Outreach Sales Execution Platform
OutreachExternal reviews
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Outreach is okay
What do you like best about the product?
I do like that all of the tasks are on the home page in a unified place and that they are prioritized.
What do you dislike about the product?
It feels like sometimes that there is so much going on that it's not entirely very intuitive, but that could just be user error. The software is capable of doing a lot but it can be way too much to keep up with when new updates and features come out. I feel like the user interface could be cleaner.
What problems is the product solving and how is that benefiting you?
I love being able to prioritize different tasks and set reminders. Being able to track opens is also a wonderful game changer and how it connects with gmail.
Recommendations to others considering the product:
It can be challenging to digest all of the functionality at once so take the time to properly train yourself on the platform.
Generally happy can be hard to use
What do you like best about the product?
I like the customization available around the campaigns and ability to easily share templates with others.
What do you dislike about the product?
It isn't the most intuitive. Would be great to have a chat feature where you can ask questions when you get stuck or easy to follow step by step guides. or next step recommendations when creating campaigns. Although I've created several campaigns, each time I forget steps and it takes a while to get the hang of. I feel the rest of the team has had a similar experience despite multiple trainings.
What problems is the product solving and how is that benefiting you?
Benefits is scaled outreach to customers. Problems are outlined above
Recommendations to others considering the product:
Pay close attention during trainings and take notes.
changing the CS game
What do you like best about the product?
being able to plus a sequence and list of contacts into outreach for emails and calls, invaluable ease of use
What do you dislike about the product?
not having everything right in my CRM to track
What problems is the product solving and how is that benefiting you?
ability to reach out to customers in a timely fashion and also follow up with templated emails and messaging
Effective tool for MQL conversions
What do you like best about the product?
Strategically automate call and email follow up sequences for campaign leads. SDRs can convert Marketing Qualified Leads faster, accelerating the pipeline.
What do you dislike about the product?
Cannot add leads to Outreach from a Salesforce campaign or report -- Outreach requires leads to be added from Salesforce Lead Views which is very inefficient. The email builder offers limited customization to text and formatting. Unable to easily assign another user as the sender of an email in a sequence.
What problems is the product solving and how is that benefiting you?
Send targeted, relevant messages to prospects based on the Salesforce campaign they were generated from.
Outreach is great, until it doesn't work.
What do you like best about the product?
I like that it has upcoming tasks. I know each day when I have a call coming up or what step I am in for a prospect. The email aspect is great. It sends out exactly when I want it to, or if I click on it, it's easier to send. Very user friendly. The texting aspect is great. I love being able to text prospects back if I get their voicemail and they send a text back while driving. It opened more opportunities for me.
What do you dislike about the product?
Outreach works fine, but sometimes it glitches. It doesn't work more than it does. There have been times when my calls could not log or things were stuck in a cadence. It definitely sucked.
What problems is the product solving and how is that benefiting you?
My operations team speak with them on the daily of any and every problem we have. The benefit is the communication. They are very open to feedback and answer tickets.
Recommendations to others considering the product:
I think it has potential. The only thing they need to do is fix the glitches every day.
Absolute Time Saver!
What do you like best about the product?
The ability to build sequences which takes away the thought and time consumption of where you at with any given client, at any point. Simply sign on, be told what you need to do, and be able to do it quickly and efficiently. Of course, you need to set up the sequences and place the correct clients in the correct sequences.
Even better is that Brainsell has built an integration to Sugar Sell, which relays information from Outreach to Sugar and Sugar to Outreach. So every call, email, contact is pushed from one site to another.
Even better is that Brainsell has built an integration to Sugar Sell, which relays information from Outreach to Sugar and Sugar to Outreach. So every call, email, contact is pushed from one site to another.
What do you dislike about the product?
Just ONE small thing. You can only create a prospect if you have an account to assign to them. Again, this is essentially a non issue, but if you are marketing to individuals that aren't associated with a company, or they ARE the company, you need to make an account for that one individual.
What problems is the product solving and how is that benefiting you?
Typically, Outreach is meant for putting leads through a sequence, but I actually use Outreach to manage my existing contacts.
As a customer success manager, I have a lot of clients to manage. Outreach tells me when I should contact a client based on where they are at in my sequence. This takes out all the guess work and having to spend 5-10 minutes reviewing my notes and call/email logs on my CRM.
Outreach also gives me a visual next to each client that shows their "health" which is based on contact frequency. This is great to see as I can quickly see which client could use a "check in" and what clients I have a good relationship with.
In addition, there are businesses we acquire in which we then need to align with the personnel/client of the acquired accounts. Outreach makes it easy to push all these newly acquired clients into an "Alignment" sequence that I created. Normally I would call them and follow up with an email if they didn't answer. With Outreach, if the client doesn't answer, I can easily send a personalized email within seconds that would normally take 5-10 minutes to write up. Outreach pulls information from the clients information tabs within Outreach, and drops them in the email template that I setup, making a personalized Email within seconds. This saves SO much time and I am extremely grateful for it! Plus, we can then see if the client opened the email, what they clicked on, and how many times they viewed the email.
Lastly, I also use Outreach to send out automated renewal reminders to our client base. This feature also saves a huge amount of time and lets us know if the client has viewed the email and if they clicked on any links, such as the link to the invoice.
