The best outbound sales platform, period.
This software is responsible for revolutionizing our outbound sales process, and it will continue to be the best tool for us for years to come. I've evaluated other options but always came back to Outreach because it's the full package.
Outbound sales is extremely scalable with this platform, and running a sales org on it is amazingly easy to manage.
I love that this software is so heavily focused on outbound sales. This isn't marketing software that you can adapt to sales, this is software created and built for sales organizations. That fact is very obvious in the way they implement their features.
Outreach always leads the way in terms of feature innovation, and they continue to offer the best outbound email settings to truly automate your process. You can drop 1000 prospects into a sequence, throttle it to send 100 per day, set it to resume OOO replies after a few days, and set it and forget it. Just set up a schedule, make sure you exclude national holidays, and you don't have to touch it ever again.
Something they also do better than anyone is their task management. I frequently have a task as a step in a sequence (I.e. Connect with the person on LinkedIn), and when a prospect hits that stage it creates a task in the system. This happens hundreds of prospects at a time, but when you start your tasks it takes you into this workflow that lets you call/email/take notes on the action and just click next to take you to the next one. Really lets you get in the flow, and is an amazing tool for inserting a manual task into a sequence that you can still get through quickly.
Some examples of awesome features include:
1) Auto resume OOO
2) Fallback text in the templates
3) Automatically skip holidays
4) Phone call integration so you don't have to leave the app
I don't know that there are any cons. The only one that I can imagine is that when you start fresh on the system, the interface can be a little bit daunting. There are actually a lot of settings, and if you don't understand the hierarchy or what you use for what, it can get very complicated.
Thankfully they have good customer support and a LOT of good documentation, so it's not that bad if you spend some time learning it.
Great, but not perfect
Overall Outreach is a great tool for scaling out productivity but it seems to lack features in being able to automate follow ups on a one-off basis. You can schedule one email for further out but will have to actively remind yourself to continue following up which reduces the value automation can provide to a sales professional.
Outreach is a fantastic tool that enables me and my colleagues to be much more productive in our sales outreach. It's great to be able to schedule emails in advance and even put prospects into sequences for more extended outreach efforts (no pun intended) without the need to actively manage and pay attention to them.
It's also great at helping keep me organized in terms of tasks I need to follow up on like calls.
They're ability to track email opens and clicks is also extremely valuable in identifying which prospects are engaging most with the material I send over.
Outreach also has some other analytics that seem somewhat helpful as well, though haven't dug too much into these or really leveraged them to great extent for our team.
There are some features that leave me wanting though. There are instances where I'd like to add just a slight bit of personalization for a very select few members of a sequenced group but in order to do that, I either need to have a reminder to catch that scheduled email right before it sends out (which defeats the purpose of the automation) or create an entirely new sequence just for 1 or 2 people which can really bog up my sequence view.
Cheaper solutions like Yesware are able to allow for automated one-off sequences or email chains with a log built in to stop following emails if there's a response. Seems like it should be a fairly straight forward functionality but it's noticeably lacking in this platform.
Great Sales Engagement Platform
So far the implementation and training team have been great. The product is reliable and really helping our team work faster.
Outreach makes it easy for my sales reps to take action on leads. There are ways to automate many steps they would have to do manually, thereby giving them more opportunity to focus in other areas. Outreach is very customizable.
Setup is complicated. It isn't just "plug and play". Until you spend a decent amount in the product, it is hard to remember how to get to everything.
Use of Outreach and support
Tired of being lied to, ignored, and being told the issues are ours when they aren't. It's just one horrible mess after another. I get having growing pain for a company but your's seems to not be anywhere ready for widespread use! And learn to treat your customer's better. They are your bread and butter!
It's pretty easy to use and figure out. Not much help is needed to make it work.
