Outreach Sales Execution Platform
OutreachExternal reviews
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Very simple to keep track of sequences
What do you like best about the product?
The ease of use while keeping track of sequences
What do you dislike about the product?
It would be nice to have a way to organize tasks with AI, so you don't have to adjust tasks when due
What problems is the product solving and how is that benefiting you?
I'm able to keep a close watch on prospects and what information they've been sent and haven't with greater context
A very nice complement to Hubspot for visualizing and managing business progress
What do you like best about the product?
The team is very collaborative to work with, and is anxious to deliver new and valuable functionality; the product is growing and improving all the time.
It is a great tool for allowing drillable dashboarding and insights that are a chore to deliver through HubSpot custom reports.
I'm excited about the emerging planning functionality.
The Canopy team was very helpful in customizing aspects of our views to make it most helpful to us.
It is a great tool for allowing drillable dashboarding and insights that are a chore to deliver through HubSpot custom reports.
I'm excited about the emerging planning functionality.
The Canopy team was very helpful in customizing aspects of our views to make it most helpful to us.
What do you dislike about the product?
I'm anxious for the planning functionality to get robust enough to use it as an input to longer term forecasting and planning.
What problems is the product solving and how is that benefiting you?
Providing visibility to all of our marketing funnel and business development progress in one place, end to end.
It's helping us better understand conversion rates at each stage of the funnel, from leads to opportunities to deals, and as our team grows, we're excited about the drill down to the contribution of each employee to those results.
It's helping us better understand conversion rates at each stage of the funnel, from leads to opportunities to deals, and as our team grows, we're excited about the drill down to the contribution of each employee to those results.
Great for mass outreach and automation but could use some improvements
What do you like best about the product?
I like that I can automate my emails and sequences to stay on track in my sales role. I can manage prospecting and current opportunities, and it allows me to see the success rate of my emails, calls, and other outreach methods.
I also like that it pulls in relevant news/media coverage for each account.
The Salesforce Integration is a big plus.
I also like that it pulls in relevant news/media coverage for each account.
The Salesforce Integration is a big plus.
What do you dislike about the product?
It is often slow or even worse, experiencing outages.
I also dislike that I can't sort my tasks by sequence.
I've used similar products in the past that have had a better UI for my taste.
I also dislike that I can't sort my tasks by sequence.
I've used similar products in the past that have had a better UI for my taste.
What problems is the product solving and how is that benefiting you?
I am able to increase my efficiency and automate a lot of workflows that otherwise would have to be manually done.
I am able to track my own success and see how I stack up against my team.
I am also able to manage many deals and prospects at once through this.
I also use the scheduling tool associated with outreach to schedule meetings - it integrates with Google Calendar.
I am able to track my own success and see how I stack up against my team.
I am also able to manage many deals and prospects at once through this.
I also use the scheduling tool associated with outreach to schedule meetings - it integrates with Google Calendar.
Recommendations to others considering the product:
Be sure to compare many options to determine what the best fit is for your team.
Would like it fine if I didn't know any better
What do you like best about the product?
Dual panel navigation when completing tasks allows you to click through the company while working the prospect
Can have changes applied to a sequence pushed out to prospects already enrolled in it
Can have changes applied to a sequence pushed out to prospects already enrolled in it
What do you dislike about the product?
Difficult to search for a contact by phone number
Can't easily merge companies
Lack of custom reporting
Too many clicks to get to desired result - i.e. editing a prospect's name or adding a new prospect to a company
Can't easily merge companies
Lack of custom reporting
Too many clicks to get to desired result - i.e. editing a prospect's name or adding a new prospect to a company
What problems is the product solving and how is that benefiting you?
General outbound CRM. Able to crank a good amount of volume through it, but overall not as tailored as I would wish
Account Executive
What do you like best about the product?
Simplicity of the platform and automations
What do you dislike about the product?
The linkedin ability does not function properly
What problems is the product solving and how is that benefiting you?
Customer outreach and lead flow
Outreach is a powerful tool, however, you will need a dedicated resource.
