Outreach

Outreach is our primary tool for talking to our customers. The software helps us write emails, put prospects in sequences, and make calls to customers. This is highly beneficial, as everything I need for my Outreach as a sales rep can be handled by a single tool. Before Outreach, our team faced challenges in maintaining proper structured follow-ups and aligning messaging across multiple stakeholders. Everyone in [...] uses Outreach, from SDR to AE in hunting sales to AMs focusing on renewal and upsells.

• Outreach has increased our outbound efforts, SDR can reachout to avg 30-40% more accounts than before
• Manual follow ups are difficult to account for, Outreach helps us to reachout to prospects easily, Reminders are great.
• Unified communication has imporved handoff between SDR, AE and AMs

Freshsales

Salesforce CRM Analytics, DealHub.io, Freshsales, Freshdesk, Chargebee

Outreach is used mainly as a prospecting tool across our organization. It allows you to set up sequences with prospects to stay organized as well as create efficiency in sending out emails to customers using templates. It also allows you to track emails and open rates, link clicks, etc. which is helpful in seeing how prospects are interacting with your email.

• Outreach saves Sales Reps a ton of time with outbound prospecting by using templates, tracking open rates, and having targeted lists put together where you can send out mass emails in a few clicks
• Outreach allows you to proactively track your tasks and make sure you stay up to date with your outbound efforts and minimizes tasks slipping through the cracks

Salesforce CMS, Gong

I am an SDR. Outreach organizes and keeps all my prospects in sequence for me, and links to the other tools we use.

• Manual dialing is tough, so we use Nooks, there is integration though.
• It keeps everything in one place saving me a ton of time
• The learning curve was very quick.

Salesforce CRM Analytics, Nooks, 6sense

For outbounding new opportunities. Mostly people using legacy recruiting technology, wanting more AI in their hiring process, or are currently doing everything manually.

They are often coming up toward the end of their contract for their current recruiting solution and are exploring which areas of their process they could improve.

I use the platform to reach out to prospects by calling, emailing, and linkedin by leveraging the sequences in Outreach.

• Inbound follow up
• Nurturing leads
• Souring outbound opportunities
• Event follow up

HubSpot CRM and Apollo.io

ZoomInfo Sales, Salesforce CMS, LinkedIn Sales Navigator

We purchased Outreach to bridge the gap created by the retirement of Outlook for Salesforce, and we were also sold on its capabilities to automate and manage multi-step, multi-touchpoint outbound prospecting campaigns for our sales staff. Salesforce integration, Microsoft Outlook integration, and the general usability of the product were the primary selling points that convinced us to purchase; our enterprise-grade marketing automation platform was not an appropriate tool to address these business needs, and Outreach adds a sales enablement capability that we were previously lacking.

• Integration with Salesforce
• Sequencing
• Calendar syncing and public calendar URLs for users

• It has generated opportunities with customers that we may not have engaged previously
• It allows us to track the efficacy of different prospecting strategies
• It provides end-users with automation capabilities they would not have otherwise

Salesloft and Gong

Salesforce Lightning Platform, Adobe Marketo Engage, ZoomInfo Sales, LinkedIn Sales Navigator, DemandTools, OwnBackup