Outreach

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Sales Ongoing L&D

Customer Success Ongoing L&D

Trainings for Success Teams

Technical Support Onboarding Curriculum

Technical Support Product Training Modules

ProServ and Education

Online learning and development for the Professional Services and Education teams

pse education proserve

Onboarding modules for the various roles within the Professional Services and Education team

pse education proserve

Product Manager Trainings

Outreach Commit Support Admin Training

During this training, we’ll be learning how to access Outreach Commit as a Support Admin, your Support Admin responsibilities, what actions are permitted when using Support Admin, and completing a quick quiz to gain or maintain access to this feature.

Support Team - Twilio Console Training

Sales Engagement Platform Overview & Workflows Training

An overview of Outreach as a Sales Engagement Platform, User Roles & Functions and what a workflow is, what different workflows Outreach supports and how to speak to workflows with customers

Beta Process for Product Managers

This training is a guide for the Beta Process in The Peak so PMs are aware of how to setup and launch Betas through the Peak

EBR Deck Training

This training will guide you through the talk track for the EBR Deck and provide an overview on how to show Outreach's value by leveraging the Customer Engagement Framework

Success Lifecycle Event Training

This training is a guide for creating lifecycle events.

Forrester TEI Cheat Sheet

Please read the Forrester TEI Cheat Sheet and then complete the short quiz.

CSM Intro Deck Training

This training will guide you through the talk track for the CSM Intro Deck and provide an overview on the Customer Engagement Framework slides.

Escalation & Engaging with Support Training

This training is a guide for creating escalation and on best practices on working with the support team.

Confluence Training

3 Stages of COVID

This training is a guide to help you educate and access on where your customers are at within the 3 Stages of COVID.

Account & Prospect List Views Training - Success

This training covers the new list views updates from Product and how Outreach helps to drive best-in-class Account Based Sales Workflows

Support Org Summary Dashboard Training

An overview of how to use the Support Org Tableau Dashboard to see how your customers are interacting with our support team.

PS to CS Internal Account Transitions Training

This training is a guide for the handoff process between ProServ and Customer Success to ensure for a smooth internal and external handoff!

Outreach Insights - Competitive Differentiation & Positioning

In this course, Sarah Okey & Jordan Greene will discuss how Outreach Insights differentiates us from the competition and how to position when speaking to prospects and customers.

Outreach Voice Pricing - Success

This training covers the new voice pricing packages and changes effective May 11th.

ProServ Pricing & Packaging Training

This training covers changes made to pricing for ProServ Packages, when to leverage and how to best position the packages.

Risk Analysis Training

This training is a guide to help you identify risk early with your accounts and to point you in the right direction on where to best find information.

Inbound / Demand Generation Training

This training is a guide for the process that inbound leads typically follow. This shows how our internal demand generation team thinks about and sets up the Inbound leads.

Team Performance (how to use)

In this course, Dina Vaccari will walk you through how to use the Team Performance Dashboard!

Success - MS Dynamics Training

MS Dynamics <> Outreach integration review training!

CSM Check-In Deck Training

This training will guide you through the talk track for the CSM Check-In Deck and provide an overview on how to position the Customer Engagement Framework

Feature Request Training

This training is a guide for submitting feature requests

Sequence Performance Talk Track (Internal)

In this course, Alex Kremer will walk through the talk track for the new Sequence Performance Dashboard that allows customers to gain insights into sequence performance and drive better business outcomes.

ProServe Standard Onboarding Overview

This training is a guide for how our ProServe team onboards customers and the milestones they typically take to help customers get up and running.

Unleash Product Announcement Training (Sales)

This training will take you through some exciting new product updates.

Compete Camp - Day 3: Account Based Selling

Recap of key takeaways from Compete Camp Day 3 and a knowledge Check!

Compete Camp - Day 2: AE Workflow

Recap of key takeaways from Compete Camp Day 2 and a knowledge Check!

Compete Camp - Day 4: Inbound Lead Handling & Triggers

Recap of key takeaways from Compete Camp Day 4 and a knowledge Check!

Compete Camp - Day 5: Reporting & Insights

Recap of key takeaways from Compete Camp Day 5 and a knowledge Check!

CRM Plugin Connections

Introduction to the Change Management Toolkit

Project Escalations

Learn what a project escalation is and how to leverage them to better serve your customers.

project escalations escalation path account escalations escalations escalation

Account Based Sales Overview & Workflows

This training provides an overview of account based sales and the new updates we've made to account and prospect views.

