Sales4what profile picture
Sales4what profile picture

Sales4what

Co-Founder & VP Sales @ PLURiTy

Opinionated
Fire Starter
Praised Answer
+3

Tracking progress

I'm having an issue tracking progress of an SDR we have here. i need to sign off every month as he gets an incentive on every meeting he sets me up with. so far he's doing good, I've had 50+ monthly. however I'm trying to find a spread sheet format that is simple to read and easy to use that can print on one page, any recommendations? 
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CuriousFox
WR Officer
4
🦊
@poweredbycaffeine may have a suggestion for you. 
poweredbycaffeine
WR Lieutenant
3
☕️
Thanks @CuriousFox!

@Sales4what do you have a CRM like Salesforce or HubSpot? If so, you can create a report that displays meetings set by X SDR, month over month. Even do a pivot or stack comparison of set vs delivered if you want to get fancy.

If you can't do it, ask your trusty salesops team!
poweredbycaffeine
WR Lieutenant
3
☕️
@Sales4what saw you don't have a CRM--go get HubSpot when you're ready.

Anyways, here is what I'd do:


CuriousFox
WR Officer
4
🦊
YOU CAN'T CAGE ME 🦊
UrAssIsSaaS
Arsonist
5
SaaS Eater
@InQ5WeTrust just slinging meetings for the Bean Juice Drinker
InQ5WeTrust
Arsonist
4
No marketing, mayo isn't an MQL
SDR's don't have off days 😤😤😤
CuriousFox
WR Officer
4
🦊
That's unfortunate.
Sales4what
Opinionated
0
Co-Founder & VP Sales @ PLURiTy
He does his job is literally calls 9-5 then he totally disconnects
Sales4what
Opinionated
0
Co-Founder & VP Sales @ PLURiTy
They’re lazy! And no sadly I do not have any CRM
poweredbycaffeine
WR Lieutenant
2
☕️
Your SDR's job is to make calls--if you want them to also keep track of their outputs then you have to enable them.
justatopproducer
Politicker
1
VP OF SALES -US
Sheesh, would you like to share your SDR?
Sales4what
Opinionated
0
Co-Founder & VP Sales @ PLURiTy
Dude, I would but I’m pretty sure he just has a few good years left in him;
barney2021
Tycoon
0
Account Executive
Use a report on Salesforce for demos sat vs booked ?
Sales4what
Opinionated
0
Co-Founder & VP Sales @ PLURiTy
Probably should’ve Included this- we do not have a CRM at the moment, I’m in the process of scouting one
Diablo
Politicker
0
Sr. AE
CRM is the best way to keep a track without having to do manual work. Are you using any other tools or everything is manual?
Sales4what
Opinionated
0
Co-Founder & VP Sales @ PLURiTy
All manual right now, in the process of setting everything up but ultimately need to justify- this is what I’m good at, but I have a while before I can meet with the CFO and discuss budget
hh456
Celebrated Contributor
0
sales
Do any of these meetings produce deals?
Sales4what
Opinionated
0
Co-Founder & VP Sales @ PLURiTy
Around 1 a month, but high margin
hh456
Celebrated Contributor
0
sales
Ok not bad. 2% is ok.
Sales4what
Opinionated
1
Co-Founder & VP Sales @ PLURiTy
1:month immediate conversation, others take a few months
Beans
Big Shot
0
Enterprise Account Executive
50+ meetings MONTHLY?

Send me his linkedin plz. 

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