Hey friends. I recently joined a new company as Dir. of RevOps. One of the challenges that a colleague has identified is about BDRs tracking their execution against a playbook for target accounts.
The BDRs are currently tracking their target accounts and prospecting progress in a Google spreadsheet. Each BDR has their own tab where they're tracking things like:
Have they finished prospecting this account this quarter?
Have they pulled data from ZoomInfo?
What's the status of prospecting for each account?
The main challenge with this spreadsheet approach is that it's difficult to update when there are changes to the accounts, since the BDRs have added their own notes and columns.
Spreadsheet is a good start but we need a technology solve here.
Would love to hear recommendations on a direction?