What do you like best about the product?
Sequence - The automation alleviates time which leads to more production hours.
What do you dislike about the product?
The mic and speaker connection are not the best. For whatever reason, my mic shows that its connected and yet, there are occasions where a prospect will say they can't hear me and ask me to call back. I have no issues with my headset/ mic connection with Zoom, Skype, and Teams.
What problems is the product solving and how is that benefiting you?
Reaching more prospects and existing customers without bombarding them. More efficient conversions.
Recommendations to others considering the product:
As mentioned earlier, I would strongly consider a dedicated resource. It'll be worthwhile.
Outreach automates a good portion of my Outreach so booking meetings is a breeze!
What do you like best about the product?
I like that I can iterate an outbound sequence and quickly tell whether it's a flop with insufficient engagement and low response rates or if I have something there. I've been using the tool for close to 2 years now so have had to find the perfect cadence that fits my ICP.
My favorite part is forgetting that I had outbounded to a group of prospects and all of a sudden realizing they're asking for more information or have booked an intro call with me.
My favorite part is forgetting that I had outbounded to a group of prospects and all of a sudden realizing they're asking for more information or have booked an intro call with me.
What do you dislike about the product?
There are little things. Not being able to re-enroll a prospect in the same sequence, especially those that have gone cold. For upgrades, if our Customer Success team has them as an active account, sometimes it doesn't let me enroll them in any sequence. This is all admin permissions that can be worked out though.
I don't like that it sends a green text bubble to iPhone users. If I'm texting prospects, I'll do it from my own cell because that blue iMessage bubble has more clout. Sorry Android users.
I don't like that it sends a green text bubble to iPhone users. If I'm texting prospects, I'll do it from my own cell because that blue iMessage bubble has more clout. Sorry Android users.
What problems is the product solving and how is that benefiting you?
Much more efficient with outbound over just sending emails one by one. Saves hundreds of hours of time.
I also like the engagement metrics in terms of open/response rates. It gives you a good gauge on what's working and what's not. Having your call tasks there every morning to just hammer to only adds to efficiency.
I also like the engagement metrics in terms of open/response rates. It gives you a good gauge on what's working and what's not. Having your call tasks there every morning to just hammer to only adds to efficiency.
Recommendations to others considering the product:
This only works with Salesforce so if you're using another CRM it won't pull through.
A necessity for sales teams
What do you like best about the product?
It takes some time for you to figure out a system that works for you, but once you do, it's the most helpful platform in your sales set up.
Once you've got that sorted, you can move on to exploring more features. I just found out that you can edit emails in a sequence specific to a prospect without changing the entire sequence! I only wish I learned it earlier, because as far as I know there is no way to make future edits after you've added them into the sequence (without some complicated work arounds). Highly recommend playing around and clicking every single button and check box you find, as well as playing with settings and filters.
They have speedy and effective customer service; a huge plus is that it's within the platform.
Once you've got that sorted, you can move on to exploring more features. I just found out that you can edit emails in a sequence specific to a prospect without changing the entire sequence! I only wish I learned it earlier, because as far as I know there is no way to make future edits after you've added them into the sequence (without some complicated work arounds). Highly recommend playing around and clicking every single button and check box you find, as well as playing with settings and filters.
They have speedy and effective customer service; a huge plus is that it's within the platform.
What do you dislike about the product?
There isn't much to dislike. My main issue is that the search bar is very picky when it comes to spelling. You can't put "John S" and expect John Smith to pop up. There's also a formatting issue when it comes to copying and pasting text (even when pasted unformatted), but you will only be able to see that by checking the outbox of your email client. An issue a few of us had was Outreach "disconnecting" with Gmail despite showing an indication that they were still synced. The solution was essentially "turn it off and on again" (disconnect and uninstall Chrome extension).
A possible minor issue for a new user may be that the icons are inconsistent across the platform (i.e. Templates, Tasks).
