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Book 50 Sales Meeting’s Weekly, Thanks to ZELIQ

by Laura Patricia
Tips

Feb 29, 2024

Do you wanna learn how our SDR Team Lead, Adrien, led his team of 5 to successfully achieve 50 weekly sales demos using ZELIQ?  

Discover the top features that he uses to achieve this goal weekly through this interview.

Step 1:  Setting the Goal  

Adrien emphasised the importance of setting clear and challenging goals for ZELIQ's sales team:

  • They aimed for 50 sales meetings/demos per week, aligning with the company's Objective Key Results (OKRs).

  • He implemented a systematic approach with individual weekly goals for each salesperson, targeting 7-10 meetings and 70-120 calls per day.

  • Adrian stressed that turning the sales team into brand evangelists, and working to convince customers to share their belief in the product, was one of the most important steps in sales.

  • He highlights the team's influence on the company's ARR and goals, helping them better grasp the impact they have on achieving the company's objectives.

By setting transparent goals you drive up your team's motivation, providing a tangible target and fostering high team spirit.

He also discussed how his team uses the ZELIQ multichannel approach in order to win over customers. Read more about this approach here. Adrien & his team!

Step 2: Leveraging ZELIQ for Efficiency

Adrien credits ZELIQ's features for transforming his team's efficiency and achieving sales targets. Even better, the unified platform saves him and his team over 3+ hours daily by eliminating the need for multiple tools, reducing errors and improving onboarding for new sales reps.

Adrien followed these steps and used these features to getting his team to 50 sales meeting weekly:

  • Task & Lead Assignment: Simplified with one-click functionality, enhancing team coordination and overall productivity, where he can assign tasks to the different sales reps on his team.

  • Add on LinkedIn: Where he and his team can add Leads from Linkedin to the platform in 1-click and have access to their enriched information directly on LinkedIn.

  • Data Enrichment: So that his team can find unlimited and free email addresses and B2B phone numbers, on top of the app's own search function of 450+ million validated prospects.

  • Automated Email and Task Sequencing: To outreach and re-engage potential prospects without wasting time and creating timely follow-ups and email delays with all activity recorded.

  • Monitoring the SDR team: To keep track of their progress and metrics, more on this below.

Step 3: Measuring Success with Metrics

Adrien emphasizes metrics' significance, utilizing the manager cockpit on the platform for a strategic overview. This allows him to monitor individual and team performance with metrics like:

  • Total Emails: Keeping tabs on the overall email outreach efforts.

  • Total Calls: Tracking the volume of calls made by each salesperson.

  • Total Meetings Booked: Monitoring the success of sales efforts in securing meetings.

  • Conversion Rates: Analyzing the effectiveness of the sales process in converting leads into successful outcomes.

Integrated tools, including VOIP, capture specific call-related metrics, providing insights into communication efforts.These metrics inform him about the team's performance, identify improvement areas, and allow for a data-driven decision making to optimize sales strategies. For instance, if a particular email style consistently generates higher meeting bookings or clicks, it's important for the SDR team to incorporate and replicate this style of email more in their outreach process. 

Step 4: Accurate Status Tracking

Adrien uses ZELIQ's lead status tracker for swift prospect follow-ups. Easily changing statuses from "nurturing" to "connected," "meeting booked," "bad timing," or "disqualification," this dynamic tool streamlines communication, offering a clear snapshot of lead progression. Enhancing efficiency, it empowers his team to prioritize efforts on leads with higher conversion potential and who have higher buying intent for a targeted and successful follow-up process.

Conclusion

While having a sales engagement solution alone may not guarantee scheduling 50 meetings a week for every company, combining it with effective planning, strategy, and motivation makes it hard to miss that target. Follow Adrien’s steps and increase your conversion rates today by signing up here!

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