Outreach Features

Outreach

Sales Engagement Platform

4.46/5 (213 reviews)

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Action Planning
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Lead Capture
Multi-Channel Communication
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A/B Testing
API
Action Planning
Activity Tracking
CRM Integration
Customer Profiling
Drip Marketing
Email Integration
Email Templates
Lead Capture
Multi-Channel Communication
Multiple User Accounts
Real Time Reporting
Sales Analytics
Sales Reporting
Third Party Integration
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Outreach Feature Reviews

25 reviewers had the following to say about Outreach's features:

Anonymous
(E-Learning company, 51-200 employees)

OutReach Review

2019-06-01

With Outreach, the sales team will have this ability, which will help automate calls and emails in one dashboard view.

Pros

- Value for the cost of the solution - Short Implementation - Easy to set up sequences - Dashboard view, from a end user and manager perspective - Real time data, from an end user and manager perspective - Seamless integration with SFDC

Cons

- No integration with Microsoft Dynamics CRM - Cannot do a sequence at the opportunity level

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Outreach Review

2020-03-05

Great sales platform for teams looking to become more organized and increase their prospecting efforts.

Pros

Great sales engagement platform for any sales org looking to take their prospecting analytics and reporting to the next level.

Cons

I've had a lot of glitchy experiences where imports, mail merges, sequences fail and there is not a clear explanation as to why.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
Managing Director - Executive Search (Human Resources company, myself only employees)
Verified Reviewer

Great product -

2019-11-12

Easy to configure, well conceived product that got me up and running quickly

Pros

Fully functional and well integrated Sales tool for all sales campaigns via linkedin, email, phone, text

Cons

NO integration with zapier - makes it difficult to integrate with my non-standard CRM package

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
(Computer Software company, 11-50 employees)

Manage a sales team that uses Outreach daily, very effective for email sequencing to large groups.

2018-05-12

Lower cost of customer acquisition, time savings on sales email outreach.

Pros

Loading of contacts & email addresses is seamless.

Cons

Limited ability to report on & export certain information, such as everybody who has responded to any email campaign.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dylan Smith

Super User Friendly

2019-07-17

I am very thankful that I get to use Outreach on a daily basis instead of several other CRM systems I have used in previous positions.

Pros

It is very easy to create and edit sequences for emails/calls to increase the capacity for communication for small sales teams.

Cons

In order to find a lead you have to input a lead's information exactly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Edward Smith

Best in class sales / marketing automation tool

2020-01-07

Great for drip campaigns and easy to upload leads direct from Salesforce or excel.

Pros

Great interface, easy to use, and functional - many integrations to allow for data sharing which is great for a sales professional.

Cons

Accuracy of the email tracking may be a bit off...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Paige Emond

Outreach is the Sales Development Dream

2019-07-10

I have used 4 other sales engagement platforms in my career and I will never use anything but Outreach again.

Pros

It helps to automate all tasks and outreach activities by BDRs so they can spend more time providing value to their prospects.

Cons

Training new hires to use the platform can be difficult due to how intricate and extensive the feature set is.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Levi Gephart

Functionality for the Win - with some areas for improvement

2019-06-26

It makes my tracking of potential clients very smooth and seamless.

Pros

I love the functionality and the ability to save me time when calling in blocks. The workflow is very intuitive and easy to use.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Very powerful software for outbound sales teams

2020-11-11

You can do everything in one place, we have it integrated with Salesforce, so currently we use SF more as a database. As I previously mentioned, Outreach is designed to save your time, our sales process has never been so efficient.

Pros

Outreach is designed to save time of sales people.

Cons

Also, a price is quite high, so it's not easily affordable for smaller sales teams.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Great tool for automating sales prospecting

2019-10-19

This tool helps automate email-based prospecting and marketing so your sales team can be more efficient.

Pros

It serves a bunch of fundamental purposes for any sales team.

Cons

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sierra Schubach

Works, but could be better

2020-02-21

I wish there were more intuitive icons, tasks, reports, etc. I also wish there was an admin role that was not a salesperson.

Pros

it gets the job done. I can import contacts and start communications easily.

Cons

The integration with salesforce is poor at best.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher Sweat

Outreach.io is by far the most effective prospecting tool I've ever seen in my sales career.

2017-09-13

8-10x increase in meetings with qualified prospects with 20% of my town now spent on prospectign and 80% spent in front of customers.

Pros

I can create campaigns based on a decent set of assumptions and some basic logic and realize real results within 24-48 hours of the first messages going out.

