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Ideas for Tracking SDR Meeting Activity and Commission Effectiveness | RevGenius

Ideas for Tracking SDR Meeting Activity and Commission Effectiveness

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Hi team - I’m looking for ideas on how to track meeting activity from our SDR’s for downstream commission tracking. Not all commission events turn into opportunities and they are not always creating the meeting. Outside of manually flagging on events/opportunities - any suggestions that worked for your team?

6 comments

· Sorted by Oldest

Vikas K.
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Hi Steve, which tools do your SDRs use? DM me if you need help with lead to deal visibility, which will be useful in tracking meeting activity from SDRs for downstream commission tracking.
Sergio A.
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Important to understand what is your tech stack to see how you can track it.
Alfred
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What CRM do you use and how do you count meeting from an SDR perspective? is it when an AE accepts and have the meeting that it counts as a meeting?
Steve
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Hey Everyone - thanks for you patience. Our SDR's use HubSpot emailing & Calls to capture meetings. Right now it's a combination of the SDR or AE actually scheduling the meeting so that makes things difficult. Our main CRM is Salesforce. We need tracking on Meetings Scheduled, Meetings Completed, & Closed Won opportunities
Steve
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Hope that helps but let me know if I can clarify anything else
Vikas K.
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Hi Steve, We track it using "Lead to Deal Visibility" in our platform. Feel free to DM me for details. The Solution navigates through unique associations within and between HS and SFDC tables, while tapping into the custom objects you may built to capture your unique business processes. Triangulation is done by using data from other tools which store data about meetings (both structured and unstructured). Closing the loop happens by reverse ETL of useful data to both HS and SFDC. Operations become much more transparent after this set up.