Other than these, we have more of a wish list than a dislike list for additional features/capabilities to eliminate friction:
- If, in addition to Outreach University (their onboarding videos and quizzes), there was a way to hover over an icon/feature and have a link to a description/instructions/definition pop up, rather than searching up the answer on my own every single time.
- After merging leads/contacts on Salesforce, it would be helpful if the prospect profile on Outreach merged or allowed duplicate emails to exist.
- The ability to create our own task lists (or task categories); I love that we can filter prospects out by 'Step in the Sequence' (among other filters) but it would be great if if I didn't have to manually open up prospect profiles in a new tab (or go back and forth) from that filtered list, or create a new redundant task, to execute a step in a sequence.
- Having the "Include public calendar link" be include the calendar for multiple internal users invited to a meeting.
- Ability to drag and drop sequence steps (or something close); right now it's tedious to edit a cloned sequence without this capability.
- Separate Send and Schedule buttons on mail; if I want the option for Auto-email scheduled for 3 days later to be sent immediately instead, it takes a few attempts to toggle.
A possible minor issue for a new user may be that the icons are inconsistent across the platform (i.e. Templates, Tasks).
Other than these, we have more of a wish list than a dislike list for additional features/capabilities to eliminate friction:
- If, in addition to Outreach University (their onboarding videos and quizzes), there was a way to hover over an icon/feature and have a link to a description/instructions/definition pop up, rather than searching up the answer on my own every single time.
- After merging leads/contacts on Salesforce, it would be helpful if the prospect profile on Outreach merged or allowed duplicate emails to exist.
- The ability to create our own task lists (or task categories); I love that we can filter prospects out by 'Step in the Sequence' (among other filters) but it would be great if if I didn't have to manually open up prospect profiles in a new tab (or go back and forth) from that filtered list, or create a new redundant task, to execute a step in a sequence.
- Having the "Include public calendar link" be include the calendar for multiple internal users invited to a meeting.
- Ability to drag and drop sequence steps (or something close); right now it's tedious to edit a cloned sequence without this capability.
- Separate Send and Schedule buttons on mail; if I want the option for Auto-email scheduled for 3 days later to be sent immediately instead, it takes a few attempts to toggle.
What problems is the product solving and how is that benefiting you?
It’s one of the better platforms for making sure that prospects don't fall through the cracks. I like it better than Salesforce when it comes to keeping track of communications as a team; it's easier to view on one page, plus we can track calls and take notes. Our team finds it easier to take notes on prospects directly on Outreach rather than uploading them to Salesforce.
Recommendations to others considering the product:
Highly recommended.
Outreach from a Rev Ops Mgr
What do you like best about the product?
I really like the customizability of Outreach. There are so many different combinations of triggers, sequences, templates etc. The UI is really easy to navigate as well. Support chat is a great function that I use FREQUENTLY. I also like how much the company invests in R&D and is always rolling out new features. Great customer service as well (we love Darin Herleikson)
What do you dislike about the product?
I think in general (and maybe this is user error) but it the platform can be a little finicky - I feel like it's relatively easy for things to get messed up - activity not syncing to salesforce correctly, sequences failing. Most of the time our team can fix these issues on our own, but it would be nice if there were less things in general to fix.
What problems is the product solving and how is that benefiting you?
We're saving a lot of time for our reps. For any sales issues there's usually a workaround in OUtreach that can save time and energy for them.
Recommendations to others considering the product:
Ask a lot of questions early on to make sure you're setting your instance up the best way for your Sales Org
Great tool for task management
What do you like best about the product?
1. Easy integration with Salesforce
2.The simplicity of search and being able to group people with tags
3. On boarding was simple and support has been great
2.The simplicity of search and being able to group people with tags
3. On boarding was simple and support has been great
What do you dislike about the product?
1. Few challenges with the status changes in SF.
2. Every now and then it does not take someone out of the sequence after someone replies.
2. Every now and then it does not take someone out of the sequence after someone replies.
What problems is the product solving and how is that benefiting you?
-Automation allows me to allocate time with prospects
-Love being able to see when a customer reads my email
-Love being able to see when a customer reads my email
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