Outreach

Avantages

It took a while to get this properly set-up so it was working for us and not the other way around. Coming from Salesloft, we were able to set things up in a very similar away. We were able to map the key fields to Salesforce and the automation and rules are flexible enough for it to work well for our team of 10 SDR's.

Inconvénients

Although many fields map to Salesforce, things like "snooze date" and calendar appointment dates don't map over. Although it's not a deal breaker, it means that the SDR team (as well as the SDR manager) have to go back and forth between systems to manage and report on these pieces.

Avantages

I love that I can create my own automatic sequences that will send emails and create tasks for me. This helps with me staying on top of a pipeline and closing more sales.

Inconvénients

The cleanliness of Outreach connecting to Salesforce. I wish it was a smoother process and less messy. Too many steps have to be taken to connect the two.

Avantages

The sequencing is the biggest value-add for us it allows all our leads to be contacted right away with an automatic email. Nurturing old leads is really easy and each rep can easily create and deploy sequences when they are outbounding leads.

Inconvénients

I wish that outreach had a calendar feature that would allow us to use outreach instead of two different software. That would complete the picture for us.

Avantages

I love how this tools helps me know what I should be doing. Its helps my sales process speed up and make its a clear process on what to do. This tool is awesome and give me a way to see also whats needed to get to my goals.

Inconvénients

I think sometimes bugs can take over and makes the tool clunky.

Avantages

Love all the features offered by Outreach - from email personalization to CRM integration to logging phone calls without breaking a sweat.
Quick response from their Customer Support team - even hopped on a call when our issue wasn't resolved.
Documentation is extremely helpful and easy to interpret.

Inconvénients

Their pricing plans seem to be on the higher side compared to the rest of the players.
VOIP functionality is a little buggy, several recordings were affected from our first day.

Avantages

Love the efficiencies that this allows me to leverage. auto sequences, bulk imports, templates and click to calls are all imperative to my role. love it

Inconvénients

Your company can screw this app up by not allowing you to make sequences etc.. im assuming a pricing issue forced us all to have only managers and above create sequences etc...

Avantages

- 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

Inconvénients

- Some teething issues with VOIP, but generally works well - support are very quick to answer and helpful.

Avantages

Great tool for automating outreach oo oddly enough. You're able to set up call and email cadences. Also sequences. Decent at tracking open rates.

Inconvénients

Open rates can give false reads and not always accurate. Wished for more options in populating local numbers. Signature issues

Avantages

What I like most about Outreach is the automation piece. And I know they doing more and more to assist in that, like pre-recorded voicemails and things like that (those things may already be in place). It makes prospect outreach 1000x easier, and makes individuals and organizations as a whole more effective because of the automative powers that be.

Inconvénients

I honestly don't have any dislikes. Most every feature that Outreach contains I've used, and it's never frustrated me or given me fits.

Avantages

Outreach has a lot of potential for being a "newer" CRM on the market. Integrations are quickly updated and added and the customer service is fast & responsive to any issues or questions.

Inconvénients

A couple of problems with outreach - load times (tested with both macbook and powerful desktop PC) are almost always very long.

Avantages

Quickly and easily create a huge amount of sequences to treat prospects differently.
Reporting on the sequences to see which are best.
The ability to set up automatic tasks for highly engaged prospects.

Inconvénients

Can be a little slow to load sometimes and also a bit clunky.
Sometimes you click one thing and it brings up something else, but you can just refresh and this is rare.

Avantages

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

Inconvénients

The integration with salesforce is poor at best. The interface is not user-friendly whatsoever. I have a hard time navigating aroud and i have been using the software for over a year.

Avantages

The ability to sequence and track emails has been crucial in out sales process. Setting up sequences is easy and once you have done it a couple times becomes 2nd nature. The time savings is a huge benefit to us.

Inconvénients

It takes a little getting used to you can mess up on the first couple sequences. The email tracking can be better but it is better than other softwares I have tried for that.

Avantages

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

Inconvénients

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.

Avantages

I really enjoy being able to access Outreach in multiple channels--from my inbox, browser tab, or within Salesforce. It makes my life a lot easier.

Inconvénients

An update a few months ago made the process of accessing recorded calls much more difficult to access. They're still there, but you have to go through more steps to review calls.

Avantages

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.

Inconvénients

Nothing about the platform is sub-par or oversold, but I would really benefit from having some sort of mobile app.

Avantages

The constant addition of new features and efficiency workflows is impressive. They're constantly improving the product to reduce wasted motion and effort. For example, they now allow you to update prospects' phone numbers based on email signatures in their responses -- automatically.

