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BDR Team WorkFlow, SalesLoft - Coggle Diagram
BDR Team WorkFlow
Outlook
SalesForce Plugin
Task Notification/ Follow Up
Attach emails to Acct/ Opp/ Contacts
Access to SF Chatter/ Review
SalesLoft Plugin
Schedule Meetings via Attached Calendar
Microsoft Teams Plugin
Demo/ Meeting Creation
Calendar Sync
Manage Day-to-Day Chatter
SalesForce
Lead Stage
Qualify Lead/Contact and record following records:'
Create Opportunity
BDR Label's 'Biz Dev' section
Transfer Account/ Opp/ Demo over to the Assigned Sales Rep**
Log Demo or Call under 'Activity History'
Build the account profile out for the rep (i.e. Address, account 'prospect ' label, website URL, demo notes, etc.)
Qualify Lead/ Convert Lead
ZoomInfo :
Update Current Contacts
Add New Contacts/ Leads
Account Stage
SalesLoft
BDR's to watch Email Activity Feed to target calls
Set tasks based off activity feed and job titles
Call/ email to follow up initial contact email to prospects
Log any notes for the accounts being worked so they sync with Acct. in SalesForce
Schedule Meetings via attached OutLook Calendar
BDR's import each Account's Contacts and add them to a specific cadence