Quality and support! Outreach experiences issues regularly. There's always something wrong with it. What's worse is when you put in a support ticket, they always give you some generic issue that its on the customer's side. That's not the case! You then later find out that they lied and are exeriencing an outage. Then you ask repeatedly for a call back because your manager is upset with them and they can't bother to do that! They won't even acknowledge your request!
The Best Productivity/Follow-up Tool
I think if your in a fast paced organisation that need to follow-up with a large amount of leads, it will help automate and save your employees a lot of time.
The best feature of the tool is that it saves the most important resource in our world - 'TIME', especially in the sales function an important part of the job is to follow-up with potential prospects/leads.
Outreach help me focus on what matters the most (being productive) and focus less on simple tasks such as follow-up emails, logging tasks. Just creat a sequence, use the custom tabs if need be) and then emails go out periodically (you can decide the schedule and content). JUST LOVE IT
I think the app is very flexible, there are so many features and depending on your organisation you might have some features restricted. I would recommend reading their blogs (there are quite a few functionalities and features that you might want to use but never realize they were already there)
Outreach is my favorite sales tool
I am a big fan of Outreach. I think all Sales, Marketing & Sales Development teams should use it. Automation is the future!
I love the ease of use. I work with many people new to sales, new to our industry and they fall in love with outreach. It automates our sales strategy. It helps us follow a cadence or campaign on emailing, calling, sending a LinkedIn message, etc. Without it, we would struggle to follow up with our clients.
There are some small things that I don't like with Outreach. Things get stuck in failed & pending states and you are not notified... These are usually found too late as well. Wish there was more of an aggressive notification when things happen that we should be aware of. Also - I would love for them to build out their interface better for closing roles and marketing roles. We have it for our SDRs but would struggle to have marketing and account executives use the tool at the same time.
If you get out of your own way it's fantastic
Outreach has been fantastic but adoption has been the biggest issue we faced. If adoption is done well it will absolutely lead to better conversions of leads and revenue.
Outreach is extremely customizable and enables you to focus your time better by automating the tediousness away from prospecting and focus on the message and conversations.
Honestly it can be somewhat complex to use if you also have other tools that serve some functions that outreach allows. The best way to utilize in my opinion is to spend a ton of time up front to get the functionality the way you want and use as your exclusive tool for prospecting (aside from Sales Nav and that sort of thing)
Great sales platform for teams looking to become more organized and increase their prospecting efforts.
Great sales engagement platform for any sales org looking to take their prospecting analytics and reporting to the next level. Sequencing, call recording, prospecting tracking, Salesforce integration are all great.
Very click heavy. I've had a lot of glitchy experiences where imports, mail merges, sequences fail and there is not a clear explanation as to why.
The reporting and amount of features is incredible to a point where I get embarrassed at our own efforts.
Spectacular onboarding and overall experience getting started considering the technical part was quite immersive in our backend and Salesforce.
It is becoming a bit more troublesome to navigate and figure out a perfect solution but it seems to be addressed with the help of more CS and help desk articles.
Outreach for automating sales tasks
Outreach helps our inside sales team automate the engagement process and helps them to contact potential opportunities with sequences and templates.
Outreach provides a way to engage easier with prospects and leads in addition to automating sales and marketing tasks that were time consuming.
In managing multiple users, it isn't as easy to divide tasks between a group as it is to run individual tasks and automations.
Very powerful software. Great integrations with SFDC and Gmail as well that make it super easy .
Outreach makes it so easy to meet that crucial nexus point in sales of volume + quality of messaging. Being able to have measured feedback on how well your emails are received means you can keep tweaking until you get open and response rates as high as possible. It makes me faster as a sales rep and more data driven as a team.
Outreach can do a TON. Being able to import a list of leads and have relevant info show such as title, last contact, etc.. is an amazing time saver when trying to make sure you're list (csv, sfdc report, etc..) is 'clean' and good to go.
