Sales Development Representative
Sales development representatives are responsible for establishing the first contact with the prospects either through outbound calls or qualifying inbound calls or leads.
SDRs should have good knowledge of the product and service the company provides, ability to understand customer requirements, analyse and qualify leads for Account Executive and transfer knowledge to Account Executives about prospects setting AE for success.
SDRs are generally in the start of the career and they need clearly set goals to execute their tasks and responsibilities. OKRs can also help SDRs understand how they are contributing to overall company mission and at the same time provide the flexibility and agility for SDRs to be creative.
OKRify, a OKR software for managing OKR goals in Salesforce will be the ideal tool for roles such as SDRs,
- As SDRs work mostly in CRM having their goals in Salesforce will benefit them immensely as they can clearly see the goals in the same place they do other activities,
- Check how their goals are aligned with top level goals
- Easily track the progress through automated updates using Salesforce objectives such as Leads, activities, etc.
- OKRify will enable faster OKR adoption among SDRs and will enable focussed executions towards the sales team goals.
Here are some example OKRs for SDRs. These OKRs are also available in OKR software, OKRify and can be easily copied with a single click