Salesforce BS

Question for the crowd. In SDR world, should they be penalised if Salesforce data routes an account incorrectly based on segment (MM/ENT)? Even if due diligence is done and meeting is booked, we still get hit if market shows up wrong versus what we have in Salesforce.

For context, I secured a meeting with a company, listed in Salesforce as Enterprise, LinkedIn and ZoomInfo have varying head count but the nail in the coffin came when they confirmed they were Mid Market. Prospect and account were routed to me by a tool we used and it has happened before where we'd still get credit because technically we didn't screw up, Salesforce did and still got meeting credit

hella frustrating to deal with if you ask me, but maybe I'm crazy 🤷🏽‍♂️

😤 Conflict Resolution

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6 comments

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poweredbycaffeine

WR Lieutenant

☕️

Does your company have an SOP for sales that names one of these three data sources as the master record? Aka, if LinkedIn says 1000 employees it doesn't matter what anything else says.

SaaSGuy313

Opinionated

SDR

Usually we go with LinkedIn, but if there’s uncertainty we have to check multiple sources

Sunbunny31

Arsonist

Sr Sales Executive 🐰

Nobody likes to waste time, and you did your due diligence. It’s frustrating.

southernfriedsales

Opinionated

Senior AE & Business Owner

This is for real a thing, I’m a middle market AE and the SDR that actually set my last close didn’t get any credit whatsoever really….

SpicySpitter

Opinionated

SDR Overseer

So I would be pissed 😒 does your company have a playbook playing out how situations like this are handled if not suggest it gets standardized so moving forward you and whole team know what to expect (obviously we hope they let it work in your favor and not get penalized) but def get it in a written document since it happens often

CuriousFox

WR Officer

🦊

I'd fight like hell about it. SFDC is great and all, but I still work off of spreadsheets and notebooks as backups too.