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Outreach University

Resources and training on the topics you need for Outreach success.

What is Outreach: Fundamentals

General, high-level introduction to Outreach

XDR Learning Track

Master prospecting in Outreach! Build pipeline and book meetings from day one with our XDR learning track. Start your journey now!

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AE Learning Track

Learn deal management in Outreach! Our AE courses help you enhance execution and win rates from day one. Start your journey now!

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Admin Learning Track

Unlock your admin potential to implement an optimal instance! Onboard your team and set them up for success in Outreach from day one. Start your journey now!

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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

Guided, self service onboarding program to help you get your team up and running on Outreach in an efficient manner

Sales Manager Learning Track

Drive your team’s success as a Sales Manager! Complete our courses to master pipeline creation and closing in Outreach. Start your journey now!

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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

Guided, self service onboarding program to help you get your team up and running on Outreach in an efficient manner

Create and close best practices: Operationalizing Outreach

Operationalizing Outreach to Create and Close More Pipeline

Learn Outreach basics: Core concepts

Learn how Outreach core features support your day-to-day workflow and help you achieve your goals.

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Set up your Outreach instance: Account setup

Learn how to set up your Outreach account.

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Prospecting Sequences for Deeper Engagement: Sequences

Learn how sequences work in Outreach and how to add prospects to them so you can prospect with more structure and consistency.

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Drive Change with Outreach: Change Management for Managers

Learn how to guide Outreach adoption by communicating the value of the rollout, setting clear expectations, reinforcing approved workflows, addressing barriers, and using report patterns to prepare focused coaching conversations.

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Invite and manage users

Learn how to invite users to claim their accounts in Outreach and manage users in your instance.

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Establish governance

Learn how to build core profiles, create content collections, and build governance profiles.

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Build personas for targeted engagements: Personas

Learn more about how personas work in Outreach.

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Configure Outreach Voice for organizational consistency: Outreach Voice management

Admins explore the different Outreach Voice features and organizational level settings.

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Use Outreach to book more meetings: Meetings

Overview of Outreach's calendaring feature, Outreach Meetings

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Navigate sequence states for ongoing engagement: Sequence states

This course covers manual actions that are required to manage or resolve issues in specific sequence states.

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Forecasting and Pipeline Management for users

Learn how to review your pipeline and submit weekly forecasts.

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AE sequences for deeper engagement: Sequences

Learn the purpose and use cases of Outreach sequences so that you can optimize customer engagement and close deals more efficiently.

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Leverage Outreach from your Inbox for AEs: Email inbox experience

Learn how Outreach's inbox features help accelerate deals in Gmail and Outlook.

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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.

Outreach meeting experience setup: Meetings management

Meetings Setup for Admins

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Configure org settings

Learn how to configure org-wide settings, establish email limits, and configure compliance settings.

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Task Management and Execution: Universal Taskflow

Learn how to use Universal Taskflow in Outreach so you can launch tasks, work with better context, and complete task execution more efficiently.

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Build and Execute Your Team’s Sequence Strategy: Sequences for Managers

Learn how to plan, build, govern, and roll out Outreach sequences that guide seller behavior, support consistent execution, and scale team outreach with the right timing, schedules, settings, and personalization guardrails.

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Automate Research: Configure Research Agent for your organization

This course walks you through how to set Revenue Agent up, automate it, incorporate it into other agents, and make the fields easily visible to your sales team.

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How Outreach AI helps you sell faster - AI overview

Learn what AI features are available in Outreach and how AI functionality can help you hit your quota.

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Make and Receive Calls in Outreach: Outreach Voice for Sellers

Learn how to make and log calls using Outreach Voice and how to find recordings and activity in the Calls tab.

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Configure and Manage Sales Intelligence Tiles for Admins

Learn how to configure and manage Sales Intelligence Tiles in Outreach, as an admin, to support efficient selling and consistent user experiences.

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Snippets and Templates for XDRs: Save Time, Personalize Faster

Learn how to use Outreach Snippets, Templates, and Smart Email Assist to send more personalized, efficient prospecting emails. See when to use each, how to organize content, and how AI tools like Revenue Agent and Research Agent help you write faster and connect with prospects across Gmail, Outlook, and Outreach.

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Automate Insights: Configuring Revenue and Personalization Agent for your organization

Learn how to set up Revenue Agent, define your targeting criteria, and write effective prompts for Personalization Agent.

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Automation for personalization: Variables

Learn what variables are and how to use them in Outreach.

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Sync data using the Salesforce plugin: CRM sync

In this course we walk you through how to set up, configure, and manage the Outreach to Salesforce Integration.

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Sync data using the Dynamics plugin: CRM sync

In this course we discuss how to enable and connect Outreach with Dynamics via our Plugin.

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Use the Salesforce unmanaged package: Salesforce

How to install the Engagement Panel & Sequence Attribution Package

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Configure and sync opportunities: Opportunities in Outreach

This course covers how to configure the synchronization of your opportunities with Outreach.

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Learn how to build content that helps your reps engage with prospects effectively and personalize communication at scale.