SalesLoft Compete Training

Contracting & Legal Process for Outreach Training

This training will walk you through the types of contacts Outreach offers, what types of order forms you should leverage and more around contract creation for customers.

Outreach Voice Pricing - Sales

This training covers the new voice pricing packages and changes effective May 11th.

Demo Workflows Overview Training

An overview of the new demo workflows. How to prepare for, best show the demo workflows and tie those workflows together with outcomes.

Responding to Inbound Leads & Outbound Prospecting: Demo Framework

How to demo the "responding to inbound leads" & "outbound prospecting" demo workflows

Closing and Renewals & Expansions: Demo Framework

How to demo the "closing" and "renewals & expansions" demo workflows

Manage & Administer: Demo Framework

How to demo the "manage & coach" and "operate & administer" demo workflows

Marketing Qualified Leads (MQL) Email Alerts

Intro to Outreach - Senior Buyer Training

This training will guide you through our new Intro to Outreach deck for senior buyers.

Escalated Feature Requests Training - Sales

This training will guide you through the escalated feature request process, how to log one and why it's important.

New Initial Meeting Deck Training

This training will guide you through our new initial meeting deck and how to use its interactive format.

Sendoso Training

An overview of how to use Sendoso & enabling the address verification so that you can reach prospects with physical gifts who are WFH

Validations & SC Assignments

Dynamics 365 for Sales Integration Training

This training will help prepare you to work with potential Dynamics customers.

PSE: Field Services Foundations

Temporarily, the one-stop onboarding resource for those newly involved in proserve projects

Support Team - Twilio Console Training

EBR Deck Training

This training will guide you through the talk track for the EBR Deck and provide an overview on how to show Outreach's value by leveraging the Customer Engagement Framework

Success Lifecycle Event Training

This training is a guide for creating lifecycle events.

Forrester TEI Cheat Sheet

Please read the Forrester TEI Cheat Sheet and then complete the short quiz.

CSM Intro Deck Training

This training will guide you through the talk track for the CSM Intro Deck and provide an overview on the Customer Engagement Framework slides.

Escalation & Engaging with Support Training

This training is a guide for creating escalation and on best practices on working with the support team.

Confluence Training

3 Stages of COVID

This training is a guide to help you educate and access on where your customers are at within the 3 Stages of COVID.

Account & Prospect List Views Training - Success

This training covers the new list views updates from Product and how Outreach helps to drive best-in-class Account Based Sales Workflows

Support Org Summary Dashboard Training

An overview of how to use the Support Org Tableau Dashboard to see how your customers are interacting with our support team.

PS to CS Internal Account Transitions Training

This training is a guide for the handoff process between ProServ and Customer Success to ensure for a smooth internal and external handoff!

Outreach Insights - Competitive Differentiation & Positioning

In this course, Sarah Okey & Jordan Greene will discuss how Outreach Insights differentiates us from the competition and how to position when speaking to prospects and customers.

Outreach Voice Pricing - Success

This training covers the new voice pricing packages and changes effective May 11th.

ProServ Pricing & Packaging Training

This training covers changes made to pricing for ProServ Packages, when to leverage and how to best position the packages.

Sales Engagement Platform Overview & Workflows Training

An overview of Outreach as a Sales Engagement Platform, User Roles & Functions and what a workflow is, what different workflows Outreach supports and how to speak to workflows with customers

Risk Analysis Training

This training is a guide to help you identify risk early with your accounts and to point you in the right direction on where to best find information.

Inbound / Demand Generation Training

This training is a guide for the process that inbound leads typically follow. This shows how our internal demand generation team thinks about and sets up the Inbound leads.

Team Performance (how to use)

In this course, Dina Vaccari will walk you through how to use the Team Performance Dashboard!

Success - MS Dynamics Training

MS Dynamics <> Outreach integration review training!

CSM Check-In Deck Training

This training will guide you through the talk track for the CSM Check-In Deck and provide an overview on how to position the Customer Engagement Framework

Feature Request Training

This training is a guide for submitting feature requests

Sequence Performance Talk Track (Internal)

In this course, Alex Kremer will walk through the talk track for the new Sequence Performance Dashboard that allows customers to gain insights into sequence performance and drive better business outcomes.

ProServe Standard Onboarding Overview

This training is a guide for how our ProServe team onboards customers and the milestones they typically take to help customers get up and running.

Unleash Product Announcement Training (Sales)

This training will take you through some exciting new product updates.

Compete Camp - Day 3: Account Based Selling

Recap of key takeaways from Compete Camp Day 3 and a knowledge Check!

Compete Camp - Day 2: AE Workflow

Recap of key takeaways from Compete Camp Day 2 and a knowledge Check!

