Customer Success Ongoing L&D
Trainings for Success Teams
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.
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.
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
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
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
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
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.
Success Lifecycle Event Training
This training is a guide for creating lifecycle events.
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.
Escalation & Engaging with Support Training
This training is a guide for creating escalation and on best practices on working with the support team.
Feature Request Training
This training is a guide for submitting feature requests
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!
ProServ Pricing & Packaging Training
This training covers changes made to pricing for ProServ Packages, when to leverage and how to best position the packages.
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.
Confluence Training
Forrester TEI Cheat Sheet
Please read the Forrester TEI Cheat Sheet and then complete the short quiz.
Outreach Voice Pricing - Success
This training covers the new voice pricing packages and changes effective May 11th.
Unleash Product Announcement Training (Sales)
This training will take you through some exciting new product updates.
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.
Success - MS Dynamics Training
MS Dynamics <> Outreach integration review training!
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.
8 min
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.
8 min
Team Performance (how to use)
In this course, Dina Vaccari will walk you through how to use the Team Performance Dashboard!
8 min