Outreach Certified Administrator (Beta)

 

Certification Overview:

Are you managing your instance of Outreach, setting up governance profiles, creating sequences, and being responsible for the overall maintenance of your Outreach implementation? If so, it’s time to validate your skillset by becoming a Certified Outreach Administrator!

You deserve to be recognized for your hard work and in-depth knowledge of the Outreach Platform. Earning this Certification can even help you earn your employer’s trust as the go-to person on your team for Outreach. As a Certified Outreach Administrator, you will expand your career growth opportunities, whether your goals are to take on new projects, earn a promotion, or anything in between.

What is the Beta?:

The Beta is an opportunity for us to determine which questions perform the best out of the ones we have curated. The questions on the exam have already been reviewed by a committee and gone through multiple review cycles before making it to this phase. The Beta is the full certification, so completing it will award you with your Certificate, making you a Certified Admin! The key differences are you will have more questions to answer, more time, and a better chance at passing the exam. 

Qualifications:

The candidate should successfully complete the Outreach Administrative courses and the quizzes affiliated with each course, or possess the equivalent experience and knowledge prior to taking the exam. Additionally, having three (3) or more months of experience as an Outreach Administrator may prove helpful to the candidate and they should be able to successfully perform the tasks outlined in the exam objectives.

Preparation:

As preparation for this exam, Outreach recommends a combination of the following: hands-on experience, completion of available training courses, and self-study in the areas listed within the “Exam Outline” section of this guide. To access the most comprehensive training course list, visit our online Outreach University.

Courses recommended for this Exam: All available Admin courses in the Outreach University

Exam Outline:

    • Content Creation
    • System Configuration (Governance)
    • Data and User Management
    • Integrations
    • Triggers
    • Platform Functionality, Navigation, and Reporting
    • Voice
    • Troubleshooting

Beta Exam Format:

    • Content: 175 multiple-choice/ multiple-select questions.
    • Exam is currently available in English only.
    • Time allotted to complete the exam: 220 minutes (Includes one 10 minute break)
    • Passing score: TBD (Beta will determine the passing threshold)
    • Registration fee: USD $149.99 for the Beta, plus applicable taxes as required per local law. 50% off of the full price.
    • Retake fee: One (1) free retake. Retake must be done after the full launch.
    • Beta Exam Live Dates: October 31st, 2020 to Nov 30th, 2020
    • Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment.
    • References: No hard-copy or online materials may be referenced during the exam.
    • Prerequisites: None required; courses listed above are highly recommended.

For additional questions, feel free to reach out to certification@outreach.io

 

