The SDR Team (TBA)
- Nicholas Gage, Head of Sales Development
More SDRs coming soon…
See How we use Salesforce to learn more about SDR Inbound Workflow.
Description of how the sales team prospects into an account:
Outbounding General Principles
- We outbound using an account-based strategy. We engage prospects within the same company for a specific reason in order to determine if Sourcegraph will add value to their organization.
- Use a copy of the AE/SDR Acct Planning Template doc here. This document allows you to ensure constant communication between your sales counterpart (SDR/AE), and stay organized with building out your account list.
- Outbounding is a never-ending process of learning how best to generate conversations with prospects. Constantly iterate the messages you use to start a conversation and don’t be afraid to try new things.
- Steps of how to build out an account: link
- Using Vidyard and GitHub to tailor messaging: Link (TBD)
- Call workflow: Link (TBD)
AE leads initial call and dispositions the opportunity accordingly:
Sales Accepted Opportunity (SAO): - if the Opportunity meets the minimum requirements for a “Sales Accepted Opportunity”, the AE updates the Stage to “Qualification” or beyond in Salesforce
- NOTE: this action will trigger a checkbox field to be checked on the Opportunity Record called “Sales Accepted Opportunity”
- This is how SDR Quota is tracked and is the ultimate metric we are driving towards
Closed-Lost - if the Opportunity doesn’t meet the requirements of a Sales Accepted Opportunity and we don’t reasonably feel that we can reach that stage with this given contact/account, the AE moves the Opportunity to Closed-Lost and no SDR credit is awarded
Needs More Work - if the Opportunity doesn’t meet the requirements of a Sales Accepted Opportunity, but we believe that it has the potential to reach this stage with additional progress, keep it in the initial stage and devise a plan b/t the AE & SDR to get it to Sales Accepted Opportunity.
- Examples here: great account/need, but we have to get into a different contact or great opportunity but no next steps could be confirmed.
Before the first call with the prospect:
- The SDR sets the initial meeting (i.e., a calendar invite is sent out by the SDR to the prospect and AE).
- SDR sends a summary of the opportunity to the AE, and gets confirmation of the proposed agenda and any additional attendees to be included from Sourcegraph (CE, Manager, etc.). CEs should generally be excluded from initial calls unless 1) the AE is new and would like support or 2) the customer has already provided enough technical information that a demo is on the agenda or has otherwised raised specific technical questions when interacting with the SDR.
- SDR sends the initial follow-up email to the prospect to:
- Introduce the AE (& anyone else) who is joining the call.
- Provide a proposed agenda (pricing, use case, quick tour, etc.) that is confirmed first by the AE.
- Encourage the prospect to provide more context as it relates to their interest and feedback on the proposed agenda.
- Provide value by including any relevant case studies, docs, 1-pagers, etc.
- End the note with excitement: “We look forward to speaking with you soon!”
On the actual call with the prospect:
- SDR starts the call, sets the tone by giving a quick overview on how the SDR and the prospect got connected, and then transitions to something like, “I’ve caught (AE/CE) up to speed on our conversation, I’ll go ahead and pass the mic to AE to introduce themselves.”
- AE jumps in, introduces themselves and CE (if there is one on the call), and takes over from there.
At the end of the call:
- AE wraps up the call and confirms next steps.
- Note: If towards the end of the call, the AE can’t solidify next steps, the SDR may choose to step in as a “second voice” and attempt to pencil down next steps, but only if it makes sense.
After the call:
AE will follow up via email, cc’ing the SDR and CE.
- Note: SDRs don’t need to be cc’ed on all prospect emails, just the initial ones.
At this point, the handoff to AE is now complete.
The purpose of this framework is to encourage a much more fluid introduction and transition from SDR to AE; this isn’t meant to be a strict and rigid process, but rather a guide.
Sending the initial email opens the communication line between all parties, instead of having the proposed agenda appear only in the calendar invite.
This process helps build a continuous rapport between the prospect and the SDRs. And in the event the prospect becomes unresponsive, the SDR can step in and attempt to revive the conversation. Or if the prospect has a question, and the AE isn’t available, SDRs can provide back up support.
Finally, this process is a proactive way to ensure that SDRs are setting high-quality meetings for their AEs.
- Salesforce - Customer Relationship Management
- Outreach.io - Sales Engagement Platform
- Linkedin Sales Navigator - Prospecting Tool
- Zoominfo - Data Intelligence Tool
- LeadiQ - Data Intelligence Tool
- Postal.Io - B2B Gifting Tool link