September 9, 2025VidyardYou have to improve your outreach software program stack — right here’s why, how, plus high instruments.Since you’re right here, studying this publish, we’re going to make some assumptions…You’re possible pissed off together with your present outreach instruments: low response charges, poor monitoring, struggling to scale personalization. You’re not alone.We additionally assume you need options that future-proof your instruments, group, and income development. “Determined” would possibly sound harsh, however in at the moment’s robust top-of-funnel atmosphere, many firms are wanting to get outreach proper.Excellent news: we might help.From constructing a contemporary tech stack to picking the perfect instruments in every class, this information covers the whole lot it is advisable to find out about outreach software program within the age of AI.The most effective outreach software program permits groups to simply automate communication, personalize outreach, and observe engagement. An outreach tech stack, a subset of your bigger gross sales tech stack, might include a couple of various kinds of instruments together with a CRM, gross sales engagement platform, and video outreach instruments. Whereas you might have a couple of of those instruments already, are you utilizing them to their full potential? Oftentimes once we speak to income groups, they don’t even understand that their CRM has a brand new function or you could join the system in a sure solution to extract simpler insights. So, even in case you have a couple of outreach instruments, maintain studying to see how groups can scale their efforts whereas sustaining a human contact (and why that is so necessary in at the moment’s gross sales cycles).Why trendy outreach requires moreTen years in the past, we noticed the meteoric rise of gross sales software program like Hubspot, Outreach, and Gong. These platforms helped groups scale their outreach efforts by way of automated gross sales cadences and drip campaigns. However, alongside of this development got here some unhealthy habits, just like the spray and pray methodology and a give attention to quantity fairly than worth. We’re now seeing the results on patrons, the place they’re far much less more likely to have interaction with a generic chilly outreach and will even blast you on social media for a flimsy gross sales pitch. That’s why trendy outreach instruments should do extra than simply automate gross sales duties — they should add worth to the shopping for expertise by way of hyper-personalization, schooling, and human connection. In different phrases, a contemporary outreach software program stack should join, have interaction, and adapt.The case for upgrading your outreach stackWhile you could have already got a set of instruments your group makes use of at the moment, in case you’re experiencing a number of of the next, it might be time for an improve.Your group is struggling to interrupt by way of inbox noise.Handbook personalization is slowing down reps.You’re juggling too many disconnected instruments.You lack perception into what’s really driving conferences and pipeline.Did we hit a nerve? If any of those sound acquainted, it’s time to rethink the way you method outreach — and which instruments might help you scale personalization with out sacrificing effectivity.How to decide on the appropriate outreach software program[insert graphic design image]Whereas the instruments you select will possible rely upon the place you’re in your journey, each firm is finally making an attempt to unravel the identical issues. As you consider outreach software program, take into consideration at the moment’s issues but in addition constructing for the following part of the enterprise, as you’ll ideally get there earlier than it.Determine your group’s needsGet into the weeds together with your group. What are the granular points they’re dealing with together with your present set of instruments? For instance, don’t simply cease at “we’re getting low response charges” however dig into why that may be resembling your emails ending up in spam or your gross sales group doesn’t know what topic strains really work. Or possibly they’re capable of get a response, however due to guide processes they typically overlook to comply with up in a well timed method. Check out your present instruments and see if they’ve new options that straight handle ache factors, and if not, begin to have a look at potential different options. Consider function compatibilityAre you extra centered on chilly calling over chilly e mail campaigns? Does your gross sales group largely give attention to following up with inbound leads over producing their very own? Make it possible for the instruments you select align with the way you promote at the moment, and the way you intend to promote tomorrow. Past simply options, having a tech stack that performs properly collectively will prevent a ton of complications. When you might be able to duct tape a system collectively, by utilizing instruments which have direct integrations with one another can’t solely prevent time however finally be certain that correct, up-to-date knowledge is flowing between all methods. Take into account scalabilityIt’s arduous to maintain up in at the moment’s dynamic gross sales atmosphere — however you need to attempt to future proof your tech stack by selecting instruments that may develop with you. For instance, possibly your group simply raised a seed spherical, and moving into the Salesforce ecosystem appears a bit overwhelming and too refined in your wants. There appears to