Being able to call directly through the platform is a huge time saver as well. All of the reporting around your sequences is a huge win. I will go through all of my sequences once every week or so to see what's doing well, what isn't, and tweak to optimize performance. There is a huge amount of data you can use to compare yourself to others, measure the efficacy of your outreach, and collaborate on best practices with team members. Over all Outreach is a huge win and is very well integrated with every one we use from a customer facing team perspective (gmail, sfdc, Linkedin)
Outreach feels like they are probably an engineering first design second kind of company. I say that because their software can do SO MUCH, but it's not always intuitive how to do specific things. It has taken me awhile to get fully up to speed on some of the tips and tricks that really make outreach awesome.
This is barely a con, more so just a training or user experience comment. Outreach can do so much it'd be tough for them to make every little feature super easy to find and obvious.
Perhaps some more specific live onboarding/training would be helpful as well.
Terrible customer service. Great product.
I really enjoyed the software, what a great product. My first salesman was amazing, but as they scaled, we became a small account to them and really got treated like it. Stay away if you are looking for a great vendor experience, but if you are looking for a great product with great automation tools and email sequences... Outreach was the best we could find.
Wow, its an amazing product. I really enjoyed using it and it did win me alot of business. Alot of automated tasks which was amazing. Also their email management and manager permissions was incredible. Overall really simplified my teams day.
If you are a small company... expect to be treated terribly. We got random bills, and NO response from billing or their cusotmer support. You would get the runaround all day long. Seriously terrible experience even caused one of my employees to lose morale which isn't ultimately all Outreachs fault, I will take some accountability... but she wasn't getting her job done and couldln't get replies from Outreach. She was the manager supposed to control how many seats we had and manage costs... With an unresponsive team and random invoices with no explaination it became discouraging.
I would highly recommend using the product if their sales team was ethical and their support would RESPOND. We got way overbilled and cancelling the account was even a hassle.
Great "outreach" software that makes calling and emailing a breeze
Overall Outreach is a great sales tool that any organization with sales folks should consider. The ability to blast through dozens of calls in a couple minutes is really handy. Also the reporting/tracking of the successful emails makes it easy to see what's working and what's not.
+ Lots of sales insight available (what sequences/emails are more effective than others)
+ 360 view is a great dashboard for any sales user where you can see your upcoming tasks (emails, calls, etc.) and process through them
+ Love the ability to be able to submit a quick question to the support team from the UI
+ You can tag prospects, calls, etc. which makes finding them a lot easier
+ The support team is very responsive to fixing issues and helping with training gaps
- Notes on the account/company level don't work well (you enter notes on Mike Smith at Microsoft and those notes don't consistently show up for others at that same company)
- There definitely are bugs that make some of the processes annoying
- The interface is very busy. Would be nice to be able to customize what I see/don't see (perhaps this is allowed at the admin level)
- Outreach needs to differentiate between Email Opt Out and Phone Opt out. Currently, if a prospect opts out of emails, we can still legally call him but Outreach wont let us sequence them because there is only one Opt Out within outreach. Hopefully this is fixed so we can still call folks who opted out of emails, but are open to calls.
Job Critical Software
Outreach is job critical for me and my reps. I would riot if my company took the tool away. I attribute my success as a sales rep to Outreach for allowing me to not let anything fall through the cracks.
I use Outreach daily to manage my work process. I honestly don't know how I did anything without the tool. It is something that I would like to use for the rest of my career.
Not often, but every once in a while I come up against small issues that can be frustrating, like not being able to sequence users. I have found though, that most of the time it is user error, but sometimes errors are not clear.
I like the software, just wish I had the ability in my organization to skip tasks when necessary, create more custom messages, or have the ability to do more of an email only sequence occasionally.
I like that this software makes it easy to reach out to prospects of any industry in a timely manner. You can put prospects in email sequences, set future tasks for prospects that you want to reach out to later, send one off emails/bulk compose emails with customization of their names or accounts for example, and even make calls to the prospects directly from the application.
