Outreach is designed to help you sell smarter and more efficiently. Here you'll find resources and training on the topics you need for success.

Create and Close

The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. For Outreach University courses that help you to create and close pipeline, click here

Badges

Outreach University now offers badges! You can learn more about the different badges available by clicking here.

New Content!

We recently published new courses! Be sure to check out: Training your Team, Outreach Kaia for Admins, Outreach Kaia for Users, Success Plans in Outreach, Outreach Reporting, and Sequence Strategy.

What is Outreach?
What is Outreach?
General, high-level introduction to what Outreach is (2min)
Account Setup
Account Setup
How to configure your settings in Outreach (15min)
18 min
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Core Concepts
Core Concepts
Introduction to core Outreach features, and how they help your day to day workflow (15min)
15 min
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Prospector Learning Track
Prospector Learning Track
Everything an SDR/BDR prospecting rep needs to know
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AE Learning Track
AE Learning Track
Everything that AEs and closers need to know
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Admin Learning Track
Admin Learning Track
Everything that an administrator of Outreach needs to know
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Express Start Onboarding
Express Start Onboarding
Guided, self service onboarding program to help you get your team up and running on Outreach in an efficient manner
Express Start Onboarding with Salesforce
Express Start Onboarding with Salesforce
Guided, self service onboarding program to help you get your team up and running on Outreach in an efficient manner
Sequence Performance
Sequence Performance
In this course, we explore how to analyze data in the Outreach Insights Sequence Performance report drive better business outcomes.
11 min
Team Performance
Team Performance
In this course, we explore how to analyze buyer sentiment data in the Outreach Insights Team Performance report to drive better business results.
9 min
Manager Best Practices: Driving Change with Outreach
Manager Best Practices: Driving Change with Outreach
Learn some new strategies for helping your people manage change.
13 min
Manager Learning Track
Manager Learning Track
Everything that a sales manager of a team using Outreach needs to know
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Express Start Onboarding with HubSpot
Express Start Onboarding with HubSpot
Guided, self service onboarding program to help you get your team up and running on Outreach in an efficient manner
Express Start Onboarding with Dynamics
Express Start Onboarding with Dynamics
Guided, self service onboarding program to help you get your team up and running on Outreach in an efficient manner
Sequences
Sequences
Learn more about how sequences work in Outreach.
6 min
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Operationalizing Outreach Best Practices
Operationalizing Outreach Best Practices
Operationalizing Outreach to Create and Close More Pipeline
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Prospect Management
Prospect Management
Learn how to import and organize your prospects in Outreach.
17 min
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Account Management
Account Management
How to organize and import your accounts.
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Sequence Maneuvering
Sequence Maneuvering
This course covers manual actions that are required to manage or resolve issues in specific sequence states.
11 min
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Variables in Outreach
Variables in Outreach
Learn what variables are and how to use them in Outreach.
8 min
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Commit Pipeline Management and Forecasting
Commit Pipeline Management and Forecasting
This Outreach Commit lesson is focused on pipeline management and forecasting.
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Sales Intelligence Tiles
Sales Intelligence Tiles
Learn about Sales Intelligence Tiles on Prospects and Accounts Overview pages and how to create custom layouts.
9 min
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Task Management for AEs
Task Management for AEs
In this course we discuss how to work with Tasks for an Account Executive.
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Outreach Success Plans
Outreach Success Plans
This course will teach you how to use Success Plans within Outreach.
20 min
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Admin Specialist Badge
Admin Specialist Badge
Take this course to achieve your Admin Specialist Badge
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Manager Specialist Badge
Manager Specialist Badge
Take this course to achieve your Manager Specialist Badge
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Forecasting and Pipeline Management Configuration for Admins
Forecasting and Pipeline Management Configuration for Admins
This course walks you through each of the steps needed to enable and configure the Forecasting and Pipeline Management feature in Outreach.
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Which Content to Build
Which Content to Build
