Financial Services Case Studies and Success Stories with Outreach

CASE STUDY Guild Mortgage Company

Outreach helps Guild Mortgage Company speed up lead response and improve lead conversion. Loan officers now connect with leads twice as fast. They use Outreach to automate follow-ups and stay in touc...h with clients across channels. The platform gives sales leaders more data to optimize workflows. Guild Mortgage closes the gap between leads generated and leads closed.

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CASE STUDY Worldpay

Outreach helped Worldpay add close to $100 million in sales pipeline. The platform enabled more precise decisions, leading to a 10% increase in conversion rates. Strategic email sequences boosted ope...n rates by 25% and response rates by 15%. Real-time insights let sales reps adjust their strategies. Worldpay now focuses on building relationships and setting new standards for excellence.

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CASE STUDY Traction Complete

Outreach helped Traction Complete solve early SaaS challenges like low brand awareness and manual outreach. The team used Outreach to track performance and improve outbound messaging with A/B testing... and analytics. Outreach became the core of their sales development. Now, Outreach drives 50% of their outbound pipeline. The business development team relies on Outreach every day.

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Health, Wellness and Fitness Case Studies and Success Stories with Outreach

CASE STUDY Alan

Outreach helped Alan, a healthcare firm, boost seller productivity by up to 3x. Alan's sales team faced challenges with workflow, follow-ups, and lack of visibility. After adopting Outreach, 130 sell...ers used the platform to automate tasks and focus on high-value activities. Sales leaders gained better pipeline visibility and could optimize every stage. Alan saw faster deal velocity, more meetings booked, and higher participation rates from reps using Outreach.

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Events Services Case Studies and Success Stories with Outreach

CASE STUDY BrightTALK

Outreach helped BrightTALK improve sales team performance. BrightTALK switched to Outreach for better sales reporting and insights. The team booked 25% more meetings and made 28% more calls. Positive... email replies increased by 66% in three months. Sales and marketing teams now work together better. Coaching and sales process efficiency also improved.

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Computer & Network Security Case Studies and Success Stories with Outreach

CASE STUDY Avanan

Outreach helps Avanan's renewals team reach the right people and deliver the right message. The platform supports customer success teams with workflows and insights to improve account health and rete...ntion. Avanan uses Outreach to align sales and customer success efforts. This leads to better engagement and more effective renewal and expansion strategies.

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Education Case Studies and Success Stories with Outreach

CASE STUDY Renaissance

Outreach helped Renaissance improve sales execution and increase meeting-to-opportunity conversion rates. Renaissance used Outreach to streamline sales workflows and gain data-driven insights. Seller... adoption of Outreach reached 87%. The platform enabled a 93% increase in meeting conversion rate, rising from 14% to 27% in three months. Teams beyond sales, like Customer Success, also saw value, tripling reply rates.

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Computer Software Case Studies and Success Stories with Outreach

CASE STUDY Verkada

Outreach helps Verkada drive digital transformation in sales. Verkada uses Outreach as a single platform for prospecting and account management. Sales reps spend less time searching for information a...nd more time with customers. Improved targeting makes prospecting more effective and builds a stronger sales pipeline. Managers get a full view of sales activity and can coach teams better. Verkada's sales team works smarter and more efficiently with Outreach.

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CASE STUDY Segment

Outreach helped Segment increase qualified opportunities by 92%. Segment used Outreach to create consistent, data-driven messaging for their sales team. Before Outreach, Segment struggled with incons...istent messaging and low email conversion rates. Outreach enabled standardized sequences and improved rep efficiency. Segment now tracks all sales activity in one platform and continues to refine their approach using data insights.

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CASE STUDY DocuSign

Outreach helped DocuSign automate and improve their sales campaigns. The sales team saved 30 minutes per rep per day, adding up to 10 hours per month. Outreach gave better visibility into the marketi...ng and sales funnel. The tool improved alignment between marketing and sales. DocuSign used Outreach to send personalized emails and track prospect engagement. This led to more pipeline and less manual work for the team.

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CASE STUDY Databricks

Outreach helps Databricks scale its sales development by focusing on quality over quantity. Databricks uses Outreach to enable SDRs and BDRs to engage prospects with personalized, valuable messages. ...The platform provides proven sales sequences and data-driven coaching, helping new reps ramp up quickly. Databricks reports higher response rates, better down-funnel conversion, and faster onboarding for new hires. Sales activities decrease while engagement quality and results improve.

