Share your experience using Saleswhale

My main use case for monday.com is project management of various project deliverables.

A specific example of a project I have managed with monday.com is with incident response playbooks, where the project was entered into monday.com and tracked for all of the deliverables that went towards incident response playbooks, which also included communications templates and various project standards.

monday.com has impacted my organization positively by being very useful in organization and tracking of deliverables.

With the organization, task and projects, and processes, it gives a visual status because it uses listings, timelines, and various dashboards that make it easy to understand and easy to track projects.

The best features monday.com offers include tracking.

When I mention tracking, I mean it in terms of tracking task deadlines and also seeing other team members' progress working on the same projects that I am working on.

monday.com can be improved by continuing to support automation as we grow with technology such as artificial intelligence, as long as it continues to evolve based on the evolution of technology.

To continue achieving success with projects and task management, team collaboration, and workflow automation is what I would like to add specifically about the needed improvements.

I have been using monday.com for one year.

monday.com is stable.

I have not had to use customer support as of yet, but I am quite sure it is excellent.

Negative

I did not previously use a different solution.

I had no experience with pricing, setup cost, and licensing.

I could say that I have not seen a return on investment, but it efficiently helps to centralize planning, tracking, and collaboration.

Before choosing monday.com, I did not evaluate other options.

monday.com helps teams of all sizes work more efficiently by its customization to help centralize planning, tracking, and collaboration, and I can customize it around those parameters.

My advice to others looking into using monday.com is to use it to its fullest capacity.

Outreach helps set up sequences and track activities such as notices and whether customers read email messages. It integrates with our CRM, which is Salesforce, and tracks contact name and information such as address, email, and phone. It is one of the foundational components of our sales enablement IT stack and provides quick and easy means to contact customers along with intelligence to track their engagement.

The single best use I have for Outreach is to track quickly and easily whether contacts are viewing and opening email messages. I can get a sense of prospect engagement and how to craft follow-ups. I can get a clue if messages are potentially being shunted to a spam folder. When a customer opts out, Outreach is somewhat helpful, but it also allows us to still override and reach out, which may violate do-not-call registries.

The sequences enable customer outreach and the ability to run drip campaigns easily, which is very helpful.

Our response rates have improved highly by 50%. We have been able to save time through sending emails to our clients, and they can respond through Outreach, saving a lot of time, approximately 30% or so. Outreach has also increased our outbound efforts, allowing SDRs to reach out to an average of 30 to 40 more accounts than before. Manual follow-ups are difficult to account for, but Outreach helps us reach out to prospects easily and offers great reminders. Additionally, unified communication has improved hand-off between SDR, AE, and AMs.

Outreach contributes positively to my organization by enabling revenue acceleration. Our time spent managing blank or out-of-date information is a time drain. Our sequences facilitate improved first book metrics by automating cold outreach, providing value to customers via email, and highlighting who is reading and responding to our emails.

According to my experience, the best features Outreach offers are its helpfulness and effectiveness. It also offers a set of free trial and an intuitive, user-friendly interface. It offers sales engagement, revenue intelligence, and revenue operation functionality in a unified platform.

Outreach leverages automation and artificial intelligence to help revenue leaders decrease the inefficiency and ineffectiveness of go-to-market activities and personnel across the revenue cycle.

Outreach helps automate sequences and ensures consistent and timely customer engagement. I also appreciate that it provides clear analytics on opens, clicks, and replies to refine the outreach strategy. Additionally, the use of AI captures real-time meeting notes and action items, saving time and preventing missed details.

Outreach can be improved as analytics sometimes feel quite rigid. Customizing reports is quite difficult, and we often rely on other tools for reporting. The features of Outreach mobile app are still quite limited, and our traveling sales reps find it difficult to complete tasks or make calls, especially when using the mobile app.

For first-time users, the user interface is a bit complex. Features such as task views, sequence editing, and call logs are not always intuitive at first glance, but once one starts learning about them, they become intuitive and easy to use.

I have been using Outreach for three years.

Outreach is very stable.

Outreach's scalability is quite good. It is my go-to tool for sales vertical, SDR, AI, and AMs. It has proven to be quite scalable.

My organization handled user adoption and training for Outreach easily because the customer support was always supportive in case we had any issue. The customer support for Outreach is very unparalleled, supportive, proactive, and great.

Negative

I previously used Freshsales as a different solution.

My experience with pricing, setup cost, and licensing is that the price is very affordable and the setup was easy. The customer support has always been supportive in case we have any questions.

Before choosing Outreach, I evaluated other options such as Gong and Salesforce CRM Analytics.

I need to update or maintain Outreach, and the process is straightforward. Outreach integrates seamlessly with other platforms and tools that we use besides Salesforce.

I manage data security and privacy with robust and secure features where Outreach provides top-notch security to our data, making it very secure. I have not experienced any challenges with user management or permissions in Outreach so far.

I switched from Freshsales to Outreach because once one becomes a user of Outreach, it becomes very easy to use and user-friendly. Outreach is also very cost-effective compared to Freshsales and other alternatives, and it has helped us achieve our marketing goals and reach out to more customers easily, improving my organization's productivity for the last five years.

The best advice I would give to others looking into using Outreach is to take advantage of the calling feature. I can select my phone number from multiple available options, call prospects worldwide, and have the entire conversation recorded for my reference. This feature is my go-to feature every day. The recordings help me analyze my sales pitch and draw conclusions from the conversation. Outreach is a good sales and marketing tool. I would rate Outreach nine out of ten.