Leadership
December 20, 2023

The role of an SDR, an underappreciated but essential position for the company.

By
Catherine Maziere
SDR Team Lead
In common perception, the role of an SDR is often reduced to cold-calling prospects. The reality is a bit different. Like any sales job, it carries many clichés, yet it represents a key point in the business of the company.

In February, I will celebrate my two-year anniversary at Letsignit as a Team Leader SDR. This testimony is an opportunity to share the reality of SDRs: the reality we live, the challenges we face… I wanted to share the daily life of this job, which I still feel is misunderstood and sometimes, wrongly judged.

The SDR role, a daily challenge

Most people think that this job is simple. You just need to contact a few people and that's it.

The reality is not that simple.

We face countless no-responses and rejections; simply put, we experience more failure than success.

The prospects of Letsignit often face the issue of email signatures without realizing the need that arises from it. They are over-prospected and our outreach is often met lukewarmly, if not coldly.

Some of you might say that our prospects' reactions are quite normal because they don’t want to be contacted. I understand that. However, you’ll agree, it’s hard to imagine a company without a sales team and without prospecting.

Without commercial action on our part, customer acquisition and company growth would be impacted in the medium term.

So, we dare. We innovate in our approaches.

The questions that guide our thinking are:

  • How can we stand out, especially in Large Accounts where our prospects are being approached multiple (dozens of) times a day?
  • How can we personalize our approach?
  • How can we spark the interest of our client?

This is where one of Letsignit’s values, "Dare", comes into play.

Research, innovate, learn & encourage each other

The research phase, essential but time-consuming, allows our message to align as closely as possible with the reality of our prospects. What interests one prospect may not resonate with another. Our “obsession”: to make sure that our prospect is certain this message was written just for them, and not for someone else.

  • “I’m not interested.”
  • “I didn’t ask for this.”
  • “Don’t call me again.” ...

T‍hese are responses we almost get every day.

Sometimes, non-decision-makers say "no" while the decision-maker says "yes". The key is not to give up.

Due to the lack of understanding of the job, people may not realize that there are days when our morale can be affected and when the phase drags on too long, leading to demotivation.

To digress briefly: we organized quick prospecting sessions with our colleagues from the marketing and customer service departments.

While the initial goal was to make them more aware of the day-to-day reality of our job, some of them later leveraged their personal networks to approach certain accounts. Some of them mentioned that the exercise was interesting but “thankless.” They realized that every bit of help we get is precious.

When one of us is in doubt, it’s important to come together, be supportive and kind to one another.

It’s also important to take all of this with detachment, like an actor in a role. Despite its thankless side, this job also has a fair side, as the work is always rewarded in the end, and how proud we feel at that moment!

It’s simply about being patient and continuing.

Our sales director, Anthony POYAC discusses this in his testimony.

In the context of selling to large accounts, we handle complex deals that require a certain level of patience.

To illustrate my point, the analogy with sports is quite relevant.

To succeed in this role, you need daily discipline in your activity, preparation, and especially mental toughness.

Unsurprisingly, the team members are all athletic. Sports serve as a catharsis to release stress, intrinsic frustrations, and to work on our mentality.

The “golden boy” commercial cliché, the “chatty” salesperson is a thing of the past. We need to face these challenges with the right mindset to succeed as an SDR.

Of course, there are other success factors to consider.

Synergy between services is essential for SDRs

Individuality has no place in the SDR role.

We need to collaborate with one another to move in the same direction.

The digitization of companies and, more broadly, the market, has contributed to the interdependence of services. The buying journey has changed drastically and demands real adaptation from companies to generate sales.

A few years ago at Letsignit, the sales department didn’t work hand in hand with the marketing department. Today, this collaboration is essential to support the acquisition of new customers. All the actions carried out by the marketing department support the actions of SDRs: working on ICPs, writing customer testimonials, enhancing brand awareness…

This help is indispensable to reduce our prospects’ response time and accelerate the sales cycle.

Of course, other departments also contribute to our success.

Whether it’s customer service, the product team, or IT, everyone considers the needs of others:

  • Soliciting customers for testimonials,
  • Deploying features compatible with large accounts,
  • Ensuring the best security guarantees...

All these actions help us move forward more confidently in our work.

We can build sales pitches tailored to the needs of our prospects and overcome potential objections.

Most prospects start with the assumption that they have no need.

Our customers' testimonials help our prospects realize their need and understand the benefits of the solution.

