As sales professionals, we’re no strangers to CRM tools. But the question is, are you using your tech stack to its full potential?
In this episode, Cloud Pathfinder’s CEO and founder Jesse Grothaus walks us through Salesforce to effectively track and report on SDR activities. Jesse delves into key steps such as scheduling meetings, customizing Salesforce fields, and tracking meeting results to enhance accountability and pipeline contribution. With a few simple adjustments, you can streamline operations and improve SDR performance.
Listen in to enhance your sales reporting and coaching through the optimization of Salesforce.
In this episode, you’ll learn:
How to improve the way you track and report your SDR activities
How effective reporting creates a feedback loop for coaching and process optimization
Why automation and validation rules are crucial to consistently capture important information.
Jump into the conversation:
[00:00] Getting into it with Jesse Grothaus
[02:13] Setting Up Salesforce for SDR tracking
[04:23] Customizing opportunity stages in Salesforce
[08:21] Creating custom fields for meeting tracking
[21:42] Reporting and analyzing SDR meetings