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.

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About this course

Enhance your client and account management skills with Outreach in this interactive 50-minute live training session. Led by an Outreach expert, this session will provide you with the tools and strategies to effectively manage existing clients and accounts, streamlining your workflows for maximum efficiency.

What You’ll Learn:

  • Why Outreach?: Understand the value Outreach brings to client and account management.
  • Outreach Intro – 360 View: Navigate the platform with confidence through an overview of its key features.
  • Client & Account Management with Smart Views: Organize and track client activities for seamless account management.
  • Sequences: Intro & Execution: Utilize sequences to maintain consistent and meaningful communication.
  • Task Execution: Stay on top of client interactions with effective task management.
  • Templates & Snippets: Create personalized, time-saving content for client communication.
  • Inbox: Manage and respond to client communications efficiently.

This session is designed for AEs, CS professionals, and anyone managing existing clients or accounts in Outreach. Whether you’re new to the platform or looking to refine your skills, this training will help you maximize your impact and drive client success.

About this course

Enhance your client and account management skills with Outreach in this interactive 50-minute live training session. Led by an Outreach expert, this session will provide you with the tools and strategies to effectively manage existing clients and accounts, streamlining your workflows for maximum efficiency.

What You’ll Learn:

  • Why Outreach?: Understand the value Outreach brings to client and account management.
  • Outreach Intro – 360 View: Navigate the platform with confidence through an overview of its key features.
  • Client & Account Management with Smart Views: Organize and track client activities for seamless account management.
  • Sequences: Intro & Execution: Utilize sequences to maintain consistent and meaningful communication.
  • Task Execution: Stay on top of client interactions with effective task management.
  • Templates & Snippets: Create personalized, time-saving content for client communication.
  • Inbox: Manage and respond to client communications efficiently.

This session is designed for AEs, CS professionals, and anyone managing existing clients or accounts in Outreach. Whether you’re new to the platform or looking to refine your skills, this training will help you maximize your impact and drive client success.