
Since it is contact based system, it makes it tough to manage accounts (with multiple contacts attached) once those accounts are closed/won. I definitely see more functionality on the SDR / AE teams than on the AM teams
What problems is the product solving and how is that benefiting you?
- Economies of scale in contacting leads and running targeted marketing campaigns by segmentation
- call volume across the AE/SDR teams has increased
- email tracking and auto logging in SF (great for when we have turnover, team can quickly catch up on an account)
- call volume across the AE/SDR teams has increased
- email tracking and auto logging in SF (great for when we have turnover, team can quickly catch up on an account)
Recommendations to others considering the product:
Be prepared to spend a lot of time upfront to have an effective launch. You probably need a salesforce developer. I tried to run our entire implementation as the Director of Sales and would not recommend it.
#1 Engagement Platform
What do you like best about the product?
I have used quite a few sales engagement platforms, but none have quite compared to outreach. I have used Xant, Groove, and demoed Sales Loft. All were great tools! However, outreach is set apart from these other tools because of their reporting and data insights, their integration with salesforce, engagement insights, and supportive account management! Being in a management position, I have found more of an inside look at how my team was performing daily. The data outreach provided helped me to find areas of improvement for the sales team easily. Not only that, but I have never had an account manager who responds as quickly and efficiently as the one I have at outreach. It's nice to have support long after we have signed on.
What do you dislike about the product?
I would like to see improved on the outreach platform is a little more customization to different platform settings, such as more customization in meetings, sequences, and A&B testing.
What problems is the product solving and how is that benefiting you?
Using Outreach, we have more than doubled our open rate, click-through rate, and reply rate. Our responses have never been better.
Great tool for outbounding and reaching out to prospects
What do you like best about the product?
Outreach is very helpful to create sequences for outbound and inbound approach. Sending meeting availabilities, standardization of meetings, templates and quick links for company videos. Overall great tool to have peace of mind with what should I do next? When should I follow up? Outreach helps with that!
What do you dislike about the product?
As any database integrations, sometimes we get duplicates or mis leading leeds. But my main issue is to bridge my phone when people call back via the platform
What problems is the product solving and how is that benefiting you?
Standardization of company approach
Scaling up sales team
Cadence of sales rep
Scoreboard
Scaling up sales team
Cadence of sales rep
Scoreboard
Outreach Power User
What do you like best about the product?
Neat UI: The platform is easy to use by non-technical people
What do you dislike about the product?
Stability: It's common to see some slowness or issues every week.
Lack of features on the API: Basic requests such as negative filtering and filtering on some essential fields like "opted-out" are not present.
Lack of features on the UI: The UI is optimized for usability and not for the richness of the features. It works fine for small/medium businesses, but when you heavily rely on outreach, some features for power users are lacking. Mainly the lack of detailed monitoring or the possibility to export certain parts of the data to build a in house monitoring solution.
Software limits making it more complicated or slow to scale the business.
Lack of features on the API: Basic requests such as negative filtering and filtering on some essential fields like "opted-out" are not present.
Lack of features on the UI: The UI is optimized for usability and not for the richness of the features. It works fine for small/medium businesses, but when you heavily rely on outreach, some features for power users are lacking. Mainly the lack of detailed monitoring or the possibility to export certain parts of the data to build a in house monitoring solution.
Software limits making it more complicated or slow to scale the business.
What problems is the product solving and how is that benefiting you?
We are using outreach to build complex outreach email scheduling, CRM prospect, and calls management.
It's a powerful sales tool
What do you like best about the product?
I like the fact that outreach makes it easy to schedule follow-up activity for sales team members. Sequencing helps keep our team on track and helps keep our company top of mind as we can serve relevant content to prospects without the rep having to manually send it. The ability to use personalization in messages, and add your own custom variables is also very useful in making messages relevant to the audience.
The fact that it works with our salesforce instance and you can import contacts directly from salesforce is pretty great as well. Makes things much easier.
The fact that it works with our salesforce instance and you can import contacts directly from salesforce is pretty great as well. Makes things much easier.
What do you dislike about the product?
When we have turnover in our team, it's not very easy to change contacts who are active in sequence to their new owner. It IS possible to change who the emails are coming from, and to change the owner, but it isn't particularly easy to reassign if the rep who takes over the vacant territory doesn't take the whole territory. For example, if "Salesperson A" leaves who had Oregon, Idaho, and Utah in their territory, and we give Utah to "Salesperson B" and Idaho and Oregon to "Salesperson C," it gets pretty tricky. If there were some "territory change" batching operations that would be great!
What problems is the product solving and how is that benefiting you?
It's difficult for reps to stay on top of every single account and consistently touch every single lead with relevant messaging. Or they might have a contact they have good conversations with, and take them out of an automated sequence, but then forget to schedule a follow-up task for themselves. With outreach, that's easy, and they can do pretty much their whole job in terms of prospecting within outreach. So in that regard it's a great tool. It makes it very easy to stay on task and stay top of mind with your prospects.
