Outreach Practice Questions

Platform Functionality, Navigation, and Reporting Within Outreach, the Outreach Admin discovers a large number of prospects are missing phone numbers. The Admin created a sequence that does not include call tasks to accommodate these prospects. What filters should the Reps apply to the Prospect tab in order to find and sequence prospects they own, but do not have phone numbers? * "Owner is you" and "Phone is empty" * "Owner is you" and "Phone is blank" * "Owner is you" and "Work Phone is empty" and "Mobile Phone is empty" * "Owner is you" and "Active Sequence is empty" and "Phone is blank"

"Owner is you" and "Phone is empty"

Troubleshooting A user attempts to sequence and receives this error: 'failure-prospect recently touched'. What setting is causing this error? * 'Should active prospects be exclusive in this sequence?' in rulesets * 'Exclude federal US holidays' in schedules * 'Prospect must not have been contacted in the last x minutes' in rulesets * 'Throttle newly added prospects' in sequence settings

'Prospect must not have been contacted in the last x minutes' in rulesets

Teams & Collections What are the two main functions for Outreach Teams? * Creating users * Creating Collections * Assigning Collections to users * Focusing your reports and analytics on a group of users

* Assigning Collections to users * Focusing your reports and analytics on a group of users

Branded URLs Select the following statements that apply for Branded URLs: * Branded URLs can improve an organization's spam score by putting these services under a domain that matches the organization's brand. * Branded URLs allow users to personalize public calendar links, unsubscribe links, open- and click-tracking links. * Branded URLs give your emails a more polished look and feel. * Branded URLs can be configured by any Outreach user.

* Branded URLs can improve an organization's spam score by putting these services under a domain that matches the organization's brand. * Branded URLs allow users to personalize public calendar links, unsubscribe links, open- and click-tracking links. * Branded URLs give your emails a more polished look and feel.

Teams & Collections Which of the following are advantages of using Content Collections? (select all that apply) * Helps reps to find the correct content * Helps managers to keep their content library organized and up to date * Speeds up the process of writing and replying to emails * Automates the process of content creation

* Helps reps to find the correct content * Helps managers to keep their content library organized and up to date * Speeds up the process of writing and replying to emails

Content Creation Which of the following general best practices apply to Outreach content? (select all that apply) * Longer sequences typically perform better than shorter sequences. * The more animated gifs you have in your content, the better they typically perform. * Concise emails perform better than long, elaborate emails. * You should usually front load your sequences with a number of rapid emails to capture the prospects attention.

* Longer sequences typically perform better than shorter sequences. * Concise emails perform better than long, elaborate emails.

Sequence Maneuvering A Sequence State represents where a prospect is in the sequence. Check all true statements regarding Sequence States. (select all that apply) * Sequence states occur automatically. * You are automatically notified when the Paused, Bounced, and Failed Sequence States occur. * An email with a Bounced sequence state means that the email bounced for some reason on the prospect's end. * An email with a Failed Sequence State means that the email was never successfully delivered by Outreach. * If you mark an incorrect address as Invalid, you retain the historical data. * When a prospect responds to a sequence email, they are set to Finished (Replied).

* Sequence states occur automatically. * An email with a Bounced sequence state means that the email bounced for some reason on the prospect's end. * An email with a Failed Sequence State means that the email was never successfully delivered by Outreach. * If you mark an incorrect address as Invalid, you retain the historical data. * When a prospect responds to a sequence email, they are set to Finished (Replied).

