Outreach Badging Program




About badges

You can earn badges to showcase what you've learned in Outreach University! Once you've earned a badge, it does not expire, and can be shared on all your favorite social media platforms. 

Which badges are available?

You can earn the following badges: Prospecting Specialist, Closing Specialist, Manager Specialist and Admin Specialist.

How do I earn a badge?

To earn a badge, first complete all of the courses in the learning track for the relevant badge. Once the courses are finished, you can register for the "Badge" course at the bottom of the same learning track. If you have completed all of the prerequisite courses, your badge will be issued automatically and sent to your email. To accept the badge you may need to create an account, if you haven't already. And that's it!

How do I add my badge to my LinkedIn profile?

Adding your badge to your LinkedIn profile is easy! For step-by-step instructions on how to do so, please refer to this article.

Outreach Admin Certification Promotion

When you complete the Admin Specialist badge you earn a free attempt for the Outreach Admin Certification Exam. 









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
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.
Sequences Task Execution Prospects SDR section-getting-started xdr-account-setup admin-account-setup manager-account-setup ae-account-setup
Use Outreach to book more meetings: Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
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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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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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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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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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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.
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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.
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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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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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Forecasting and Pipeline Management for users
Learn how to review your pipeline and submit weekly forecasts.
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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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Build content
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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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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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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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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Effective prospect management: Prospects
Learn how to import and organize your prospects in 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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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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Automation for personalization: Variables
Learn what variables are and how to use them in Outreach.
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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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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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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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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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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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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
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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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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