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Strategies and tactics for increasing number of quality demos booked by SDRs

Published 3 months ago

The strategy aims to boost the number of high-quality demos booked by Sales Development Representatives (SDRs). It involves enhancing the training and skill set of SDRs by providing regular training sessions, role-playing scenarios, and workshops. For example, mentoring sessions with experienced sales reps can help SDRs understand the demo process better.

Another focus is optimizing lead generation and qualification. This includes implementing a lead scoring system, using AI tools to segment potential customers, and regularly updating the lead database. For instance, automating lead qualification can save time and prioritize high-quality leads for SDRs.

The strategy also emphasizes effective outreach strategies. SDRs are trained to use personalized email templates, multi-channel outreach, and consistent follow-up schedules. Incorporating value-based messaging rather than a sales-focused approach helps in engaging leads. For instance, using tools like video messaging can add a personal touch to communications.

The strategies

⛳️ Strategy 1: Enhance SDR training and skills

  • Provide regular training sessions on sales techniques and demo processes
  • Implement role-playing scenarios to practice demo booking
  • Offer workshops on understanding customer needs and pain points
  • Conduct mentoring sessions with experienced sales representatives
  • Create a knowledge base with best practices and demo tips
  • Use recorded calls for coaching and feedback
  • Schedule weekly SDR meetings to discuss challenges and solutions
  • Host webinars with industry experts to inspire and educate SDRs
  • Set up a certification programme to ensure SDR proficiency
  • Measure and reward individual improvements in demo booking rates

⛳️ Strategy 2: Optimise lead generation and qualification

  • Implement a lead scoring system to prioritise high-quality leads
  • Utilise AI tools to identify and segment potential customers
  • Regularly update and clean the lead database
  • Use buyer personas to tailor outreach strategies
  • Automate lead qualification processes to save time
  • Provide SDRs with insights on lead behaviour and interactions
  • Set criteria for what constitutes a quality lead
  • Conduct periodic reviews of lead quality and adjust strategies
  • Align sales and marketing teams for better lead handoff
  • Use third-party data providers to enrich lead information

⛳️ Strategy 3: Implement effective outreach strategies

  • Create personalised email templates for demo invitations
  • Use multi-channel outreach (email, phone, social media)
  • Develop a follow-up schedule to touch base with leads consistently
  • Explore new communication tools like video messaging
  • Segment leads based on industry or role for targeted messaging
  • Set up automated sequence workflows for lead nurturing
  • Monitor outreach metrics to identify successful tactics
  • Incorporate value-based messaging in all communications
  • Train SDRs on crafting compelling subject lines and openers
  • Avoid overly sales-focused language and focus on solving problems

Bringing accountability to your strategy

It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.

That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.

Tability Insights Dashboard

Give it a try and see how it can help you bring accountability to your strategy.

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