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SDR Productivity Kit: Meetings Preprocess
SDR Productivity Kit: Meetings Preprocess

๐Ÿท๏ธTags: Sales ๐Ÿ”ฌAnalysis Level: Advanced

Updated over a week ago

๐ŸŒŸ Introduction

Savant's Meetings Preprocess template provides a simple way to aggregate meeting information from multiple sources, including SFDC, Salesloft, Hubspot, and Marketo.

๐Ÿ’ผ Business Impact

  1. Outbound activity by SDRs is typically spread across multiple systems, including CRM, dialing systems, and Sales Engagement Tools.

  2. This template provides Sales teams with a comprehensive approach to monitoring SDR activity and productivity across all these systems.

  3. By gaining a more holistic perspective of SDR activity through this template, Sales teams can identify successful strategies employed by SDRs and address or rectify any problematic SDR behavior.

๐Ÿ“ฅ Data In

To get started with Savant's Meeting Preprocess template, you'll need to select the sources you want to use for your meeting information. This includes SFDC Events, Leads, Contacts, and Users.

  • Source: SFDC, Salesloft, Hubspot, Marketo

  • Example: SFDC Events, Leads, Contact, and Users

๐Ÿ“ค Data Out

With the Savant SDR Productivity Kit templates, you can gain insight into metrics such as the number of meetings per user/lead/contact.

๐Ÿ“Š Metrics

  • Number of Meetings

  • Number of Meetings per User/Lead/Contact

๐Ÿ“ Template Setup

To set up the Meeting Preprocess template, follow these steps:

Step 1: Data Input

Select the sources you want to use for your meeting information, including SFDC Events, Leads, Contacts, and Users.

  1. ๐Ÿ“ฅ Events Source

  2. ๐Ÿ“ฅ Leads Source

  3. ๐Ÿ“ฅ Contacts Source

  4. ๐Ÿ“ฅ Users Source

Step 2: Configuration

โš™๏ธ 1: Customize your data filter. Customize your filters to ensure you are only analyzing the data you need. For example, use the date filter to confirm the period of time for the Event/Meeting data.

Step 3: Destination

Finally, we recommend configuring your output to a Google Sheets file or a database. This will make it easier to analyze your data and gain insight into metrics such as the number of meetings per user/lead/contact.

๐ŸŒ  Further Customizations

The output of this template provides raw data without any summarizations. To obtain metrics, we recommend adding a summarize or time series node.


๐Ÿ“– Related Topics

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