Great experience per my previous comments on ease of use and functionality. I love snippets and personalization features.

With outreach we can see what sequences are performing the best, which email templates get the highest response, and even when the best time to send emails are.

I have found though, that most of the time it is user error, but sometimes errors are not clear.

They have fantastic customer service and a great knowledge base, I believe its called Outreach University for their customers. It is pretty intuitive to use at least at a baseline level.

They will randomly send invoices with literally no explanation. After responding to their team it will take often days to get a response on the invoices.

Outreach is a fantastic tool that enables me and my colleagues to be much more productive in our sales outreach.

Outreach team has been very helpful. They have excellent customer service and plenty of tutorials.

Tired of being lied to, ignored, and being told the issues are ours when they aren't.

It’s hard to pinpoint something that is bad about the software. There have been minor outages which will last like half an hour but that’s literally it.

Time is the most valuable asset and that is what it had cost me. A week of time to try to recover my progress with 0 help from support.

I love how it integrates with Salesforce. Makes calling and emailing super easy and easily managed.

The organization and continuity the software has provided myself is outstanding. It not only created transparency throughout a whole team but it keeps you efficient with task loading.

I find outreach pretty straightforward, easy to use and functional.

Outreach is easy to use and easy to configure campaigns based on personal style.

Their customer support is very active and easy to talk to. Huge fan of the UX design, it feels very familiar and everything is clearly laid out.

Sequencing, call recording, prospecting tracking, Salesforce integration are all great.

I would highly recommend outreach to any company. It’s a great tool for productivity and success in your daily life.

Outreach it's a great outbound machine. If you can afford the price, you will be comfortable crafting and sending cadences.

Amazing for reps. Super clean, super fast, makes cranking out top quality, personalized sales activity a dream.

This has been a steady, solid tool for integration to salesforce - our SDRs do a good job using it well.

My organization switched to a competitor service due to price cuts.

With Outreach, we can achieve efficient growth with every interaction. Great product that is simple to use.

Their customer service is great whenever I have questions and the product has paid for itself ten-fold.

Quickly and easily create a huge amount of sequences to treat prospects differently. Reporting on the sequences to see which are best.

There are some small things that I don't like with Outreach. Things get stuck in failed & pending states and you are not notified.

I love how easy to use it is. The UI is extremely simple, only took me a few minutes or so do figure out how to make calls, set sequences, etc.

Tasks are fantastic, good integration out of the box to SFDC, and the ability to customize layouts is superb.

Outreach has been fantastic but adoption has been the biggest issue we faced. If adoption is done well it will absolutely lead to better conversions of leads and revenue.

Outreach provides fully customizable profiles and roles, and I love that it allows managers to lead their teams to success.

Making prospect outreach so easy and successful. Email tracking is so helpful and gives us an idea on who is the hot lead to target.

And by sometimes I mean a few times a week. They are quick to let you know when there is a problem, but there are a lot of problems.

I automate my prospecting and follow-up efforts through Outreach. Whether it's queuing up sequences, using templates, snippets, or the calendar scheduling link, I've found Outreach extremely valuable.

Easy of using the product, great customer support and great results from potential clients.

Super flexible in regards to the docs you want to add. Super easy to use and train someone on how to use it as well.

It integrates perfectly with CRM software like Salesforce.

It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.

Since we have started using Paperless Proposal it has saved us a lot of time and money.

We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker.

I love the notifications when the customer opens the proposal and the reports given so that you can learn what they are more interested in about our company.

Material is easily accessible and easy to change or revise for final draft form. Program is used for formal proposals, budget proposals, amd information pieces.

Also, customization features are a little limited. Not a huge gripe though since this may be a company function more than anything.

The statistics are so helpful, knowing what grabs customers attention is such a huge help. The sales and support is excellent,  I would highly recommend this tool.

I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience.

Pros: Ease of use is great, very organized, customer service is OUTSTANDING.

Because it is new technology to a lot of people some of our customers have found difficult viewing it.

From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.

Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional.

Working with Laurence and his team has been such a positive experience. They delivered as promised... on time and made integration easy.

The software is a bit difficult to maneuver and clunky.

A professional proposal at a cost effective price. This is also part of our green initiative to eliminate paper.

I love sending a link to my prospect and that they can navigate by section headings for their ease of use.

Sometimes the email ends up the scam box. Not knowing if that has occurred with any particular prospect creates a sense contradictory to what the software is for.

ClientPoint - Congratulations You Just Got Four Hours Back in Your Busy Work Day.

It's also nice you can have other people review a draft before you send it out to clients, all with no printing.

The ability to quickly create and track proposals, save documents review and update. I also think being able to see if the customer has viewed the proposal is a great feature.

I hope no one else in my industry buys this so I can use it to kick there ass.

Paperles Proposal is a great tool for our growing business to gain new customers in exciting ways.

