edit: respect the feedback (also loling).
post needs clarification: if we have the same BDR follow us in “relevant” meetings of the cycle, we utilize their involvement to keep AEs engaged & BDRs learning. often this ends up with the BDR/AE reconciling notes against what we heard (templates…yep i get it).
tl;dr- anyone converting audio to text to sales insights (for a small team)? interested to hear your feedback on how this type of workflow scales vs. nuances in process. the glaring issues are with deep discovery, demo and exec alignments
Savages,
I work for a relatively small consultancy that has a sales engine that looks like most other SaaS companies (i.e. an outbound BDR motion with an assigned AE).
Due to the nature of how many prospects we make contact with vs. what we end up qualifying into, we rely heavily on notes during various handoffs to get our internal stakeholders up to speed.
An issue expressed to me by my BDR was that she is taking a good chunk out of her day to maintain the notes for our various opportunities. Assuming this is commonplace for anyone without a specific tool to automate this type of workflow? Luckily she’s smart enough to hinge an investment case on freeing her up to continue her outbound efforts.
So… what’s the hive mind got in terms of solutions we might be able to present to leadership vs. their cost vs. the right size for a team of ~5? Any help is greatly appreciated. .
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