Outreach Sales Execution Platform
OutreachExternal reviews
3,524 reviews
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All around great tool
What do you like best about the product?
Lots of customization in managing your pipeline the way you'd like. Gives helpful recommendations for those that are newer, but maintains the ability for each user to have freedom to organize things their own way.
What do you dislike about the product?
If I were to have a criticism or suggestion, a more seamless integration with Salesforce CRM would assist with duplicate lead data, although that could easily be a salesforce issue rather than outreach. All things considered, very few complaints.
What problems is the product solving and how is that benefiting you?
It's been most helpful for organizing a pipeline, giving transparency within your org to see which leads and accounts are being worked to avoid folks from stepping on toes, giving insights into open rates, and giving suggestions for best practices and better organization.
Recommendations to others considering the product:
If you value open rate tracking, lead pipeline organization, effective communication strategies, and easy collaboration for your sales team, Outreach has checked those boxes and more for our team.
Simple UI/UX that makes tracking communications easy
What do you like best about the product?
The Integration with G Suite enables me to spend more time focus on my customers and not on managing my messaging and calendar. I love the reporting and analytics that Outreach offers.
As the Admin, the SSO configuration is well implemented. The Granularity of roles is also good from an administrative perspective.
As the Admin, the SSO configuration is well implemented. The Granularity of roles is also good from an administrative perspective.
What do you dislike about the product?
The documentation from the Outreach's KB does not use Use Case driven examples. That would reduce the time to set up and adopt.
API documentation could be better.
API documentation could be better.
What problems is the product solving and how is that benefiting you?
Communicating product changes to hundreds of customers in my portfolio. I went from spending 2-4 hours a day managing customer communications to under 30 minutes, which enabled me to focus on my customer's needs.
Recommendations to others considering the product:
It's a great tool, make sure when you test or evaluate you have the guidance of a good Systems Engineer.
Close more deals
What do you like best about the product?
I think this ensures rep follow up on marketing leads and helps them prospect in a tactical and efficient manner.
What do you dislike about the product?
I dont like some of the filtering capabilities on fields.
What problems is the product solving and how is that benefiting you?
Rep follow up, time to touch, efficient sequencing.
Easy automation
What do you like best about the product?
Allows us to scale communication with customers.
What do you dislike about the product?
Lack of customizability of the automation flow. Flow stops if someone responds.
What problems is the product solving and how is that benefiting you?
We have lots of customers to get in touch with — Outreach allows us to make first contact more quickly.
Almost Perfect
What do you like best about the product?
The ability to create triggers and add prospects to sequences and update fields based on field updates is a huge help. It is great to be able for our sales reps to set a sequence of calls and emails and be able to manage hundreds of prospects, whereas, without Outreach, this was impossible at such a scale
What do you dislike about the product?
The inability to accommodate dependent picklists from SFDC is a huge miss. Most companies want to have required information if they disposition a lead a certain way, yet Outreach has no native method of doing so. We have to come up with an ugly solution to resolve this shortfall. It is also a bummer that triggers can only be fired once on an update, so if a prospect matches multiple criteria, it will still only go through one trigger and then removed until the next update. This makes the order of triggers incredibly important but also incredibly dangerous.
What problems is the product solving and how is that benefiting you?
We are solving the need to hit as many prospects with consistent messaging to create awareness. It is very helpful to have campaign members enter into Outreach and be sent to a specific sequence based on the campaign they are a part of.
Recommendations to others considering the product:
Outreach is great if you have a very simple workflow, however, more complex workflows require a lot of 'hacking' and configuration to get the necessary outcome
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
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.
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.
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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