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Outreach Training Day

Looking for the latest best practices for Outreach admins? You're in the right place. Training Day was a dynamic, one-day educational workshop at Unleash 2023, designed to empower and elevate the expertise of system admins like yourself. 

Below, you'll find links to the presentation materials and resources that were shared by our platform experts during the event.

Standard training
Crafting a winning content strategy to support GTM team workflows

Learn how to formulate a content roadmap that converts, implement a maintenance schedule, and conduct A/B tests to ensure that your GTM workflows support the growth of your organization. Understand the significance of proactive content planning and how to develop a maintenance schedule to ensure your content remains fresh and effective.

Standard training
Making sense of your sales data: Effective forecasting with Outreach

Learn the fundamentals of forecasting with Outreach, including how to segment metrics to represent various areas of your business, review forecasting discovery questions, and leverage analytics to monitor pipeline changes. We'll also dive into what Salesforce data should be mapped with Outreach, to ensure you remain aligned with the performance of your sales organization.

Standard training
Embracing change: Strategies for effective Outreach adoption and governance

Introduce change management and governance strategies to your organization in order to drive effective Outreach adoption. Learn how to set up a content committee, identify champions, and create a sustainable feedback loop. We'll also cover strategies to manage multi-channel communication tactics and how to use RACI. 

Standard training
From data to dollars: Maximizing ROI with Outreach reporting

Learn how to turn your sales data into a strong revenue engine. Improve your overall Outreach strategy with tactical tips to evaluate performance trends and team insights, and optimize sequences for better open, reply, and meeting book rates.

Advanced training
Create & close: Powering your sales funnel with Outreach

Go beyond prospecting to create and close more effective deals, adopt language that resonates with deal-closers, and leverage Outreach as a platform to support the entire customer journey. We'll break down actionable strategies to reach your performance goals with Outreach.

Advanced training
Building for success: Strategies for change management and creating a Center of Excellence

Embracing change can be tough, but with the power of Outreach, you can make change for your organization seamless and successful. Learn the art of change management, along with creating a center of excellence that guarantees long-term success. We'll dive deep into the three levels of focus that can drive the most ROI from Outreach

Advanced training
Beyond the numbers: Understanding your business with Outreach forecasting

We'll guide you through the principles of forecasting with Outreach, how to leverage our powerful analytics and reporting tools to monitor pipeline changes, how and where to identify performance gaps, and even gain deeper insights into advanced segmentation techniques. We'll also dive into how the key considerations of what Salesforce data should be mapped with Outreach, to ensure you remain aligned with the performance of your sales organization.

Advanced training
Tying revenue to sequence performance to maximize your Outreach ROI

Maximizing ROI is key to any organization looking for continued and sustainable growth. Learn how to unlock additional reporting functionality with Outreach's sequence attribution package. We cover how to tie pipeline generation and success to Outreach, push rich activity data to Salesforce to report on, and understand content that leads to the greatest conversions.

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