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CASE STUDY LivePerson

Outreach helps LivePerson engage more prospects at scale. The sales team moved from cold calling to deeper research and testing new engagement strategies. Outreach is the first tool reps use at LiveP...erson. Sentiment-based reply rates show what messages work best. Daily activity reports help managers track conversion targets. The team balances quality and quantity to improve sales results.

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CASE STUDY Sisense

Outreach Success Plans helped Sisense speed up their sales process. The sales team used Success Plans to organize deal steps and share them with customers. This made it easy to track every interactio...n and spot ways to improve. Sisense saved weeks in their deal cycles and saved hours each week by having all deal info in one place. The team built trust with customers and closed deals faster.

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CASE STUDY Cisco

Outreach helps Cisco drive global sales consistency. Cisco unified over 30 sales tools into Outreach for their 1,200 sellers. Sellers using Outreach see 85% more activity and close deals at a 5% high...er rate. Opportunities influenced by Outreach close 50% faster. Cisco sellers create 9% more pipeline with Outreach. The platform integrates with ZoomInfo, LinkedIn Sales Navigator, and Cisco's internal tools.

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CASE STUDY Snowflake

Outreach helped Snowflake improve sales team performance. Snowflake used Outreach to automate and optimize account-based selling. The platform made it easier for reps to focus on high-value activitie...s and follow proven processes. New hires ramped up quickly and became effective sellers. As a result, 15% more sales reps met their quarterly quota. Outreach enabled a repeatable and measurable sales approach.

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Information Technology and Services Case Studies and Success Stories with Outreach

CASE STUDY GoTo

Outreach helped GoTo boost pipeline coverage by 10x. GoTo faced slow sales processes and low adoption of their old sales engagement tool. Outreach automated sales tasks and unified workflows, saving ...time for sellers. Sales teams now use better content and get high-impact coaching. Win rates and rep participation increased. Managers use Outreach data to coach for quality, not just quantity.

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CASE STUDY Rootly

Outreach helped Rootly improve their sales communications. Rootly switched to Outreach because their old sales platform was slowing them down. With Outreach, Rootly's team used workflow analysis and ...analytics to cut out extra steps and focus on what worked. They saw a 41% increase in prospects contacted, a 69% increase in meetings scheduled, a 130% increase in emails delivered, and a 640% increase in LinkedIn prospects contacted. Fast support from Outreach made a big difference for Rootly's team.

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Telecommunications Case Studies and Success Stories with Outreach

CASE STUDY RUCKUS Networks

Outreach helps RUCKUS Networks speed up sales forecasting with AI and automation. The CRO, Eric Law, used Outreach to cut hours spent on forecast meetings, saving about $2 million each year. The plat...form turns manual sales tasks into digital ones. This gives sellers more time to focus on customers. Teams now act faster and spend less time on analysis.

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CASE STUDY Quantcast

Outreach helped Quantcast improve its outbound sales strategy. Quantcast moved from a high-volume approach to a more targeted sales process. The team used Outreach to define their ideal customer prof...ile and test messaging. Sales reps ramped up quickly with dedicated training. Teams now know who to contact and when, so nothing gets missed.

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Internet Case Studies and Success Stories with Outreach

Case Study Fast

Fast sales manager credits Outreach Kaia with helping onboard, guide her reps to success

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Information Services Case Studies and Success Stories with Outreach

CASE STUDY Elsevier

Outreach helped Elsevier move from in-person to digital sales workflows. The Clinical Solutions team automated prospecting and used Outreach to boost seller productivity. Sellers now identify top con...tacts and send custom emails in 15 minutes, down from over an hour. Outreach's machine learning gives managers insights for better coaching and content decisions. New reps onboard faster and start closing deals quickly. Elsevier increased pipeline creation and close rates with Outreach.

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Other Industry Case Studies and Success Stories with Outreach

Case Study Quantcast

Achieved A 40% Increase In Opportunities And Improved Response Rates By 25%.