Sequence Maneuvering
Sequence Maneuvering
Use advanced actions to manage sequence actions
FREE
9 min
Sequencessection-additional-courses
Sales Intelligence Tiles for Admins
Sales Intelligence Tiles for Admins
Learn about sales intelligence tiles, custom tile layouts, and layout governance settings for Admins.
FREE
7 min
Follow-Up and Multi-Recipient Sequences
Follow-Up and Multi-Recipient Sequences
This course will introduce you to Follow-Up and Multi-Recipient Sequences.
FREE
12 min
What is Outreach?
What is Outreach?
In this course we introduce you to what Outreach is.
FREE
section-getting-started
Branded URLs
Branded URLs
Learn the benefits and the how-to for using Branded URLs within Outreach
FREE
3 min
AdministratorsBranded URLssection-additional-courses
Setting Up Collections in Outreach
Setting Up Collections in Outreach
Quick and easy start up guide for Admins to get started with Collections
FREE
AdministratorsContent CreationSequencesTemplatesCollectionsSnippets
Outreach Governance
Outreach Governance
In this course we discuss Governance Profiles within Outreach.
FREE
25 min
User Management
User Management
In this course we discuss how to manage Users within your instance of Outreach.
FREE
9 min
Voice Management for Admins
Voice Management for Admins
Admins explore the different Outreach Voice features and organizational level settings.
FREE
6 min
Snippets and Templates
Snippets and Templates
This course will teach you everything you need to know about using Templates and Snippets.
FREE
8 min
Meetings Setup for Admins
Meetings Setup for Admins
Meetings Setup for Admins
FREE
10 min
On-Demand Webinar: Handling Common Prospect Responses
On-Demand Webinar: Handling Common Prospect Responses
Webinar for Outbound Prospecting Strategy
FREE
On-Demand Webinar
Managing Your Workflow with Global Sidebar
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
Content Creation
Content Creation
Everything you need to know to build out your Outreach Content.
FREE
18 min
Outreach Voice
Outreach Voice
How to use Outreach's dialing feature, Outreach Voice
FREE
9 min
Sequences
Sequences
Learn more about how sequences work in Outreach.
FREE
10 min
Call Dispositions and Call Purposes
Call Dispositions and Call Purposes
In this course we will discuss how to set up Call Dispositions and Call Purposes
FREE
7 min
Live Training: Outbound Prospecting Basics with Outreach
Live Training: Outbound Prospecting Basics with Outreach
In this 45 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
Opportunity Sync Setup
Opportunity Sync Setup
This course covers how to configure the synchronization of your opportunities with Outreach.
FREE
8 min
Sales Intelligence Tiles
Sales Intelligence Tiles
Learn about sales intelligence tiles and custom layouts.
FREE
6 min
Rulesets and Schedules
Rulesets and Schedules
In this course we discuss how to set up Rulesets and Schedules.
FREE
19 min
Installing the Unmanaged Package
Installing the Unmanaged Package
How to install the Engagement Panel & Sequence Attribution Package
FREE
14 min
Custom Fields
Custom Fields
Create custom fields to add more power in your messaging and sequencing.
FREE
AdministratorsCustom FieldsSalesforceCRM SyncTriggerssection-additional-courses
Prospect Management
Prospect Management
Learn how to import and organize your prospects in Outreach.
FREE
16 min
Account Setup
Account Setup
Learn how to configure your settings in Outreach
FREE
17 min
section-getting-started
Picklist Validations
Picklist Validations
This course will help you create picklists as well as show how to edit existing fields in Account or Prospect profiles.
Not currently available
4 min
Live Webinar: Handling Common Prospect Responses
Live Webinar: Handling Common Prospect Responses
Webinar for Outbound Prospecting Strategy
FREE
Live WebinarEnd UsersCustomer Success WebinarsReps
Optimize Your Prospecting Workflow
Optimize Your Prospecting Workflow
Customer Success Webinar for End-Users
FREE
Live WebinarEnd UsersCustomer Success WebinarsReps
Outreach Inbox Experience
Outreach Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
FREE
19 min
Salesforce Plugin for Admins
Salesforce Plugin for Admins
Overview of how to configure our Salesforce Plugin
FREE
84 min
Administrative Governance
Administrative Governance
Customer Success Webinar for Admins
FREE
Live WebinarAdministratorsCustomer Success Webinars
Safeguard Settings
Safeguard Settings
Learn about Outreach's safeguards for prospects and users
FREE
AdministratorsSequencesGovernancesection-additional-courses
Outreach Meetings
Outreach Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
FREE
15 min
SDR Manager Workshop
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
Live WebinarManagers
Persona Set-up for Admins
Persona Set-up for Admins
Learn more about how personas work in Outreach.
FREE
6 min
Outreach Triggers
Outreach Triggers
In this course we discuss how Triggers work in Outreach.
FREE
19 min
Office Hours for Admins
Office Hours for Admins
Customer Success Webinar with Live Q&A
FREE
Live WebinarAdministrators
Creating Picklists
Creating Picklists
In this course we discuss how to create a Picklist in Outreach.
FREE
section-additional-coursesnew-ribbon
Core Concepts
Core Concepts
Introduction to how Outreach can help you in your day to day workflow
FREE
15 min
SequencesTask ExecutionProspectsSDRsection-getting-started
Outreach Teams
Outreach Teams
In this course, we will cover Outreach Teams. Topics include creating teams, assigning members to teams, assigning collections, and how to view team based reports.
FREE
11 min
On-Demand Webinar: Improving Your Team's Response Workflow
On-Demand Webinar: Improving Your Team's Response Workflow
Webinar Focused on Team Management
FREE
AdministratorsManagersOn-Demand Webinar
Dynamics Plugin for Admins
Dynamics Plugin for Admins
Overview of the Dynamics Plugin
FREE
Task Management
Task Management
This course covers all aspects of Task Management in Outreach
FREE
11 min
Using Outreach From Salesforce
Using Outreach From Salesforce
Gain quick access to information and take action immediately using Outreach within Salesforce.
FREE
AESalesforceCRM Syncsection-additional-courses
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 1: Running Systems and Managing Remote Teams
FREE
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 2: The Front Lines
FREE
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 3: Building Your Team and Content Strategy
FREE
Reporting in Outreach
Reporting in Outreach
Learn about what Reports are and how you can use them.
FREE
9 min
new-ribbon