Cons

I had to deepen my understanding of Sales Operations, Data Management, Reporting, and Direct Response messaging to get repeatable and scalable results.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1001-5000 employees)

Great "outreach" software that makes calling and emailing a breeze

2018-11-06

Overall Outreach is a great sales tool that any organization with sales folks should consider.

Pros

+ 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

Cons

- 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.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Great tool to use with Salesforce.

2018-08-29

This is a great tool for sales teams that dial heavy.

Pros

The cadences works great and track all activity.

Cons

Sometimes it would take some time to dial out or to close a call.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 201-500 employees)

Difficult to get the hang of

2018-08-23

Pros

Outreach provides an easy way to log calls and emails, and track outbound sales activity

Cons

Really tough to get the hang of using cadences and it's tough to navigate

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Ruth Stephens

So far great-tool, still Newbie learning more weekly, helpful to streamline prospecting, indeed! :O)

2017-09-05

Faster Access to move Prospects down the Lead-Path-Funnel

Pros

Templates and Sequences easy to add one-off info on the fly to customize responses...Luv Tasks Dashboard and easy to make follow-up Tasks/Call-backs...view into Open/Clicks is great to prioritize Leads and gain insights to interests

Cons

...hmm, pain to deal with Duplicates in SalesForce (Our fault for such a Duplicate-ridden database, bah!)...not real-time database updates to Outreach is a time killer...Nice to have Header Prompting an Opt-Out with date but not including the Year is sub-optimal...some tasks Imperva wants requires going back to Salesforce to populate instead of being Integrated (working in 2 Databases is time-killer)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Whitney Robertson

Compelling Sales Engagement Tool

2020-06-09

We've been having some issues with sales hitting their sales goal.

Pros

I love that this web based tool isn't just targeted to sales. It includes the management team and the operations team.

Cons

There is also a bit of learning curve. Sales must be engaged and ready to adopt.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Emily Muhoberac

Excellent sales engagement platform, would highly recommend.

2018-04-05

Pros

Outreach has an incredible product and excellent customer success team. We have been working with Outreach for the last 2 years, and will likely continue for many more. Almost our entire company uses Outreach on a daily basis, and it's UX is excellent. Their product team is consistently working to expand features that customers want.

Cons

To get the data we need, we export all our data into another analytics platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aaron Payne

If you get out of your own way it's fantastic

2020-04-03

If adoption is done well it will absolutely lead to better conversions of leads and revenue.

Pros

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.

Cons

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)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
awogor matthew

Top Product Sales Assistant is Outreach software

2019-10-09

Outreach helps in making sales possible in a Calendaring manner by scheduling basic sales activities including meetings, promotional offers, etc.

Pros

Outreach Help in Scheduling Meetings and Outreach to customers in a Calendaring Manner to maximize sales and helps also in collaboration. It also helps you to schedule your promotions for special sales and lots more assistance to your sales representatives.

Cons

I have not found anything least about this software. It's very helpful to convert customers to buying and returning customers so no negatives vibe about it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 201-500 employees)

Outreach for automating sales tasks

2019-12-17

Outreach helps our inside sales team automate the engagement process and helps them to contact potential opportunities with sequences and templates.

Pros

Outreach provides a way to engage easier with prospects and leads in addition to automating sales and marketing tasks that were time consuming.

Cons

In managing multiple users, it isn't as easy to divide tasks between a group as it is to run individual tasks and automations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam Benitez

A blessing to Sales that allows them to send email sequences without relying on Marketing

2017-06-10

Pros

Outreach allows Sales to continually follow up with leads via email sequences without the necessity of manually sending out each and every email.

Cons

If you have mandatory fields that are attached to certain lead statuses, you really need to make sure the Outreach setup is accurate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 51-200 employees)

Only shortfalls may be external API related

2020-05-24

I would never take a sales role without a product like Outreach, I makes a massive impact on productivity.

Pros

The Prospect dashboards are customizable which makes a huge difference.

Cons

I don't know if its Gmail's API or on Outreach's side, but it needed a work around and was very frustrating.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Stoker

A great tool for everyone to use

2019-10-16

It ensured we were processing every new lead and account to the fullest extent we could.

Pros

The integrations with our email servers made access to anyone’s outreach really easy to manage.

Cons

I also wish outreach had a more open API to our staff developers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Good tool for reps, bit janky in most other respects

2020-02-14

Pros

Super clean, super fast, makes cranking out top quality, personalized sales activity a dream.

Cons

API calls to SFDC can cause some problems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more