Quantcast

Quantcast

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Case Study Gravity Payments

Increased Their Outbound Productivity By 5X, Resulting In 10X More Meetings Booked.

Gravity Payments

Gravity Payments

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Case Study Rootly

Increased Engagement By 400% And Reduced Response Time By 50%

Rootly

Rootly

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Case Study Sisense

Increased Pipeline Generation By 25% And Reduced Sales Cycle Time By 33%

Sisense

Sisense

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Case Study Renaissance

Increased Sales Opportunities By 3.5 Times

Renaissance

Renaissance

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Case Study Ruckus Networks

Achieved A 30% Increase In Pipeline And Reduced The Average Lead Response Time By 50%.

Ruckus Networks

Ruckus Networks

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Case Study Worldpay

Increased Pipeline Revenue By 18% And Improved Sales Rep Productivity By 20%

Worldpay

Worldpay

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Case Study Elsevier

Achieved A 2.5X Increase In Pipeline Generation.

Elsevier

Elsevier

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Case Study Avanan

Achieved A 20% Increase In Email Response Rates And 50% More Pipeline Generation

Avanan

Avanan

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Case Study Pendo

Achieved A 30% Increase In Sales Engagement Productivity.

Pendo

Pendo

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Case Study Guild Mortgage

Achieved A 38% Increase In Sales Productivity And A 20% Increase In Customer Retention.

Guild Mortgage

Guild Mortgage

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Case Study Workato

Increased Their Sales Engagement Efficiency By 50% And Reduced Response Time By 60%.

Workato

Workato

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Case Study LivePerson

Increased Efficiency And Effectiveness In Sales Engagement By 50%

LivePerson

LivePerson

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Case Study Rootly

Increased Engagement By 400% And Reduced Response Time By 50%

Rootly

Rootly

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CASE STUDY CM.com

Outreach helped CM.com improve sales pipeline quality. The sales team faced low conversion rates and manual work. Outreach gave them better workflows and automatic activity tracking. Sellers became m...ore productive and booked more meetings. Sales Operations grew from 2 to 8 people, supporting a sales team that grew from 100 to almost 400 reps in two years. Outreach gave managers visibility and helped coach teams for better results.

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Case Study BrightTALK

Increased Pipeline Generation By 30% And Improved Sales Productivity By 20%

BrightTALK

BrightTALK

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Case Study Snowflake

Increased Sales Engagement Efficiency By 25%

Snowflake

Snowflake

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Case Study Worldpay

Increased Pipeline Revenue By 18% And Improved Sales Rep Productivity By 20%

Worldpay

Worldpay

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Case Study Neo4j

Reduced Their Sales Cycle From 9 Months To Under 90 Days And Increased Outbound Lead Conversion By 300%

Neo4j

Neo4j

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Case Study Jellyvision

Increased Their Sales Team'S Productivity By 20% And Achieved A 50% Higher Response Rate Using Outreach.

Jellyvision

Jellyvision

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Case Study Databricks

Achieved A 25% Increase In Sales Productivity And A 50% Faster Ramp Time For New Sales Representatives.

Databricks

Databricks

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Case Study Fivetran

Increased Their Sales Team'S Productivity By 50%

Fivetran

Fivetran

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Case Study Cisco

Increased Pipeline By 13% And Improved Rep Productivity By 15%.

Cisco

Cisco

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Case Study GoTo

Achieved A 15% Increase In Sales Productivity And A 25% Faster Ramp Time For New Sales Representatives.

GoTo

GoTo

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Case Study Gravity Payments

Increased Their Outbound Productivity By 5X, Resulting In 10X More Meetings Booked.

Gravity Payments

Gravity Payments

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Case Study Alan

Increased Their Sales Pipeline By 30% And Saw A 15% Rise In Conversion Rates.

Alan

Alan

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Case Study Verkada

Increased Sales Pipeline By 80%

Verkada

Verkada

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Case Study Snowflake

Increased Sales Engagement Efficiency By 25%

Snowflake

Snowflake

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Case Study Workato

Increased Their Sales Engagement Efficiency By 50% And Reduced Response Time By 60%.

Workato

Workato

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Case Study Avanan

Achieved A 20% Increase In Email Response Rates And 50% More Pipeline Generation

Avanan

Avanan

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Case Study Cisco

Increased Pipeline By 13% And Improved Rep Productivity By 15%.

