Contacts Page for SDR's

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Occasional Contributor

How does your SDR's (Sales Development Reps, that outbound prospect) use the contact page? What field are you using so that a manager can run a report to see all sales activity?

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Esteemed Contributor

Contact pages really are more useless for managing a list of potential leads, and seeing when your last activity with a specific individual was in our work. I would be more likely to use reports/dashboards with team activity views to see how your teams are talking to people. 

 

For our team, we are tracking on our dashboards

-Meetings (by type) per rep

-Emailed/calls per rep

-Leverage the activity feed to see a list of most recent actions. 

 

Really unless you are trying to look at a full list of contacts and who you are discussing items with I find these dashboards and reports to be more helpful. 

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
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Regular Contributor

Hi Kristin,

 

We assign leads to respective SDRs and at the end of the week, we pull report for each SDR. The items that we track are basically the activities/engagement with leads and also the stages moved in a sales pipeline. 

 

Basically, pulling reports from contacts doesn't highlight the peer to peer comparison for the SDRs.

 

Cheers

Sam

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Occasional Contributor

Thank you!