be a brand new AI-powered outreach device launching each week. So don’t simply take into account how they will develop with you, but in addition will the seller really exist sooner or later! A less expensive resolution at the moment would possibly trigger complications tomorrow… Like the whole lot in life, it’s necessary to strike a steadiness. Create a comparability desk in the beginning of this part to assist readers shortly evaluate instruments primarily based on:Excellent firm dimension (SMB, mid-market, enterprise)Major use casesEase of useScalabilityIntegration strengthPricing tierCompanyICPPrimary use caseScalabilityIntegration strengthPricingSalesforceMid-market to enterpriseCRM VeryHighStarting at $25/person/monthMicrosoft Dynamics 365EnterpriseCRM + supportVeryMediumStarting at $65 per person/monthDreamhubMid-market to enterpriseAI CRMUnknownLow30 day free trialKeapSMBSMB supportMay outgrow MediumStarting at $299/monthOutreachMid-market to enterpriseSales engagementVeryHighContact salesSalesloftMid-market to enterpriseSales engagementVeryHighContact salesGroove by ClariMid-market to enterpriseSales engagementVeryMediumContact salesVidyardSMB to enterprisePersonalized gross sales videosVeryHighFree plan obtainable – paid plans begin at $59/person/month SynthesiaEnterpriseProduct demosDesigned for enterprisesMediumFree plan obtainable – paid plans begin at $29/person/month ColossyanEnterpriseCorporate communicationsDesigned for enterprisesMediumFree plan obtainable – paid plans begin at $27/person/month Now that we’ve talked about why and tips on how to improve your outreach software program stack, listed here are the highest instruments within the three foremost outreach software program classes: CRM, gross sales engagement platforms, and video outreach. Buyer relationship administration instruments of the previous have been all about organizing contacts, monitoring actions, and enhancing collaboration. Now, with the ability of synthetic intelligence, the perfect CRMs for outreach typically embrace generative AI, AI brokers, built-in knowledge enrichment, and deeper knowledge evaluation.Beneath you’ll discover a mixture of legacy suppliers and new gamers — all wanting to be the highest gamers of the extremely aggressive and extremely sticky CRM house. SalesforceSalesforce is much less of a CRM and extra of a whole ecosystem with a complete suite of instruments designed to help gross sales, advertising and marketing, customer support, commerce, and analytics. Greatest for: Salesforce is finest suited to mid-sized to massive enterprises with complicated gross sales cycles, a number of departments, or international operations. Expertise, monetary companies, healthcare, retail, and manufacturing companies can profit from its specialised industry-specific options.Key use instances: Gross sales pipeline administration: Monitor leads, alternatives, and offers by way of each stage of the gross sales course of, with automated reminders and forecasting instruments.Advertising and marketing automation: Run focused campaigns, phase audiences, and analyze efficiency to nurture leads and enhance conversions.Customer support & help: Handle instances, route inquiries to the appropriate brokers, and use a centralized data base to resolve points quicker.Distinctive differentiators: In depth customization & scalability: Extremely adaptable to completely different industries and enterprise sizes by way of customized objects, workflows, and low-code/no-code instruments.AppExchange ecosystem: An unlimited market of hundreds of third-party apps and integrations that stretch core CRM performance.Microsoft Dynamics 365Microsoft Dynamics 365 combines Buyer Relationship Administration (CRM) and Enterprise Useful resource Planning (ERP) capabilities to assist organizations handle gross sales, advertising and marketing, customer support, and operations in a single unified system.Greatest for: Microsoft Dynamics 365 is finest suited to mid-sized to massive organizations utilizing the Microsoft ecosystem that need an built-in platform for managing each buyer relationships and enterprise operations resembling finance, provide chain, or area service administration firms.Key use instances: Finish-to-end gross sales administration: Monitor leads, handle alternatives, automate follow-ups, and forecast income inside an built-in gross sales hub.Area service administration: Schedule and dispatch technicians, observe stock, and supply cell entry to service knowledge for on-site groups.Customer support optimization: Handle instances, route service requests, and use AI-driven data articles to enhance decision instances.Distinctive differentiators: Native Microsoft integration: Seamless connectivity with Microsoft 365 apps like Outlook, Groups, Excel, SharePoint, and Energy BI for streamlined workflows.Modular, pay-as-you-need construction: Companies can begin with particular apps (Gross sales, Advertising and marketing, Buyer Service, and many others.) and add extra as necessities develop.DreamhubBest for: Dreamhub is designed particularly for mid-sized to massive B2B SaaS firms that depend on complicated, multi-stakeholder offers. Key use instances: Income workflow consolidation: Meant to exchange separate instruments for CRM, income intelligence, and gross sales exercise monitoring with a single, unified platform.Automated updates and exercise monitoring: Their AI updates and scores offers in actual time primarily based on purchaser exercise and conversations whereas permitting groups to talk with their CRM to extract insights.Distinctive differentiators: AI-native structure: