Outreach Sales Execution Platform Review 2023

Top firms understand that maximizing customer lifetime value is one of the most proven ways of improving business revenue. Relying on sales execution platforms like Outreach is one way businesses can ensure they can consistently engage effectively with their customers. 

Outreach’s sales engagement platform makes it easier for businesses to optimize every interaction in the customer lifecycle. It helps business reps understand customer pain points and handle their challenges to ensure that they have a seamless experience. To know if this tool is what you need to improve your customer interaction game, read this review and learn more about its features, pricing, and policies.

Outreach Overview

Outreach offers solutions for different phases of the sales funnel. It helps businesses find new clients thanks to the insights it provides about the prospects. 

Sales teams can also use the platform to cater to middle-of-funnel clients by enabling more personalized emails, calls, and direct messages. Until they complete the sale, the team can track each prospect’s journey at each stage. 

The Outreach Sales Execution Platform is a proprietary product of the Outreach Corporation. The company was founded in Seattle by a group of four enthusiastic entrepreneurs-  Andrew Kinzer, Gordon Hempton, Manny Medina, and Wes Hather. 

Now a decade into the business, Outreach has raised $489 million in funding and continues to advance better experience in the sales industry.

• Established: 2014
• Founders: Andrew Kinzer, Gordon Hempton, Manny Medina, Wes Hather
• Office: Seattle, US; London, UK; Prague, Czech Republic

5 Core Features of Outreach

Expert Opinion

Rating: 4.3/5

Combining deal management and customer engagement into one package, Outreach is a comprehensive solution for businesses looking to maximize customer interactions. 

Outreach provides a simple AI-powered platform with various features to help sales teams meet their goals. The platform offers numerous functionalities that help to improve sales teams’ performances. 

We particularly appreciated the sales forecasting and insights the platform provided. The rep coaching feature is also helpful, especially when onboarding new team members. 

However, it would be great if the software made navigation more seamless. Getting started in a session may take up to a two-minute delay, which might bother some. However, the app works smoothly after this, and the company constantly adds updates to improve the user experience. The company can also improve the softrware to ensure a better flow between interfaces and integrations.

With Outreach’s sales engagement tools, sales team leads can make the process easier for customers and team members. The streamlined workflow features enable prioritize tasks and maximize the insights provided on the platform. 

The AI assistant, Kaia, performs excellently for call analytics and recording, but may still need some time to match up with performance of some other assistants, like Gong or Chorus.

While we did not encounter any significant challenge, we have heard of several customers who encountered various challenges. These complaints typically reloved around the user interface and some challenges with updating the software. Altogether, we find Outreach to be an excellent solution for sales execution and management.

Notable Features of Outreach

Outreach provides several key features to help businesses maximize sales and close more deals. We will look at them in detail here.

1. Sales Engagement

Getting to prospects at the right time is critical for maximizing sales. Outreach offers sales engagement features that help sales teams improve their prospecting. For one, it provides streamlined workflow solutions for sales teams. With this solution, reps can follow standard processes known to generate results, helping maximize productivity. 

The platform also helps to manage responses across multiple emails to create advanced sequences. With these, you can keep the conversation going with customers. The software also allows users to identify when prospects are out of the office, so they can pasue the sequence until the client returns. 

The platform also provides an integrated meeting scheduler so you can easily book meetings and calls. Additionally, the platform provides rich analytics and insights so your managers understand what content, workflows, and sequences open up opportunities. This way, you can channel efforts in the most productive directions.

2. Deal Management

Controlling the deal-making process is essential to increasing revenue. Outreach’s deal management features help sales teams work more productively and concentrate more on the essential elements of closing deals. Its real-time grid view allows representatives to effortlessly monitor and adjust deal values, close dates, sales stages, and actions that follow.

Additionally, the platform provides field change indicator warnings, which enable you to rapidly spot adjustments that can have an effect on the transaction pipeline. The transaction pipeline may be impacted by modifications such as adjustments to deal prices or close dates, and Outreach is adept at identifying these signs. 

Outreach also helps sales teams maintain a panoramic view of their deals in addition to the granular details, with deal overviews, health insights, and engagement timelines.

3. Mutual Action Plans

In addition to knowing what your customers desire, it’s critical to implement action plans to boost your sales. Outreach helps company teams operationalize their sales strategies by providing them with personalized Success Plans. By using these, you may guarantee consistency across all sales teams in the company.

With Success Plans, Outreach provides a digital platform where buyers, sellers, and internal stakeholders can work together on predetermined plans. The perk here is that everyone can retrieve core details anytime they need it, thanks to the digital archive that records all meetings’ minutes, materials, and deal specifics. 

Outreach also contributes to the safety of each activity plan through its security control elements. These elements assist users in protecting sensitive information from unauthorized access via a two-step authentication. The platform also provides virus scans for resources and documents to keep malware out of your information.

