Outreach Sales Execution Platform
OutreachExternal reviews
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Great software for sales reach out!
What do you like best about the product?
I like the versatility of the tool; there's lots of ways to customize it, and the fact that it links to our Salesforce is great. We also love how easy it is to take metrics and keep track of sales successes is; the dashboards are very user-friendly.
What do you dislike about the product?
I don't like that there is no integration from Outreach to SF (so creating a contact in Outreach doesn't make a contact in SF). I also wish that we would have a better tool for transferring contacts en masse from SF to Outreach. When we have tried to bulk transfer in the past, some would error out because they were already created in Outreach but we would have no way of knowing which ones. So a better, more customizable importing tool, for sure.
What problems is the product solving and how is that benefiting you?
Our biggest issues was assigning daily tasks to our sales team and monitoring those daily tasks. With Outreach, assigning is usually very easy and we can easily see the progress our team is making. It's made our sales process a lot easier.
Sequences and cadences at scale
What do you like best about the product?
Love the fact that you are able to add a lot of contacts into one sequence or cadence in one sitting
What do you dislike about the product?
Unclear user interface and not a lot of training or support offered
What problems is the product solving and how is that benefiting you?
The ability to reach out to the company at scale with consistent and multiple touches
Reach out to the top!
What do you like best about the product?
It's easy to use. You can view all of the items related to your goals, your sales, and you can organize them for your organization.
What do you dislike about the product?
I don't like that you need an organization and have to pay the license. If you want to make a change, you need help.
What problems is the product solving and how is that benefiting you?
It's easier to track mail and engage with the clients.
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!
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