SDRs in Pipedrive: How to Qualify Leads & Hand Off to Closers скачать в хорошем качестве

SDRs in Pipedrive: How to Qualify Leads & Hand Off to Closers

Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive Chapter Markers 0:00 - Intro 0:25 - Working with SDRs in Pipedrive 1:44 - Leads Inbox for SDRs 2:52 - Using filters and claiming fresh leads 4:06 - Starting the outreach or cold calling process 4:42 - Email sync feature 5:07 - The goals of an SDR and when & how to handover 7:18 - Setup reporting/commission for SDRs 9:22 - Tools to enhance SDRs - Calendly & Zapier 10:30 - Reporting your SDRs conversions 14:09 - Outro Ever wonder if your top sales closers are wasting time on unqualified leads? It may sound counterintuitive, but adding Sales Development Representatives (SDRs) to your process could be the secret to boosting your entire pipeline. In this video, we reveal what SDRs are, how they slot into a high-volume sales process, and why you don’t want your best closers stuck qualifying leads all day. You’ll see how SDRs can live in Pipedrive’s Lead Inbox—making initial contact and converting the right leads into deals labelled “Qualified Deal” or “Meeting Arranged.” We’ll show you how to hand off the deal to your closer, transfer ownership seamlessly, and keep track of each SDR’s contribution via custom fields for future reporting. Finally, learn how to create a lead conversion report to see exactly how many deals your SDRs deliver and how much revenue they’re driving. Harnessing the power of SDRs in Pipedrive could be the difference between a scattered team and a laser-focused sales machine. Ready to see how it works? Tune in for a clear, step-by-step walkthrough. Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedr... Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request... Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter