Agenda

Sales pipelines can be riddled with leaks and risks that cost you deals. In this hands-on workshop, you’ll learn to map workflows that uncover these hidden challenges and build strategies to solve them. Gain actionable insights into consultative selling techniques that not only address deal risks but also enhance your overall sales approach. Walk away with a clear framework to strengthen your pipeline and turn potential losses into reliable wins.

What sets top-performing sellers apart? It’s how they leverage tools like Outreach. This masterclass dives deep into advanced strategies for prospecting, managing deals, and implementing mutual action plans to accelerate sales cycles. Discover how power users outpace their peers by streamlining workflows and improving win rates. This session will give you actionable tips to elevate your Outreach game and achieve standout results.

Sales managers face constant pressure to forecast accurately and manage deal risk effectively. This session will show you how to leverage the full value of the Outreach platform for smarter pipeline inspection, deal oversight, and risk mitigation. Learn best practices to identify blind spots, boost forecast accuracy, and empower your team to close deals confidently.

Sales processes are only as strong as the data behind them. In this session, discover how to build scalable best practices within Outreach by utilizing tools like success plans, smart account plans, and the opportunity grid. Learn how to measure what matters, iterate effectively, and coach your team toward consistent, measurable improvement. Transform your sales methodology into a winning formula that’s easy to replicate and refine.

Sales success is a team sport. This session focuses on the art of team selling and how to use Outreach to coordinate efforts across your organization. From building alignment to sharing insights and strategies, you’ll learn how to collaborate effectively and close more deals as a cohesive team. Walk away with proven best practices for leveraging collective strengths to win in today’s competitive market.

Cold calls don’t have to feel cold. This session explores innovative ways to capture attention and build genuine connections. From strategic gifting and AE-led webinars to leveraging timing insights tied to purchase behavior, discover creative approaches to warm up prospects before the first conversation. Learn how to stand out in a crowded market, spark meaningful engagement, and transform cold outreach into opportunity-rich dialogues.

In today’s data-driven world, forecasting is no longer a guessing game. This session uncovers how AI can complement human judgment to create more accurate and reliable sales forecasts. Discover how to integrate AI tools into your forecasting process, reduce bias, and bring clarity to pipeline management without the drama. Walk away with actionable strategies to improve confidence in your predictions and drive better outcomes.

AI assistants are changing the way deals are managed—but are you using them to their full potential? This session provides a practical guide to deploying AI effectively at every stage of the deal cycle, from prospecting and qualification to closing and follow-up. Learn how to streamline workflows, uncover insights, and enhance productivity using AI tools, freeing up your time to focus on selling.

Unlock the secret to sustainable revenue growth with a Moneyball-inspired approach to pipeline coverage. In this session, RevOps leaders will learn the formula to assess whether teams have enough pipeline coverage to hit their goals—and what to do if they don’t. Using Outreach’s Pipeline Generation Report and key metrics like Correct Connect Rate (CCR) and Meetings Booked Rate (MBR), we’ll reveal how to coach sales leaders to focus on the right activities, target the right buying groups, and deliver the right messages.

RevOps leaders know the secret to success lies in leveraging a connected, cohesive tech stack. In this hands-on session, discover how to maximize the value of your data ecosystem by integrating your sales execution platform with the broader technology stack.

Implementing substantive change in today's complex revenue landscape requires more than just the right tools—it demands trust, vision, and strategic leadership. This session reveals proven strategies to secure buy-in from executive stakeholders, drive adoption of your sales execution platform, and shift organizational mindsets toward innovation.

In the world of sales, content is king—but only if it drives results. This panel session brings together industry experts to uncover best practices for creating and optimizing platform content like sequences, snippets, and templates.

In this masterclass, discover how Outreach equips RevOps leaders with actionable insights to coach teams effectively, enhance accountability, and foster continuous improvement. Learn how to leverage platform tools to identify opportunities, track progress, and ensure your revenue team is always operating at its peak. This session combines expert sales coaching strategies with cutting-edge technology to help you drive exceptional results.

