Outreach

Outreach is a product that has blown me away. It's every Director and Manager's dream when it comes to sending e-mails and keeping up with annual engagement with customers of any lifecycle. From Sales to Customer Service to Marketing, Outreach can help every member on your team.

For years I A/B tested e-mail subject lines and calculated this on an excel spreadsheet. Outreach does it for me. I have increased my cold e-mail sales open rate from 25% to 60%! The e-mails look personalized and don't look like any other e-mail campaign. Even the signatures are consistent.

The LinkedIn feature allows people on teams/enterprise to engage within the platform. For others it takes you to the person's page in a new tab. It makes it easy to increase engagement trifold in this manner by creating sequences (day 1 call, day 2 linkedin, day 3 email, etc.).

One improvement would be a better LinkedIn integration. I wish the Sales Navigator e-mails fed through in order to create a task in SalesForce just as an e-mail through OutReach does.

There absolutely needs to be more personalizations (i.e. Dear {{first name}}, Hope you're having a great {{day_of_weeek}}). Which, this seems rather simple to code. Any real time data should be in there. Instead I have to do a long {{if/then}} that takes forever.

I managed this software as the admin, and what i really about this software is that their customer experience team is very helpful and professional. They were very helpful in making sure we can customize to fit what we need as much as possible.

This is an overall great software for customer outreach, however, the sales process that this is designed towards is for account-based selling and not transactional (like our market -SMB).

It's pretty easy to use and figure out. Not much help is needed to make it work.

Quality and support! Outreach experiences issues regularly. There's always something wrong with it. What's worse is when you put in a support ticket, they always give you some generic issue that its on the customer's side. That's not the case! You then later find out that they lied and are exeriencing an outage. Then you ask repeatedly for a call back because your manager is upset with them and they can't bother to do that! They won't even acknowledge your request!

Since Outreach connects effortlessly with our CRM system, we can design it to fit our work. Outreach makes it easy to import and export data and contacts, send promotional materials, demos, announcements, videos, and voice messages to contact lists via email, text, and social media, and receive customer responses and inquiries, directing them to team members by specialization. Outreach's collaborative capabilities and ready-made templates allow all team members to engage. I also like Outreach's organized data and reporting records.

I've been using Outreach for a while, and it's virtually perfect. I only have a problem with member-removed contacts, which are entirely deleted from the system and I don't need again. To easily restore deleted contacts, I would like to find an archive.