Compete Camp - Day 4: Inbound Lead Handling & Triggers

Recap of key takeaways from Compete Camp Day 4 and a knowledge Check!

Compete Camp - Day 5: Reporting & Insights

Recap of key takeaways from Compete Camp Day 5 and a knowledge Check!

PS to CS Internal Account Transitions Training

This training is a guide for the handoff process between ProServ and Customer Success to ensure for a smooth internal and external handoff!

Outreach Voice Pricing - Success

This training covers the new voice pricing packages and changes effective May 11th.

CRM Plugin Connections

ProServ Pricing & Packaging Training

This training covers changes made to pricing for ProServ Packages, when to leverage and how to best position the packages.

Introduction to the Change Management Toolkit

Project Escalations

Learn what a project escalation is and how to leverage them to better serve your customers.

project escalations escalation path account escalations escalations escalation

CRM Plugin Connections

PSE: Field Services Foundations

Temporarily, the one-stop onboarding resource for those newly involved in proserve projects

Support Team - Twilio Console Training

EBR Deck Training

This training will guide you through the talk track for the EBR Deck and provide an overview on how to show Outreach's value by leveraging the Customer Engagement Framework

Success Lifecycle Event Training

This training is a guide for creating lifecycle events.

Forrester TEI Cheat Sheet

Please read the Forrester TEI Cheat Sheet and then complete the short quiz.

CSM Intro Deck Training

This training will guide you through the talk track for the CSM Intro Deck and provide an overview on the Customer Engagement Framework slides.

Escalation & Engaging with Support Training

This training is a guide for creating escalation and on best practices on working with the support team.

Confluence Training

3 Stages of COVID

This training is a guide to help you educate and access on where your customers are at within the 3 Stages of COVID.

Account & Prospect List Views Training - Success

This training covers the new list views updates from Product and how Outreach helps to drive best-in-class Account Based Sales Workflows

Support Org Summary Dashboard Training

An overview of how to use the Support Org Tableau Dashboard to see how your customers are interacting with our support team.

PS to CS Internal Account Transitions Training

This training is a guide for the handoff process between ProServ and Customer Success to ensure for a smooth internal and external handoff!

Outreach Insights - Competitive Differentiation & Positioning

In this course, Sarah Okey & Jordan Greene will discuss how Outreach Insights differentiates us from the competition and how to position when speaking to prospects and customers.

Outreach Voice Pricing - Success

This training covers the new voice pricing packages and changes effective May 11th.

ProServ Pricing & Packaging Training

This training covers changes made to pricing for ProServ Packages, when to leverage and how to best position the packages.

Risk Analysis Training

This training is a guide to help you identify risk early with your accounts and to point you in the right direction on where to best find information.

Inbound / Demand Generation Training

This training is a guide for the process that inbound leads typically follow. This shows how our internal demand generation team thinks about and sets up the Inbound leads.

Team Performance (how to use)

In this course, Dina Vaccari will walk you through how to use the Team Performance Dashboard!

Success - MS Dynamics Training

MS Dynamics <> Outreach integration review training!

CSM Check-In Deck Training

This training will guide you through the talk track for the CSM Check-In Deck and provide an overview on how to position the Customer Engagement Framework

Feature Request Training

This training is a guide for submitting feature requests

Sequence Performance Talk Track (Internal)

In this course, Alex Kremer will walk through the talk track for the new Sequence Performance Dashboard that allows customers to gain insights into sequence performance and drive better business outcomes.

ProServe Standard Onboarding Overview

This training is a guide for how our ProServe team onboards customers and the milestones they typically take to help customers get up and running.

Unleash Product Announcement Training (Sales)

This training will take you through some exciting new product updates.

Compete Camp - Day 3: Account Based Selling

Recap of key takeaways from Compete Camp Day 3 and a knowledge Check!

Compete Camp - Day 2: AE Workflow

Recap of key takeaways from Compete Camp Day 2 and a knowledge Check!

Compete Camp - Day 4: Inbound Lead Handling & Triggers

Recap of key takeaways from Compete Camp Day 4 and a knowledge Check!

Compete Camp - Day 5: Reporting & Insights

Recap of key takeaways from Compete Camp Day 5 and a knowledge Check!

CRM Plugin Connections

Introduction to the Change Management Toolkit

Project Escalations

Learn what a project escalation is and how to leverage them to better serve your customers.

project escalations escalation path account escalations escalations escalation

PSE: Field Services Foundations

Temporarily, the one-stop onboarding resource for those newly involved in proserve projects