Outreach Sales Execution Platform
OutreachExternal reviews
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Adam Eccles - Workfront
What do you like best about the product?
Tasks, 360 View (when it works), going through tasks, account and prospect notes.
What do you dislike about the product?
Account notes don’t load, and can’t be added.
Individual prospects aren’t showing up in the account notes field, that I know should be there. For example, Adel Bekheit at SC Johnson.
Slow, lag.
Note taking during phone calls, dialing numbers and extensions, trying to hang up, clicking any button at all has a huge lag. This has been the case for 8 months +.
Can’t bulk compete or finish prospects from tasks or sequences. Can’t even do this one at a time from Task View.
360 View of Tasks Due tile shrunk significantly.
Put Lead Source in the Prospect Profile
Marking a prospect “Finished” shouldn’t kick them out of the queue, to where you have to go hunt them down to get more info or provide more notes.
Still some confusion on ending a prospect in one sequence and move them to another sequence.
When closing out the little black task view tab on the right, why does the screen have to automatically revert back to the 360 View?
Prospect Tags
Please show prospect tags next to their name in 360 view!
Stop Automatic Advance:
Stop auto-advancing to the next task. It just makes everything more complicated/confusing.
Search for prospects with multiple tags (and/or)
Individual prospects aren’t showing up in the account notes field, that I know should be there. For example, Adel Bekheit at SC Johnson.
Slow, lag.
Note taking during phone calls, dialing numbers and extensions, trying to hang up, clicking any button at all has a huge lag. This has been the case for 8 months +.
Can’t bulk compete or finish prospects from tasks or sequences. Can’t even do this one at a time from Task View.
360 View of Tasks Due tile shrunk significantly.
Put Lead Source in the Prospect Profile
Marking a prospect “Finished” shouldn’t kick them out of the queue, to where you have to go hunt them down to get more info or provide more notes.
Still some confusion on ending a prospect in one sequence and move them to another sequence.
When closing out the little black task view tab on the right, why does the screen have to automatically revert back to the 360 View?
Prospect Tags
Please show prospect tags next to their name in 360 view!
Stop Automatic Advance:
Stop auto-advancing to the next task. It just makes everything more complicated/confusing.
Search for prospects with multiple tags (and/or)
What problems is the product solving and how is that benefiting you?
Keeping track of prospects, following up with them. Viewing who I have spoken to, etc. Listing accounts and prospects in one place.
Recommendations to others considering the product:
It's the best prospecting tool out there, but I wish it was better.
It has been so easy to use
What do you like best about the product?
I like how simple the platform is and easy to understand layout. The support staff is quick and helps a ton. So nice to track all your emails in terms of views
What do you dislike about the product?
They do update alot of times and change the layout but other than that its been so much easier to use than other crm. If they didnt update it so often iut would be perfect
What problems is the product solving and how is that benefiting you?
I am trying to keep tract of current and potential customers.I love that you can see how many times the prospect has viewed the email.
Amazing Sales Outreach tool - The BEST out there!
What do you like best about the product?
Ease of use, intuitive nature of software, amazingly powerful. Has almost all features that you can think of in a sales prospecting tool. \
I have trialed a number of tools and a lot of them are similar to Outreach, but then none really come close to the feature and functionality that Outreach has. It is truly an invaluable tool for sales development.
I have used this tool for inbound leads and outbound leads. For inbound leads, it was directly connected with our Salesforce, which was in-turn connected to Marketo. So everytime an inbound lead comes in, it would auto-populate into Outreach, drop into a sequence and generate a task for the SDR. For outbounding, it is a great tool to manage all your outbound accounts.
I have trialed a number of tools and a lot of them are similar to Outreach, but then none really come close to the feature and functionality that Outreach has. It is truly an invaluable tool for sales development.
I have used this tool for inbound leads and outbound leads. For inbound leads, it was directly connected with our Salesforce, which was in-turn connected to Marketo. So everytime an inbound lead comes in, it would auto-populate into Outreach, drop into a sequence and generate a task for the SDR. For outbounding, it is a great tool to manage all your outbound accounts.
What do you dislike about the product?
Honestly, nothing. I really love Outreach and the support team.
To be super critical, it has some learning curve. Yes it is easy to use, but then I did have to teach it to new users. And that is just because of the nature of the tool. It has complex functionalities. To learn the basics is super easy, but then to really understand and uncover the true potential of Outreach, you really need to spend time and effort in learning it.
To be super critical, it has some learning curve. Yes it is easy to use, but then I did have to teach it to new users. And that is just because of the nature of the tool. It has complex functionalities. To learn the basics is super easy, but then to really understand and uncover the true potential of Outreach, you really need to spend time and effort in learning it.
