SDR Process Best Practices

Best Practices are how you get EVERYONE on your SDR team to perform at a high level so they all consistently meet their sales pipeline quotas.

What are SDR Process Best Practices

Prospects have two high level designations: either we know whether they are qualified/unqualified, or we have not yet been able to determine that.

Because prospects are extremely difficult to reach, the vast majority will be in the latter case: we don't yet know. And it is this phase that requires the most diligent process so large numbers of prospects are properly dispositioned in the least amount of time.

Furthermore, not all prospects are born equal. Some are far more important to reach than others, and SDRs should prioritize efforts on reaching these first.

The SDR process and best practices is about managing a large volume of prospective leads effectively and accurately, so as to build the largest, highest quality sales pipeline with the resources you have.

Why are SDR Process Best Practices Critical

The job of a SDR can be boiled down to two end goals:
1. Qualify or disqualify a prospect
2. When qualified, get the meeting

Your best SDRs are very good at managing their time to get from #1 to #2 very efficiently. What you want to do is get your entire SDR team to work in that way.

With the right process that is built on best practices, you can get all your SDRs to not just work hard, but work effectively to produce the right results, so they can consistently meet their sales pipeline development quotas.

Why SOMAmetrics?

Outside agencies tend to have certain advantages over internal resources when it comes to sales diagnosis.  For one thing, they have conducted dozens of these sales diagnoses and have developed a more robust process for uncovering underlying issues and analyzing them. They tend to have clients that come from a wide range of industries and sizes. Furthermore, outside agencies are more likely to be objective and impartial, assume they know nothing until they ask questions and get some answers.

For instance, with over 25 years of experience building and managing inside and field sales organizations, SOMAmetrics has diagnosed and corrected sales challenges at over 60 companies, ranging from startups to publicly traded Fortune 500 companies.

The SOMAmetrics Sales Diagnosis can typically be completed within one calendar week. It consists of a series of interviews with your leadership team in sales, marketing, and customer support organizations; a review of your sales pipeline; interviews with sales team members; review of your sales processes, systems, KPI’s; your comp plan; and more.

Case Studies

How a client was able to achieve its goal of becoming a leading provider to the Medical Devices sector through targeted ABM campaigns.

How a global publicly traded company used our services to increase the effectiveness of its BDR team by 67%

How a tech company went after three different markets in nine months using a planned, targeted approach

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