How to know which content you should build in your Outreach instance.
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On Demand: Outreach Manager Reporting
On Demand: Outreach Manager Reporting
In this 60 minute recording of a live session, learn from Outreach training professionals how to get started with your Outreach reporting. At the end of the session, you’ll identify best practices and determine champion users so that you can leverage that information to improve sales performance.
On Demand
Closing Specialist Badge
Closing Specialist Badge
Take this course to achieve your Closing Specialist Badge
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Outreach Triggers
Outreach Triggers
In this course we discuss how Triggers work in Outreach.
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Rulesets and Schedules
Rulesets and Schedules
In this course we discuss how to set up Rulesets and Schedules.
20 min
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Voice Management for Admins
Voice Management for Admins
Admins explore the different Outreach Voice features and organizational level settings.
7 min
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Meetings Setup for Admins
Meetings Setup for Admins
Meetings Setup for Admins
11 min
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User Management
User Management
In this course we discuss how to manage Users within your instance of Outreach.
9 min
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On-Demand Webinar: Improving Your Team's Response Workflow
On-Demand Webinar: Improving Your Team's Response Workflow
Webinar Focused on Team Management
Administrators Managers On-Demand Webinar
Outreach Voice
Outreach Voice
This course provides you with an overview of out to use Voice.
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Personalizing Emails
Personalizing Emails
Learn how to customize subject lines and emails
On Demand Webinar: Optimize Your Prospecting Workflow
On Demand Webinar: Optimize Your Prospecting Workflow
Customer Success Webinar for End-Users
Live Webinar End Users Customer Success Webinars Reps
On Demand Webinar: Administrative Governance
On Demand Webinar: Administrative Governance
Customer Success Webinar for Admins
Live Webinar Administrators Customer Success Webinars
Live Training: Outreach for Forecasting
Live Training: Outreach for Forecasting
In this 30 minute interactive webinar, learn from Outreach training professionals how to get started with Outreach Forecasting.
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On Demand Webinar: Managing Customers with Outreach
On Demand Webinar: Managing Customers with Outreach
On Demand Webinar for Customer Success Managers
Live Webinar CSM/AM
Sequence Strategy
Sequence Strategy
This course covers everything you need to know about how to execute a flawless sequence strategy.
16 min
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Personalization at scale: Templates and snippets for AEs
Personalization at scale: Templates and snippets for AEs
Learn how to leverage Outreach templates and snippets from your inbox to craft personalized messages faster, more impactful, and at scale.
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On-Demand Webinar: Handling Common Prospect Responses
On-Demand Webinar: Handling Common Prospect Responses
Webinar for Outbound Prospecting Strategy
Reps On-Demand Webinar
Outreach Meetings
Outreach Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
11 min
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Installing the Unmanaged Package
Installing the Unmanaged Package
How to install the Engagement Panel & Sequence Attribution Package
14 min
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Outreach to Salesforce Integration
Outreach to Salesforce Integration
In this course we walk you through how to set up, configure, and manage the Outreach to Salesforce Integration.
Administrators admintrack adminproficiency
Content Creation
Content Creation
Everything you need to know to build out your Outreach Content.
18 min
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Training Your Team
Training Your Team
How to prepare for enabling a team of sales reps.
12 min
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Branded URL Setup
Branded URL Setup
Setting up custom branded URLs for the links included in your email content.
4 min
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Outreach Governance
Outreach Governance
In this course we discuss Governance Profiles within Outreach.
26 min
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Opportunity Sync Setup
Opportunity Sync Setup
This course covers how to configure the synchronization of your opportunities with Outreach.
9 min
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Understanding Workflow Strategy
Understanding Workflow Strategy
A brief overview of Outreach Workflow Strategy for Admins
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Salesforce Troubleshooting Tips and Tricks
Salesforce Troubleshooting Tips and Tricks
In this course we discuss how to resolve some of the most common issues you may experience when setting up the Salesforce Plugin.
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Inbox Experience for AEs
Inbox Experience for AEs
This course covers the Outreach Inbox Experience for both Gmail and Outlook
19 min