What problems is the product solving and how is that benefiting you?
Better tool to manage inbound and outbound leads. It has helped automate work for both inbound and outbound SDR. Has made the Sales Development Team's life easy!
Recommendations to others considering the product:
Amazing tool. You cannot run Pre-Sales/Sales Development department without this!
Commercial rep
What do you like best about the product?
How robust the outreach is, from templates to sequence to metric on the performance
What do you dislike about the product?
You can't easily update, everytime you hit delete causes an error
What problems is the product solving and how is that benefiting you?
Connecting with businesses and helping them become data-obsessed and data-informed.
I couldn't do my job without it, and I love how they are always proactive about improvement!
What do you like best about the product?
Outreach is a fantastic way to stay organized and make sure I am prospecting as thoroughly as possible. I love how it is highly customizable--I am on the team that creates sequences for our org, and we have the ability to test lots of different methods. In my own personal prospecting and organization, I use SmartViews and tags every day to make sure I target the right people!
What do you dislike about the product?
Sometimes there are issues with connectivity on the phone, and sometimes aspects of the screen appear blurry. I also can't stand how you can only see 20 tasks at a time in the 360 view now. But Outreach is very responsive and proactive about making the changes that need to be made!
What problems is the product solving and how is that benefiting you?
I am solving issues with organization and productivity. Without the platform, it would be so hard to manage how many touches certain prospects have had and which prospects I wanted to focus on proactively, just engage, etc. It is also very user-friendly and I love it!
Recommendations to others considering the product:
Take advantage of all the functionality! (specifically tags and smartviews)
Overall efficient tool with some small inefficiencies.
What do you like best about the product?
Tasks- having a list of things to do waiting for me every day. Easy follow up organization. setting priority over tasks
What do you dislike about the product?
Changing anything takes a while. When i am working through tasks it automatically pulls up the sequence tab, and every task I have to click back to overview. Small things that like that could be fixed I dont know how to go about fixing. Any day to day change i would like to see happen needs to be approved by management who directly works with our outreach rep- apparently changing stages or anything of importance takes a while. - Another thing i don't like is that you cant put a call and em task in one- you have to select only one option or make and entirely separate task
What problems is the product solving and how is that benefiting you?
following up has been pretty smooth
Great platform to keep tasks organized and be efficient in the workplace
What do you like best about the product?
I like the ability to organize tasks by sequence and the ability to adjust when they should be completed so nothing slips through the cracks
What do you dislike about the product?
I don't like how often I have technical difficulties such as failed calls and calls not hanging up and having to refresh the entire program
What problems is the product solving and how is that benefiting you?
We are able to manage a large book of business while maintaining organization, writing notes, and effectively reaching out to potential clients. Having call notes directly in the program saves time and allows me to be specific in my follow ups
Excellent Tool
What do you like best about the product?
I do like the ability to put together a series of campaigns and execute them with a fair amount of ease. In addition, the ability to quickly see what kind of results I'm getting and the actions taken by the prospects is invaluable.
What do you dislike about the product?
The reporting and filtering features could stand to be improved. This would likely be solved if the integration of Salesforce pulling the necessary data to filter further.
What problems is the product solving and how is that benefiting you?
The ability to hit massive amounts of people and organize next steps based off of activity.
Account Development Representative
What do you like best about the product?
Outreach helps keep me organize with who i need to call daily. It gives great insight on who views my emails and how many times. I like how easy it is to import leads and put them in a sequence.
What do you dislike about the product?
I do not like the Opts out feature. If a person is a good contact and they opt’d out months/years ago & from someone else’s account it still applies to you. I also do not like how unorganized task are. It is not sorted by which sequence it is in.
What problems is the product solving and how is that benefiting you?
Outreach helps us keep organize on who is contacting who.
Great, but room for improvement
What do you like best about the product?
I like how many options there are for customizing sequences. Times and dates, different action options (new thread, reply, call, task).
The UI is clean and even though it is a little daunting at first it quickly becomes easy to navigate.
The UI is clean and even though it is a little daunting at first it quickly becomes easy to navigate.
What do you dislike about the product?
I don't like that you can't edit sequences that already have active prospects. I should be able to re-order or change emails without having to clone a sequence and start a new one. Another issue is that the reporting feature is hard to use. I find it difficult to create a useful report. This is the only confusing part of the platform in my opinion.
What problems is the product solving and how is that benefiting you?
I use outreach to create new sales opportunities. The benefits I have realized are increased volume in outbound emails due to the ease of automation. I have also benefited by the increased insight in interaction with my emails (number of views and clicks).
Recommendations to others considering the product:
Tailor the product for customers that need to have a large volume of outbound activity (1000+ emails a day)
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