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Getting Started Guide for Outreach Admins

Chris
Updated

Note: Minimum requirements include use of the Chrome browser (most recent version running on Windows or Mac OS X),

 

Welcome to Outreach! As an Admin, the ability to configure and update platform settings is at your fingertips. It’s a big job, but we’ve got you covered.

Below are the key steps you need to set your end-users up for success. Need more information? Each section contains links to product documentation, training content, and best practices blogs.

Start here to set the foundation and move towards a successful launch.

Branded URL

Be in control of your links! Branded URLs allow you to personalize a vanity domain so emails with your brand label are not flagged.  

Setting up branded URLs before you launch the Outreach platform will:

  • Boost email deliverability
  • Increase open rates
  • Maintain personalization while scaling

Setup requires access to your DNS provider. Unsure who your provider is? Check with the company you purchased your domain from.

Learn more about Branded URLs.

Ready to get started? Follow this step by step guide.

Single Sign-On (SSO)

Prevent password headaches! SSO permits a user to use one set of login credentials to access various applications.

Outreach supports the following SSO providers:

Learn more about SSO setup and support.

User Management

Invite your users! User Management is critical to preserving historical data and giving your end-users access.

Note:

  • Invite your end-users after you have completely configured the platform.
  • Deleting a user is not permitted. Instead, learn how to lock a seat.
  • Never ‘repurpose’ a seat for a new user.

Learn more about adding a new user.

Profiles

Assign user permissions! Profiles govern what features individuals are able to access in Outreach. All employees are important, but not all should have the same level of access. 

Learn more about Profiles.

Ready to get started? Follow this step by step guide.

Org Settings

Ensure emails make it to prospects! Org Settings allow you to set restrictions that create safeguards and maintain consistency.

Learn how to configure:

Content Foundations

Leverage the power of automation! Establishing a strong content foundation, using rulesets and schedules, gives you control of sequences.

Learn more about Rulesets, Schedules, and setting up A/B Testing in your sequences.

Stages and Statuses

Keep track of your prospects! Assigning Stages allows you to see where a prospect stands in a sequence and the general sales cycle.

Unlock the ability to auto-update your prospect in Outreach based on these events:

  • An email bounces
  • A Prospect opts out
  • You add a prospect to a sequence
  • You’ve completed the first email or call
  • A prospect replies
  • You mark a prospect as finished with no reply

Note: Salesforce statuses and Outreach stages must match exactly, including spacing and capitalization.

Learn more about Assigning Stages and Mapping Salesforce Statuses to Outreach Stages.

Activating Voice

Make phone calls a breeze! Voice empowers reps to better execute call tasks by identifying opportunities to improve.

Learn more about Outreach Voice.

Ready to get started? Follow this step by step guide.

Voice Admin Settings

Go further with Voice! Voice Admin Settings, like dispositions and purposes, give call logs more context. Providing depth to call logs, will increase awareness and provide actionable takeaways.

  • Call purpose. Allow reps to choose the purpose of a call.  
  • Call disposition. Allow reps to choose the outcome of a call.  

Note: Outreach requires your reps to enter a call disposition. Doing so will trigger whether your prospect remains in sequence or not. Outreach does not require reps to enter a call purpose.

Ready to get started? Follow this step by step guide.

Concerned about two-party consent for call recordings? Restrict specific area codes.

CRM Integration Configuration

Connect your data! CRM Integrations enhance your platform with seamless communication workflows. 

Salesforce - Quick Start:

Learn more about integrating Salesforce.

Ready to get started? Review the Salesforce Configuration Overview.

Need more resources? Register for our on-demand Salesforce Plugin for Admins course.

Dynamics 

Build an Integration - Quick Start:

Housing Your Data in Outreach 

All your data in one platform! If you don’t have a CRM or the integration isn’t available yet, you can House your Data in Outreach.

Before you import your data, be sure to setup the appropriate fields and validations:

Consider how you want to organize your data:

Prospect Management 

Keep prospect data accurate, relevant, and actionable! Once your data is in Outreach, you’ll want to learn the basics of Prospect Management. By managing your prospects, you’ll maintain quality data that your reps can trust.

Key resources for prospect management:

Learn more about Prospect Management.

Integrations - Outreach Galaxy

Outreach Galaxy - All the tools you use for sales, on one single pane of glass.

Discover all of our integrations.

Professional Services

Professional Services - Modernize your revenue team with consultants you trust.

Learn more about our services.

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