Recommendations to others considering the product:
If you need to send html email, this isn't your tool. This is very good for messaging sent "From" your sales team to prospects. It's not a marketing tool. I would recommend having a 3rd party set up all of the connections to salesforce and getting some ongoing support for the first while you use outreach. It's very handy to be able to reach out to a 3rd party by phone and get support.
Outreach is ok
What do you like best about the product?
Integrates well into SFDC and other tools.
Good tracking of activities and showing what each rep is working
Intuitive design for reps to quickly get up to speed on how to use it.
Automates follow up of emails & calls gives reps straightforward to do list for activities.
Great onboarding team.
Good tracking of activities and showing what each rep is working
Intuitive design for reps to quickly get up to speed on how to use it.
Automates follow up of emails & calls gives reps straightforward to do list for activities.
Great onboarding team.
What do you dislike about the product?
Lacks robust editing & formatting features for email: adding images & doing simple tasks like indenting bullet points is difficult to complete.
Lacks a manager view: When leadership logs in, we see the same screens as users, asking me to start my tasks for the day even know I do not use the system as a rep, much rather have a manager view that shows sequences, rep activities, org level performance.
Lacks customizable reporting: forced to use outreach tools to monitor rep, call and email performance, no tools for exporting data to external sources for analysis.
Has little usage of AI:
--- leadership has to bucket tasks as "high" "urgent" "normal" or "low" to change their priority (should be able to use logic & prospect grade + activity to do this).
--- Outreach should be able to identify the right time to call a prospect & have better tools to identify other trends in the data.
--- Lacks robust tools for analyzing calls (we use chorus for this)
Lacks text to prospect feature. Many prospects during covid have switched to cell phones, but we cannot use the system to text them or set up texts steps in sequences.
Support is lacking: support tickets (even urgent ones) are followed up next day by email asking for more details. I have had to reach out to sr. outreach people directly to get more urgent responses. If you buy outreach do not let your onboarding rep leave until it works 100%.
Lacks a manager view: When leadership logs in, we see the same screens as users, asking me to start my tasks for the day even know I do not use the system as a rep, much rather have a manager view that shows sequences, rep activities, org level performance.
Lacks customizable reporting: forced to use outreach tools to monitor rep, call and email performance, no tools for exporting data to external sources for analysis.
Has little usage of AI:
--- leadership has to bucket tasks as "high" "urgent" "normal" or "low" to change their priority (should be able to use logic & prospect grade + activity to do this).
--- Outreach should be able to identify the right time to call a prospect & have better tools to identify other trends in the data.
--- Lacks robust tools for analyzing calls (we use chorus for this)
Lacks text to prospect feature. Many prospects during covid have switched to cell phones, but we cannot use the system to text them or set up texts steps in sequences.
Support is lacking: support tickets (even urgent ones) are followed up next day by email asking for more details. I have had to reach out to sr. outreach people directly to get more urgent responses. If you buy outreach do not let your onboarding rep leave until it works 100%.
What problems is the product solving and how is that benefiting you?
Managing daily SDR tasks
Creating best practices in prospecting
Automating follow up and responses to inbound leads
A central place for different teams (marketing, sales, reps) to create ideal workflows/sales plays for SDRs
Creating best practices in prospecting
Automating follow up and responses to inbound leads
A central place for different teams (marketing, sales, reps) to create ideal workflows/sales plays for SDRs
Recommendations to others considering the product:
Outreach is a good tool for scripting activities and managing reps on a workflow. Outreach is relatively easy to use and integrates into other systems. If you are looking for advanced email editing or advanced features such as AI/automation or texting make sure they are part of your evaluation.
Best tool for our BDR team
What do you like best about the product?
Ability to sequnce quickly and easily and analytics of call insights (best time of day)
What do you dislike about the product?
There is still some manual duplication in SF
What problems is the product solving and how is that benefiting you?
Organizing BDR outreach cadences. Ensuring leads aren't being missed and time management.
Email Automation Simplified
What do you like best about the product?
Very intuitive, quick to set up, and does what you want. Reduces the amount of time reps spend on email and task creation by at least 10x, nothing else comes close.
What do you dislike about the product?
The reporting is not up to par with other solutions. They could use a better reporting suite to make it easier to gain insights and track progress.
What problems is the product solving and how is that benefiting you?
We are solving the problem of rep throughput and data hygiene. Outreach handles all task logging which puts time back in our reps' days and ensures we pass the data we want to see to our activity log.
Outreach is a GAME-CHANGER!
What do you like best about the product?
The ability to create emails effortlessly
What do you dislike about the product?
The only downside is that you're not able to send SMS messages yet.
What problems is the product solving and how is that benefiting you?
We had a major problem sending emails one by one. Communicating with prospects in this manner was very time-consuming!
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