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Outreach Kaia for Users
Outreach Kaia for Users
How to Setup and Use Outreach Kaia
9 min
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Sequence States
Sequence States
Explore how Managers can use Sequence States
7 min
Administrators managerfoundations
Snippets and Templates
Snippets and Templates
This course will teach you everything you need to know about using Templates and Snippets.
Prospecting Course Series prospectingfoundations
Using Outreach within Salesforce
Using Outreach within Salesforce
How to use Outreach features when working within Salesforce
6 min
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Configuring the Dynamics Plugin
Configuring the Dynamics Plugin
In this course we discuss how to enable and connect Outreach with Dynamics via our Plugin.
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Teams and Content Collections
Teams and Content Collections
How to setup and use Outreach Teams and Content Collections
11 min
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Outreach Kaia for Admins
Outreach Kaia for Admins
Configuring Outreach Kaia, Creating Content Cards, Using Kaia
15 min
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Sales Intelligence Tiles for Admins
Sales Intelligence Tiles for Admins
Learn about sales intelligence tiles, custom tile layouts, and layout governance settings for Admins.
7 min
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Persona Set-up for Admins
Persona Set-up for Admins
Learn more about how personas work in Outreach.
6 min
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Closer & Prospector Alignment
Closer & Prospector Alignment
This course offers practical strategies closers can use to effectively partner with reps that prospect and build pipeline.
12 min
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Outreach Inbox Experience
Outreach Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
19 min
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Follow-Up and Multi-Recipient Sequences
Follow-Up and Multi-Recipient Sequences
This course will introduce you to Follow-Up and Multi-Recipient Sequences.
13 min
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Sequences for AEs
Sequences for AEs
All about sequences from the perspective of an Account Executive
9 min
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Commit Team Management and Forecasting
Commit Team Management and Forecasting
This Outreach Commit lesson is focused on team management and forecasting.
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Call Dispositions and Call Purposes
Call Dispositions and Call Purposes
In this course we will discuss how to set up Call Dispositions and Call Purposes
7 min
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Custom Fields
Custom Fields
Learn more about how to create custom fields.
8 min
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Outreach Kaia for Voice
Outreach Kaia for Voice
How to Setup and Use Outreach Kaia for Voice
9 min
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Outreach Meetings for AEs
Outreach Meetings for AEs
This course will teach you everything you need to know about using Outreach Meetings.
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Outreach for Prospecting On Demand
Outreach for Prospecting On Demand
Live Training: Outreach for Prospecting (Part 2)
Live Training: Outreach for Prospecting (Part 2)
Continue building your Outreach skills with this interactive training session! An Outreach trainer will walk you through some tips for prospecting efficiently and managing responses effectively. (*Note: This is intended as the second session of a two-part series.)
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Live Training: Outreach for Prospecting (Part 1)
Live Training: Outreach for Prospecting (Part 1)
In this 45 minute, interactive webinar, learn from Outreach training professionals how to get started with your Sales Execution Platform. At the end of the session, you’ll understand how to use Outreach to streamline your workflows, save time, and book more meetings than ever before.
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Creating Picklists
Creating Picklists
In this course we discuss how to create a Picklist in Outreach.
5 min
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Prospecting Specialist Badge
Prospecting Specialist Badge
Take this course to achieve your Prospector Specialist Badge
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Live Training: Outreach Manager Reporting
Live Training: Outreach Manager Reporting
In this 60 minute interactive webinar, learn from Outreach training professionals how to get started with your Outreach reporting. At the end of the session, you’ll identify best practices and determine champion users so that you can leverage that information to improve sales performance.
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Hubspot Plugin
Hubspot Plugin
Overview of how to configure the Hubspot Outreach Plugin
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Outreach Reporting
Outreach Reporting
Outreach Reporting
48 min
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Task Management & Execution
Task Management & Execution
Learn how to manage and execute your due tasks in Outreach effectively and efficiently.
14 min
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