Structure your CRM to minimize clicks and context switching for SDRs. Create a single, clean view showing a list of accounts with all relevant contacts and their data on one screen. This turns the CRM from a passive database into an active, high-efficiency prospecting workspace.
Related Insights
Don't just measure SDR calls and emails. Systematically track the *reason* for outreach—the sales trigger. Was it an intent signal, a form fill, or cold outreach? This crucial data reveals which initial signals actually lead to the best outcomes and deserve more investment.
The most advanced GTM teams are abandoning traditional CRMs like Salesforce as their primary interface. Instead, they use data warehouses (Snowflake, Databricks) for flexible data storage and push curated insights to reps directly within their workflows (Slack, email, Notion), eliminating the need for manual data entry and retrieval.
Limiting marketers' visibility after a lead is passed to sales is 'unconscionable.' Full CRM access allows them to see deal progression, read sales notes, and understand win/loss reasons, providing crucial feedback to align messaging from the first ad to the final close.
Leverage AI to conduct comprehensive research on a prospect's company, industry, and the specific individuals you're meeting. This allows you to bypass basic discovery questions and dive into more relevant, informed conversations, making the sales call more efficient and valuable for the customer.
Top-performing companies are abandoning traditional metrics like MQLs. They now focus on understanding the entire prospecting process—from lead creation to BDR/SDR engagement—to generate stronger pipeline, higher win rates, and more revenue with less wasted effort.
Stop using early deal stages to manage unqualified leads, as this creates fuzzy reporting. Implementing HubSpot's dedicated Lead Object creates a clean separation between the lead qualification process and the deal closing process. This clarifies metrics and improves BDR workflow.
Go beyond connect rate by measuring 'Conversation Rate'—the percentage of connected calls lasting over a set threshold (e.g., two minutes). This metric filters out immediate hang-ups and provides a truer signal of an SDR's ability to effectively engage a prospect.
Avoid "dead phone time" and maintain momentum during a dial blitz. While waiting to leave a voicemail or wrapping up a call, pull up the next contact. This allows you to quickly orient yourself for the next dial without losing precious time to over-preparation.
Instead of researching each prospect immediately before calling, dedicate a separate, scheduled block for all research. This prevents research from becoming a procrastination tool between calls and maintains the high-energy momentum required for an effective call block.
SDR teams often ignore complex dashboards with too many metrics. Simplify reporting to four key numbers: dials (effort), connections (quality), meetings scheduled (conversion), and meetings ran (outcome). This clarity increases trust, accountability, and focus on the activities that drive results.
