Outreach

Outreach

4.3
(736)
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.

88%
(Based on 16 reviews)

Email Tracking/Automation

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

91%
(Based on 17 reviews)

Calls and Voice

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

89%
(Based on 10 reviews)

Other Outreach Options

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

85%
(Based on 13 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 16 reviews)

Lead Intelligence

Market Insights

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

75%
(Based on 64 reviews)

Account-level Insights

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

78%
(Based on 70 reviews)

Lead Analysis

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

80%
(Based on 11 reviews)

Lead Management

Segmentation

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

81%
(Based on 78 reviews)

Predictive Scoring

Automatically scores prospects based on behavior and engagement levels.

n/a

Account Identification

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

79%
(Based on 74 reviews)

Calling

Record Calls

Records calls for future reference.

95%
(Based on 13 reviews)

Generate Location

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

86%
(Based on 135 reviews)

Call Types

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

87%
(Based on 152 reviews)

Click-to-Call

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

90%
(Based on 154 reviews)

Analytics

Open Rates

Records the rate at which emails are opened.

89%
(Based on 229 reviews)

Link Activity

Records the rate at which links in emails are followed.

84%
(Based on 207 reviews)

Attachment Activity

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

n/a

Repeatability and Reportability

Content Management

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

78%
(Based on 13 reviews)

Workflow Management

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

83%
(Based on 16 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.

88%
(Based on 16 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.

78%
(Based on 13 reviews)

Marketing Campaigns

Omni-Channel Tracking

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

n/a

Revenue Planning

Helps allocate marketing budget based predicted amount of incoming revenue.

n/a

Media Attribution

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

n/a

Opportunity Timeline

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

n/a

Customization

Allows for custom report types to match the goals of a company.

n/a

Contacts

Personalization

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

89%
(Based on 183 reviews)

Information Locater

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

85%
(Based on 156 reviews)

Record Prospect Data

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

88%
(Based on 174 reviews)

Customizations

Email Platform Integration

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

89%
(Based on 221 reviews)

Email Scheduling

Allows administrators to schedule out emails in advance.

91%
(Based on 226 reviews)

Notifications

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

84%
(Based on 224 reviews)

Email Categorization

Allows for the categorization of emails.

83%
(Based on 30 reviews)

Templates

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

90%
(Based on 224 reviews)

Campaign Execution

Email Campaigns

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

92%
(Based on 73 reviews)

Website Personalization

Provides tools that dynamically serve content, messaging, and calls-to-action.

n/a

Prioritized Accounts

Helps determine which accounts have the highest/lowest opportunity to convert.

83%
(Based on 49 reviews)

Trending Accounts

Helps determine the direction of each individual account and how to engage through specific content.

83%
(Based on 43 reviews)

Insights

Notes

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

85%
(Based on 175 reviews)

Daily Summary

Delivers users a daily summary of activity.

86%
(Based on 173 reviews)

Automated Voicemails

Sends automated voicemails to prospective clients who fail to answer.

75%
(Based on 11 reviews)

Automated Emails

Sends automated emails to increase engagement with prospective clients.

94%
(Based on 188 reviews)

Sorts Prospects

Organizes contacts based on probability of success.

85%
(Based on 172 reviews)