The importance of the SDR & AE partnership

While synergy between departments is important, the relationship between the SDR and their Inside Sales / Account Executive (AE) partner is crucial. The human aspect is one of the most important things.

An SDR may suffer from a lack of leads, but they won’t recover from a shaky relationship with their AE. This relationship must be mutual, based on cooperation and with aligned personalities and working methods.

I would advise against pairing a more cautious personality with a bolder one. Working methods and approaches must be compatible.

The AE must also have a clear vision and explain the approach to take with an account in the context of an Account-Based Marketing (ABM) approach or sector.

They are the ones who will assign accounts to work on and the approaches to take: they play a vital role in ensuring the SDR’s success.

If this is not the case, it’s hard to envision a long-lasting collaboration between the two and meeting the set goals.

Given that the SDR role is challenging, they must be able to work in a healthy and trusting environment with their partner.

The manager contributes to the team's success

And of course, the manager is there to support their team. Growth should never come at the expense of kindness.

Anthony POYAC, mentions this in his testimony:

Whether you’re a team manager or a leader within an organization, everyone must face a major challenge: learning how to balance performance and kindness toward their teams.

To be honest, becoming a manager was a real-life test. I had never managed a team before. I created the SDR team at Letsignit.

We had to put everything in place:

  • Building processes,
  • HR management,
  • Team follow-up,
  • Reporting, etc.

Everything was new to me.

I was able to rely on the help of Anthony and my sales colleagues who knew the company’s history.

The starting point for a good onboarding is key. The metaphor with building a building is accurate. If the foundations aren’t solid enough to support the structure, it won’t hold. The same applies to SDR training.

If they don’t have the right foundation, their success will be compromised.

I drew from my past experiences and thought about how I would have liked to be supported. When the SDR team was formed, I tried to pass on good working methods to them: where to look for information, which concrete cases to use to catch their attention, what would make them book appointments and what’s unnecessary.

The data analysis is also crucial to guide my teams and pinpoint where to focus or not.

The challenge as a manager is to help your teams grow in an environment that combines efficiency, autonomy, and proximity. Our weekly check-ins allow me to go over individual points, answer questions, and adapt to each person.

I try to be as consistent as possible and anticipate requests to maintain stability and peace of mind and not stress my team unnecessarily.

I also make sure they receive a sufficient number of leads, benefit from each other's networks, and have all the information they need to personalize their approaches.

We also think about which parts of the job can be delegated or automated. Of course, it’s about finding the balance to allow them space for creativity and reflection. They need to bring their “touch” while optimizing their work time.

We have rituals to celebrate our successes and give ourselves motivation boosts: the mark on the board as soon as an appointment is set, or more recently, the gong sound. It helps us visualize our progress and achievements.

As a manager, I must defend my team’s interests and help them in all areas. The value “Care” makes sense in my role.

I will conclude by saying that, as a manager, you must also be open to the growth of your team members. I have never understood managers who "take it badly" when their employees want to evolve. On the contrary, it seems rather healthy to me.

This echoes the testimony of Gaspard Roche Account Executive. To retain salespeople, you need to offer much more than a variable compensation.

You need to give them the opportunity to grow and evolve with the company.

The moral of this testimony

Through this testimony, I wanted to raise awareness of the challenges faced by SDRs and the kindness we must show as managers or colleagues.

This requires a constant effort and mental and emotional involvement from the teams to provide our sales partners with new opportunities.

We must keep in mind that we are all interdependent.

Each department contributes to the company's growth. The synergy between teams is essential if we want to move in the same direction. We must work with a shared intelligence – all together – to foster everyone's success.

I will conclude this testimony by emphasizing that SDRs are not sharks.

Our goal is to bring value to clients and build long-term partnerships with them.

Big shoutout to my team Marie-Floriscia ADA, Samuel Hadida, Eléanor Camus La Guérinière, Youssef El Bakri, Thibaut Stath!

About the author
After eight years of experience in marketplace prospecting, affiliate agency work, and two years as Head of White Label & Internet Box Partnerships at Lynx.fr, Catherine joined Letsignit in 2022. With a strong track record in prospecting across various account segments and multiple languages, she now brings her experience and insights to support Letsignit's SDR team.
About Letsignit
Letsignit is an email signature management solution that enables organizations to turn their employees' email signatures into a powerful 1:1 engagement channel for their brands and campaigns.

Questions
Fréquentes

1

Is it possible to track the number of clicks on email signatures?