There seems to be a lot of small bugs in the software that prevent you from calling the prospects occasionally and the sound quality of the calls sometimes is a little hit or miss depending on the day. In my organization sometimes getting the prospects in sync with salesforce can be a hassle to get credit for the call that you just made if you have metrics. Also having this tool controlled by corporate limits the ability of customization in the sequences, emails sent out don't always work as well as ones that are customizable.
Powerful sales automation tool
There are so many benefits, Seeing how many times prospects open your emails and having a call task automatically populate based on that. A/B testing with emails and subject lines. Outreach lets you get as manual or as automated as you want in your sequences letting you spend more time on warm leads while not totally neglecting the cold ones.
It's very easy to use and doesn't take a lot of training to get up and running. Really helps to make sure certain prospects don't slip through the cracks. It integrates really well with the other systems we have and makes it really easy to stay organized. They are always adding new features and listen to feedback.
If you go on vacation or have a holiday, it's a little annoying to go through and pause each individual sequence but they do have some content available on how to do it as easily as possible. There's not much I dislike. I've used several sales automation softwares and this one is by far my favorite.
Great product minus a few quirks
It helps save me so much time as it allows me to have more consistent and strategic follow up and to have those followups take place in the background while I get other work done. The email tracking and seeing opens/clicks is amazing and one of the most useful features. I know who is reading my emails, who just isn't responding, and who is ignoring me. I love Outreach, and if a few annoying things could get fixed I'd give it a 10/10.
It simplifies my life big time! Great for follow up, great for keeping track of tasks, great for strategically contacting people without having to manually type out thousands of emails. Snippets/Templates are awesome and Sequencing saves my life everyday.
Sometimes it simply doesn't act as I'd expect it to. The variables don't always populate correctly so I'm very nervous about putting them in auto sequences. Other times my panel on the right-hand side where I write emails doesn't act how I want it or tasks don't show up as expected. Then there are a few quirks with prospect stages that drive me crazy and sometimes cause me more work than it should.
Great tool for automating sales prospecting
This tool helps automate email-based prospecting and marketing so your sales team can be more efficient.
I like the fact that Outreach has a wide array of functionality from email tracking, to email sequencing, reporting, and calendar integration. It serves a bunch of fundamental purposes for any sales team.
The biggest drawback of Outreach is the initial adoption and learning curve. It can take about a month or so to fully learn the ins and outs of the solution. Make sure your company invests in training when you roll this product out!
Great platform for accelerating and automating sales processes
Very happy and allows me to do more of my job in a more streamlined and focused approach. Would happily refer Outreach to anyone looking to streamline their approach.
- Much easier to go about your day job and provide you with a single point of access
- Very intuitive and integrations work well
- Best sales platform I've ever used.
- Support are very quick to answer, very helpful and take into account what you're saying - happy to take feature requests too.
- Best practices shared a lot helping make the best of the solution.
- As an outbound calling rep, Sequences are great to ensure you're covering all your territory and providing regular touchpoints
- Some teething issues with VOIP, but generally works well - support are very quick to answer and helpful.
Good product, terrible, cocky sales team
Good product, adequate support, terrible sales team/experience. Brought this vendor on to one company I worked with, didn't bring it on to a future company because got tired/frustrated dealing with their sales team.
This product is pretty good, I've used Outreach, SalesLoft and Fileboard. Fileboard has the best sales team, they not only are helpful with understanding their product, but they also help with sharing their sales strategy using their product. SalesLoft and Outreach are the same in funcitonality, and SalesLoft has a good sales team. The issue I have with Outreach is their sales team is too arrogant, they have a good product, but I think teach them internally to be cocky, and it got so bad I just didn't want to use their product anymore and felt compelled to write this review.
The software is a bit glitchy sometimes, if it goes out you're just not using it that day. The sales team is very arrogant, not helpful. Companies with arrogant sales teams tend to have that culture bleed off into other areas, which make them very difficult vendors to work with .
