Outreach Sales Execution Platform
OutreachExternal reviews
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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
Couldn't do my job without it.
What do you like best about the product?
Outreach helps keep me organized as a salesperson. Anything I need to do for the day is reflected in Outreach . The tool is incredibly user friendly and support is great. The data and analytics are very helpful and are always improving too. It helps to be able to know what is working and what needs to be tweaked, I am always surprised by the reports, including things you wouldn't think to reference like "best time to email".
What do you dislike about the product?
There are some broken workflows that could be improved. For example, when an email bounces and you realize there was a spelling error on the email address, it is a huge pain to correct and get the email resent. The same goes for duplicate contact entries, there is no good way to combine them. These are small things, but I would like to see more improvement to the workflows as these are a big part of a person's day to day.
What problems is the product solving and how is that benefiting you?
All of the outbound sales motion and processes.
Recommendations to others considering the product:
Just get it.
Stellar sales engagement tool and strong reporting/insights!
What do you like best about the product?
Outreach is an excellent tool for brand new BDRs, seasoned AEs, and everyone in between. The user interface is easy to understand, so it enables a streamlined onboarding process.
Our implementation was seamless, and our management team felt highly supported as we moved onto the platform. We're able to create sequences, templates, and snippets (mini-templates that can be inserted into emails) by persona and vertical. The platform also allows for live call monitoring and syncs with our CRM in near-real-time.
The major benefit to Outreach is the highly granular reporting and analytics behind the scenes that helps our team to optimize for the best messaging, time of the day to call, and CTAs to boost reply rates through A/B testing. Our CSM is stellar, as well. Major fan of the platform and the entire Outreach team!
Our implementation was seamless, and our management team felt highly supported as we moved onto the platform. We're able to create sequences, templates, and snippets (mini-templates that can be inserted into emails) by persona and vertical. The platform also allows for live call monitoring and syncs with our CRM in near-real-time.
The major benefit to Outreach is the highly granular reporting and analytics behind the scenes that helps our team to optimize for the best messaging, time of the day to call, and CTAs to boost reply rates through A/B testing. Our CSM is stellar, as well. Major fan of the platform and the entire Outreach team!
What do you dislike about the product?
A major improvement would be an auto-refresh for the live call monitoring so that we don't need to click "reload" every few seconds to see if new calls have shown up. (This became a greater need as we've gone remote over the past year!)
Additionally, it would be helpful if Outreach provided intelligent recommendations for subject lines, CTAs, and ways to A/B test to improve our open and reply rates.
Additionally, it would be helpful if Outreach provided intelligent recommendations for subject lines, CTAs, and ways to A/B test to improve our open and reply rates.
What problems is the product solving and how is that benefiting you?
We wanted to accomplish two main goals: (1) Enhance our insights and reporting to improve reply/open rates with our target accounts and (2) Establish a task-based daily workflow for the reps to help the team remain efficient as we scale.
Great tool
What do you like best about the product?
The functionality of the platform is great!
What do you dislike about the product?
Reporting could be better and provide better insight
What problems is the product solving and how is that benefiting you?
Sales engagement
Recommendations to others considering the product:
DO NOT LAUNCH AND UPLOAD YOUR CRM DATA IF YOUR DATA IS TERRIBLE
Super User Friendly Platform
What do you like best about the product?
Ease if experience; everything is very self explanatory
What do you dislike about the product?
There are multiple ways to do everything, can be confusing at first
What problems is the product solving and how is that benefiting you?
Being able to contact the required amount of people daily, makes it efficient and easy
Recommendations to others considering the product:
If in a sales role, I would recommend this platform
Automated my busy-work... spending more time selling!
What do you like best about the product?
Outreach has allowed me to automate repetitive tasks that instantly doubled my activity and productivity.
What do you dislike about the product?
I haven't found any downsides to using Outreach, but a struggle has been getting tenured sales reps to adapt to the latest techniques or modify their workflow to take better advantage of the tool.
What problems is the product solving and how is that benefiting you?
A big problem Outreach has solved for my team is realizing when it's time to shift gears... The ability to see interactions with email campaigns and calling attempts provides insight on when one method is/isn't working and allowing us to change focus and try something different. Too many prospects I've chased for years, without knowing if they ever opened, read, clicked on an email I've sent... Now I'm able to quickly determine where my time is better spent, allowing me to shift to more productive activities.
Recommendations to others considering the product:
Think of what you "spend half your day doing" ... Watch Outreach automate that, freeing you up for more productive activities.
Outreach changes the game in Brand Evangelization in new markets!
What do you like best about the product?
Scalability of touches for prospects. Ability to tweak sequences as more data is available.
What do you dislike about the product?
The standard emails are pretty repetitive and I see a lot coming into me from companies trying to sell me that are almost identical.
What problems is the product solving and how is that benefiting you?
Penetrating new markets. Scaling up touchpoints with limited sales people.
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