As I approach my first full year as an SDR, I have been thinking about the key takeaways I have learned while in the role. My initial responsibilities were basic; learn the product, book the meetings, know your number, meet it, beat it, and on to the next. This blog is 110% opinion and based–things I have learned along the way, plus some of the things I wish someone would have told me early on. This is not meant to be comprehensive or representative of all SDRs, just my experience. So if you want to step into the shoes of a first-year SDR, let’s go!

1. Understanding the importance of your role

Although it can be an entry-level position in Sales, SDRs play a key role in setting up the entire sales process for success. We are the first point of contact for a prospective customer, and our conversations impact the customers’ perception of the product and of the company overall.  Understanding our role is vital to our success in the role!

2. Be clear in your expectations

Sales can be tough.  Every day is dynamic; you never talk to the same person twice, rarely have the exact same conversation, and even then, it is rare that customers will have the exact same needs. One thing you can do to create some certainty is to emphasize your own goals. Of course, it’s easy to focus on daily, weekly, monthly goals when evaluating your own performance. But what about team goals? 

Team goals and Individual goals are different. Both are vital for career growth, but they both offer a different outlook on how to attain these goals. Many sales teams work off quarterly and annual goals to provide a general scope of a team’s performance. Be sure to look at both in order to understand what is expected.  

My Sales Enablement Manager, Katie Chatterton, loves to tell me, “Ali, your organization is your superpower,” and I have learned… it truly is! Knowing how to organize and manage your day makes reaching goals much easier.  And I can’t stress it enough, when your expectations are clear, your goals can be too!

3. Stop trying to have all the answers

Because I pride myself on being articulate and knowledgeable with customer questions, my early days as an SDR were filled with frustration. I had to learn to openly say, “Hey, I’m actually not sure about that and don’t want to give you the wrong information. So let me note this as an action item and I will follow up with you.” My VP of Sales, Brian Lawrence, is exceptional about teaching our team to exhibit humble confidence.

Not knowing has become a mental trigger that I have something new to learn! Ask your team, leverage your colleagues, and utilize the resources around you. By doing so, you might be adding more to your team. When you provoke observation and ask a colleague to explain the answer, you are actually giving others a confidence boost by letting them show off their knowledge. 

Trust yourself to know that you are likely your own harshest critic. Trust that you have done the back work to set yourself up for success, even if you fall short of a goal, or still have knowledge to gain.

4. Quality over Quantity

I am not saying numbers do not matter.  What I am saying is that the quality of the opportunities you pass to AEs matters more than the volume of opportunities. If you take the time to truly dive into your prospective customer’s project, understand what they are looking to accomplish, listen to their current challenges vs. priorities, you are setting your Account Executive up for success. 

Team Success is the best success. Again, I learned why I didn’t need to sacrifice the quality of my work for the sake of quantity because my role as an SDR is critical for the success of the team.  And as I often hear from my Director of Sales, Amanda Collier, “garbage in, garbage out.”  She found a simple expression to hit home the point that our entire team gets out of my work, what I put into it.  I want the team to succeed, so I have learned to put in the extra effort to put forth quality opportunities for my AEs.

 Again, as the entry point of the sales process, SDRs have more power than they realize. An SDR’s role is truly vital for setting the sales team up for success.

5. Notes matter, but how much is too much?

Prepping for your day is probably my biggest recommendation to anyone starting a new role as an SDR. Taking the time to research a prospect before your call, makes understanding their needs so. much. easier.  Why? You get a deeper understanding of the company, the responsibilities of the prospect’s role, and what you might expect them to be looking for. It gives you time to look and see if there are other customers from a similar industry or similar role and prepare some quick points of how we added value to that sale. Doing a little bit of research really can go a long way.

The primary way to learn what a prospect is asking for is by simply listening to the things they say—asking questions to fully understand what they are looking to accomplish.  Seek first to understand, then you will gather meaningful takeaways rather than meaningless facts.  If you actively listen to something the prospect says and you reiterate what you heard, ask a follow-up question that piggybacks on what they said. This shows that you care, it shows that you are human, and that you are selling from your heart. Thank you for this pro tip, James Buckley!

Ever get off a call and realize there is a question you should have asked? Or maybe you recall a detail that you may have missed? This is another great time to connect with your AE, give them a heads up, add it and flag it in your notes. By doing this, you are actually setting up your AE for success the next time they connect with the prospect.

In conclusion, and for those of you who know my work ethic, this is my 110%!  I hope you enjoyed my reflection on recommendations to be the best SDR you can be.  Start with understanding your personal goals and team expectations. Be kind to yourself, and invest in being a team player aiming for top-quality leads to set your sales team up for success!

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The post First year SDR: 5 Key takeaways and tips for success appeared first on airSlate Blog | Business automation.

To partner with the airSlate Business Cloud team and continue your digital transformation, contact sales!

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The post What does the airSlate Business Cloud have to offer? appeared first on airSlate Blog | Business automation.

How many times have we all heard those lines when it comes to paperwork reviews and/or approvals?

If you are a school that now needs help with admissions applications, a company that needs help on-boarding employee documents, a sales professional looking to streamline agreements or just someone who wants to stay home, stay safe and more efficient, the legacy processes above no longer work.