Custom Fields What are the benefits of using custom fields in Outreach? Check all true statements. * Use with triggers * Pull prospects into a sequence automatically * Use in snippets and template variables * Use to map information to and from your CRM * Reorder without being rebuilt * Sort, filter, and segment Prospects using this information

* Use with triggers * Pull prospects into a sequence automatically * Use in snippets and template variables * Use to map information to and from your CRM * Sort, filter, and segment Prospects using this information

Custom Fields There are _____ total custom fields available at the Prospect level. * 50 * 100 * 150 * 200 * 250

100

Outreach Governance How many emails are you allowed to send from Outreach per week? * 10 * 1000 * 5000 * Unlimited

5000

User Management How long does it take before a claim seat link expires? * 24 hours * 72 hours * 48 hours * 12 hours

72 hours

Triggers A customer wants to build a trigger to automatically add prospects into a nurture sequence once they have entered the prospect stage of "Unresponsive". Assuming all triggers contain a condition of "Stage is Unresponsive", what are the corresponding conditions and trigger action that need to be configured to achieve this? * Actively Being Sequenced: True Trigger Action: Add to Nurture Sequence * Actively Being Sequenced: False Trigger Action: Add to Nurture Sequence * Persona: Decision Maker Trigger Action: Add to Nurture Sequence * Email: Is Empty Trigger Action: Add to Nurture Sequence

Actively Being Sequenced: False Trigger Action: Add to Nurture Sequence

Outreach Governance Which governance profiles do we suggest allowing to create content in your Outreach instance? (select all that apply) * Admin * Default * Leadership * None of the above

Admin Leadership

Outreach Triggers Which of the following fields can you use to build trigger conditions? (select all that apply) * Prospects * Meetings * Accounts * Calls * All of the Above

All of the Above

Salesforce Plugin Why is it important to set API call limits in the Salesforce plugin? * Salesforce only provides a limited number of API calls to use between Salesforce and other platforms * You want to ensure Outreach doesn't use all of your remaining Salesforce API calls so that other business-critical platforms can continue syncing with Salesforce * To avoid having Outreach accidentally use up the majority of your Salesforce API calls * All of the above

All of the above

Task Management What kind of tasks can you create in Outreach? * Phone calls * Emails * LinkedIn tasks * SMS messages * All of the above

All of the above

Practice Quiz What should be considered when configuring an email alias mailbox on a user account? A. Users can have a maximum of three alias mailboxes. B. Aliases cannot be used as the default mailbox. C. An app-specific password must be configured. D. Users cannot add shared or group email addresses.

An app-specific password must be configured. Users cannot add shared or group email addresses.

Rulesets & Schedules How many Rulesets should you create for your org? * 1 * 2 * 3 * As many as needed

As many as needed

Outreach Triggers Triggers are a process you set up in order to __ actions within your instance of Outreach. * Predict * Regulate * Optimize * Automate

Automate (Triggers are used for automation, however they could be used to help with any of the other processes you may wish to set up.)

Prospect Management Where should you click in the quick access menu (the lightning bolt in the upper right) to import CSV files and Salesforce reports? * Prospects * Import * Bulk Create * Settings

Bulk Create

Task Management Which field must be filled out before completing a call task? * Call purpose * Call disposition * Call notes * Call tags

Call disposition

User Management What should you do when you're creating a new user and get an error message that states "Email has already been taken"? * Check to see if the user is already a locked user in Outreach * Contact your AE or CSM for more seats * Refresh the page * Change another user's credentials

Check to see if the user is already a locked user in Outreach

Outreach Governance Which Governance profile is automatically assigned to new users unless manually changed? * Admin * Default * Leadership * They are not given a profile

Default

Sequence Maneuvering Where on a Prospect record will you find the option to Opt Out a Prospect? * Favorites * Edit Menu * Filters

Edit Menu

Prospect Management Which of the following must be included in a Salesforce report when importing to Outreach? * Email address * Time zone * Account field * The Outreach Unique Identifier (OUI)

Email address

Meetings Setup for Admins True or False: The Round Robin - Flexible type automatically selects the user with the fewest meetings and shows the prospect that rep's available times.

False

Outreach Governance True or False: It's a good practice to assign a User the Admin governance profile if they need more permissions than are provided in the Default or Leadership profiles

False

Salesforce Plugin True or False: Outreach can pull Events from Salesforce

False

Teams & Collections True or False: Assigning collections to Outreach Teams limits team members to content only in those collections?

