XDR learning track

Master the basics of prospecting in Outreach with courses designed to help XDRs build pipeline and book more meetings from day one as an Outreach user.

Complete these courses alongside your XDR Foundations Checklist items to establish habits and best practices for ultimate success.

XDR learning track graphic
Sequences
2 Courses
Content Creation Sequences SDR On Demand
Advanced Task Management
In this course you will learn the tips and tricks to increase team performance, activities and efficiency.
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What is Outreach (test course)
This course covers the basics of what Outreach is, and how it works.
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University Orientation (test course)
This course is a brief introduction to navigating and using Outreach University
Getting Started section-getting-started prospectingfoundations closingfoundations managerfoundations adminfoundations
Test Webinar
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Template and Snippet Basics
Templates Snippets On Demand prospectingfoundations closingfoundations managerfoundations adminfoundations
Sequence Basics
Learn about the feature that Outreach surrounds itself with.
Sequences SDR On Demand
Scorm Test Course
This course tests Outreach SCORM content distribution
Salesforce and Outreach
Learn the basics of setting up Outreach to talk to Salesforce
Administrators Salesforce CRM Sync SDR On Demand
Safeguard Settings
Learn about Outreach's safeguards for prospects and users
Administrators Sequences Governance On Demand prospectingproficiency closingproficiency managerproficiency adminproficiency
Reporting and Metrics
Learn the different ways to read reports and gain valuable info for 1:1 Coaching
Administrators On Demand
Relationship Management with Outreach
In this course you will learn how valuable and easy it is to use Outreach to manage your customer relationships.
Administrators Strategy On Demand
Prospect Basics
The basics of working with the people you target
Prospects SDR On Demand
Proactive Management with Outreach
In this course you will learn the reports needed to effectively coach your team to exceed their targets.
Administrators Strategy On Demand
Outreach Meetings for Admins
Administrators Outreach Meetings On Demand
Closers: Working Within Your Gmail Inbox
Quick start to getting the most from Outreach directly from your email inbox.
AE Gmail Outreach Everywhere Extension Working From Your Inbox On Demand prospectingproficiency closingproficiency managerproficiency adminproficiency
How to Use Outreach Meetings
Outreach Meetings SDR On Demand prospectingproficiency closingproficiency managerproficiency adminproficiency
Closers: Working Within Your Outlook Inbox
Quick start to getting the most from Outreach directly from your email inbox.
AE Outlook Working From Your Inbox On Demand prospectingproficiency closingproficiency managerproficiency adminproficiency
Configuration & Core Concepts (Test Course)
This course series covers how to configure Outreach, and introduces you to the most important concepts of Outreach.
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Admin Training
On Demand adminstrategy
Outreach for Outlook
Learn the capabilities of Outreach Add In for Outlook
Outlook Working From Your Inbox On Demand
Admin Track - Content Creation
Get started with quality content quickly following the lessons in this course
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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.
AE Global Sidebar On Demand adminstrategy
Optimizing for Email Deliverability
In this course you will learn how email filters work and steps you can take to improve your ability to reach your prospects.
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Updating Your Content for a COVID-19 World
Recommended for anyone who creates or updates Outreach content, learn how to update your sequences when messaging needs to change. While this video is largely framed around the impacts of the COVID-19 pandemic, the processes presented will be applicable any time sequence content needs to be updated.
Hunter Learning Track - 30 Minute User Training
These user training videos are a great way to support and supplement basic onboarding.
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Live Webinar: Handling Common Prospect Responses
Webinar for Outbound Prospecting Strategy
Live Webinar End Users Customer Success Webinars
Basics of Outreach
The bare necessities of understanding bedrock features of Outreach.
Sequences Templates Outreach Everywhere Extension Snippets Prospects Getting Started On Demand
Getting Started
Brief Introduction to Outreach
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Measuring Sequence Performance
Content is never done. As you learn more about what your prospects respond to and your business evolves, so should your content. Learn how to analyze and focus your efforts with a continuous improvement framework.
Administrators Strategy On Demand
Admin Functionality
Learn how to create user profiles to control what users can see and who can creates content.
Administrators Salesforce Triggers On Demand adminstrategy
Advanced Prospects
Managing Prospects in Outreach
Prospects On Demand
End User Series
End Users Sequences Templates Outreach Everywhere Extension Task Execution Snippets Prospects On Demand
Getting Started With Outreach
End Users Sequences Outreach Meetings Outreach Voice Outreach Everywhere Extension On Demand
Leadership Series
Administrators Content Creation Salesforce Sequences Outreach Instance Setup Templates CRM Sync Governance Snippets On Demand section-additional-courses
Creating Sequences
Learn how to create a fundamental feature of Outreach
Administrators Content Creation Sequences On Demand
Content Strategy 2.0
Driving Revenue with a Prospect-Centric Approach by using your Ideal Account Profiles and Personas to generate Outreach Sequences that drive revenue success!
Administrators Strategy On Demand