Getting Started
Get set up and ready to roll in Outreach
FREE
End UsersOutreach MeetingsOutreach VoiceOutreach Everywhere ExtensionGetting Started
On-Demand Onboard Training
3 Courses
End UsersAdministratorsContent CreationSalesforceSequencesOutreach MeetingsOutreach Instance SetupOutreach VoiceTemplatesOutreach Everywhere ExtensionTask ExecutionCRM SyncGovernanceSnippetsProspectsGetting Started
Outreach Webinar Series
5 Courses
Live WebinarEnd UsersAdministratorsCustomer Success Webinars
Live Webinar: Outbound Prospecting
In this 20 minute live, interactive webinar, learn from Outreach training professionals how to get started with your Sales Engagement 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.
FREE
Selling In A COVID-19 World - How To Execute Recommended Updates
Recommended for anyone who creates or updates Outreach content, learn how to update your sequences when messaging needs to change. While this video is largely framed around the impacts of the COVID-19 pandemic, the processes presented will be applicable any time sequence content needs to be updated.
FREE
SDR Manager Workshop
Let’s talk shop: Curious to hear how the leading sales engagement platform has structured our outbound team? We’d love to share what we’ve curated the last several years! Come join SDR Leader at Outreach.io, Brooke Bachesta, for a half-day virtual workshop on how we structure, measure and coach our team!
FREE
Prospecting Learning Track
Outreach SDR Onboarding
11 Courses
SequencesTask ExecutionProspectsSDR
Closing Learning Track
10 Courses
AEGlobal SidebarSalesforceGmailOutreach Everywhere ExtensionCRM SyncOutlookWorking From Your Inbox
Admin Learning Track
This course series is designed for Admins, to help them learn the ins and outs of the platform and how to configure their instance of Outreach.
20 Courses
Salesforce Plugin for Admins
Overview of how to configure our Salesforce Plugin
FREE
Dynamics Plugin for Admins
Overview of the Dynamics Plugin
FREE
Outreach Governance
In this course we discuss Governance Profiles within Outreach.
FREE
User Management
In this course we discuss how to manage Users within your instance of Outreach.
FREE
Configuring Outreach
Learn how to configure your settings in Outreach
FREE
Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
FREE
Outreach Voice
How to use Outreach's dialing feature, Outreach Voice
FREE
Outreach Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
FREE
Setting Up Collections in Outreach
Quick and easy start up guide for Admins to get started with Collections
FREE
AdministratorsContent CreationSequencesTemplatesCollectionsSnippets
Sequence Basics
Learn about the feature that Outreach surrounds itself with.
FREE
Sequences
Prospect Basics
The basics of working with the people you target
FREE
Prospects
Advanced Prospects
Managing Prospects in Outreach
FREE
Prospects
Sequence Maneuvering
Use advanced actions to manage sequence actions
FREE
Sequences
Basics of Outreach
The bare necessities of understanding bedrock features of Outreach.
FREE
SequencesTemplatesOutreach Everywhere ExtensionSnippetsProspects
Outreach for Outlook
Learn the capabilities of Outreach Add In for Outlook
FREE
OutlookWorking From Your Inbox
Creating Sequences
Learn how to create a fundamental feature of Outreach
FREE
AdministratorsSequences
Template and Snippet Basics
FREE
TemplatesSnippets
Safeguard Settings
Learn about Outreach's safeguards for prospects and users
FREE
AdministratorsSequencesGovernance
Custom Fields
Create custom fields to add more power in your messaging and sequencing.
FREE
AdministratorsCustom FieldsSalesforceCRM SyncTriggers
Admin Functionality
Learn how to create user profiles to control what users can see and who can creates content.
FREE
AdministratorsSalesforceTriggers
Opportunity Setup for Admins
This training will show you how to configure your Outreach org to allow your users to take advantage of Opportunity information from within Outreach.
FREE
AdministratorsOpportunities
Outreach Meetings for Admins
FREE
AdministratorsOutreach Meetings
Branded URLs
Learn the benefits and the how-to for using Branded URLs within Outreach
FREE
AdministratorsBranded URLs
Picklist Validations
This course will help you create picklists as well as show how to edit existing fields in Account or Prospect profiles.
FREE
Administrators
Reporting and Metrics
Learn the different ways to read reports and gain valuable info for 1:1 Coaching
FREE
Administrators
Sales Intelligence Tiles
Learn the basics of setting up and using Outreach custom Sales Intelligence Tiles
FREE
AdministratorsSales Intelligence Tiles
Managing Your Workflow with Global Sidebar
Learn to access all the info you need, complete tasks, schedule appointments and more from anywhere you are on the web.
