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AE learning track

Master the basics of deal management in Outreach with courses designed to help AEs improve deal execution and boost win rates from day one as an Outreach user.

Complete these courses alongside your AE Foundations Checklist items to establish habits and best practices for ultimate success.

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Insights for effective engagement: Sales intelligence tiles

Learn about Sales Intelligence Tiles on Prospects and Accounts Overview pages and how to create custom layouts.

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Automation for personalization: Variables

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

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Closing Specialist Badge

Take this course to achieve your Closing Specialist Badge

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Make and receive calls in Outreach: Outreach Voice for sellers

This course provides you with an overview of out to use Voice.

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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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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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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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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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Effective prospect management: Prospects

Learn how to import and organize your prospects in Outreach.

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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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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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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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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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Forecasting and Pipeline Management for users

Learn how to review your pipeline and submit weekly forecasts.

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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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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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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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Use Outreach to book more meetings: Meetings

Overview of Outreach's calendaring feature, Outreach Meetings

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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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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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Create and close best practices: Operationalizing Outreach

Operationalizing Outreach to Create and Close More Pipeline

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.

Configure Outreach Voice for organizational consistency: Outreach Voice management

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

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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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Prospecting sequences for deeper engagement: Sequences

Learn more about how sequences work in Outreach.

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Monitor sequence states for content and rep performance: Sequences for managers

Explore how Managers can use Sequence States

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Create to close team enablement: Outreach adoption

How to prepare for enabling a team of sales reps.

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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

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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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

What is Outreach: Fundamentals

General, high-level introduction to Outreach

Express Start Onboarding

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

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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Drive change with Outreach: Change management for managers

Learn some new strategies for helping your people manage change.

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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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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.

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

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Establish governance

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

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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.

Configure and sync opportunities: Opportunities in Outreach

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

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Automate Insights: Configuring Revenue Agent for your organization

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

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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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Use the Salesforce unmanaged package: Salesforce

How to install the Engagement Panel & Sequence Attribution Package

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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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Create picklists for data integrity: Picklist management

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

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Set up your Outreach instance: Account setup

Learn how to set up your Outreach account.

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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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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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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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Build personas for targeted engagements: Personas

Learn more about how personas 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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Configure org settings

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

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Prospecting Specialist Badge

Take this course to achieve your Prospector Specialist Badge

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Outreach reporting for actionable insights: Reporting for managers

Outreach Reporting

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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

Task management and execution: Universal Taskflow

Learn how to manage and execute your due tasks in Outreach effectively and efficiently.

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