Functionality for the Win - with some areas for improvement
Overall, I truly believe that Outreach is a tool that has made it possible for me to be successful as an ADM. It makes my tracking of potential clients very smooth and seamless. I'm sure that I have a lot to learn in the platform, but it has been work-life changing.
I love the functionality and the ability to save me time when calling in blocks. The workflow is very intuitive and easy to use.
I wish there was a way to have more of an account view - meaning we do activities based on a lead/contact but I would like to see activity that has happened aggregated in one central account activity view. While the call through my browser works, I find that I have more call issues when I used that method of calling versus calling from my phone.
It would be great if there were an editable notes section on the Outreach Extension (Google). That way you wouldn't have to manually open up the full CRM to check previous notes.
Outreach has flipped the table
First off, it's incredibly easy to figure out. I'm tech savvy but not many tools are as easy to figure out as Outreach. My previous sales positions were very hard work - lot's of manual work like sending emails, cold calling from lists, manual note taking and cadence tracking. Needless to say, my mind was a bit scrambled when the new boss at my current company started explaining what this platform would do for me (hint, nearly everything). As with any workflow change, it does take some getting used to, but all of the changes are positive. I haven't done the math but this platform has given back so much time in my day and allows me to focus on more meaningful tasks instead of mindlessly sending out templated emails and keeping meticulous manual records of all the calls I make. For those who have read this far, I'm sure you get the point. At the very least go schedule a demo so you can see for yourself, this platform has so much value!
How easy to use it is! This platform is reinventing the wheel but has created an incredible user interface and design that lets you hit the ground running.
Nothing about the platform is sub-par or oversold, but I would really benefit from having some sort of mobile app.
A definitely recommended have software for any company with outbound sales
It is a very essential sales engagement software. The interface is very intuitive so it takes new reps typically less than an hour to get up and running. However to make the most efficient use of the software, training along with well defined goals is an absolute must. Depending upon how well you use this software you can definitely see the payouts coming through. The customer support team is phenomenal.
So this is your software if you are looking for just a sales engagement tool and you have reps who are willing to make the most out of it. Every companies' use case is different , but there is no harm is giving this a try.
Cannot replace sfdc, but goes very well with SFDC.
The interface is crisp and clean and very welcoming.
Making calls in this platform is a breeze, and a very enjoyable experience.
Very easy to send emails and log calls.
Wonderful and knowledgeable CS team.
Very well designed software which presents calls, opportunities, engagements and so on in one neat UI.
When the software first loads up, it might appear that there is a lag or hang up but that is just the design we have come to realize.
Too many options are available in terms of what can be done or used, so new users can often get lost in this software engineering beauty!
There is still scope for more automation.
Under the calls tab, there is no way to search for a call via phone number.
Very hard to differentiate between Salesloft and outreach. Both have strikingly similar designs.
We couldn't hit our sales goals without it!
The software itself is incredible, and functionally has everything imaginable, but I've been most impressed with the support. As an administrator that knew very little about the software when we implemented Outreach, the support team has been phenomenal. I've never worked with a more helpful, prompt team in my life. 10/10 to the Outreach Support team!
We've caused ourselves some pain by using some very unique objects and fields in our Salesforce CRM instance, which has caused some problems on the integration front. Basically, we haven't been able to take advantage of some Outreach functionality because the integration is built on the assumption of us using standard Salesforce objects and fields. Ultimately, the support team has helped us with some workarounds, but it's been a bit of a self-induced headache.
Outreach is the Sales Development Dream
I have used 4 other sales engagement platforms in my career and I will never use anything but Outreach again. It has incredible integrations with Salesforce, Drift, and Linkedin Navigator and ultimately helps good BDRs be great.
Outreach is by far the best sales engagement platform on the market. It helps to automate all tasks and outreach activities by BDRs so they can spend more time providing value to their prospects. From a leadership perspective, the reporting is extremely useful and allows me to track my BDRs individually, team based, and organization based.
Training new hires to use the platform can be difficult due to how intricate and extensive the feature set is.