Best CRM + Outbound Sales Tool Combination

February 02, 2023
by a searcher from Harvard University - Harvard Business School in Colorado Springs, CO, USA
I have seen a bunch of posts on CRMs, but wondering if folks could give feedback on paid plans that include automated email campaigns. I would also love multichannel capabilities (e.g., automated LinkedIn outreach and automatic queues for outbound calling).
My ideal would be Sales Hub Professional from Hubspot, but it is expensive and I am currently self-funding so don't quality for the 90% discount.
I've looked into reply.io but heard from one searcher that it was buggy (was over 12 months ago and I'd be curious if other have had better experiences).
Would appreciate feedback from anyone who uses Pipedrive's premium account on what their capabilities are and what the experience is like, as well as anyone who has used outbound.io.
Are there any other tools I should be considering?
from University of North Texas in San Antonio, TX, USA
from The University of Texas at Austin in Fort Worth, TX, USA
While the funnel is pretty wide and shallow (You might end up sending dozens of emails to end up with just a few that move to conversations), a CRM is still pretty helpful. Often, both you and the seller will switch email addresses as things progress, other people will get involved, there will be phone conversations, etc.....keeping all of that organized by deal gets impractical quickly just trying to use email folders, and a mature CRM that can pull all together into one feed per deal is very helpful once you're juggling several deals at once.