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
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.
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.
Intro to Outreach - Senior Buyer Training
This training will guide you through our new Intro to Outreach deck for senior buyers.
Outreach Voice Pricing - Sales
This training covers the new voice pricing packages and changes effective May 11th.
Confluence Training
Forrester TEI Cheat Sheet
Please read the Forrester TEI Cheat Sheet and then complete the short quiz.
New Initial Meeting Deck Training
This training will guide you through our new initial meeting deck and how to use its interactive format.
SalesLoft Compete Training
Dynamics 365 for Sales Integration Training
This training will help prepare you to work with potential Dynamics customers.
Validations & SC Assignments
Unleash Product Announcement Training (Sales)
This training will take you through some exciting new product updates.
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.
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
Marketing Qualified Leads (MQL) Email Alerts
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
ProServ and Education
Online learning and development for the Professional Services and Education teams
6 Courses
pse
education
proserve
Compete Camp
4 Courses
Technical Support Onboarding Curriculum
0 Courses
PSE Onboarding
Onboarding modules for the various roles within the Professional Services and Education team
2 Courses
pse
education
proserve
Technical Support Product Training Modules
1 Course
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.
Customer Success Ongoing L&D
Trainings for Success Teams
23 Courses
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
40 min
Project Escalations
Learn what a project escalation is and how to leverage them to better serve your customers.
15 min
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
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
Support Team - Twilio Console Training
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!
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.
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.
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.
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!
8 min
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.
8 min
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.
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
40 min
Project Escalations
Learn what a project escalation is and how to leverage them to better serve your customers.
15 min
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
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!
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.
8 min
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!
8 min
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.
8 min
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.
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
40 min
Project Escalations
Learn what a project escalation is and how to leverage them to better serve your customers.
15 min
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
Support Team - Twilio Console Training
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!
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.
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.
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.
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!
8 min
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.
8 min
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.