To get a full understanding of their team’s performance and how each action in the sales process contributes to closed revenue, sales managers rely heavily on data and reporting.
Team and individual performance dashboards give managers an ongoing view into how their team members are doing, whether they’re on track to hitting their objectives, and identifying areas of improvement accordingly. Needless to say, the revenue that’s brought in by sales teams directly impacts company growth, making it a key function for companies of all sizes.
While there are a lot of intangible skills and nuances that go into every relationship with every lead (and at every touchpoint), the fact that we’re usually talking about specific dollar amounts in sales makes it easily trackable as data points that inform company growth. Thankfully, these days, there are plenty of ways to track all sorts of other metrics throughout the entire sales journey down to specific activity types.
Today, we’ll be zooming in on the BDR manager role and the data that’s critical for the outreach, prospecting, and discovery stages of the sales process.
I had the pleasure of speaking with Patrick Wojcik, BDR Team Lead at Aircall, to get his perspective and insights into how he leverages data to ensure the success of his BDR team. Patrick is based in New York and leads Aircall’s North America BDR team. He currently manages a team of four BDRs (and his team is expected to grow in the coming months), so data plays a big role in performance and KPI monitoring.
Patrick and his team are responsible for outbound outreach to attract new prospects. They leverage various channels to engage prospects, set up intro calls, gauge their interests and needs, and conduct discovery. After qualifying the leads, they hand over qualified demos to the Account Executives to continue conversations and eventually close the deals.
Q: What are your primary outreach channels?
PW: We primarily use email, cold calls, LinkedIn messaging, and other marketing initiatives like webinars and in-person events to reach out to prospects. For us, the key events are the HubSpot Inbound Conference and Salesforce World Tour.
Q: What are the metrics that you track?
PW: At Aircall, BDR team performance is tracked on a demo point system, that places the most emphasis on opportunities booked and opportunities qualified.
To quickly explain our demo point system, we have different account tiers based on opportunity size or MRR, and points are assigned and given accordingly. When opportunities are successfully created, the team racks up points and strives to reach their monthly goal. Ultimately, the AEs decide whether the opportunity is qualified, which is how the BDRs earn points.
We also look at closed won MRR as a whole and the percentage of conversions, but the BDRs aren’t scored against these metrics.
Last but not least, we of course have the day-to-day metrics that are based on prospecting activities.
Q: Can you elaborate on your prospecting activity metrics and process?
PW: In terms of prospecting activities, we track the number of emails and calls. We target prospects in a few different ways:
Q: What tools do you use for data reporting?
Q: Do you personally use your BI platform for insights? Or does your Rev Ops or Data Analyst help you with that?
PW: The data team owns the BI tool, but I have access to it and I look at it every day. I don’t use it so much for daily activities—I go to Salesforce for that—however, I refer to our BI platform often to get an understanding of overall revenue and pipeline metrics. Questions like: “How much revenue have we generated?”, “How many opps have been created?”, or “What’s in the mix to close or come in this month?” are answerable within our BI platform.
The data from our BI platform is pushed as a Slack notification every single day. This way, we all get a high-level update on a daily basis that goes out to the whole company, broken down into different regions. I like that everyone is informed of our results and progress on an ongoing, automated basis.
Overall, I use Salesforce as my holy grail for day-to-day activity and performance monitoring, but I enjoy using Looker for higher-level company revenue metrics.
Q: What are some of the data and reporting challenges that you face?
Q: Do you get insights on your own or do you go to your data team?
PW: We do have a data team, but I’d say I have a lot of experience in and out of Salesforce and on the operations side from my previous roles, so it’s pretty easy for me to manipulate the data in Salesforce and get the reporting that I need. Sometimes, it can be a bit time consuming and I don’t get around to it every day, but we do have a pretty good set-up that’s mostly automated.
I’m a problem solver. I like to figure things out on my own and ask questions that go a step further, like why are we losing opportunities (by looking at Lost Reason in Salesforce)? I like drilling down into the specific reasons to troubleshoot how we can do better.
Q: How do you go about sharing data around your BDR team to the rest of the business?
PW: Thankfully, I don’t spend much time preparing slides or reporting to share to other stakeholders. At Aircall, we have a pretty automated set-up for sharing updates in real-time that’s working well. We have a live slack notification system, through which we get a twice-a-day summary of how many calls were made and how many emails were sent. We also have a live tool that will Slack-notify our group (which includes those I report into), of any new opportunities that were created and the relevant notes, like integration, MRR, etc. When the opportunities are qualified by the AE, we get live updates as well. This way, everyone is informed on updates on an ongoing basis, and it’s a great way to motivate the team, give them an extra boost, and celebrate each other’s wins.
Q: What are some ways to overcome some of the challenges mentioned above?
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What is Aircall?
Aircall is the cloud-based call center and phone system of choice for modern businesses. A voice platform that integrates seamlessly with popular productivity and help desk tools. Aircall was built to make phone systems easy to manage – accessible, transparent, and collaborative.
Aircall believes that a great conversation is the most powerful way to communicate with customers, prospects, candidates, and colleagues. It is designed to enable delightful moments of human connection. Aircall was founded in 2014 and has raised over $226 million in funding, with a valuation of over $1 billion. In June 2022 Aircall exceeds $100 million in annual recurring revenue, and reaches Centaur status. Aircall is listed in Deloitte Technology Fast 500™ for leading the way in technology innovation. Based in New York, Paris, Sydney, Madrid, Berlin, and London, the company currently counts 800 employees.
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