Sales Models, Metrics, and Motions Blog

SDR, AE, and CSM analysis

Sales Models, Metrics, and Motions Blog

Inside Sales Experts Blog

by

Matt Bertuzzi

Matt bleeds blogs, business books and inside sales. He is never short an answer to the question, “Read or see anything interesting lately?” Matt works with Bridge Group clients on tools, roadmaps, and advice around inside sales. Internally for The Bridge Group, he works on technology, content, and other (fun!) projects.

Recent Posts

3 Salesforce Hacks Your Inside Reps Will Be Thankful For

Posted by Matt Bertuzzi on Tue, Nov 25, 2014

Happy Thanksgiving to all my American friends. I want to share 3 quick changes to CRM that will most certainly make your reps thankful.

None of these are my original ideas and I'm thankful to the amazing Salesforce community for sharing them with me.

1) Display the timezone of a phone number

This one comes from my good friend and Salesforce mentor, Becka Dente.

You can add this formula field to accounts, contacts, and/or leads. Reps can then build and sort lists based on timezone. It's unbelievably useful for bunching calls together.

if( ISBLANK(Phone),"--",  if( CONTAINS( "206: 209: 213: 253: 310: 323: 360: 408: 415: 425: 503: 509: 510: 530: 559: 562: 604: 619: 626: 650: 661: 702: 707: 714: 760: 775: 778: 805: 818: 831: 858: 867: 909: 916: 925: 949: 951: 971: 424: 442: 541: 657", left( SUBSTITUTE( Phone , "(", ""),3)),"Pacific", 

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Topics: sales tools, inside sales motivation

Participate in 2015 Inside Sales Research

Posted by Matt Bertuzzi on Thu, Nov 06, 2014

ISRs, AMs, AEs - whatever you call them, the metrics that drive the closing function are always in demand. 

Every eighteen months we conduct this research project, I'm asking for your help as we begin our 5th round.

The key themes we hope to uncover and share include:

  • SaaS versus On-Premise: where are groups similar, where do they differ
  • Compensation: base + ote, pay on what/how/when, accelerators and decelerators
  • Quotas: $ quotas, other components, % attainment
  • Rep Profiles: experience, tenure, ramp, career path

We worked hard to make this year’s survey easier and it should only take 6-8 minutes to complete.

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Outbound Prospecting Benchmarks for 2015

Posted by Matt Bertuzzi on Wed, Oct 29, 2014

For every 1000 accounts prospected in a given quarter, how many opportunities should an SDR group generate?

That question can mean only one thing, it's time for the latest release of the Outbound Index.

For those unfamiliar, the Index is a collaboration between Pete Gracey, CEO of QuotaFactory, and I into the metrics of outbound prospecting. With each release, we provide an 'outbound snapshot' powered by actual, transactional CRM data.

In other words, we don’t ask ‘Hey, how’s the prospecting going?,’ we dig into the data and find out the truth.

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Topics: cold calling, metrics

Top States for Building Inside Sales

Posted by Matt Bertuzzi on Tue, Sep 23, 2014

If you could build an SDR or inside sales team anywhere in the US, where would you choose?

Would you go for college graduate rich Massachusetts?
Tech mecca California? Or low tax, low cost of living Georgia?

 As companies struggle to hire talent in their local markets, this is becoming more than a theoretical exercise. Last week, I polled 54 sales leaders and asked them:

Imagine you are building an inside sales team anywhere in the US. Which of the following would be top considerations in selecting a city/state?


Here's how they responded:

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Topics: inside sales management

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