Outreach vs. Salesmate

Outreach is well-suited for organizations that want to send bulk sales prospecting emails and need a platform that can enhance domain and email deliverability. It is less suitable for organizations that don't use email prospecting or have fewer than 500 customers or prospects.

Incentivized

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• Building sequences, using a omni channel approach.
• Detailed report of each team members activity (email, calling, socials etc.)
• Clear overview of prospect and account summary.
• Straight to the point menu navigation.
• Email outbox, very useful for analysing low hanging fruit.
• Good integration with other tools.

Incentivized

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• When sequencing, I need to mark multiple leads, and using the search bar, it will uncheck all the leads that were previously checked.
• Calls drop constantly.
• Syncing contacts and leads with SF is challenging. The buttons to synchronize with CRM are available when searching for a contact or lead, but you cannot sync it when viewing the lead or contact itself.

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

Based simply on cost savings, it would make the most sense for us to utilize Salesforce Sales Engagement moving forward. We already pay for access as part of our contract and it would provide more users with access to a sales automation tool. Upon vetting its capabilities, we've determined it can effectively replicate the core functionality that we get out of Outreach.

Incentivized

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

Being in a role that required me to do a lot of prospecting, I spent more time in Outreach than any other platform. It had everything within that I needed to be successful in my role. It was extremely customizable and easy to learn. There were occasional bugs, but nothing that kept me from doing my job.

Incentivized

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.

For the most part Outreach is always available. There are sometimes when they do a new update, and things might get glitchy for a couple of days. They usually fix it very quickly. Same thing if the dialer goes out or something. It is always handled in a timely manner.

Incentivized

Outreach's performance overall is very high quality. Pages load right away. Occasionally it might take a minute to generate a report, but not any slower than in other platforms I've used. Outreach is integrated into many of our other tools and seems to be a very clean integration. Everything runs very quickly.

Incentivized

There is almost zero customer support. What they do offer is a live chat feature which is active during "normal" business hours which is nice for instant inquiries if someone is available. However, you do not have a dedicated representative to address questions or concerns and their billing process is confusing and messy without any support.

Incentivized

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.

We were trained in person and it was very easy to understand. And if we missed any pointers there was more training given to us. So i always like this tool. The drafts were also prepared for us to sync outreach with our devices so it was straightforward. Highly recommend

Incentivized

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.

I expected more assistance in connecting Outreach with Salesforce. We have a basic connection, but many fields were left without a sync. We can apparently sync data without adding the app into Salesforce, but believe we could get more functionality with a better integration. The basics of setting up our sequences and using Outreac to run them was was fine.

Incentivized

No - All very straightforward and simple.

They're not direct competitors, but they share many of the same functionalities. Gong has a greater focus on spoken communications, such as calls and demos, rather than emails. I think Gong also has stronger AI capabilities at the moment. However, I don't believe so, Gong would be ideal for prospecting and mass outreach, as Outreach is. Outreach is more suitable for exploration and outbound communications management, whereas Gong is better suited for deal and pipeline management and analysis.

Incentivized

I was using the free version of Hubspot, which was extremely limiting. If I wanted to go ahead and unlock a simple feature, which every other CRM offered, my price would shoot up to hundreds of dollars a month for no reason, as they force you to unlock “all the features” not just the ones you need. Salesmate is much better, as you can choose which features you want, and don’t want.

It has flexible permissions which allows to designate certain non-admins to build out sequences or add or remove people, which allows one main admin to handle the more technical end, while allowing team leads to build out sequences for other team members, allowing everyone to play to their relative strengths, while not allowing for chaos if everyone had full permissions

Incentivized

• Increase in meetings booked
• Increase in call metrics as it is easy to make more calls using Outreach features. Basically cutting down admin work time before the call.
• Prospect journey and experience has been a positive flowing through a set amount of emails and calls rather than just being blasted with random emails. Helps BDRS stay focused on more important parts of the job.

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.