Constructed from the bottom up with AI and huge language fashions, fairly than including AI options to a legacy CRM.B2B SaaS–particular intelligence: Skilled on B2B SaaS knowledge, Dremahub is optimized for the shopping for cycles, qualification frameworks, and multi-stakeholder nature of SaaS gross sales.KeapKeap is a CRM and advertising and marketing automation platform designed primarily for small companies, startups, and solopreneurs that mixes contact administration, gross sales pipeline monitoring, advertising and marketing automation, appointment scheduling, invoicing, and cost processing in a single system.Greatest for: Keap is finest for service-based small companies and solo entrepreneurs that want an all-in-one system to handle contacts, automate advertising and marketing, and deal with primary gross sales and administrative duties.Key use instances: Lead seize and nurturing: Gather leads from kinds or touchdown pages, then routinely ship follow-up emails and texts.Appointment scheduling and reminders: Permit purchasers to guide conferences on-line, with automated confirmations and reminders to cut back no-shows.Invoicing and cost assortment: Create and ship invoices, settle for on-line funds, and arrange recurring billing — all tracked throughout the similar system.Distinctive differentiators: Visible automation builder: Lets customers design e mail automations featurint follow-up sequences and workflows with out coding.Ease of use for non-technical customers: Designed particularly for small enterprise house owners, with easy setup, templates, and minimal technical complexity.Gross sales engagement platformsSales engagement platforms (SEPs) assist gross sales groups plan, execute, and observe interactions with prospects and prospects throughout a number of communication channels, resembling e mail, telephone, social media, and SMS.Outreach is a gross sales execution and engagement platform designed to assist income groups streamline prospecting, handle offers, coach reps, and forecast extra predictably in a unified system.Greatest for: Outreach is finest for mid-sized to massive enterprise groups that have to handle excessive volumes of outreach whereas sustaining constant, multi-channel engagement methods.Key use instances: Automated prospecting sequences: Create multi-step, multi-channel outreach campaigns (e mail, telephone calls, LinkedIn) to have interaction prospects persistently and at scale.Rep teaching & dialog evaluation: Document and analyze gross sales calls to provide managers insights into messaging effectiveness, speak ratios, and objection dealing with.Pipeline forecasting: Generate extra correct income forecasts by combining exercise knowledge, deal development, and engagement indicators.Distinctive differentiators: Superior sequence and workflow controls: Provides granular guidelines for multi-channel outreach, resembling auto-pausing for out-of-office replies or dynamically adjusting touchpoints primarily based on prospect conduct.Deep CRM and ecosystem integrations: Maintains sturdy, bi-directional sync with CRMs like Salesforce and Microsoft Dynamics whereas additionally integrating with LinkedIn Gross sales Navigator, Slack, Zoom, and different productiveness instruments to streamline workflows.SalesloftSalesloft is a gross sales engagement platform that helps groups plan, execute, and observe multi-channel outreach whereas personalizing communication at scale. It combines automated cadences, dialog intelligence, and deal monitoring with CRM integration to enhance pipeline administration and gross sales efficiency.Greatest for: Salesloft is finest for mid-sized to massive organizations with devoted gross sales growth reps, BDRs, and account executives that have to handle high-volume, multi-channel outreach whereas sustaining personalization.Key use instances: Multi-channel gross sales cadences: Construct and automate outreach sequences throughout e mail, telephone, LinkedIn, and video to have interaction prospects persistently.Name recording and evaluation: Seize gross sales calls, analyze conversations, and floor insights for rep teaching and improved messaging.Efficiency analytics: Gross sales leaders can monitor exercise metrics, cadence effectiveness, and conversion charges to optimize group efficiency.Distinctive differentiators: Robust video and personalization options: Helps built-in video messaging and dynamic personalization to make outreach extra partaking and related.Concentrate on your entire gross sales cycle: Extends past prospecting to incorporate deal administration, pipeline insights, and post-sale engagement in a single platform.Groove by ClariGroove is a gross sales engagement platform designed primarily for organizations utilizing Salesforce, with a give attention to enhancing productiveness for customer-facing groups. Groove affords instruments like e mail and name monitoring, calendar integration, automated workflows, and analytics to assist groups keep constant engagement with prospects and prospects.Greatest for: Groove is finest for mid-sized to massive Salesforce-based gross sales organizations that desire a gross sales engagement platform constructed to work totally inside their current CRM. It’s particularly well-suited for account-based gross sales groups and enterprise sellers.Key use instances: Account-based promoting: Coordinate outreach and engagement methods throughout a number of stakeholders inside goal accounts.Calendar scheduling and assembly automation: Combine calendars, ship scheduling hyperlinks, and automate assembly follow-ups to cut back guide coordination.Exercise