Outreach

Outreach

4.3
(1,389)
Optimized for quick response

Outreach provides email tracking, cadence, and sales automation features for use by sales teams.

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Outreach Features

Integrated Workflows

Task Management

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

86%
(Based on 351 reviews)

Email Tracking/Automation

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

90%
(Based on 373 reviews)

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

83%
(Based on 283 reviews)

Other Outreach Options

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

82%
(Based on 283 reviews)

CRM Integration

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

83%
(Based on 350 reviews)

Content Management

Content Import

Ability to import sales and marketing collateral built outside of the solution

94%
(Based on 6 reviews)

Content Creation

Overall functionality of building unique sales and marketing collateral within the product

97%
(Based on 5 reviews)

Templates

Pre-built templates for fast and simple content creation

97%
(Based on 6 reviews)

Advanced Search

Ability to search through all content to easily find necessary collateral

87%
(Based on 5 reviews)

Content Storage

Overall storage and organziation capabilities

93%
(Based on 5 reviews)

Training

Knowledge Base

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

92%
(Based on 6 reviews)

Coaching Materials

Offers content and training for new hires within the tool.

94%
(Based on 6 reviews)

Playbook Creation

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

93%
(Based on 5 reviews)

Video Record

Records users' practice or live pitches for future reference and improvement.

Not enough data available

Calling

Record Calls

Records calls for future reference.

86%
(Based on 220 reviews)

Generate Location

Generates an area code local to where the user is calling to increase likelihood of pick-up.

81%
(Based on 350 reviews)

Call Types

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

85%
(Based on 405 reviews)

Click-to-Call

Gathers contacts from integrated tools, allowing users to call with one click.

89%
(Based on 424 reviews)

Analytics

Open Rates

Records the rate at which emails are opened.

89%
(Based on 607 reviews)

Link Activity

Records the rate at which links in emails are followed.

84%
(Based on 565 reviews)

Attachment Activity

Records the rate at which email attachments are opened or downloaded.

n/a

Incentives

Badges

Assigns achievement badges to high-performing employees based on pre-determined standards.

Not enough data available

Triggers

Automatically recognizes achievements that should be added to the leaderboard.

89%
(Based on 6 reviews)

Commission Calculator

Helps users determine sales goals by calculating potential commission rates.

Not enough data available

Leaderboards

Highlights top-performing employees to publicly reward their achievements.

87%
(Based on 9 reviews)

Repeatability and Reportability

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

83%
(Based on 304 reviews)

Workflow Management

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

85%
(Based on 336 reviews)

Workflow Performance

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

85%
(Based on 327 reviews)

Sales Coaching and Insights

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

77%
(Based on 250 reviews)

Analytics

Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

89%
(Based on 6 reviews)

Alerts

Notification as to when a prospects interacts with a piece of collateral

92%
(Based on 6 reviews)

Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

97%
(Based on 6 reviews)

Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

93%
(Based on 5 reviews)

Feedback

Review

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Not enough data available

Scorecard

Provides a scorecard to display team and/or individual performance.

Not enough data available

Coaching Card

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.

Not enough data available

Leaderboard

Projects team sales performance publicly to reward and motivate employees.

Not enough data available

Real-Time Updates

Updates sales data in real-time so as to help teams remain close to their goals.

Not enough data available

Notifications

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Not enough data available

Competition

Motivates employees by creating time-sensitive competititons that drive performance.

Not enough data available

Contacts

Personalization

Retains a log of extraneous contact information such as timezone and contact engagement.

88%
(Based on 477 reviews)

Information Locater

Finds and opens saved contact information for reference at the time of a new call.

82%
(Based on 402 reviews)

Record Prospect Data

Allows users to denote which contacts they believe are prospective customers.

85%
(Based on 447 reviews)

Customizations

Email Platform Integration

Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

89%
(Based on 587 reviews)

Email Scheduling

Allows administrators to schedule out emails in advance.

88%
(Based on 594 reviews)

Notifications

Reminds administrators to follow-up on emails based on pre-set reminders.

84%
(Based on 593 reviews)

Email Categorization

Allows for the categorization of emails.

83%
(Based on 340 reviews)

Templates

Allows for the creation of templates for frequently-sent emails.

90%
(Based on 600 reviews)

Personalization

Profiles

Creates user profiles similar to social media pages that display private or public statuses and updates.

81%
(Based on 9 reviews)

Custom Reports

Generates reports with customizable fields to further understand employee performance.

76%
(Based on 7 reviews)

Dashboards

Visualizes individual and team insights such as new leads and outbound calls.

76%
(Based on 9 reviews)

Goal Setting

Allows teams to set trackable goals within the tool.

Not enough data available

Presentation

Live Presentation

Ability to present to a prospect in-person

Not enough data available

Screenshare

Virtual presentation capabilities via sharing screens

Not enough data available

Mobile Presentation

The option to present live on a mobile device

Not enough data available

Insights

Notes

Allows users to take notes during or after the call for future reference.

82%
(Based on 448 reviews)

Daily Summary

Delivers users a daily summary of activity.

84%
(Based on 437 reviews)

Automated Voicemails

Sends automated voicemails to prospective clients who fail to answer.

79%
(Based on 140 reviews)

Automated Emails

Sends automated emails to increase engagement with prospective clients.

93%
(Based on 496 reviews)

Sorts Prospects

Organizes contacts based on probability of success.

82%
(Based on 444 reviews)

Administrative

Integration

Integrates with CRM and financial systems to help determine goals

85%
(Based on 9 reviews)

Employee Structure

Organizes team members by roles, activities and objectives and weighs tasks by importance.

86%
(Based on 7 reviews)

Behavior Monitoring

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

87%
(Based on 9 reviews)
Outreach
4.3
(1,389)