For some, small improvements have been made. The concept of scanning documents via specific device or taking pictures with your smart phone begins to bridge the gap of doc delivery and review but still lacks the ultimate goal of complete workflow automation. If you email someone a PDF of a document that needs their attention/approval, what’s stopping them from doing all of the above yet again?

In my honest opinion, every successful workflow must follow one simple rule; there can be no second guessing on what needs to happen from start to finish.

Here are 3 Easy Ways To Automate Paper Workflows via Mobile Devices with airSlate.

1. Email/Post/Show them a Link to start the process. The process will start from any device and/or browser so feel free to get creative.
2. Text them! We’re all on our phones anyway. Why not stay on them? Once you enter someone’s number that receives SMS, the link they receive will start the process just as easy as the first option. And if you’re wondering “why not just copy/paste the link from option #1 to your SMS directly”, the answer is you certainly can.

3. Show them a QR Code How many times have you walked into a doctors office only to be a handed a clipboard of docs that mimics a mortgage application? My “favorite part”; each page asks me to Print Full Name and Sign… over and over and over! Put a picture of a QR code at your front desk, desktop background, etc. and let them do the work! If you can scan your menu at a restaurant, you have no business touching clipboards at a doctors office!

(Scan below for a live example)

This article appeared on Mike’s LinkedIn page and has been published here with permission.

About the Author

The post 3 easy ways to automate paper workflows via mobile devices appeared first on airSlate Blog | Business automation.

I just finished with my dentist appointment and I had an amazing experience that I wanted to share. When I was checking out at the dentist’s office, I saw one of the other doctors carrying a pile of papers. To everyone’s dismay, she tripped and dropped something like 200 paper documents. It was really embarrassing and I could tell she was upset and having a typical Monday morning.

I helped her pick the documents up and we started chatting. I learned that the dentist’s office has this one step in their workflow that requires them to print a paper form and fill it out manually. When they’re done, one of the dental hygienists spends around two hours during the day scanning as many forms as they can.

I sparked up a conversation about how I sell a HIPAA-compliant eSignature solution that could completely streamline the workflow at the dentist’s office by letting them automatically export documents into their EHR system with the signNow API. At airSlate, we sell it to many different healthcare professionals and companies. It was a fruitful conversation that made me realize I could help sell a solution to make employees’ lives at the dentist’s office easier.

So, if you are in the healthcare industry and are looking for a way to automate your workflows, feel free to reach out. My information is below.

Ali Panconi
Sales Development Representative at airSlate
ali@airslate.com

It was the first in person sales opportunity that I’ve had thus far in my sales journey. I saw firsthand the value that our airSlate solution could provide, & how we could eliminate that problem from occurring again in the future.

airSlate is designed to help you increase your revenue by saving you time + resources, avoiding manual work, and ultimately decreasing your cost. In this case, it was eliminating the need for paper forms in their office completely! By simply automating that step, that dental hygienist can get back to helping a patient, rather than running to scan 100+ forms.

If you are in the healthcare industry & see similarities in my story, feel free to message me & we can find time to connect.

This article appeared on Ali’s LinkedIn page and has been published here with permission.

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The post How can a dentist office benefit from paperless workflows? appeared first on airSlate Blog | Business automation.

After we acquired our eSignature solution signNow, we realized there are processes that happen before and after documents get signed. 

This is how airSlate was born…  a product that can seamlessly automate all of your manual processes without a single line of code. 

In the case of the eSignature, airSlate can automate all the processes that are happening before the document goes out for a signature & all the processes after. For example, storing certain information from the signed documents in your CRM (Salesforce, NetSuite, etc.)  or pushing that data into another system and storing documents there. 

A Final Thought! airSlate is designed to help you increase your revenue by saving you time & resources, avoiding manual work, and ultimately decreasing your cost. Who wouldn’t want to streamline their workflow & increase their productivity?

• airSlate No-Code Automation vs. API
• [airSlate]Trial airSlate Today! + Video Library
• airSlate Business Cloud
• Case Studies & Testimonials
• airSlate Flow Diagram
• How to build Slates in airSlate
  

If you are interested in chatting more, feel free to contact me directly at ali@airslate.com

This article appeared on Ali’s LinkedIn page and has been published here with permission.

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The post What is airSlate? How is it related to signNow? appeared first on airSlate Blog | Business automation.

Todays Topic: Trials

How do I sign up for a trial?

We do have 3 major solutions in our suite of tools. Just click the links below!

[airSlate] – Trial airSlate Today! + Video Library

[signNow] – Trial signNow Today! + Video Library

[pdfFiller] – Trial pdfFiller Today! + Video Library

The whole goal of our Business Cloud is to simplify repetitive work-day tasks, pretty much any actions around a document, or pushing / pulling data based on complex conditions.

A Final Thought! Just click on the link & give our solutions a 10 minute try, if it strikes a chord, then let’s chat! Feel free to reach out to me directly ali@airslate.com !

This article appeared on Ali’s LinkedIn page and has been published here with permission.

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The post How do I sign up for a free trial? appeared first on airSlate Blog | Business automation.