Outreach is an awesome top-of-the-funnel prospecting tool that allows admins to create a repeatable process for Biz Dev, SDRs, etc. Having been designed with SDRs in mind, Outreach works great for users who need to follow a rigid playbook without much left to interpretation.

AEs that need the autonomy to be creative on every deal, create specific repeatable content, and own the process (within a framework of course) often have a tough time adopting.

Managing Outreach from a central location also makes it difficult to capture the creativity that’s needed to close deals efficiently.

Outreach is a great internal close plan with linear processes.

Recapped is purposefully built for client-facing mutual action plans, collaboration, and flexibility.

Recapped can be used as a standalone platform, whereas Outreach Success Plans are an addition to Outreach’s prospecting tool.

Supporting features: Client-facing collaboration, XYZ, XYZ