Inconvénients

It's definitely buggy. Not any more bugs than other cadence softwares I've used (Sendbloom and Yesware), but still frustrating when I depend on it to engage with my prospects.

Avantages

Forget spreadsheets, forget manual emails, forget writing down notes on napkins... outreach will literally being the biggest time saver and organizer of your sales development efforts. Want to go 10x faster? Then use outreach.

Inconvénients

It’s hard to pinpoint something that is bad about the software. There have been minor outages which will last like half an hour but that’s literally it...

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Outreach 

Logiciel antérieur 

Avantages

It's every marketers dream to be able to set up outreach for the business development reps and have them follow it. From automated emails, templated/customizable emails, social media outreach and phone calls, you set up a sequence and it allows the team to easily stay on task. Also connects to Salesforce so that all the reps activities is tracked in Salesforce.

Inconvénients

I think as they continue to grow they will continue to expand their offerings into other communication channels but they do have partnerships for video.

Avantages

The efficiency it gives you to managing your sales funnel. Less clicks and digging around the computer to enter notes and move between accounts in your CRM. If you have a sales funnel of 40 accounts/day to have touch points, you can finish them in under 2 hours.

Inconvénients

Getting to implement is a huge task. You have to bulid a contact strategy, # of touch points, and messaging you want to use of the sales cycle and build it for each campaign. They do provide the necessary support to help both admins and user get the hang of it but you will have to be patient with the learning curve.

Avantages

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. Basically put all your sales activities in one place.

Inconvénients

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.

Avantages

Very intuitive and logical. Really like the interface for building sequences to send to customers. They really push education and offer loads of best practices. Even happy with the sync to salesforce which is something that is rarely said.

Inconvénients

Your email limits are going to slow you down, so just know that you can't blast with this system.

Avantages

Being able to prospect, contact prospects, and manage accounts and pipeline all in one solution. Having the integration with Salesforce allows for efficiency and seamless workflows within the sales organization.

Inconvénients

Not having the ability to record calls and have conversation intelligence created a need for an additional solution that was a significant cost to the organization.

Alternatives envisagées 

Avantages

Email sequences and other cold email capabilities

Inconvénients

Annual contract. If they provided an option with monthly payment, that would've been better.

Avantages

The software is easy to use. It consolidates a lot of the systems we had in place. I liked how you could prioritize the leads.

Inconvénients

The thing that I didn't like was that our SDR team could only see up to 100 leads at a time. As a company, we spend a lot of money on marketing and generate a lot of leads. There were a lot of leads being neglected because it was hard to prioritize different leads. After a few months, we had to change to another provider that was able to accommodate our lead volume and were also able to prioritize each lead based on their activity.

Avantages

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.

Inconvénients

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)

Alternatives envisagées 

Pourquoi choisir Outreach 

Pourquoi passer à Outreach

Avantages

Amazing for reps. Super clean, super fast, makes cranking out top quality, personalized sales activity a dream. Tasks are fantastic, good integration out of the box to SFDC, and the ability to customize layouts is superb.

Inconvénients

API calls to SFDC can cause some problems. In general, it could be more powerful in terms of how it works with the rest of the tech stack, specifically the marketing tech stack. It's difficult to get it really humming, and that can cause some friction. The website also crashes (the tool never does) which isn't a problem, but it is weird.

Avantages

Outreach helped our SDR team more effectively call new prospects, however, it isn't easy to setup and it isn't easy for new SDRs to learn.

Inconvénients

Hard to learn which caused SDRs to make simple, but not obvious mistakes because of the software's design. Once they learned the system it did work fairly well. The customer support is absolutely horrible though so good luck getting setup and figuring it out yourself. You are better off finding other software.

Avantages

Very user friendly & highly versatile. Integration with Gmail is incredible. Generates insights that make me successful at work.

Inconvénients

Often "hidden errors" are triggered that slow down workflow a bit. It can be frustrating at times when you do hours of work and one of these "hidden errors" seemingly negates the work done.

Avantages

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.

Inconvénients

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

Avantages

This software is easy to use, always innovating, and a great tool to manage your sales workflows and pipeline. They are always adding new features to make sure I have the tools to hit my numbers each quarter.

Inconvénients

The only drawback is that they always add new features without fine-tuning the original product. Overall, it is one of the best on the market and has come a long way in the last year.

Avantages

The capabilities of automating. The idea that I could take multiple customers from one company reach out to all at one time never having to remember which step of the cadence I am on.

Inconvénients

Sometimes it can be confusing. For instance having the capability of testing the A/B response set on a particular email but not being able to choose which customers you'd like to have in each part of the signature.

