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1
Sales Productivity: A Deep
Dive into Daily Success
Kevin Rooney
Sr. Director, Sales Development,
Demandbase
2
What We’ll Cover
● Introduction
● Using Demandbase ABX for Sales
● Win Story!
3
Kevin Rooney
Sales Leader | Alignment | Strategy
Kevin has been part of the SDR team at Demandbase
for 8+ years. He started as an SDR and has first hand
knowledge on how to best utilize an account-based
selling strategy. He and his team are customer 0 and
utilize Demandbase in their day to day to drive
pipeline based on the insights they see.
4
How Leading Sales Organizations
Leverage Demandbase
SALES & MARKETING
ALIGNMENT
How engaged & aware are my
teams accounts
WEEKLY FOCUS
Which Accounts & Contacts
should I be Focused on this
Week?
OUTBOUND ALIGNMENT
Aligning with team on where
to focus time & energy,
constantly communicating
5
Prioritization
6
Why Use Engagement Insights?
Demo
Requests
Other Inbound
Leads
Known
Website Visits
Anonymous
Website Visits
Intent
Known Anonymous
~10% of Site Traffic ~90% of Site Traffic Off-Site
A Wider Spectrum for Prioritization + Personalization
7
Inputs Used When Prioritizing Accounts
PIPELINE PREDICT
SCORE
Highest propensity to
become an opportunity
in the next 30 days
ENGAGEMENT
SCORING
Assigned point system
for specific levels of
engagement
QUALIFICATION
SCORE
The likelihood of ever
becoming a customer
JOURNEY
STAGES
Specific junctions in
the buying cycle
8
SDR Workflow & Efficiencies
9
Account Based Insights for Sales
Make it Easy with workflows designed to deliver insights in the channels you live in
10
Order of Operations
Multiple engaged people, on the verge of being an opportunity
MQA
PP >70
High Value Pages
Competitive Intent
High Value Keywords
C/L Re-engaged
Engaged AE Top 30
All Page Visits This Week
Inquiries by Persona
High predictive score w/ multiple signals, highly likely to be an opp
Case study, product pages, how to guides, etc. strong indicators of interest
Potential eval, don’t let competition be first. Individual reports for each
competitor
Keywords you would pay top dollar for SEO. DB = ABX, Advertising,
Predictive, GTM
Closed lost > 90 days that are re-engaging
1:Few accounts hand selected by sales that are in engaged journey stage
All other pages views this week, organized by persona and engagement
minutes
All other marketing inquiries sorted by persona and engagement minutes
11
Email Digest
● Set-up daily email digest
● Include fields to stack rank
list like account, contact,
title, account priority tier,
engagement minutes, etc.
● Utilize a sales touch filter
to create “zero out” lists →
show me all accounts that
haven’t been touched this
week
12
Create Your Dashboard & Email Digest
13
View Company Insight on the Account
● Easy access
company level
details
● Company news,
intent, and common
connections
● Industry section
shares challenges,
trends and even
discovery call
questions
14
Check Recent Engagement
● Easy access to the
most recent
engagement
● Hover over timeline
to dive understand
if the activity was
known
● Deep dive into
intent and specific
known & unknown
activities
15
See Specific Intent
● Understand intent
being researched
● Prioritize intent that
is the most
important to you
● Create keyword
sets for different
product types, BUs,
segments, etc.
16
Uncover Top Engagements
● Understand intent
being researched
● Prioritize intent that
is the most
important to you
● Create keyword
sets for different
product types, BUs,
segments, etc.
17
Find More Contacts
● Search based on
title, function, level,
location
● Sort for confirmed
email + phone
numbers
● Find connections
within your internal
network
18
Win Story!
19
Gather Intel
1. Journey Stage - MQA
20
Gather Intel
1. Journey Stage - MQA
2. Pipeline Predict - Highly
Likely
21
Gather Intel
1. Journey Stage - MQA
2. Pipeline Predict - Highly
Likely
3. Role Engagement - CX/VP
22
Prospecting on LinkedIn
Sales Navigator
1. Company Name
2. Keyword: “Demand Gen”
3. Seniority Level: CX/VP
4. United States
23
1:1 Email Example
2
3
24
Multi-Threaded Outreach
2
4
25
Meeting Booked!
