Boost SDR Efficiency: Simplify Your Calling Workflow

·Dec 11, 2025 04:00 PM·

Most SDRs still lose 1–2 hours/day switching between CRM, spreadsheets, and dialer tabs. We tested a workflow where everything stays in a single screen — calls, notes, reminders, CRM update. Result: 3x calling volume + 2x more meetings. Anyone else simplifying their calling workflow?

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2 comments

· Sorted by Oldest

Travis B.
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Conquer.io does this for companies using Salesforce, to keep everyone and everything inside of it.
Suji G.
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trellus.ai makes it so you dial inside your CRM and don't have to constantly switch

Travis B.
·
·
Conquer.io does this for companies using Salesforce, to keep everyone and everything inside of it.
Suji G.
·
·
trellus.ai makes it so you dial inside your CRM and don't have to constantly switch