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Introducing Salesforce for Sales Engagement: SDR Edition

2 min read
Updated Aug. 10, 2021
Published Oct. 20, 2016

It’s nearly impossible for a modern sales team to do their jobs without a Customer Relationship Management tool (CRM). With more information generated by customers than ever before, sales teams need a nerve center to collect, organize, and access all that data to tailor their sales approach throughout their process.

This is especially true of Sales Development Reps (SDRs). SDRs use CRMs like Salesforce every day to do their jobs. However, there’s a difference between merely doing the job and excelling at it. Understanding how best to use Salesforce for sales engagement can be a huge advantage for an SDR and their team. However, because CRMs like Salesforce haven’t evolved their functionality very much since their initial creation, more modern approaches to sales, like sales engagement, take some finesse to integrate fully with Salesforce.

That’s why we created our newest ebook, “Salesforce for Sales Engagement: Sales Development Reps.”



This ebook is the first in a complete series focused on helping companies integrate their sales engagement strategies with Salesforce. Each ebook focuses on a different function or piece of the sales team. This ebook focuses on Sales Development Reps.

This ebook will help SDRs to understand the basics of Salesforce, as well as how to optimize performance and efficiency with the right tools. Topics covered include:

  • Understanding Lead Records
  • Using a dialer with Salesforce
  • Using email with Salesforce
  • The SDR to AE handoff

Download your free copy today and start getting the most out of Salesforce. While CRMs weren’t built with modern sales tactics in mind, a few small tweaks to your process can make Salesforce a secret weapon for SDRs in any industry.