Yes, with the 'Campaigns' offer, it is possible to track the number of clicks on the email signatures of all your employees in the 'Statistics' area of the platform.

You can then access a detailed or global view of the number of clicks on the email signatures of each employee. You can use the search option to target a specific signature or a given period. Finally, you have the possibility to export all statistics to an Excel document.

If you launch campaigns with banners inserted in your email signatures, you can also access their performance via this same space.

2

Can we add links to social networks, our website, and appointment-setting applications such as Calendly?

With Letsignit, you can easily add social network icons in your collaborators' email signatures and link to your company pages. Also, our "attributes" feature allows you to manage personalized URLs for each of your collaborators such as their individual LinkedIn profile.

And that's not all: you can add links to an appointment-setting application, allow your customers to leave reviews easily, and integrate our 'Chat on Teams' widget to let anyone start a discussion via Microsoft Teams chat.

3

Can employees update their signature information themselves (number, function, etc.)?

It’s up to you! As an administrator of the Letsignit platform, you choose whether or not to grant modification rights to your employees. These permissions are managed on an attribute-by-attribute basis, which means that you can decide to allow the employee to change their phone number, but not the address of your premises, for example.

This feature applies to all attributes in your directory, including custom attributes created on Letsignit. When your employees change one or more attributes, your directory is obviously not affected.

4

Why it is important to standardize our email signatures on a large scale to ensure our identity and brand image?

It often happens that employees make their email signature their own: custom format, bad fonts, colors inconsistent with the brand standards... all of this has an impact on your brand!

A consistent visual identity is considered authentic and outperforms a perceived weak one by 20%. And, your customers are 2.4 times more likely to buy your products.

With Letsignit, take back control over your brand identity by standardizing all your email signatures. Our tool has many features that allow you to customize your signatures by department, by audience or by subsidiary. Not to mention the possibility of carrying out campaigns within your email signatures thanks to our Campaign offer.

5

What is the user experience like for our employees?

What is the user experience like for our employees?

  • If you opt for the Letsignit Add-in for Outlook, they will have a dedicated space in their Outlook account where they will be able to view the signatures and campaigns assigned to them.
  • If you opt for the Letsignit Desktop APP, they will be able to preview all their signatures and campaigns in this space. If they want to change their default signature to another one when sending an email, this will be done in their signature library in Outlook.

In both cases:

  • They preview their signature before sending an email and choose from signatures assigned to them.
  • Based on the permissions granted, they will also be able to modify their personal information such as their name, position, or address in these spaces.

In short, they have autonomy in their email signature, but you keep control on the field, signatures, and banners they can edit or use.

6

Can my employees have multiple signatures available to them?

With our "multi-signature" feature, your employees can benefit from multiple email signatures. No technical manipulation is required. Thanks to our Add-in for Outlook or the desktop app, they can change their email signatures as they wish with just a few clicks.

Regarding the creation of email signatures, you can make several variations such as:

Everything has been thought of to go further in the personalization process based on the recipient of your emails.

7

Regarding “Green IT,” have you implemented measures to limit the digital footprint of email signatures?

If sending emails has an impact, non-optimized email signatures also have an impact. An unsuitable format or an image that is too heavy considerably increases the size of your signatures... and therefore, your emails.

As a responsible economic actor, we contribute to reducing our CO2 emissions and those of our customers in several ways:

  • Optimization of the weight of signatures and campaigns in emails.
  • Green features: lightening of signatures during response/transfer emails, possibility of not embedding images, implementation of lighter signatures for internal exchanges.
  • Integration of a 'Switch to Teams' widget to encourage your employees to continue their exchanges via chat, rather than email.

As we are increasingly involved in sustainability initiatives, our priority in 2023 is to develop even more green IT functionality.

8

Regarding “Green IT,” have you implemented measures to limit the digital footprint of email signatures?

If sending emails has an impact, non-optimized email signatures also have an impact. An unsuitable format or an image that is too heavy considerably increases the size of your signatures... and therefore, your emails.

As a responsible economic actor, we contribute to reducing our CO2 emissions and those of our customers in several ways:

  • Optimization of the weight of signatures and campaigns in emails.
  • Green features: lightening of signatures during response/transfer emails, possibility of not embedding images, implementation of lighter signatures for internal exchanges.
  • Integration of a 'Switch to Teams' widget to encourage your employees to continue their exchanges via chat, rather than email.

As we are increasingly involved in sustainability initiatives, our priority in 2023 is to develop even more green IT functionality.

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