monitoring and reporting: Mechanically log all gross sales actions in Salesforce to keep up correct information and allow efficiency evaluation.Distinctive differentiators: Extremely customizable for Salesforce workflows: Adapts to every group’s distinctive Salesforce setup, customized fields, and objects with out heavy configuration.Low administrative overhead: Minimal technical setup and upkeep on account of its native Salesforce structure, decreasing complexity in comparison with non-native platforms.Vidyard[insert vidyard clip / photo]Vidyard is an AI-powered video promoting platform that permits groups to create or generate customized video messages with built-in enhancing, internet hosting, and analytics. Our Al Avatars and Video Brokers assist groups scale personalization, carry out like high performers, personalize outreach, pace up response instances, and drive measurable impression throughout the client funnel.Greatest for: Vidyard is finest for revenue-generating groups aiming to extend engagement and personalize outreach at scale. Vidyard has over 100,000 prospects of all sizes and shapes from family-run companies to international enterprises in each {industry} from building to area of interest software program firms.Key use instances: Scalable Personalised Outreach through AI Avatars: Create hyper-realistic AI Avatar movies shortly with no need to movie or edit movies.Set off-Primarily based Outreach with Video Brokers: Mechanically generate and ship customized video messages when patrons take particular actions (like downloading content material or scheduling demos), utilizing an AI avatar to scale one-to-one engagement.Distinctive differentiators: Deep analytics and viewer monitoring: Gives detailed insights on the particular person viewer degree, together with watch time, drop-off factors, and engagement triggers, enabling exact follow-up.Robust gross sales and advertising and marketing integrations: Objective-built for income groups with specialised give attention to empowering groups throughout your entire shopping for journey together with simply connecting with CRMs, advertising and marketing automation instruments, and gross sales engagement platforms, embedding video straight into current workflows.SynthesiaSynthesia is an AI video technology platform with a wide range of use instances together with inside coaching movies, promoting movies, and explainer movies. Synthesia was not initially designed for gross sales and advertising and marketing groups however has since added options for video outreach efforts.Greatest for: Synthesia works finest for enterprises that prioritize quick, scalable video communications for international groups in varied languages. Key use instances: Worker coaching and onboarding: Create standardized coaching modules and onboarding movies with AI avatars, simply up to date and translated for international groups.Product demos and explainer movies: Showcase options or processes with out filming, utilizing scripted AI presenters for consistency and fast turnaround.Distinctive differentiators: Massive library of inventory avatars: They provide a big library of pre-designed, high-quality inventory avatars representing a variety of ages, ethnicities, {and professional} types, permitting customers to decide on a presenter that aligns with their model picture and audience.ColossyanColossyan is an AI video creation platform that turns textual content, paperwork, or scripts into skilled movies utilizing life like avatars and voiceovers in over 70 languages. It’s extensively used for coaching, onboarding, and company communications, providing options like customizable avatars, translation, and interactive studying components.Greatest for: Colossyan focuses on serving enterprise and mid-sized groups looking for quick, cost-effective, and interactive video manufacturing throughout coaching, communications, advertising and marketing, and gross sales.Key use instances: Product explainers and demos: Produce multilingual video walkthroughs of product options, updates, or use instances to be used in campaigns, touchdown pages, and gross sales decks.Occasion and marketing campaign promotions: Generate branded video bulletins for webinars, conferences, or particular affords with messaging for various areas and languages.Buyer onboarding and adoption: Create partaking tutorials to assist new prospects get began.Distinctive differentiators: Doc-to-video conversion: Transforms scripts, PDFs, or PowerPoint recordsdata straight into movies, streamlining content material repurposing.Interactive studying options: Helps quizzes, branching situations, and SCORM exports for e-learning.Learn how to use video to remodel & automate gross sales outreachAs of 2023, over 60% of account executives used video messages of their gross sales course of. Now, in 2025, the numbers proceed to develop and the information behind the ability of video is much more evident with practically half of all gross sales professionals reporting that video will increase shut charges.If you happen to haven’t began utilizing customized video in your outreach efforts, otherwise you’ve dipped your toe in however haven’t absolutely dedicated, we’re right here to assist. With the ability of AI Video Brokers and AI Avatars, creating and scaling gross sales video content material is simpler than ever. However in case you aren’t satisfied but, right here’s real-world examples of how video has helped our prospects.Constructing belief by way of personalizationWe’ve all acquired a chilly e mail that was clearly despatched to a whole bunch of different prospects: a boring topic line, nothing related to our particular issues, and a request for quarter-hour of your beneficial time. If as a substitute you acquired an e mail that featured a customized topic line, a video message mentioning a current firm announcement, and that very same request for quarter-hour — which one are you extra possible to reply to?Effort issues and prospects need to really feel valued. Personalised video messages create a way of authenticity from the primary e mail to closing the deal and making an introduction to the onboarding group. Some methods to make use of customized video within the outreach course of to construct belief embrace: Chilly e mail outreach Following up after leaving a chilly name voicemail Recapping an preliminary assembly Asking to be launched to determination makersWhen somebody fills out a demo request Standing out in crowded inboxesSuperside achieved 4x response charges and 50% extra new alternatives after they switched from text-based emails to video prospecting. ReviewTrackers booked 2x extra conferences and a 92% enhance in reply charges and 22% enhance in open charges after they made the swap to video messaging.Want extra incentive to provide video a attempt? Learn extra case research right here. A number of revolutionary methods to make use of video outreach to face out within the inbox: Point out video within the topic line: To get them to open your e mail, point out {that a} customized video will likely be inside resembling “Fast video for [First Name] about [Pain Point]”Use their emblem within the video thumbnail: This makes the prospect understand the video actually is private to them earlier than ever clicking playMention what’s within the video: Within the physique of your e mail, present a fast, catchy description of the video to get them to observe the complete clip. Whereas video by itself can positively assist you to stand out, being inventive, specializing in how the prospect communicates, and creating FOMO are all methods to take video outreach to the following degree. Accelerating the gross sales cycleVideo has a means of simplifying complicated concepts that text-based emails by no means can. Video messages allow sellers to reply questions by exhibiting, not telling. Whether or not you present how a prospect may use your platform or are answering a brilliant in-depth technical query, a brief video sharing your display can eradicate size again and forths. Groups can use video to shut offers quicker by:Get to the primary assembly in much less time: By sending customized movies in your outbound outreach campaigns, you’re extra more likely to get the prospect on the telephone quicker.Sending assembly recap movies: If a decision-maker couldn’t attend a name on the final minute, a gathering recap video can guarantee they nonetheless have the data they want.Addressing objections and questions: By exhibiting how your resolution works fairly than making an attempt to put in writing out a long-winded reply to an objection, you may instantly alleviate any fears your prospect may need. Supercharging Outreach with VidyardAs you look to modernize your outreach tech stack, take into consideration the alternatives that video can unlock. Over 100,000 groups use Vidyard to assist them stand out in busy inboxes, speed up gross sales cycles, and scale back churn by way of customized video messages.With our AI Avatars, groups now not must manually document movies — our platform can craft a script and let their digital avatar do the speaking. To take it up one other notch, our Video Brokers now allow groups to routinely create and ship video messages after prospects take sure actions like requesting a demo.Think about a world the place each prospect will get a customized response it doesn’t matter what. This may be your group’s actuality with Vidyard — take our tech for a take a look at drive or schedule a while to attach with our group to study extra. Incessantly requested questions on outreach softwareWhile we gave a broad overview of constructing a contemporary outreach stack, we additionally acknowledge the complexity of doing so, particularly with the fast evolution of instruments and applied sciences. Even tenured gross sales and advertising and marketing professionals are stuffed with nuanced questions on this new world that we’ve discovered ourselves in, particularly as AI, video, and multi-channel engagement reshape the panorama.Beneath we hope to handle some FAQs, together with frequent considerations, strategic issues, and extra superior conundrums that will help you make assured, knowledgeable selections. What’s the distinction between video outreach instruments and conventional e mail outreach platforms, and do I would like each?Video outreach instruments and conventional e mail outreach platforms serve completely different functions however work finest collectively. Electronic mail outreach is designed for scale—sending excessive volumes of emails automating follow-ups, and managing deliverability. It’s a crucial spine for outreach, however inboxes are crowded, and even the strongest plain textual content copy typically will get ignored.Video outreach, alternatively, provides that additional human aspect patrons are in search of at the moment. A brief, customized video cuts by way of the noise, builds belief, and drives greater engagement and response charges. When you don’t want each, groups who use customized video messages report that it has shortened their gross sales cycle, and practically half report that it has elevated shut charges.
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