Cisco

Cisco

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Case Study BrightTALK

Increased Pipeline Generation By 30% And Improved Sales Productivity By 20%

BrightTALK

BrightTALK

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Case Study Pendo

Achieved A 30% Increase In Sales Engagement Productivity.

Pendo

Pendo

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Case Study Ruckus Networks

Achieved A 30% Increase In Pipeline And Reduced The Average Lead Response Time By 50%.

Ruckus Networks

Ruckus Networks

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Case Study NewtonX

Achieved A 3X Increase In Sales Productivity And Reduced Response Times By 50%.

NewtonX

NewtonX

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Case Study LivePerson

Increased Efficiency And Effectiveness In Sales Engagement By 50%

LivePerson

LivePerson

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Case Study Verkada

Increased Sales Pipeline By 80%

Verkada

Verkada

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Case Study Segment

40% Increase In Meetings Booked Within The First Three Months

Segment

Segment

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Case Study AdRoll

Increased Pipeline Generation By 20% And Improved Efficiency By Reducing The Sales Cycle By 33%

AdRoll

AdRoll

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Case Study GoTo

Achieved A 15% Increase In Sales Productivity And A 25% Faster Ramp Time For New Sales Representatives.

GoTo

GoTo

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Case Study CM.com

Netherlands-Based Cm.Com Connects Tens Of Thousands Of Companies With Millions Of Consumers Via Mobile Phones Daily With Its Innovative Solutions, Driving A High-Quality Pipeline For Improved Sales O...perations.

CM.com

CM.com

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Case Study Zoom

Achieved A 78% Increase In Productivity For Their Sales Team.

Zoom

Zoom

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Case Study Sisense

Increased Pipeline Generation By 25% And Reduced Sales Cycle Time By 33%

Sisense

Sisense

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Case Study Quantcast

Achieved A 40% Increase In Opportunities And Improved Response Rates By 25%.

Quantcast

Quantcast

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Case Study Segment

40% Increase In Meetings Booked Within The First Three Months

Segment

Segment

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Case Study Guild Mortgage

Achieved A 38% Increase In Sales Productivity And A 20% Increase In Customer Retention.

Guild Mortgage

Guild Mortgage

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Case Study Databricks

Achieved A 25% Increase In Sales Productivity And A 50% Faster Ramp Time For New Sales Representatives.

Databricks

Databricks

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Case Study Elsevier

Achieved A 2.5X Increase In Pipeline Generation.

Elsevier

Elsevier

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Case Study AdRoll

Increased Pipeline Generation By 20% And Improved Efficiency By Reducing The Sales Cycle By 33%

AdRoll

AdRoll

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Case Study Renaissance

Increased Sales Opportunities By 3.5 Times

Renaissance

Renaissance

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Case Study Neo4j

Reduced Their Sales Cycle From 9 Months To Under 90 Days And Increased Outbound Lead Conversion By 300%

Neo4j

Neo4j

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Case Study Fivetran

Increased Their Sales Team'S Productivity By 50%

Fivetran

Fivetran

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Case Study CM.com

Netherlands-Based Cm.Com Connects Tens Of Thousands Of Companies With Millions Of Consumers Via Mobile Phones Daily With Its Innovative Solutions, Driving A High-Quality Pipeline For Improved Sales O...perations.

CM.com

CM.com

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Case Study Zoom

Achieved A 78% Increase In Productivity For Their Sales Team.

Zoom

Zoom

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Case Study Alan

Increased Their Sales Pipeline By 30% And Saw A 15% Rise In Conversion Rates.

Alan

Alan

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Case Study NewtonX

Achieved A 3X Increase In Sales Productivity And Reduced Response Times By 50%.

NewtonX

NewtonX

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Case Study DocuSign

Increased Sales Velocity By 25% And Improved Sales Team Productivity By 50%.

DocuSign

DocuSign

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Case Study Jellyvision

Increased Their Sales Team'S Productivity By 20% And Achieved A 50% Higher Response Rate Using Outreach.

Jellyvision

Jellyvision

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Case Study DocuSign

Increased Sales Velocity By 25% And Improved Sales Team Productivity By 50%.

DocuSign

DocuSign

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