Software / Tools – Day 8 – 14

We all have blind-spots whether we realize this or not.  This is especially true in Sales. So, as you read this chapter please reflect on all the resources, tools, people and software readily available to you.  For example, what is currently in place to help you succeed? Who are the people you can utilize as mentors and learn from? What are the processes and tactics you can leverage to set meetings?  What is the SLA or (Service Level Agreement) your activity will be measured against. The next few chapters will be your opportunity to explore these and other potential blind spots in order to improve upon your performance.

Day 8-14

We all have blind-spots whether we realize this or not.  This is especially true in Sales.  So, as you read this chapter please reflect on all the resources, tools, people and software readily available to you.  Explore these and other potential blind spots in order to improve upon your performance.

Process & People:

  • What is currently in place to help you succeed?  
  • Who are the people you can utilize as mentors and learn from?  
  • What are the processes and tactics you can leverage to set meetings?  
  • What is the SLA or (Service Level Agreement) your activity will be measured against?
  • What is the process that other SDRs in your organization have used to generate meetings? 
  • What is the process that Account Executives at the top of your company’s leader board are utilizing?  Reverse engineer the crap out of this and find which elements work for you!

Software and Tools: Utilizing tools more effectively will not only make you better at Sales Development but potentially shave hours off your day as you become more efficient. While this is a short chapter please don’t rush through. 

  • What paid or free software do you have available?
  • Does your company use a CRM such as Salesforce to log your activities?  
  • What are some other ways you can utilize your CRM?
  • How are the A+ players in your organization using their CRM?  This is your chance to ask them!
  • What additional tools can you use to gain insights into the people and accounts you are reaching out to?
  • Are there internet browser extensions you can use to make your sales life easier?

Think critically on the above and list everything from the phone, to the computer, even the printers.  Once you’ve written down every possible thing you can think of consider the additional ways you can put these tools to use.  Seek your coworker’s, your Manager’s insight and even search online to learn how industry leaders might be using similar tools.  You can even find me across social media for added ideas.

By routinely assessing how you put your software to use and making adjustments where needed your ability to set meetings will grow exponentially. Once you have finished this exercise proceed to the next chapter.

Author: Dan Saso

“Creativity is intelligence having fun.” – Albert Einstein

2 thoughts on “Software / Tools – Day 8 – 14”

  1. I like the valuable info you provide in your articles. I抣l bookmark your blog and check again here regularly. I’m quite certain I will learn lots of new stuff right here! Good luck for the next!

Leave a Reply

Your email address will not be published.