FREE
AEGlobal Sidebar
Using Outreach From Salesforce
Gain quick access to information and take action immediately using Outreach within Salesforce.
FREE
AESalesforceCRM Sync
Content Strategy 2.0
Driving Revenue with a Prospect-Centric Approach by using your Ideal Account Profiles and Personas to generate Outreach Sequences that drive revenue success!
FREE
AdministratorsStrategy
Measuring Sequence Performance
Content is never done. As you learn more about what your prospects respond to and your business evolves, so should your content. Learn how to analyze and focus your efforts with a continuous improvement framework.
FREE
AdministratorsStrategy
Relationship Management with Outreach
In this course you will learn how valuable and easy it is to use Outreach to manage your customer relationships.
FREE
AdministratorsStrategy
Advanced Task Management
In this course you will learn the tips and tricks to increase team performance, activities and efficiency.
FREE
AdministratorsStrategy
Optimizing for Email Deliverability
In this course you will learn how email filters work and steps you can take to improve your ability to reach your prospects.
FREE
AdministratorsStrategy
Proactive Management with Outreach
In this course you will learn the reports needed to effectively coach your team to exceed their targets.
FREE
AdministratorsStrategy
Optimizing Hunter Workflow
Customer Success Webinar for End-Users
FREE
Live WebinarEnd UsersCustomer Success Webinars
Administrative Governance
Customer Success Webinar for Admins
FREE
Live WebinarAdministratorsCustomer Success Webinars
Acting on Prospect Responses
Customer Success Webinar for End-Users
FREE
Live WebinarEnd UsersCustomer Success Webinars
Improving Rep Response Workflow
Customer Success Webinar for Admins
FREE
Live WebinarAdministratorsCustomer Success Webinars
Getting Started With Outreach
FREE
End UsersSequencesOutreach MeetingsOutreach VoiceOutreach Everywhere ExtensionGetting Started
Leadership Series
FREE
AdministratorsContent CreationSalesforceSequencesOutreach Instance SetupTemplatesCRM SyncGovernanceSnippets
End User Series
FREE
End UsersSequencesTemplatesOutreach Everywhere ExtensionTask ExecutionSnippetsProspects
SDR Introductory Training
Introduction to how Outreach can help you in your day to day workflow
FREE
29 min
SequencesTask ExecutionProspectsSDR
SDR 102 - Configuring Your Account
Learn how to configure your settings in Outreach
FREE
17 min
SDR 103 - Outreach Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
FREE
20 min
End UsersAEOutreach MeetingsGmailOutlookSDROn Demand
SDR 104 - Outreach Voice
How to use Outreach's dialing feature, Outreach Voice
FREE
12 min
End UsersAEOutreach VoiceGmailOutlookGetting StartedSDROn Demand
Outreach Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
FREE
AE 102 Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
FREE
Follow-Up and Multi-Recipient Sequences
This course will introduce you to Follow-Up and Multi-Recipient Sequences.
FREE
Templates and Snippets
This course will teach you everything you need to know about using Templates and Snippets.
FREE
Task Management
This course covers all aspects of Task Management in Outreach
FREE
Sequences
Learn more about how sequences work in Outreach.
FREE
Office Hours for Admins
Customer Success Webinar with Live Q&A
FREE
Live WebinarAdministrators
Call Dispositions and Call Purposes
In this course we will discuss how to set up Call Dispositions and Call Purposes
FREE
Prospect Management
Learn how to import and organize your prospects in Outreach.
FREE
Sales Intelligence Tiles for Admins
Learn about sales intelligence tiles, custom tile layouts, and layout governance settings for Admins.
FREE
Sales Intelligence Tiles
Learn about sales intelligence tiles and custom layouts.
FREE
Rulesets and Schedules
In this course we discuss how to set up Rulesets and Schedules.
FREE
Persona Set-up for Admins
Learn more about how personas work in Outreach.
FREE
Outreach Teams
In this course which covers Outreach Teams. Topics include creating teams, assigning members to teams, assigning collections, and how to view team based reports.
FREE
Content Creation
Everything you need to know to build out your Outreach Content.
FREE
Configuring Your Account
Learn how to configure your settings in Outreach
FREE
17 min
Voice Management for Admins
Voice Management for Admins
FREE
Account Management
How to organize and import your accounts.
FREE
Outreach Triggers
In this course we discuss how Triggers work in Outreach.
FREE