The War Room
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How to optimize my bookings?

How I usually book my calls is via email and a zoom link, which outlines what we'd go over in the call, value add and the goal of the call. However, I've noticed just emailing them and saying "can I give you a call at x time" leads them to say yeah, sure or give me a call at y time, but I get more calls over having to book the via zoom.


The problem is, my booked calls are tracked for my kpi'svia zoom, not Salesloft. Any advice on how I can optimize this? It just seems so much faster getting on a call with the prospect, them agreeing vs having to send a discovery call invite which management says is the sop.

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2
cw95
Politicker
+6
Pricing Executive
Have you spoken to management properly about this? As in, have you shown the statistics?Β 
GDO
Politicker
+7
BDM
Discuss this with your management. We’re in sales. Less friction is always better.Β 
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