Outreach University
Resources and training on the topics you need for Outreach success.
What is Outreach: Fundamentals
General, high-level introduction to Outreach
Set up your Outreach Instance: Account Setup
How to configure your settings in Outreach
section-getting-started
xdr-account-setup
admin-account-setup
manager-account-setup
ae-account-setup
Learn Outreach basics: Core concepts
Introduction to core Outreach features, and how they help your day to day workflow
Sequences
Task Execution
Prospects
SDR
section-getting-started
xdr-account-setup
admin-account-setup
manager-account-setup
ae-account-setup
XDR Learning Track
Everything an SDR/BDR prospecting rep needs to know
section-learning-pathways
AE Learning Track
Everything that AEs and closers need to know
section-learning-pathways
Admin Learning Track
Everything that an administrator of Outreach needs to know
section-learning-pathways
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
Drive change with Outreach: Change management for managers
Learn some new strategies for helping your people manage change.
manager-enable-sellers
Sales Manager Learning Track
Everything that a sales manager of a team using Outreach needs to know
section-learning-pathways
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
Prospecting sequences for deeper engagement: Sequences
Learn more about how sequences work in Outreach.
prospectingfoundations
create
xdr-book-and-hold-more-meetings
Create and close best practices: Operationalizing Outreach
Operationalizing Outreach to Create and Close More Pipeline
Effective account management: Accounts
How to organize and import your accounts.
closingfoundations
ae-deal-management
Strategies for building a content library: Building content
How to know which content you should build in your Outreach instance.
adminstrategy
admin-basics-platform-strategy
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
Mutual action plans to improve deal execution: Success Plans
This course will teach you how to use Success Plans within Outreach.
prospectingproficiency
closingproficiency
managerproficiency
close
adminstrategy
admin-basics-platform-strategy
ae-deal-management
manager-deal-management
xdr-deal-management
Set up rulesets and schedules: Governance for managers
In this course we discuss how to set up Rulesets and Schedules.
managerfoundations
adminfoundations
manager-content-and-organization
admin-system-configuration
Outreach meeting experience setup: Meetings management
Meetings Setup for Admins
managerproficiency
adminfoundations
admin-system-configuration
manager-deal-management
Manage users in Outreach: Users
In this course we discuss how to manage Users within your instance of Outreach.
managerfoundations
manager-enable-sellers
On-Demand Webinar: Improving Your Team's Response Workflow
Webinar Focused on Team Management
Administrators
Managers
On-Demand Webinar
Forecasting and pipeline management: Outreach forecasting
This Outreach Commit lesson is focused on pipeline management and forecasting.
new-ribbon
prospectingfoundations
closingfoundations
ae-ai-powered-insights
xdr-ai-powered-insights
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.
prospectingproficiency
closingproficiency
close
ae-deal-management
xdr-deal-management
Configure Outreach Voice for organizational consistency: Outreach Voice management
Admins explore the different Outreach Voice features and organizational level settings.
admintrack
managerproficiency
adminfoundations
admin-system-configuration
manager-ai-powered-insights
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.
Administrators
adminfoundations
admin-system-configuration
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.
Administrators
admintrack
adminproficiency
admin-crm-configuration
Organize content teams and collections: Content for managers
How to setup and use Outreach Teams and Content Collections
managerfoundations
manager-content-and-organization
Forecasting and pipeline management for managers: Outreach forecasting
This Outreach Commit lesson is focused on team management and forecasting.
new-ribbon
managerfoundations
close
manager-forecasting
Personalizing Emails
Learn how to customize subject lines and emails
Manager Specialist Badge
Take this course to achieve your Manager Specialist Badge
managerbadge
manager-badge
Admin Specialist Badge
Take this course to achieve your Admin Specialist Badge
adminbadge
admin-badge
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
Customer Success Webinar for Admins
Live Webinar
Administrators
Customer Success Webinars
Use Kaia with Outreach Voice: Kaia for voice
How to Setup and Use Outreach Kaia for Voice
new-ribbon
prospectingproficiency
closingproficiency
close
ae-ai-powered-insights
xdr-ai-powered-insights
Automation for personalization: Variables
Learn what variables are and how to use them in Outreach.
prospectingproficiency
closingproficiency
managerproficiency
adminfoundations
manager-content-and-organization
admin-email-configuration
xdr-book-and-hold-more-meetings
ae-book-and-hold-more-meetings
Live Training: Outreach for Forecasting
In this 30 minute interactive webinar, learn from Outreach training professionals how to get started with Outreach Forecasting.
viltpartthree
On Demand Webinar: Managing Customers with Outreach
On Demand Webinar for Customer Success Managers
Live Webinar
CSM/AM
Leverage Outreach from your inbox: Email inbox experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
closingfoundations
ae-book-and-hold-more-meetings
Task management and execution for AEs: Universal Taskflow
In this course we discuss how to work with Tasks for an Account Executive.
