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SDR Productivity Kit: SDR Activity
SDR Productivity Kit: SDR Activity

🏷️Tags: Sales 🔬Analysis Level: Advanced

Updated over a week ago

🌟 Introduction

Are you looking to take your sales performance to the next level? The SDR Activity template can help. This Savant template allows you to seamlessly merge tasks and meeting data with lead data, all while selecting the dimensions that matter most to you.

💼 Business Impact

With Savant’s SDR Activity template, you can analyze data from multiple sources, including SFDC, Salesloft, Hubspot, and Marketo. By connecting to SFDC Tasks, Leads, Contacts, Users, and Opportunities, you'll be able to get a detailed understanding of your sales performance.

📥 Data In

  • Source: SFDC, Salesloft, Hubspot, Marketo

  • Example: SFDC Tasks, Leads, Contact, Users, and Opportunities

📤 Data Out

With the SDR Activity template, you can answer key questions about your sales performance, such as:

  • How many calls and emails does each user have with a lead?

  • How many meetings have been scheduled?

  • How many calls were connected?

📊 Metrics

  • Number of Outbound Touches

  • Number of Calls

  • Number of Voicemails

  • Number of No Voicemails

  • Number of Connected Calls

  • Connection Rate

  • Number of Emails

  • Number of Emails Sent

  • Number of Emails Received

  • Number of Emails Replied

  • Number of Meetings

  • Number of Leads/Contacts

  • Number of Opportunities Created

  • Number of Closed Won Opportunities

  • Number of Closed Lost Opportunities

📝 Template Setup

Next, you'll need to make several key selections:

Step 1: Data Input

  1. 📥 Outbound Preprocess Output

  2. 📥 Meeting Preprocess Output

  3. 📥 Opportunity Source

Step 2: Configuration

⚙️1: Stage Name Standardization. Confirm (or edit) the terminology for the Closed Won and Closed Lost stages.

⚙️2: Task Outcome Standardization. Confirm (or edit) the terminology for the ⚙️Task Outcome field.

⚙️3: Select Periodicity and Start Date. Confirm (or edit) the Periodicity, Start Date, and Group By options. Currently the template is set to the following:

  • Periodicity = Month

  • Start Date = 01/01/2022

  • Group By = User Title, User Team, Lead Source

Step 3: Destination

Our suggestion: Configure the email destination to receive the data in your inbox. Or add a destination node to send your output to a Google Sheets file or a database.

🌠 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.

Finally, with the SDR Activity template, you have the flexibility to customize your analysis to fit your specific needs. For example, you can confirm that the Task Attribute 1 field is connected in the adapter using the Task Attribute 1 field, then select it in Customization Step 3 as a group by.

📖 Related Topics

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