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Effective prospect management: Prospects

Learn how to import and organize your prospects in Outreach.

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Create picklists for data integrity: Picklist management

In this course we discuss how to create a Picklist in Outreach.

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Forecasting and pipeline management for managers

Learn how to successfully predict and act on your pipeline using Outreach.

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Improve deal execution with Success Plans

Learn how to use and create Success Plans to build buyer trust as well as improve deal execution and win rates.

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Insights for Effective Engagement: Sales Intelligence Tiles

Learn how to use Sales Intelligence Tiles in Outreach to find insights quickly, personalize communication, and take action without switching between tools.

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Task management and execution for AEs: Universal Task Flow

Learn how to manage and complete your Outreach tasks without opening the full Outreach platform.

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Use Outreach to book more meetings: Meetings for AEs

Learn how to streamline meeting scheduling using Outreach Meetings directly from your inbox.

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Effective account management: Accounts

Learn best practices for account management, as well as how to create and import accounts in Outreach.

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Personalizing Emails

Learn how to customize subject lines and emails

Admin Specialist Badge

Take this course to achieve your Admin Specialist Badge

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Live Training: Outreach | Kaia

Unlock the power of Outreach’s AI assistant, Kaia, in this 30-minute interactive live training session. Led by an Outreach expert, this session is designed to help you understand how Kaia can transform your sales and meeting experiences with real-time insights and post-call tools.

Live Training: New User Prospecting (SDR's)

This 50-minute interactive webinar is tailored specifically for SDRs to help you get started with the Outreach platform. Led by an expert Outreach trainer, this session will guide you through the basics of the platform, focusing on how SDRs can efficiently prospect, manage tasks, and execute workflows to maximize their outreach efforts. By the end of this webinar, you’ll have a solid foundation for using Outreach to boost productivity and streamline your day-to-day tasks.

Live Training: New User Account Management Training (AEs & CS)

Designed for AEs and Customer Success professionals, this 50-minute webinar takes a deeper dive into advanced strategies within the Outreach platform. An Outreach trainer will walk you through managing meetings, leveraging automation, and optimizing account engagement to drive results. This session is ideal for users who want to enhance their skills in managing relationships and driving customer success using Outreach tools.

Create to close team enablement: Outreach adoption

How to prepare for enabling a team of sales reps.

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Troubleshoot and resolve sync errors: Salesforce

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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Manager Specialist Badge

Take this course to achieve your Manager Specialist Badge

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Set up rulesets and schedules: Governance for managers

In this course we discuss how to set up Rulesets and Schedules.

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On Demand: New User Prospecting (SDR's)

This recording of a 50-minute interactive webinar is tailored specifically for SDRs to help you get started with the Outreach platform. Led by an expert Outreach trainer, this session will guide you through the basics of the platform, focusing on how SDRs can efficiently prospect, manage tasks, and execute workflows to maximize their outreach efforts. By the end of this webinar, you’ll have a solid foundation for using Outreach to boost productivity and streamline your day-to-day tasks.

On Demand: New User Account Management Training (AEs & CS)

Designed for AEs and Customer Success professionals, this recording of a 50-minute webinar takes a deeper dive into advanced strategies within the Outreach platform. An Outreach trainer will walk you through managing meetings, leveraging automation, and optimizing account engagement to drive results. This session is ideal for users who want to enhance their skills in managing relationships and driving customer success using Outreach tools.

Customize your Outreach instance: Enhance records management

Learn how to create custom fields, enable validations, add products, and create custom objects.

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Set up call dispositions and purposes: Call management

In this course we will discuss how to set up Call Dispositions and Call Purposes

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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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Leverage Outreach from your Inbox for XDRs: Email inbox experience

Learn how Outreach's inbox features help accelerate deals in Gmail and Outlook.

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How to use Kaia: Outreach Kaia for users

Learn how to use Outreach’s AI meeting assistant, Kaia, to optimize your conversations and streamline follow-ups.

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Forecasting and pipeline management for admins: Outreach forecasting

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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Build triggers to automate Outreach: Trigger management

In this course we discuss how Triggers work in Outreach.

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Configure system settings

Learn how to configure Sequences, Calls, Meetings, and Kaia settings for your instance.

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Monitor Sequence States for Content and Rep Performance: Sequences for Managers

This course teaches you how to monitor Outreach sequences after they are live so you can evaluate content effectiveness, understand how your team executes sequences, and identify coaching opportunities. You learn what sequence states mean, where to find and filter them, how to combine sequence state insights with performance reporting, and how to turn data into actions that improve outcomes.

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Snippets and Templates for AEs: Save Time, Personalize Faster

Learn how to use Outreach Snippets, Templates, and Smart Email Assist to write faster, more personalized emails. Discover when to use each, how to organize content, and how AI tools like Revenue Agent and Research Agent improve accuracy and speed across Gmail, Outlook, and Outreach.

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Prospecting Specialist Badge

Take this course to achieve your Prospector Specialist Badge

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Closing Specialist Badge

Take this course to achieve your Closing Specialist Badge

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Outreach reporting for actionable insights: Reporting for managers

Outreach Reporting

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