26
Thank you!

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ROI Lab for Sellers: Sales Productivity: A Deep Dive into Daily Success

  • 1. 1 Sales Productivity: A Deep Dive into Daily Success Kevin Rooney Sr. Director, Sales Development, Demandbase
  • 2. 2 What We’ll Cover ● Introduction ● Using Demandbase ABX for Sales ● Win Story!
  • 3. 3 Kevin Rooney Sales Leader | Alignment | Strategy Kevin has been part of the SDR team at Demandbase for 8+ years. He started as an SDR and has first hand knowledge on how to best utilize an account-based selling strategy. He and his team are customer 0 and utilize Demandbase in their day to day to drive pipeline based on the insights they see.
  • 4. 4 How Leading Sales Organizations Leverage Demandbase SALES & MARKETING ALIGNMENT How engaged & aware are my teams accounts WEEKLY FOCUS Which Accounts & Contacts should I be Focused on this Week? OUTBOUND ALIGNMENT Aligning with team on where to focus time & energy, constantly communicating
  • 6. 6 Why Use Engagement Insights? Demo Requests Other Inbound Leads Known Website Visits Anonymous Website Visits Intent Known Anonymous ~10% of Site Traffic ~90% of Site Traffic Off-Site A Wider Spectrum for Prioritization + Personalization
  • 7. 7 Inputs Used When Prioritizing Accounts PIPELINE PREDICT SCORE Highest propensity to become an opportunity in the next 30 days ENGAGEMENT SCORING Assigned point system for specific levels of engagement QUALIFICATION SCORE The likelihood of ever becoming a customer JOURNEY STAGES Specific junctions in the buying cycle
  • 8. 8 SDR Workflow & Efficiencies
  • 9. 9 Account Based Insights for Sales Make it Easy with workflows designed to deliver insights in the channels you live in
  • 10. 10 Order of Operations Multiple engaged people, on the verge of being an opportunity MQA PP >70 High Value Pages Competitive Intent High Value Keywords C/L Re-engaged Engaged AE Top 30 All Page Visits This Week Inquiries by Persona High predictive score w/ multiple signals, highly likely to be an opp Case study, product pages, how to guides, etc. strong indicators of interest Potential eval, don’t let competition be first. Individual reports for each competitor Keywords you would pay top dollar for SEO. DB = ABX, Advertising, Predictive, GTM Closed lost > 90 days that are re-engaging 1:Few accounts hand selected by sales that are in engaged journey stage All other pages views this week, organized by persona and engagement minutes All other marketing inquiries sorted by persona and engagement minutes
  • 11. 11 Email Digest ● Set-up daily email digest ● Include fields to stack rank list like account, contact, title, account priority tier, engagement minutes, etc. ● Utilize a sales touch filter to create “zero out” lists → show me all accounts that haven’t been touched this week
  • 12. 12 Create Your Dashboard & Email Digest
  • 13. 13 View Company Insight on the Account ● Easy access company level details ● Company news, intent, and common connections ● Industry section shares challenges, trends and even discovery call questions
  • 14. 14 Check Recent Engagement ● Easy access to the most recent engagement ● Hover over timeline to dive understand if the activity was known ● Deep dive into intent and specific known & unknown activities
  • 15. 15 See Specific Intent ● Understand intent being researched ● Prioritize intent that is the most important to you ● Create keyword sets for different product types, BUs, segments, etc.
  • 16. 16 Uncover Top Engagements ● Understand intent being researched ● Prioritize intent that is the most important to you ● Create keyword sets for different product types, BUs, segments, etc.
  • 17. 17 Find More Contacts ● Search based on title, function, level, location ● Sort for confirmed email + phone numbers ● Find connections within your internal network
  • 20. 20 Gather Intel 1. Journey Stage - MQA 2. Pipeline Predict - Highly Likely
  • 21. 21 Gather Intel 1. Journey Stage - MQA 2. Pipeline Predict - Highly Likely 3. Role Engagement - CX/VP
  • 22. 22 Prospecting on LinkedIn Sales Navigator 1. Company Name 2. Keyword: “Demand Gen” 3. Seniority Level: CX/VP 4. United States