Avantages

Outreach is helpful to stay on top of tasks

Inconvénients

Lack of integration with other platforms we use. A lot of duplicate leads

Avantages

A lot of features are included, text, prospect engagement, email tracking too. Cool features and a great all in one solution.

Inconvénients

The texting feature is not ideal, confusing too. Very difficult to see when someone is calling you, the phone crashes often and somethings you can not hang up until you close out of f the software. A lot of bugs need to be worked out.

Avantages

Great set of features for salespeople to use, sequencing, templates, snippets, scheduling, etc. The Prospect dashboards are customizable which makes a huge difference. You can tell its built for sales people and not marketers.

Inconvénients

The schedule feature in gmail did not work for weeks, and apparently customer support is slow according to our admin. I don't know if its Gmail's API or on Outreach's side, but it needed a work around and was very frustrating.

Avantages

I like how easy it is to create a sequence, and then allow Outreach to automate my emails from that point. It gives great details to open rates and engagement, and what sequences are most and least successful

Inconvénients

I've found that even though it syncs with Salesforce, there are things missing that make it so I have to leave Salesforce and pull up Outreach to complete a task at times.

Avantages

Simple integration with Salesforce and seamless sync of data, good calls platform, meeting scheduling, nice sequencing tool, Salesforce Opportunity overview in Outreach itself, email templates. The support team is extremely proactive.

Inconvénients

The reports available are not so complete and flexible. There are a lot of limitations about filtering and changes of view. Outreach doesn't sync directly to LinkedIn, so LinkedIn tasks exist in the CRM, but they work more as reminders than as direct task. Conversational intelligence also has lot of room for improvement.

Avantages

I have used outreach for almost 2 years now and I have loved every second of it. I can easily make sequences and track who opens an email and when they did it. It really has helped my prospecting skills.

Inconvénients

There are very few cons to this software. The only con would be that the sequences occasionally don't stop when there is a reply.

Avantages

Outreach is a fantastic tool for prospecting. With the automated sequences, scheduled tasks, calling/emailing features, I'm able to keep track of all my prospecting efforts and maximize my time to be most effective.

Inconvénients

I don't use the reporting features at all. There's a lot of information in there, it may be extremely useful but it's a little overwhelming.

Avantages

Nothing happens without outreach. The cadence, reminders, and templates are all at your disposal so that nothing slips through the cracks.

Inconvénients

Integration with salesforce is slow. When I need to update something in salesforce, the outreach integration makes it impossible for a couple of minutes.

Avantages

Very easy to use. The interface is simple and easy for everyone to use. I love that you can send emails to a particular persona and those emails are ALWAYS formatted correctly. Very happy that we adopted this solution.

Inconvénients

I have heard that Outreach is expensive, but I don't know the cost. Others has mentioned integration issues, but it does everyhting that we want it to do.

Avantages

I really like the customizability of this software. The ability to create your own sequences for each prospect, make subtle changes to the sequences, clone your colleagues' sequences then tweak them to your own personal preference. Outreach has a ton of great features that make your sales job easier. If you're making upwards of 40 calls a day, it really makes that more manageable. Also integrates with salesforce very well.

Inconvénients

The one area I could see improvement would be in "sorting." Don't get me wrong, there are some great features while trying to sort/filter your prospects, but there are still some things I wish could be made easier. Like an easier way to sort via "step in the sequence," instead of having to assign a priority-level to each step, and then sort that way. BUt this is just a minor detail, overall Outreach is awesome.

Avantages

I work on Sales enablement with Outreach and I like how easily I am able to get my work done with it.

Inconvénients

The entire User Interface is not very friendly. Also, the cost of the product is on the higher side which was not very suitable for us

Avantages

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.

Inconvénients

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.

Avantages

This system has saved me thousands of hours of emailing and contacting clients. It has also helped me organize the way I speak to my clients. The best feature of the platform is the ability to setup email sequences and fully customize the way they are sent out. It also integrates directly to Salesforce, so it pulls the lead info automatically!

Inconvénients

At times, Outreach struggles to sync with my email or Salesforce. Other than syncing, there really isn't much to complain about with Outreach.

Avantages

Easy to use especially compared to similar products. Click to dial is great.

Inconvénients

There are some weird bugs at times but their support team is stellar in squashing them quickly.

Avantages

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

Inconvénients

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

Avantages

easily gage activity metrics for sales team

Inconvénients

call numbers arent always accurate, shows all calls, even ones that havent been connected which can skew metrics

Avantages

How easy to use it is also how they constantly keep improving the product.

Inconvénients

I don't like how sometimes the information from SFDC doesn't transfer over correctly