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Salesforce Customization for SDR Success with Jesse Grothaus
Manage episode 436431216 series 3570865
Nội dung được cung cấp bởi Kyle Smith and The Bridge Group. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Kyle Smith and The Bridge Group hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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
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