AE
closingfoundations
ae-build-pipeline-in-outreach
Build and execute your team's sequence strategy: Sequences for managers
This course covers everything you need to know about how to execute a flawless sequence strategy.
managerfoundations
create
manager-content-and-organization
Personalization at scale for AEs: Templates and snippets
Learn how to leverage Outreach templates and snippets from your inbox to craft personalized messages faster, more impactful, and at scale.
closingfoundations
ae-book-and-hold-more-meetings
On-Demand Webinar: Handling Common Prospect Responses
Webinar for Outbound Prospecting Strategy
Reps
On-Demand Webinar
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.
closingfoundations
close
ae-book-and-hold-more-meetings
Use Outreach to book more meetings: Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
prospectingfoundations
AE and XDR strategies for building pipeline: Sales alignment
This course offers practical strategies closers can use to effectively partner with reps that prospect and build pipeline.
new-ribbon
closingproficiency
close
ae-deal-management
Make and receive calls in Outreach: Outreach Voice for sellers
This course provides you with an overview of out to use Voice.
prospectingfoundations
closingfoundations
xdr-book-and-hold-more-meetings
ae-book-and-hold-more-meetings
Closing Specialist Badge
Take this course to achieve your Closing Specialist Badge
closingbadge
ae-badge
Insights for effective engagement: Sales intelligence tiles
Learn about Sales Intelligence Tiles on Prospects and Accounts Overview pages and how to create custom layouts.
prospectingproficiency
closingproficiency
ae-ai-powered-insights
xdr-ai-powered-insights
Build triggers to automate Outreach: Trigger management
In this course we discuss how Triggers work in Outreach.
admintrack
managerproficiency
adminfoundations
admin-system-configuration
manager-ai-powered-insights
Set up call dispositions and purposes: Call management
In this course we will discuss how to set up Call Dispositions and Call Purposes
managerproficiency
adminfoundations
admin-system-configuration
manager-deal-management
How to use Kaia: Outreach Kaia for users
How to Setup and Use Outreach Kaia
prospectingproficiency
closingproficiency
close
ae-ai-powered-insights
xdr-ai-powered-insights
Build Outreach content for ultimate ROI: Content for managers
Everything you need to know to build out your Outreach Content.
managerfoundations
create
adminstrategy
admin-basics-platform-strategy
manager-content-and-organization
Use Outreach within Salesforce: Salesforce
How to use Outreach features when working within Salesforce
prospectingproficiency
closingproficiency
ae-deal-management
xdr-deal-management
Configuring Outreach governance settings: Governance
In this course we discuss Governance Profiles within Outreach.
admintrack
adminfoundations
admin-profiles-and-teams
Monitor sequence states for content and rep performance: Sequences for managers
Explore how Managers can use Sequence States
Administrators
managerfoundations
manager-content-and-organization
Personalization at scale for XDRs: Templates and snippets
This course will teach you everything you need to know about using Templates and Snippets.
Prospecting Course Series
prospectingfoundations
xdr-book-and-hold-more-meetings
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.
new-ribbon
adminproficiency
admin-crm-configuration
Sync data using the Dynamics plugin: CRM sync
In this course we discuss how to enable and connect Outreach with Dynamics via our Plugin.
adminproficiency
admin-crm-configuration
Insights for effective engagement: Sales intelligence tiles for Admins
Learn about sales intelligence tiles, custom tile layouts, and layout governance settings for Admins.
managerproficiency
adminfoundations
admin-system-configuration
manager-ai-powered-insights
Build personas for targeted engagements: Personas
Learn more about how personas work in Outreach.
admintrack
managerproficiency
adminfoundations
manager-deal-management
admin-profiles-and-teams
Configure Kaia for your team: Kaia management
Configuring Outreach Kaia, Creating Content Cards, Using Kaia
managerproficiency
adminfoundations
admin-system-configuration
manager-ai-powered-insights
Configure branded URLs: Branded URL management
Setting up custom branded URLs for the links included in your email content.
new-ribbon
admintrack
adminfoundations
admin-email-configuration
Send and receive emails with Outreach: Outreach Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
prospectingfoundations
create
xdr-book-and-hold-more-meetings
Use the Salesforce unmanaged package: Salesforce
How to install the Engagement Panel & Sequence Attribution Package
admintrack
adminproficiency
admin-crm-configuration
Create custom fields for deeper insight: Custom field management
Learn more about how to create custom fields.
admintrack
adminfoundations
admin-system-configuration
Use Outreach to book more meetings: Meetings for AEs
This course will teach you everything you need to know about using Outreach Meetings.
AE
closingfoundations
close
ae-book-and-hold-more-meetings
Outreach for Prospecting On Demand
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.)
viltpartone
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.
viltpartone
Configure and sync opportunities: Opportunities in Outreach
This course covers how to configure the synchronization of your opportunities with Outreach.
admintrack
adminproficiency
admin-outreach-configuration
Effective prospect management: Prospects
Learn how to import and organize your prospects in Outreach.
prospectingproficiency
closingproficiency
managerproficiency
adminproficiency
create
admin-outreach-configuration
ae-deal-management
manager-deal-management
xdr-deal-management
XDR operational precision at scale: Follow-up and multi-recipient sequences
This course will introduce you to Follow-Up and Multi-Recipient Sequences.
prospectingfoundations
closingfoundations
create
xdr-book-and-hold-more-meetings
Create to close team enablement: Outreach adoption
How to prepare for enabling a team of sales reps.
managerfoundations
manager-enable-sellers
Create picklists for data integrity: Picklist management
In this course we discuss how to create a Picklist in Outreach.
adminfoundations
admin-system-configuration
Prospecting Specialist Badge
Take this course to achieve your Prospector Specialist Badge
prospectingbadge
xdr-badge
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.
new-ribbon
viltparttwo
Build workflows in Outreach: Workflows
A brief overview of Outreach Workflow Strategy for Admins
adminstrategy
admin-basics-platform-strategy
Sync data using the Hubspot plugin: CRM sync
Overview of how to configure the Hubspot Outreach Plugin
adminproficiency
admin-crm-configuration
Outreach reporting for actionable insights: Reporting for managers
Outreach Reporting
managerfoundations
create
manager-deal-management
Task management and execution: Universal Taskflow
Learn how to manage and execute your due tasks in Outreach effectively and efficiently.
prospectingfoundations
create
xdr-build-pipeline-in-outreach