False

Content Creation What is the recommended method for identifying which content to build first? * Look at the analytics and follow the data. * Start with your favorite content first. * Build the content top-down using an agile methodology. * Identify your most important prospects and start with them.

Identify your most important prospects and start with them.

Practice Quiz What are the risks of NOT establishing Salesforce API call limits? A. You cannot connect Outreach data to an external data warehouse via API. B. You cannot leverage sequences when API limits are met. C. If your org uses all of the APIs, Outreach will stop syncing to Salesforce. D. If your org uses all of the APIs, Outreach will stop syncing entirely.

If your org uses all of the APIs, Outreach will stop syncing to Salesforce.

Content Creation How do you identify your best-performing sequences? * Check with your sales team and see how many meetings they've booked. * In the 'Reports' tab at the bottom of the page. * At the top of the 'Content' tab. * Solicit feedback from your prospects by using a 'sequence performance sequence'.

In the 'Reports' tab at the bottom of the page.

Content Creation Where do you go to change the name of a Sequence? * In the taskflow sidebar. * On the Outreach 360 view page. * In the 'settings' tab for the sequence in question. * On the 'Sequence States' page under 'System Activity'.

In the 'settings' tab for the sequence in question.

Content Creation A company routinely generates demo requests through a web form on its website. What type of sequence would BEST assist the company's team in responding to these requests? * Inbound Lead * Reply Follow-Up * Low Touch Outbound * Prospect Nurture

Inbound Lead

Teams & Collections If permissions allow, being assigned the role of ____ allows you to view weekly reports, and the email inboxes of members, on the assigned team. * Manager * Leader * Captian * Officer

Leader

Salesforce Plugin Which of the following objects can you enable under Merge & Delete? (select all that apply) * Leads * Contacts * Users * Accounts

Leads Contacts Accounts

Voice When utilizing Live Listen as a team manager, what are three options to engage in the call? * Listen, Coach, Join Conversation * Listen, Whisper, Join Conversation * Audit, Coach, Join Conversation * Audit, Whisper, Join Conversation

Listen, Coach, Join Conversation

Voice Management The _________ setting permits a user to call from a phone number that matches the end recipient's area code. * User Voice * Local Presence * Shadow * Alias

Local Presence

Voice Management What are three ways in which you can make outbound calls in Outreach? * Local Presence * Purchased Number * Skype * Preferred Number

Local Presence Purchased Number Preferred Number

User Management How should you reallocate a user seat when a user has left? * Change the email address for the old user to the new user's email address * Lock the old user, refresh the page, then unlock or add the new user * Email Support * Ask your CSM or AE

Lock the old user, refresh the page, then unlock or add the new user

Meetings Setup for Admins This type of Meeting allows a prospect to select a rep from all users with connected calendars: * Manual * Round Robin - Strict * Round Robin - Flexible

Manual

Voice Management Each Voice seat includes how many purchased phone number(s)? * Three * Two * One * Zero

One

Practice Quiz When exporting CRM errors from Outreach, the following error is received: "You do not have the correct CRM permissions to adjust this field. Please request access from your CRM administrator." Which user has insufficient privileges to edit the field in the CRM? A. Plugin authorization user B. Owner of the record C. User taking action on the record D. Admin user updating the record

Plugin authorization user

Salesforce Plugin What is the difference between Polling and Pushing? * Pushing is Outreach looking to Salesforce to see if there are any new or modified records; polling is Outreach syncing data from Outreach to Salesforce * Polling is Outreach polling Prospects for opinions; pushing is Outreach pushing new information to Prospects * Polling is Outreach looking to Salesforce to see if there are any new or updated records; pushing is Outreach syncing data from Outreach to Salesforce * Pushing is Salesforce pushing emails to Prospects; polling is Outreach polling how many Prospects opened the emails

