Dooly connected workspace helps SDRs be more productive so they have more time for booking meetings, hitting targets and making AEs super happy 💥
We find that adoption for SDRs tends to work best if they start with note-taking.
Step 1: Set up note templates
Help SDRs document their perspective and get the full first call narrative into Salesforce. Makes for a better customer experience too because the AEs don't have to duplicate the same work and questions if they already have all the answers in front of them.
Some tried and true templates to make note-taking a breeze:
First call script and questions (consider putting call scripts and objection handling in playbook cards, and questions in the template)
SDR to AE handover
The SDR template gallery can help with inspiration for template structure, SFDC fields, and key questions to ask.
Step 2: Set up custom pipeline views
1-click pipeline updates help SDRs update their leads (and any contact, account and opportunity details) in seconds:
Here's some inspiration for pipeline views that your SDRs will absolutely love!
New leads assigned
Leads they're prospecting
Leads with no meetings booked
Opportunity progression based on opps they converted/created
Step 3: Set up field sets
Help SDRs easily update all relevant Salesforce fields while taking notes on a call or while viewing their pipeline.
Field sets are a great way to group related fields together for easier and faster updating.
A little field set inspo to get your wheels turnin':
Stale leads (or lead engagement)
Current campaign (or sequence)
POC (or main POC)
Step 4: Set up playbook cards
Make SDRs as confident on day 1 as they are on day 100, armed with the knowledge to answer any question or objection that comes their way.
Playbook cards display in real-time based on what is said or typed all while SDRs are taking notes on a call.
Here are some examples of playbook cards to create for your SDRs:
Pricing and product details
Process and steps to follow
Things to keep in mind while creating playbook content:
Focus on what someone will need to know, say, and share
Make them short and easily digestible
If certain topics require a lot of follow up questions, create playbook cards with those questions so SDRs can easily add those questions to their note
Download the Dooly Chrome extension
Dooly keeps up with your outbound motion so SDRs can quickly and easily capture the deal narrative. Ensure your SDRs have the Dooly Chrome extension installed so they can have Dooly open side-by-side where they work.