In the world of account management, the key to sustainable growth lies in identifying untapped opportunities within your existing customer base. Join Outreach’s product leaders for an illuminating session that explores how to leverage Outreach to uncover the 'golden goose' of expansion potential. Learn how custom objects, competitive tags, account purchases, and other insights can reveal prime upsell and cross-sell opportunities, setting the stage for transformative business conversations. Leave this session empowered to drive revenue growth by equipping your teams to identify, prioritize, and act on opportunities like never before.

RevOps is no longer just about streamlining processes—it's about steering the ship. In this inspiring session, hear firsthand from one of Outreach’s trailblazing customers about the evolution of Revenue Operations and its future as a strategic leadership function. Learn how RevOps leaders are reshaping their roles, driving measurable impact, and earning their seat at the decision-making table. Walk away with actionable insights to elevate your influence and transform RevOps into a strategic powerhouse at your organization.

Accurate forecasting is critical for driving predictable revenue and aligning cross-functional strategies. In this engaging panel, RevOps leaders will share how rigorous bottom-up deal reviews have transformed their forecasting practices. Learn actionable techniques to enhance visibility, increase confidence, and drive accountability across teams, ensuring forecasts you can trust and results you can replicate.

Meet one-on-one with our Managed Services Team to ensure your content and platform are optimized for success. During your 15-minute session, we’ll address updates, action items, and strategic improvements tailored to your business needs. Walk away with a comprehensive readout of options and best practices, including tips for account-based selling and building effective content committees.

Unlock the full potential of Kaia with insights on coaching cards, content cards, and custom topics. This session will demonstrate how to customize these tools to align with your team’s goals and enhance productivity. Discover practical tips to drive team efficiency and elevate your coaching strategies using Kaia’s robust features.

Discover step-by-step processes for setting up content cards, coaching cards, and custom topics to maximize impact. This session will provide actionable insights for tailoring Outreach to your organization’s specific goals. Gain confidence in creating a personalized and efficient platform for your team’s success.

Explore the transformative capabilities of custom objects and automations in your workflows. Learn how to leverage advanced Salesforce integrations and innovative use cases to streamline operations. Gain practical examples and insights to unlock the full potential of custom objects for your organization.

Become a sequence pro with this in-depth training on rulesets, schedules, collections, throttle settings, and more. We’ll cover everything you need to manage complex sales workflows and ensure your sequences run smoothly. Leave with a solid understanding of best practices to optimize your team’s performance.

Discover the power of triggers to automate time-consuming processes and enhance efficiency. This session will showcase real-world use cases like persona assignments, time zone adjustments, and other essential optimizations. Learn how to set up and refine triggers to transform your workflows.

Keep your CRM sync running seamlessly with expert guidance on maintenance and troubleshooting. This session will help you identify common pitfalls and address sync challenges effectively. Walk away with actionable strategies to ensure your CRM and Outreach data integration operates flawlessly.

Establish a scalable governance framework to align your Outreach platform with business goals. Learn the importance of content committees and maintenance strategies to ensure consistency and quality. This session will provide you with practical tips for creating a sustainable governance model.

Unlock the power of Operational Excellence through a Center of Excellence framework to drive sustainability, scalability, and revenue outcomes with the Outreach platform. This session will guide both new & existing customers on structuring their organization to support end users, drive adoption, and achieve revenue goals. Learn strategies to standardize processes and measure success, even with limited resources.

Your prospects aren't that different. Your industry isn't that unique. Your segment isn't that nuanced. Every motion that creates success will follow a pattern that is recognizable. Your job as a revenue leader is to understand how to find the patterns that create success and then drive the behaviors that make that success repeatable. Learn to become a sales scientist. Leave the art to Banksy.

A lively discussion between a few revenue leaders that highlight how to achieve quarter over quarter revenue predictability with process and accountability, aided with the forecasting capabilities in the Outreach platform.

Dive into a panel’s perspectives to understand revenue organizations’ evolution of the XDR role. Hear answers to top-of-mind questions regarding the change management and outcomes of such an evolution towards full cycle sellers, and how AI is contributing to the ability to enable full cycle reps.

Learn from executive peers how ruthless prioritization and a demand for consolidation of a revenue tech stack manifests itself at all levels of an organization. From change management to balancing the needs of numerous stakeholders, be confident that you can lead your organization through consolidation efforts to simplify your revenue workstreams and improve your go-to-market efficiency.