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Customer Post: How I Built an SDR Assembly Line with Outreach and Doubled my Team’s Output

Outreach

The only way to scale an inefficient process is to “throw bodies at it”, meaning to hire more reps. Because our process was inefficient, prospecting into a large number of companies meant that we couldn’t spend much time nurturing any one company or person. Enter: Project Assembly Line. Not the most scalable approach.

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Sales Role Specialization

Partners in Excellence

This assembly line process starts with a widget (let’s call them customers), being passed from person to person down the line until they come out closed or on the reject (loss) pile. The thinking is, “We will get our fair share of deals through this process.” But is that the answer?

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Start With The Customer

Partners in Excellence

Our demand gen, marketing, sales organizational design, sales processes, customer experience—all of it are generally designed around us. They don’t care about our organizational structure, they don’t care about our selling process or strategies for demand gen. We may be trying to hit certain spend/budget goals.

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Do You Trust Your People To Solve Problems?

Partners in Excellence

Continuing my series on applying lean/agile manufacturing principles to selling, I was reminded by Charles Green and Dave Jackson about an important aspect of these principles that is never mentioned by those promoting lean/agile in our sales assembly lines. It’s called Jidoka or Autonomation. It’s almost the opposite!

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6 signs that you need to automate your RFP process

PandaDoc

The Request For Proposal (RFP) process is broken, flawed, and disorganized. When you’re down in the weeds, entangled in the messy process, it can be hard to figure out how to make improvements. If you were to time your RFP creation process, how much time gets sunk into each one? Luckily, technology is our saving grace.

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Rethinking The Sales And Marketing Organization

Partners in Excellence

” Sales picks up the process, SDRs call to qualify the opportunity, they hand the lead to an account manager who gets more information, the customer is handed over to a pre-sales person for a demo, then someone else try to close them. Except our assembly line/linear customer engagement model doesn’t reflect how our customers buy.

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“Why I’m So Interested In Selling,” Don Mulhern

Partners in Excellence

Rather, it requires process, structure, discipline and collaboration with customers to help them improve their business outcomes. I was fortunate to have a great mentor who embraced the notion that sales is work, and all work is a process. .” Another thing struck me: “And I love what professional selling is not.

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