The flexibility and customization ability of the platform. I can get as creative as I need to to win the business.

This makes it difficult to put into order. There is a delay in turning the pages of the proposal when viewing.

Paperless proposal is great by itself. Add the customer support when you have an issue (with my computer, not their program) and this is a quality program and company.

US Dollar

Outreach is the first and only Sales Execution Platform built for intelligent revenue workflows. Built on the world’s largest foundation of customer interactions and go-to-market team data, Outreach gives teams the tools they need to design, execute, and continuously improve a revenue strategy that is disciplined, achievable, and optimized for every stage of the customer journey. The world’s most effective revenue organizations, including Cisco, Okta, SAP, Siemens, and Verizon use Outreach to power workflows, put customers at the center of their business, and win in the market. 

The Outreach platform provides value across five core use cases:

- Prospect and manage accounts: Outreach empowers teams to build quality pipeline by ensuring they get the right message to the right prospect at the right time. Teams can grow, organize, and manage their books of business and find every opportunity.

- Manage and guide deals: Outreach enables sellers to align with buyers and sell with confidence. With Outreach they can guide every customer interaction with real time data insights to improve deal health and minimize any risks to deals closing.

- Coach and improve performance: Outreach helps drive revenue team rigor. Team use data to continuously scale what works and change what doesn't through targeted coaching, best practice workflows, and real time support.

- Forecast and plan: With Outreach, teams can predict revenue outcomes accurately and build an informed and achievable revenue plan through data-driven forecasting and actionable customer insights.

- Retain and expand: Teams use outreach to drive engagement and guidance along the entire customer journey with data insights.

More than 6,000 companies rely on Outreach to power their revenue teams. Outreach is a privately held company based in Seattle, Washington. To learn more, please visit www.outreach.io.

LongDescription

Engagement Tracking

Content Delivery

User Management

Meeting Management

Lead Capture

Performance Management

Activity Tracking

Task Scheduling

Auto-Dialer

Pipeline Management

Call Recording

Calendar Management

Collaboration Tools

Sales Trend Analysis

Scheduling

Call List Management

Email Templates

Contact Management

Opportunity Management

Lead Management

Email Marketing

Sales Reports

Sales Activity Management

Performance Metrics

Proposal Management

Lead Segmentation

Real-Time Notifications

Workflow Management

Email Management

Source Tracking

Audio/Video Recording

Activity Dashboard

Reporting & Statistics

Predictive Analytics

Reminders

For Sales Teams/Organizations

Lead Nurturing

Interaction Tracking

Dashboard

Sales Onboarding & Training

Real-Time Reporting

Reporting/Analytics

Lead Qualification

Drag & Drop

Third-Party Integrations

Task Management

Prospecting Tools

Data Management

Communication Management

On-Demand Recording

Deal Management

Archiving & Retention

Contact Database

Data Import/Export

Search/Filter

AI/Machine Learning

Real-Time Analytics

Recording

Real-Time Data

Call Reporting

Multi-Channel Communication

Predictive Dialer

Alerts/Notifications

Call Tracking

Call Transcription

Sales Pipeline Management

Calendar/Reminder System

Email Tracking

Pipeline Reports

Sales Forecasting

Forecasting

Sentiment Analysis

Automatic Transcription

Employee Coaching Tools

Visual Analytics

Call Monitoring

Customizable Templates

Strategic Planning

Dashboard Creation

Budgeting/Forecasting

Data Visualization

Please contact Outreach for pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

201-500

501-1000

1000+

Outreach

In Person

Live Online

Webinars

Documentation

Videos

ClientPoint (formerly Paperless Proposal)is a cloud-based proposal generation and sales solution that allows users to create, send, manage and track proposals, contracts, brochures and more. It’s suitable for sales and marketing teams in businesses of all sizes. Key features include proposal creation, tracking and analytics tools and customized branding.


ClientPoint enables users to create custom proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard.


Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close.


Paperless Proposal offers integration with Salesforce, Microsoft Dynamics, NetSuite, Sertify, RightSignature and DocuSign.



Customizable Reports

Proposal Generation

Access Controls/Permissions

Templates

Electronic Signature

Interactive Content

Document Analytics

Churn Management

Content Library

Audit Trail

Version Control

Content Management

Requirements Management

Bid Management

Data Security

Client Portal

Video Support

Multi-Party Signing

Knowledge Base Management

Time & Expense Tracking

Community Management

Conversion Tracking

Customizable Branding

Feedback Management

Quotes/Estimates

Team Collaboration

Live Chat

Document Management

RFP Creation

Status Tracking

Document Storage

SSL Security

Single Sign On

Customizable Fields

Mobile Signature Capture

Forms Management

File Sharing

Authentication

File Management

Commenting/Notes

Purchase Order Management

Electronic Payments

First user $95/month.  Additional users as low as $35/month depending upon company needs.

Outreach vs ClientPoint

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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