4. Conversation Intelligence

Making the most of interactions with customers is essential to closing a business deal. Outreach’s conversation intelligence feature allows sales representatives to keep strong conversations with prospects, increasing the possibility for a closing the sale.

With the aid of AI-powered virtual assistant Kaia, Outreach’s conversation intelligence facilitates the recording of in-person meetings, records real-time transcription, and offers managers access to data. Kaia increases sales representatives’ efficiency by automating time-consuming chores like taking notes and seizing important moments

Thanks to this feature, sales representatives can spend less time tracking the meeting specifcs to concentrate on high-yield tasks. The AI also detects action items, allowing you to easily delegate tasks afterward.

5. Customer Success Management

Maintaining communication with your clients helps you grow an active and loyal client base. You can keep the transactions you close by offering scalable customer involvement with Outreach’s customer success products. This feature allows you to offer customized automation in response to client inquiries. Your Account Managers will be able to concentrate on the most strategically important interactions in this fashion.

You may be confident of quality because the customer success tool facilitates smooth communication as well. Additionally, the platform offers real-time data tracking. You’ll be able to assess the quality of your consumer interactions with accuracy this way.

Outreach Integrations

Outreach provides several integrations to optimize deal execution and client success. Users can access their preferred integrations through Outreach Marketplace. This custom suite includes a variety of software categories like CRM, direct mail, marketing, privacy & security, sales asset management, and more.

With Outreach’s integration suite, you can access some of the greatest apps, such as Microsoft Dynamics 365 Sales, Salesforce, Outlook, Hubspot, AWS Marketplace, and Demandbase. Using these tools, you may optimize Outreach’s inherent features throughout your organization.

Plans and Pricing

Outreach offers three major pricing plans, depending on your company size and needs. For exact pricing, you would need to reach out to the company as they do not publish universal prices for their users.

1. Standard plan

Outreach’s standard plan includes all core functionalities for creating and closing pipelines. With the Standard plan, users get access to full team workflows, manager visibility, and support for platform integrations. Users also get access to APIs for creating custom integrations. 

Features:

• Sequencing & streamlined workflows
• Data security and encryption
• Integrated A/B testing
• Sentiment analysis
• Mutual action plans

2. Professional plan

The professional plan is best for larger sales teams. This plan contains all the features of the standard plan and more. For one, it provides AI-powered deal scoring so that you can spot risky deals early on. The tool also provides functionalities to maximize buyer interactions through AI-generated content cards, call topics, and reactions. There is also the option to use pipeline analytics to forecast outcomes accurately. 

Features:

• Unlimited sequencing steps
• Advanced lead scoring
• Team performance insights and scorecard
• Sequence performance insights
• Sales execution report

3. Enterprise plan

Best for enterprises with more considerable demands, this plan supports multi-organizational deployments. With Outreach Data Sharing, this plan helps businesses accelerate data-driven decisions. Advanced controls are also available to help meet even the most restrictive deal requirements. Additionally, there is excellent technical support so there is no lag while carrying out organization-wide tasks.

Features:

• Conversation intelligence
• Sales coaching
• Sales forecasts
• Single sign-on (SSO)
• Two-step verification

Price and Key Features Comparison Table

	Standard	Professional	Enterprise
Sequencing & streamlined workflows
Action item detection & follow-up
Automated meeting summaries
Top of funnel sales execution report
Create mutual action plans
Template plan updates	Limited
Pipeline movement report	–
Advanced email sync control	–	–
Action plans security: Two-step authentication	–	–
Action plans security: Org level link sharing	–	–
Number of org instances	1	1	Up to 10
Number of sandboxes	1	1	Up to 5
Number of API access (calls/day)	250K	250K	1M

Terms and Policies

Outreach’s Terms of Service guide how users access their website, software, and services. Users are encouraged to read them carefully before purchasing any of the services. Outreach permits only one email account for a user, except otherwise agreed. While they claim no ownership of user data, users are solely responsible for the content of their data while using Outreach’s services. 

Outreach may also collect general user information and data for marketing or product improvement. However, they do not disclose any personally identifiable information from their users. 

Customer Support

Outreach offers a variety of support options, including self-help and real-time help from company staff. For the self-help option, Outreach has a detailed blog and up-to-date reports, guides, and videos to help users understand how to use the platform. 

Outreach also provides a support suite where users can contact the support team. Their website also has a chatbot that can connect visitors to support. You can visit them at any of their Seattle, London, or Prague offices or connect via social media

• Facebook: Outreach.io
• X: @outreach_io
• LinkedIn: Outreach

Wrapping Up

Outreach makes it easier for companies to create and convert new sales pipelines, which is critical for growing revenue. If you’re interested in the company’s offering, you can contact the team for a demo. 

Contributors: Victor Femi-Lawal (Technical Writer); Olumide Okesipe (Graphic Designer)