To celebrate all the awesome BDR’s this week, we're sharing some pro tips on how to stand out from the crowd and get promoted. After all, we are passionate about everyone achieving their professional best and helping customer-facing employees in their careers. We know how challenging the BDR role can be, and we hope that you crush it this year and keep reaching for greatness.
Here are seven tips we’ve collected from top sales leaders on being a successful BDR or SDR.
1. Understand and track BDR metrics.
Having real-time visibility into the number of contacts you added, SQLs, emails sent, calls made, meetings booked, and pipeline created will help you stay on track and make the quarterly goals.
2. Manage Up.
Make sure you get 1:1s with your manager to build a connection, build trust, discuss career development, and sync up on anything else. These syncs should be consistent, respected, and utilized. Take advantage of face time with your manager; this is your opportunity to highlight your performance, ensure you’re focusing on the right things, and get some coaching. Bringing your performance data can help these conversations and remove any bias.
3. Coach your fellow BDRs.
Support your fellow team members through encouragement and sharing best practices. Coaching shows leadership and your ability to grow in responsibility. Don’t forget your AE - creating strong working relationships with your Account Executives is a winning strategy. Once you bring in a lead, a seamless handoff can help your AE close the deal quicker.
4. Be strategic & organized.
Creating a prospecting account list and plan of attack is vital. Be accountable to your goals and be persistent. Follow up each week. Cast a wide net by targeting the people within each company. Keep a keen eye on tracking against your goals to see if your strategy is working.
5. Be creative.
Finding creative ways to reach your prospects can accelerate your pipeline. It’s difficult to penetrate accounts with just one approach— think outside the box. Try sending varied content—email, social posts, videos, infographics, etc. to capture attention and stand out from your competition.
6. Research, research, research.
Take the time to understand your customer’s business and problems to help you create impactful messaging that resonates with your customer’s needs. You’re in the business of solving your customer’s problems. Show them you understand their challenges and can help them win.
7. Be persistent & stay positive.
Tenacity is a fundamental personality trait in successful salespeople. Many people struggle with quarterly or monthly goals that often seem too distant or difficult to achieve. These longer-term goals may leave you procrastinating or feeling overwhelmed, unmotivated, or discouraged. Creating “Mini-Goals" breaks larger those long-term goals into manageable, bite-sized targets that feel much more achievable.
Want to see a custom demo of Pathlight or get help finding the right plan? We'd love to chat.