Outreach Features

Use of use and easy integration with Salesforce. Separate prospects and Accounts Awesome reporting tools KPI made easy

No Voice mail drop Difficulty with incoming calls Support takes forever to get back to you

nothing. After 3 months I am walking away from a $26,000/yr contract they will NOT let us out of, so I am STILL Paying and we are NOT going to use this trash of a platform. They do NOT care about you as a client.

Using this software cut our call volume in half, we had our WORST sales month in 2 years, we had so many problems getting set up, their software crashes, notes fail to save, hubspot integration is a joke, stand alone you lose features like deal pipeline, you can not sort by last time called, their throttles don't work as explained, cannot text, the list of cons goes on and on...

- Priority tool used by me in my day-to-day activities- Easy of usage in terms of lead management, sending out emails, messages, calls, etc- Tracking of daily activities, visibility of upcoming tasks and previous engagement with leads

- Sometimes it becomes difficult to make calls due to bandwidth issues even if you are on high speed internet connection. It fails to recognises and doesn't connect call. This can be worked upon more.

Ability to setup complex user journey sequences for multiple personas, it's ease of setup and use, and that our inside sales team says they CANNOT work without this solution. We increased our rate of meetings set immediately and already have generated enough revenue to pay for the system many times over. It is not the cheapest solution out there, but you get what you pay for.

The reporting could be more robust, but we pipe all the data in SFDC and use the reporting tools there.

Using Outreach we were able to automate our sales efforts. We have synched up Outreach with HubSpot to keep track of all our prospects activities. Most useful features are building email sequence, integrating CRM, calendar and meetings. It allows you to create, manage and control customer data.

It does not allow us to create visually appealing emails. It’s analytics dashboard is very hard to understand.

Streamlines drip campaigns (referred to as sequences in the platform), automatically monitors responses from prospects, integration with other platforms

slow sometimes, additional integrations can be costly, hasnt solved for autoreply emails, campaigns can look like spam to the recipient

Outreach suited our needs the best out of other tools in the market. It is very comprehensive and integrates with other tools in our sales enablement stack seamlessly.

The reporting function needs improvement; too much data and not the right metrics - it would be good to see output through the full funnel instead of standalone metrics. Also, calls connected should exclude voicemail.

+ 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.

Great Sales Cadence for effective Lead Management Detailed Email Analytics for Campaign Management

Inability to integrate with Google Sheets and only allows upload thru CSV Takes time for User to familiarize themselves with the Tool UI

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.

Task management and sending emails / completing tasks from the platform is extremely helpful. I know exactly where to start each day. The Salesforce integration is also extremely helpful.

Unfortunately our Salesforce integration is not always optimal and syncing sometimes fails (so some leads show in different stages on Outreach vs. Salesforce). Additionally, it is sometimes hard to filter and build lists based on specific criteria and I need to do this in Salesforce and then manually select the prospects I want to reach out to in Outreach.

Hi Yael, thanks for your great review and feedback! We'll be sure to flag this for our product team regarding ease of use with building prospect lists. If you haven't already, you can also reach out to your Outreach CSM to see if there are some creative solutions to help in the meantime!

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.

I love how simple it is to create and edit the sequences. As a sales person who sends a lot of outbound emails, it's very important to have a tool that makes it as simple as possible to create new sequences and Outreach is the best there is.

Sometimes when you go to put a lead in another sequence, it won't allow you to do so for several hours if they have already been put in a sequence. I wish that you didn't have to wait as long between the two. For example, right when a new lead comes in, we have an automated email that is kicked out to them. After that email is sent, I have to wait several hours before putting them in another sequence to get them scheduled. There needs to be shorter wait time between the two.

I work as an SDR so I love the how easy it is to organize my work. From prioritizing tasks to creating sequences, snippets and templates with ease. Outreach is very user-friendly. I also love the overview it gives on a prospect with relevant and recent news articles- makes it easier to find info to mention on calls or emails. Scheduling emails is also very helpful!

I don't have a much to complain about. One thing is the outbox doesn't warn me when it stops sending emails out and sometimes won't resume after 24 hours. So I have to go in every day and retry emails that didn't send (this only happens when sending out mass emails).

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.

In order to keep things simple, Outreach has limited flexibility with reporting. To get the data we need, we export all our data into another analytics platform. That said, we use Outreach on such a large scale that this likely wouldn't be a problem for most sales teams.

It integrates seamlessly with other CRM's. It's easy to track your cadences and follow its effectiveness. Easy management of your leads and their status, avoid double reaching or including the same leads in two cadences simultaneously—lots of open resources to help you improve your tasks.

The UX could be better. It takes some time to master the use. Especially when uploading CSV. files and managing leads.

This tool is great for streamlining the workflow of outbound prospecting. Our company uses it for our sales development efforts, and since replacing Salesloft has made sales automation easier for our reps. The software in very customizable, so there is a learning curve associated with getting up to speed on it.

Complexity can create a longer learning curve compared to other sales automation tools. This ultimately is good once you learn the system.

Sequences is what makes Outreach so powerful. The fact that you can time, automate, and blast various emails to prospects using custom variables for a personalized feel is what makes Outreach so powerful. My role requires me to send mass volumes of emails to specific personas at various B2B companies. Most people don't respond after just 1 email. By loading multiple folks into a sequence and blasting that sequence has saved me significant time. Outreach also acts a CRM that keeps track of all communications. You can use filters to find specific prospects who have been sequenced or if they've been opted out or if they're in a specific stage in a sequence. These custom filters enable for specific targeting and tailoring.

Outreach does require level of training to some extent that isn't straightforward. For example, knowing how to load sequences, or create triggers, or how to automate certain tasks does require some playing around that is not intuitive unless you have some training. Our organization needed some 3rd party training for us to actually grasp the various aspects and nuances of Outreach. Without that 3rd party training, we would've made numerous mistakes and probably wouldn't have utilized the tool to the maximum efficiency.

At first, Outreach can look a bit overwhelming, but once you get through some early training, it will become second nature and best friend for prospecting. We also use Outreach as our dialer. What I love most is the ability to make quality drip campaigns, email sequencing that can be combined with phone and LinkedIn messaging, along with integrating with SFDC. I'm also a big fan of using Snippets which is a great way to create short sentences or data that you want to include in emails, while not going overboard on boring templates.

Not much, other than there's a lot going on. There are account and prospect views that you can build reports on top of that I really never use, but I'm sure could be useful. If you can focus on core functionality, then it's really quite easy to use.

We moved across from Groove to Outreach and this was one of the best decisions we made. Outreach connects much better to other tools in our stack and the functionality is on another level. Outreach has enabled our SDRs to stop wasting time context switching between loads of tabs and focus on prospecting, maximizing their time prospecting. I am a big fan of Outreach!

It would be great if it were simple to include a profile picture without the weird needing to have an avatar process on another platform.

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.

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...

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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.

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...

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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.

Handling your outbound and inbound efforts via Outreach has made things much easier. Before we were using Yesware and although it was affordable the user design and analytics left a lot to be desired. With outreach we can see what sequences are performing the best, which email templates get the highest response, and even when the best time to send emails are. We are also easily able to A/B test within sequences or copy sequences that are working well for other Reps and duplicate. It has made it easy for me to increase how much outbound I am able to do and made it so I can target specific personas easily. I tend to work out of Outreach way more than I work out of Salesforce as an SDR.

I feel that there are still features I do not understand within Outreach that I might be able to use more effectively. If they could guide the user more to make sure we are leveraging more of the software I think that would add to it. One of the cons is that you are unable to make dials from your laptop via Outreach, it must come through your cell and I much prefer to make calls via my laptop.