Polling is Outreach looking to Salesforce to see if there are any new or updated records; pushing is Outreach syncing data from Outreach to Salesforce

Salesforce Plugin What are the two Outreach objects that allow you to utilize custom fields? (select all that apply) * Prospect * Event * Stage * Account

Prospect Account

Sales Intelligence Tiles for Admins Sales intelligence tiles are visible on which Outreach pages? (select all that apply) * Prospects * 360 View * Accounts * Opportunities

Prospects Accounts

Teams & Collections Which of the following is a recommended naming convention for a content collection? * SDR - Outbound - One pager snippets * New Sequences for SDRs * Recommended Content (SDR) * Roger's excellent templates

SDR - Outbound - One pager snippets

Practice Quiz An Admin is creating an Outreach Meeting Type for AE Discovery Calls. To ensure the meeting attendee does not forget the meeting, the Admin wants to send two reminder emails—one sent a day before the meeting and the other sent an hour before the meeting. How should this be accomplished? A. Set up a trigger to add the prospect to a reminder sequence once the meeting is created. B. Attach a follow up sequence to the meeting invitation with each reminder set as its own step. Cterm-71. Create a sequence with step one as the meeting invitation, and steps two and three as reminder emails. D. Send an email to the prospect while adding them to a follow up sequence that starts one day before the meeting is scheduled.

Send an email to the prospect while adding them to a follow up sequence that starts one day before the meeting is scheduled.

System Configuration (Governance) An Admin is creating an Outreach Meeting Type for AE Discovery Calls. To ensure the meeting attendee does not forget the meeting, the Admin wants to send two reminder emails—one sent a day before the meeting and the other sent an hour before the meeting. How should this be accomplished? * Set up a trigger to add the prospect to a reminder sequence once the meeting is created. * Attach a follow-up sequence to the meeting invitation with each reminder set as its own step. * Create a sequence with step one as the meeting invitation, with steps two and three as reminder emails. * Send an email to the prospect while adding them to a follow-up sequence that starts one day before the meeting is scheduled.

Send an email to the prospect while adding them to a follow-up sequence that starts one day before the meeting is scheduled.

Rulesets & Schedules Where do Rulesets and Schedules apply? * Sales Intelligence Tiles * Voice * Accounts * Sequences

Sequences

Sales Intelligence Tiles for Admins What four preconfigured sales intelligence tile layouts are visible on Prospects? (select all that apply) * Social Overview * Engagement Insights * Team Performance Dashboard * Prospect Overview * Account Overview

Social Overview Engagement Insights Prospect Overview Account Overview

Meetings Setup for Admins The meeting title will display as the ______ in the meeting invitation. * Meeting Type Name * Description * Subject * Tag

Subject

Custom Fields Under Settings, what section do you go to create new custom fields? * System Activity * User Admin * System Config

System Config

Outreach Triggers When working with triggers, it is very important that you __ the trigger, before running it live. * Examine * Test * Enable * Review

Test (You always want to ensure that you test a trigger before running it. Doing so will help ensure that no unexpected events take place once it is enabled.)

Salesforce Plugin What should you set your API limits to be in the Salesforce plugin? * The Global API call limit should be set to 50% of your total API calls, and the Outreach-specific limit should be set to 50% of your total API calls * The Outreach-specific call limit should be set to 60% of your total API calls, and the Global API call limit should be set to 40% of your total API calls * The Global API call limit should be set to 70% of your total API calls, and the Outreach-specific limit should be set to 30% of your total API calls * The Outreach-specific call limit should be set to 70% of your total API calls, and the Global API call limit should be set to 30% of your total API calls

The Global API call limit should be set to 70% of your total API calls, and the Outreach-specific limit should be set to 30% of your total API calls

