#1 most frequent
United States of America
73.9%5,435 installations of 7,353
What is Outreach?
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 boasts than 5,500 companies, including Zoom, Siemens, Okta, DocuSign, and McKesson as users of Outreach for management of their revenue organizations.
Outreach offers sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. The software boasts than 5,500 companies, including Zoom, Siemens, Okta, DocuSign, and McKesson as users of Outreach for management of their revenue organizations.
Categories & Use Cases
Media
1 / 6
Screenshot of Help reps engage buyers with personalized interactions throughout their buying journey. Orchestrate all key sales activities — like emails, phone calls, social media touches — utilizing proven playbooks & messaging.
Who Buys & Uses Outreach
#2 most frequent
Canada
5.0%364 installations of 7,353
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
4.8%350 installations of 7,353
Outreach a 360 tool for enhancing sales productivity
Use Cases and Deployment Scope
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.
Pros
- Outreach allows our sales teams to create personalised sequences, something that can scaled across to hundreds of similar prospects,
- Great integration with our CRM, Salesforce, interactions with prospects are automatically logged in CRM, prevent from manually adding data
- the dialer is really helpful, it helps us to reachout to the prospect easily, the recorder feature is really helpful in revisiting the conversation later
Cons
- analytics sometimes feel quite rigid, customising reports is quite difficult. We often rely on other tools for reporting
- UI is complex for the first time user, features like task views, sequence editing and call logs are not always intuitive at first glance
- Outreach mobile app feature is still quite limited, travelling sales rep find it hard to complete the task or make calls
Return on Investment
- 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
Usability
Alternatives Considered
Freshsales
Other Software Used
Salesforce CRM Analytics, DealHub.io, Freshsales, Freshdesk, Chargebee
Great prospecting tool for Sales Reps
Use Cases and Deployment Scope
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.
Pros
- Allows Sales Reps to stay organized with prospecting efforts
- Allows Sales Reps to use pre-built templates with customization available per prospect
- Provides insight into email open rates, link clicks, etc. to see how prospects are interacting with your Outreach attempts
Cons
- Being able to remove prospects from certain sequences can be difficult
- Outreach has the same problem Salesforce does with outdated contacts, emails, numbers that you need to manually change/delete. This is mainly a Sales Rep problem but could be done more efficiently if an email bounces that the platform marks that
Return on Investment
- 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
Usability
Other Software Used
Salesforce CMS, Gong
Outreach is perfect for outreach.
Use Cases and Deployment Scope
Our Sales Team uses Outreach heavily. It's integrated with our SFDC for two purposes: to pull prospects and account data to Outreach and to sync our outbound activity with reports within SFDC. I use it to automate and build sequences, templates, emails, calls, LinkedIn tasks, custom tasks, and more, as well as utilizing the provided open and click analytics to choose the best resources for marketing and sales outreach.
Pros
- Automating communication like emails and linkedin touches.
- Helping me stay on top of my deals and action items.
- Collaboration between team members to create materials.
- Love the A/B testing feature as well.
Cons
- It is not very clear how to use the automated info-filler logic provided to customize emails and outreach to each prospect and account. More in-app guidance on that would be invaluable.
- I wish my Outreach program didn't sign me out so frequently; I have to sign in multiple times a day.
Return on Investment
- I don't have complex numbers, but it is a positive business outcome. We can track the success of our marketing materials through delivery and click metrics.
- We're able to tie activity to pipeline value and closed-won ARR.
- Personally, the automation that saves me time by completing tasks and researching prospects allows me to save about 2 minutes per task or prospect out of an average of 4 minutes spent per prospect touch per day.
Usability
Alternatives Considered
Gong
Other Software Used
Lumos, Slack, Ironclad, Notion, Retool
Scalable Outreach with AI-Driven Efficiency for Customer Success
Use Cases and Deployment Scope
As a CSM, I use Outreach to manage customer communications while leveraging Kaia’s AI features for real-time call insights and summaries. Together, they help me stay organized, save time on note-taking, and ensure no action items are missed—ultimately driving better adoption, renewals, and retention.
Pros
- Automates sequences and reminders, ensuring consistent and timely customer engagement.
- Provides clear analytics on opens, clicks, and replies to refine outreach strategy.
- Kaia AI captures real-time meeting notes and action items, saving time and preventing missed details.
Cons
- Kaia is helpful, but the AI could be more advanced in summarizing calls and surfacing insights proactively.
- A more consolidated dashboard to view all accounts with their latest engagements would make it easier to prioritize.
- Instead of using AI insights only at the individual account level, having a broader, consolidated view across accounts would be more impactful.
Return on Investment
- Kaia’s AI reduces post-call note-taking, freeing up time for strategic customer work.
- Automated sequences and reminders ensure consistent outreach, leading to higher adoption and stronger account health.
- Easy communication tracking.
Usability
Alternatives Considered
Gong and Outplay
Other Software Used
Salesforce CRM Analytics
A must have in modern SaaS Sales
Use Cases and Deployment Scope
We use Outreach for all outreach to our prospects within the BDR org. We use it really to organise all of our work into one place, stay on top of our work with tasks, but to also improve our individual successes and team successes by collaborating with the analytics. We're already being successful by doing the basics. There is so much we could add on to our game with Outreach and excited for the recent roadmap announcements.
Pros
- Analytics & Metrics
- Clean UX
- Task management
Cons
- The loading from task to task can be clunky
Return on Investment
- Really hard to say since we've always had Outreach!
Usability
Alternatives Considered
Salesloft