As a customer success manager, I have a lot of clients to manage. Outreach tells me when I should contact a client based on where they are at in my sequence. This takes out all the guess work and having to spend 5-10 minutes reviewing my notes and call/email logs on my CRM.
Outreach also gives me a visual next to each client that shows their "health" which is based on contact frequency. This is great to see as I can quickly see which client could use a "check in" and what clients I have a good relationship with.
In addition, there are businesses we acquire in which we then need to align with the personnel/client of the acquired accounts. Outreach makes it easy to push all these newly acquired clients into an "Alignment" sequence that I created. Normally I would call them and follow up with an email if they didn't answer. With Outreach, if the client doesn't answer, I can easily send a personalized email within seconds that would normally take 5-10 minutes to write up. Outreach pulls information from the clients information tabs within Outreach, and drops them in the email template that I setup, making a personalized Email within seconds. This saves SO much time and I am extremely grateful for it! Plus, we can then see if the client opened the email, what they clicked on, and how many times they viewed the email.
Lastly, I also use Outreach to send out automated renewal reminders to our client base. This feature also saves a huge amount of time and lets us know if the client has viewed the email and if they clicked on any links, such as the link to the invoice.
Recommendations to others considering the product:
Do it and don't look back. This isn't only for business development or lead nurture, I use it to manage my existing clientele.
Outreach is the wave
What do you like best about the product?
Outreach makes organizing your outreach very easy. It's as simple as loading your prospects up into a built in cadence and just following the steps it tells you to. Great features that include automation too!
What do you dislike about the product?
In the beginning it takes a while to build out. What I mean is, today you have a process, so to move that process into outreach and start adding people in day by day, it'll take a bit to have fully moved to outreach for your process.
What problems is the product solving and how is that benefiting you?
Organization! I'm able to do more volume than I was without the tool
Recommendations to others considering the product:
Try it!
Outreach review
What do you like best about the product?
the ability to track my leads and contacts and reach out appropriately
What do you dislike about the product?
hard to see my leads sometimes and understand where they are in the flow of sequences
What problems is the product solving and how is that benefiting you?
The ability to call my leads and contacts with ease, really helps me to track prospects and stay on top them.
Recommendations to others considering the product:
no
Extremely useful tool, that optimizes processes
What do you like best about the product?
I like that calls and emails immediately pop into salesforce. I like that if an email is opened several times then a task is created to call someone. Sequences are an incredible way to stay organized.
What do you dislike about the product?
I wish we could record and log calls that come fro inbound/warm leads differently because our connect rates are skewed when we follow up with an inbound lead and get them on the phone.
What problems is the product solving and how is that benefiting you?
The biggest problem we solve for is tracking activity and logging it into salesforce. Things are significantly organized with Outreach. We never have to worry about not having information about what contacts we have had with a prospect before.
Best-in-Class for Sales Acceleration/Enablement
What do you like best about the product?
It's the most robust platform on the market, and they're constantly pushing the envelope with new features and ideas. Call, email, text, social all in a single platform.
What do you dislike about the product?
Being the most robust means it will take significant upfront work to implement, customize, integrate and train on. It took us over a month to get things set up and get the team live. And from there it took another few weeks before the team felt "self-sufficient". Make sure you have all departments involved.
Functionality-wise: the call functionality is a bit weak. Inbound calls are tough to notice if you're not looking at the platform at all times. It's not set up to manage heavy inbound call volume, mainly for outbound calls.
Overall if you use Outreach they way it's created to be used (which means having an open mind to new processes) then it works marvelously. But if you try to use it differently than how they want you to, that's when things get tricky.
Functionality-wise: the call functionality is a bit weak. Inbound calls are tough to notice if you're not looking at the platform at all times. It's not set up to manage heavy inbound call volume, mainly for outbound calls.
Overall if you use Outreach they way it's created to be used (which means having an open mind to new processes) then it works marvelously. But if you try to use it differently than how they want you to, that's when things get tricky.
What problems is the product solving and how is that benefiting you?
We've had a few instances where we thought "it would be super logical for us if Outreach worked this way" and found out it's just not set up to do that. And they have reasons for it, but they're always a little disappointing at first, then you get used to it.
But it's drastically helped us organize our prospecting strategy, ensure we're including multiple different touchpoints, and keep it all clean in Salesforce.
Prior to this we had a few tools that tried to piece this together, but it was clunky and disorganized. Also the reporting we were able to do was minimal. With Outreach, everything and more is reportable so you can find out what's working/not working for your team and strategize from there.
But it's drastically helped us organize our prospecting strategy, ensure we're including multiple different touchpoints, and keep it all clean in Salesforce.
Prior to this we had a few tools that tried to piece this together, but it was clunky and disorganized. Also the reporting we were able to do was minimal. With Outreach, everything and more is reportable so you can find out what's working/not working for your team and strategize from there.
Recommendations to others considering the product:
If you're looking for the best-in-class sales engagement platform that will offer you the most options long term - Outreach is it. Just be prepared to spend a lot of time implementing, training and administering along the way. It's not plug and play, and other platforms that do similar things are easier to use.
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