Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and effectiveness of go-to-market activities and personnel across the revenue cycle. Outreach offers sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. The software…
Creating content for blogs, e-mails, marketing campaigns Help solving issues (IT-related, business related) General search tool: CoPilot AI can help solve complex and elaborate questions. Possible to give follow-up questions to help lead in right direction Can serve as a translation tool, suggest travel routes, when to visit certain places, how to's, ...
Outreach is well suited for teams that need to do cold outbound to prospects. It's easy enough to create sequences that will use a variety of touchpoints (email, inMail, call, etc...). It's also easy to share sequences with team members to collaborate and the very best messaging. Outreach's integration over Salesforce and Gmail is also invaluable, without it each team member would probably spend hours per week clicking between tabs just to get to prospect information On the other hand, Outreach is not the best to help you create content, as of this writing there is no AI support. It is also worth noting that Outreach's permission structure can create a lot of confusion for team members and that untangling errors at times can become complex
The ease of use for outreach is next to none. Everything is clearly explained, you can hop on a call with their support team whenever, and it effortlessly integrates into your computer. You can do everything you need sales related on it, and the learning curve is small. I'd recommend it as a first and last CRM.
The overall support of Outreach has been great. Whenever I have a problem, they were quick to fix it and typically respond within one business day. I don't typically have many requests for support because a lot of my questions can be answered through their knowledge panel. They have been fantastic to work with overall.
Lots of attention from the Outreach training team, with a great willingness to customize to our needs. To be clear, you get out what you put in. If you don't work with them, you'll get cookie-cutter training. But we asked for a lot of customization, and they delivered what we asked for.
CoPilot AI is very user-friendly. Meets all my needs for content creation, searches, etc. Tried Gemini and Watson, but doesn't seem to have greater value than CoPilot AI. For translation, DeepL is absolutely my preferred product.
The huge positive impact it had was the team not needing to spend as much time as disengaged opps as they were engaged ones. We were able to set sequences to work with them while the team could focus on generating new leads or converting Opps.
For an AE - post demo communication is important. With templates and snippets we could just click a few buttons and have a really nice email sent out with the relevant information and then the next several steps already planned out. This freed up time for us and even allowed us to take calls a lot sooner after demo's then before. For busy days this was very helpful.