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Sales Development

How sales development qualifies leads, prospects accounts and books meetings across Salesforce, LinkedIn Sales Navigator and Outreach.

Building a target prospect list in Sales Navigator
Account research
LinkedIn Sales NavigatorSalesforce
Researching a single account before outreach
Account research
LinkedIn Sales NavigatorSalesforce
Triaging a newly assigned inbound lead
Lead qualification
SalesforceLinkedIn Sales Navigator
Adding a prospect to a personalised cold email sequence
Outreach
SalesforceLinkedIn Sales NavigatorOutreach
Sending a soft-touch LinkedIn connection request
Outreach
LinkedIn Sales NavigatorSalesforceOutreach
Logging a discovery call outcome
Lead qualification
SalesforceOutreach
Disqualifying a lead with a documented reason
Lead management
SalesforceOutreach
Moving an unresponsive prospect to a break-up sequence
Outreach
OutreachSalesforce
Booking a demo from a positive email reply
Pipeline progression
OutreachSalesforce
Converting a qualified lead and handing off to the AE
Pipeline progression
SalesforceOutreach
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