What is our primary use case?
My main use case for Outreach is to sequence and create workflows that guide us through prospecting and outbound activities.
A specific example of how I use Outreach for sequencing and workflows involves pulling a list of targeted prospects, usually from Store Leads or Apollo, or a combination of the two. From there, I leverage the integrations with our CRM. I have used it most commonly alongside Salesforce, allowing me to quickly pull in the contact data to add prospects to whatever sequence. It first sends out the email based on whatever steps I provide, then reminds me to place a phone call or follow them on LinkedIn until that task is complete. At the end of it all, it provides data and reporting so that I can see how effective each of those steps were, including open rates, emails that bounced, who answered, who expressed interest, and who unsubscribed.
I have also used Outreach when it was not necessarily needed for the prospecting piece or the sequences, acting as a bridge to connect two different platforms that we had that did not integrate with each other, specifically Salesforce and Nooks.
What is most valuable?
The best features Outreach offers include reporting, as you can do many things through other tools, but you do not really have visibility on effectiveness. Additionally, it keeps everything organized and is easy to use once you get familiar with it. While it takes a bit of setup initially to create workflows, it becomes very intuitive and sometimes automatic at each step.
For me as an Account Executive, the most valuable insights or data from the reporting features include knowing not only when my prospects open an email but the number of times they do. I want to see if they have opened the email multiple times, as those are signals that matter and indicate that the deal is hot, prompting me to follow up immediately.
Outreach has positively impacted my organization by streamlining how we work individually and allowing us to see what others are doing. If a peer of mine is having success with the same type of workflow, it indicates to me what steps I might be missing and allows me to clone or duplicate an effective sequence for my use.
What needs improvement?
Outreach can improve because it can be overwhelming due to its robustness. It is not plug-and-play; it requires setup and customization for meaningful analytics, which is great once fully configured but involves effort to comb through reports initially. It is also better suited for sending many emails quickly, which is not always ideal. The AI recommendations can sometimes be hit or miss, and while I always review them, they do not always get it right.
I give it a seven because the integrations I have experienced affect its effectiveness. With Salesforce, for example, the data quality issues we faced made Outreach less effective, as it pulls in messy data leading to duplicates and incorrect information.
Improving the overall interface of Outreach would be helpful; once familiar, it is manageable, but the learning curve remains substantial due to its complexity and features. Even as a veteran user, setting up new sequences requires a careful approach to ensure everything is done correctly.
For how long have I used the solution?
I have been working in sales for the last four years, and I have been working in post-purchase e-commerce for the last six years.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
Outreach's scalability is good; we did not run into issues as long as admin permissions were correctly set. We encountered some limitations on the number of emails that could be sent if the settings were not properly adjusted, but after that, it performed as expected. It is definitely scalable, though companies must be careful to manage email domains to avoid deliverability issues.
How are customer service and support?
I have never needed to contact customer support at Outreach directly, which is a good sign.
Which solution did I use previously and why did I switch?
I have seen a return on investment, having used other solutions such as Apollo, and we switched to Outreach mainly because Apollo did not adequately bridge the integrations between our CRM and call applications.
How was the initial setup?
I have used Outreach at several companies, and overall, I have probably used it for around three years.
What was our ROI?
I have seen a return on investment, having used other solutions such as Apollo, and we switched to Outreach mainly because Apollo did not adequately bridge the integrations between our CRM and call applications.
What's my experience with pricing, setup cost, and licensing?
I cannot speak in detail about the pricing setup, as I was not involved in the purchasing decision, but I believe each user had individual seats rather than a shared license, allowing us to track individual activity.
Which other solutions did I evaluate?
We evaluated several other options before choosing Outreach.
What other advice do I have?
I have definitely seen time saved using Outreach, as we always set it up to send out the first email manually to curate messaging and add custom touchpoints. After that, everything is automated up until the point where it asks me to connect with them on LinkedIn or make a phone call. The email portions are automatically run on the schedule I create, saving me a ton of time, as I am not manually sending these out. It also helps us understand timing better, knowing when to reach back out based on prospect behavior, such as their opening frequency or forwarding to team members.
I felt that Outreach's governance and security are really secure, with many customization options available for admins that can address issues such as deliverability and compliance, tailored to specific states or industries.
The accuracy and reliability of Outreach's output align with my steps and variables, but the data quality of other integrated tools can cause issues if they lack completeness, requiring manual checks to avoid sending sloppy or auto-generated messages.
Outreach is deployed in my organization in various ways; I primarily use it through my browser, but I have also used a desktop app and an extension, which helps when I am navigating other sites or systems such as Salesforce.
We use Google Cloud with Outreach, as we use Gmail for our email communication.
I would advise others looking into using Outreach to consider that it is one of the strongest sales engagement platforms available, helping reps stay disciplined and automate repetitive tasks, providing visibility on messaging effectiveness. However, ensure that other necessary tools and processes are well configured before implementation, as it works best when there is dedicated admin support for setup and training. I would rate this product a seven out of ten.