Practice Quiz An AM wants to resurface what decisions were made for an upcoming launch during a customer call. Using Outreach Intelligence Tiles, which tile could help the AM find the MOST accurate information regarding the launch schedule? A. Crunchbase Company News to see if a public announcement has been made B. The call records to see any call notes and the date from the conversation C. The Gong Intelligence Tile to listen to the recording of the conversation D. The Account Due Tasks Tile to see any upcoming tasks due by launch

The Gong Intelligence Tile to listen to the recording of the conversation

Data and User Management A Rep reports several recent prospects are not creating their matching records in Salesforce. What is one possible cause for this issue? * The Rep has not installed the Outreach Everywhere extension or it is out-of-date. * The Rep had disabled the Outreach Everywhere extension, and so Gmail couldn't auto-create the Prospects. * The Rep imported the prospect's information directly to Outreach from LinkedIn. * The Rep is not the Owner of the prospect and does not have permissions to create records in Salesforce.

The Rep had disabled the Outreach Everywhere extension, and so Gmail couldn't auto-create the Prospects.

Task Management Where should you go in Outreach if you want to sort and filter your call tasks according to local time? * The 360 dashboard * The tasks page * The sort and filter page * The prospects page

The tasks page

Salesforce Plugin Why is it important to keep Salesforce as the system of record when it comes to Accounts? * There is not a good way to identify duplicate Accounts in Outreach * We do not encourage creating any data in Outreach * There is no way to create Accounts in Outreach * You do not need Account data in Outreach

There is not a good way to identify duplicate Accounts in Outreach

Integrations Why should a company enable advanced task mapping in place of standard task mapping? * They can control which task types sync to the CRM. * Their tasks are not syncing back to the CRM. * They would like additional data for reporting. * They have required fields the team must populate.

They would like additional data for reporting. They have required fields the team must populate.

Salesforce Plugin Why is it important to allow new Users to automatically be pulled into Outreach from Salesforce? * To have a carbon copy of all Users in Outreach that exist in Salesforce * To make sure all Prospects have an owner, even if that owner does not have an allocated Outreach seat * To make all Users feel included * To encourage non-Outreach users to start using the platform

To make sure all Prospects have an owner, even if that owner does not have an allocated Outreach seat

User Management Why should you refresh the page after adding, unlocking, or locking a user? * To ensure the action took place * To keep the page from freezing * To update the "seats remaining" label on the user page * To purchase more Outreach seats

To update the "seats remaining" label on the user page

Salesforce Plugin What do Stages in Outreach do? * Put Outreach users on a stage * Track where a Prospect is in the sales process * Track how far a Prospect is in a Sequence * Track how many Prospects a user has put into Sequence

Track where a Prospect is in the sales process

Branded URLs True or False: Branded URLs will work with any embedded links send through the Outreach platform?

True

Branded URLs True or False: In order to configure your Branded URLs, you will need to work with your IT or domain administrator?

True

Meetings Setup for Admins True or False: All users need to connect their Gmail or Outlook calendar to Outreach to sync with Outlook meetings.

True

Outreach Governance True or False: Org level settings affect the whole Outreach instance, while Profiles affect permissions for specific user groups

True

Prospect Management True or False Adding a time zone during the field overwrite step will apply across all imported contacts.

True

Rulesets & Schedules True or False: You can place a Schedule on a single step within a sequence.

True

Sales Intelligence Tiles for Admins True or False: Outreach administrators can give others permission to create their own sales intelligence tile layouts.

True

Voice Management Ture or False: When a rep calls a Prospect using their own preferred phone number, the Prospects return call will not automatically be tracked in Outreach.

True

Salesforce Plugin True or False: Both Leads and Contacts are considered Prospects in Outreach?

Truth

Rulesets & Schedules Which of the following is not a common example of a Schedule? * 24/7 * Weekends Only * Persona Levels (C or VP) * Monday-Friday 9am-5pm

Weekends Only

Outreach Governance Which domain should you ensure is in the "Block creation of Prospects with an email address matching:" box in the Org level settings? * Gmail.com * Your company's domain * Any free email domain * Your personal email address domain

Your company's domain