I’ve been chatting with a few SDRs and AEs lately and noticed a lot of variation in how people prep for calls. Just curious how do you usually research a lead before hopping on a sales call or demo?
Do you pull stuff from CRM, LinkedIn, past convos, company site, etc.?
How long does it typically take you to feel “ready”?
And ever been in a call where a lead drops something unexpected and you had to improvise?
Just trying to understand what prep looks like for most reps in 2025. Appreciate any insights
I am on the receiving end of these calls. When you automate everything and pull from linkedin, make sure you do your due diligence; I have got email with wrong company name, webinar attendance thank you emails that are inaccurate, don’t know where I fall in the ICP, etc.. These create resentment regardless how good your product might be.
We are using Proshort, which easily integrates with the CRM, & call recordings. Also, it drafts the follow-up mails, provides call insights, & we get the basic info about the customer.
We built an AI research agent to help SDRs/AEs with this and added a verification layer to ensure robust fact-checking. Happy to share more info if any here is interested. Just DM me.
We are implementing Glean to access all important internal data sources along with external search data. Prepping for outbound and gracefully handling inbound is an important use case.
I can DEVELOP Salesforce CRM AND INTEGRATE DIFFERENT PLATFORMS
