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4 Keys To Using Salesforce as a Sales Development Rep

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Salesforce is the CRM of record for many sales teams. As such, products that make it's use more efficient are game changers. Here's what you can do as an Sales Development Rep to get the most out of Salesforce and your Sales Enablement tools.

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4 Keys To Using Salesforce as a Sales Development Rep

  1. 1. 4 Keys To Using Salesforce As a Sales Development Rep
  2. 2. Salesforce is hard to ignore. WHAT WE KNOW
  3. 3. % In fact, by 2018: 62 of all CRM software will be cloud-based, with Salesforce solidifying its market leadership position.
  4. 4. How do you use Salesforce to better engage prospects? WHICH BEGS THE QUESTION
  5. 5. 1. Leverage Lead Records The more information you have, the more likely you are to get a response, simply because you can tailor your messages with more personalization and precision. Why? Because they’re packed with valuable information. Information like… Date/Source Score or Grade Activity This helps you understand the “when” and “where” of each lead and know how to approach each. Know how well each prospect fits your ideal customer profile and when the best time to reach out is. Always know who has contacted or touched a lead in the past.
  6. 6. Salesforce recently updated their user interface. The screen on the left is the product’s traditional UI. The screen on the right is the product’s new “Lightning” UI. Depending on your accounts configuration, what you see may be a little different. THE MORE YOU KNOW
  7. 7. 2. Engage With Email Cadences SDRs can create multiple cadences and sales email templates for different audiences, and share them across the team. Each activity is automatically logged into Salesforce, streamlining workflow and empowering Sales Operations with a single source.
  8. 8. Persistence is key. ALWAYS REMEMBER: The best tools allow you to send email directly from Salesforce, while providing a framework that allows SDRs to stay organized, stay on top of their leads, and stay persistent.
  9. 9. 3. Use A Sales Dialer Dialer technology allows you to drop pre- recorded voicemails, auto-log tasks and notes, and sync directly to Salesforce. Eliminate the manual activity.
  10. 10. 4. Master Lead Handoff Once that appointment is set, it’s time to hand off the lead to an Account Executive, or whichever sales function services the middle and bottom portions of your sales funnel.
  11. 11. Simply update a leads status and reassign to a new user, making the SDR-to-AE handoff seamless. That lead’s records will have all of the relevant activity data from your dialer and email tools, as well as any notes or comments you’ve added. Salesforce makes passing the baton easy.
  12. 12. Read the full eBook today. WANT TO LEARN MORE? Download Now