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B2B Outbound

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5 min read
How to Become an SDR in 2025

[blog_at_glance]

Want to break into tech sales but don't know where to start? Becoming a Sales Development Representative (SDR) might be your golden ticket. 

This guide breaks down everything you need to know about starting your SDR career, from must-have skills to daily responsibilities and growth opportunities. 

Table of contents

What is an SDR?

Before we dive in, let's get real about what SDRs actually do.In general, modern SDRs are the critical first point of contact in the sales process, focusing on:

  • Finding and qualifying potential customers
  • Using multiple channels (phone, email, social) to connect with prospects
  • Setting up meetings for Account Executives
  • Gathering market intelligence

Essential Skills You Need to Land an SDR Role in 2025

Let's talk about what actually matters to hiring managers in 2025. Forget generic "good communication skills" – here's what you really need:

Must-Have Technical Skills

  • Proficiency in CRM systems (Salesforce is king)
  • Experience with sales engagement platforms (Outreach.io, SalesLoft)
  • Data analysis capabilities (Excel/Google Sheets at minimum)
  • Understanding of sales intelligence tools (ZoomInfo, LinkedIn Sales Navigator)

Critical Soft Skills

  • Active listening (you need to actually hear what prospects are saying)
  • Problem-solving (because no sales playbook covers everything)
  • Resilience (rejection is part of the game)
  • Time management (you'll be juggling multiple prospects and tasks)

The Real Path to Becoming an SDR: A Step-by-Step Guide

1. Education Requirements

Surprise – you don't need a fancy degree. While 65% of SDRs have bachelor's degrees, companies care more about your skills and hustle. What matters more:

  • Sales certifications (HubSpot's Sales Training is a good start)
  • Online courses in B2B sales
  • Practical experience (retail, customer service, or any role dealing with people)

2. Building Your Foundation

Start with these concrete steps:

  1. Take a free HubSpot Sales certification
  2. Join sales communities on LinkedIn
  3. Follow sales leaders like Morgan J Ingram, Sarah Brazier and our very own Chris Muldoon.
  4. Practice mock sales calls - you can use an AI tool like ChatGPT for this
  5. Build a strong LinkedIn profile (this is your sales resume)

3. Getting Your First SDR Job

Here's what actually works:

  1. Target growing tech companies or SDR agencies like Punch!
  2. Connect with SDR managers on LinkedIn
  3. Demonstrate your research skills in your application
  4. Come to interviews with a 30-60-90 day plan
  5. Show metrics from any previous customer-facing role

A Day in the Life of an SDR: The Real Deal

Morning:

  • 8:30 AM: Pipeline review and planning
  • 9:00 AM: LinkedIn engagement (commenting, liking, sharing insights)
  • 9:30 AM: Email outreach block
  • 10:30 AM: Team stand-up
  • 11:00 AM: Focus on high-intent leads
  • 12:00 PM: Cold calling block

Afternoon:

  • 1:00 PM: Social selling on LinkedIn
  • 2:00 PM: High-priority prospect outreach
  • 2:30 PM: Follow-up calls
  • 4:00 PM: Administrative work and CRM updates
  • 4:30 PM: LinkedIn networking and content engagement
  • 5:00 PM: Next day planning

Pro Tip: According to Sales Hacker, top-performing SDRs spend 60% of their time on direct prospect outreach.

Career Progression: Where Can You Go From Here?

The SDR role is a launching pad, not a final destination. Here's what your career path could look like:

  1. SDR (1-2 years)
  2. Senior SDR/Team Lead (6 months - 1 year)
  3. Account Executive (2-3 years)
  4. Senior Account Executive
  5. Sales Manager or Account Manager

According to Bridge Group's latest research, the average time as an SDR before promotion is now 14 months, down from 16 months in previous years.

Tools of the Trade: What You Need to Master

Modern SDRs rely on a tech stack that includes:

  • CRM: Salesforce, HubSpot Sales
  • Engagement: Apollo.io, Orum, Salesloft
  • Intelligence: ZoomInfo, LinkedIn Sales Navigator, 6sense
  • Communication: Zoom, Gong, ChatGPT for message personalisation
  • Analytics: Tableau, PowerBI, Revenue.io
  • AI Assistants: ChatGPT, Claude, Harvey AI for research and outreach

The Future of SDR Roles: What's Coming in 2025

The SDR role is undergoing a fundamental transformation. According to Punch!'s 2025 B2B Sales Trends Report, the role is splitting into two distinct specialisations:

1. GTM (Go-to-Market) Engineers

  • Focus on managing scalable, tech-driven outreach
  • Leverage AI and automation for prospect research
  • Master data analysis and tech stack integration
  • Drive efficiency through digital selling techniques

2. Network Development Representatives (NDRs)

  • Specialise in building deep, lasting relationships
  • Focus on high-value, personalised outreach
  • Create meaningful conversations through digital sales rooms
  • Build strategic networks that generate long-term value

Key Evolution Points:

  • Human-Centric Digital Sales: SDRs will use technology to enhance, not replace, human connections. Success will come from balancing automation with authentic engagement.
  • Tech Stack Mastery: The emphasis is shifting from using many tools to mastering integrated solutions that deliver faster ROI.
  • Data-Driven Approach: Modern SDRs must combine relationship building with sophisticated data analysis.
  • Digital Sales Rooms: By 2026, 30% of deals will be run through digital sales rooms, requiring new skills in virtual engagement.

This evolution reflects a broader trend in B2B sales - the most successful SDRs will be those who can leverage technology to be more human, not less. The future isn't about choosing between being high-tech or high-touch; it's about being high-tech TO BE high-touch.

Conclusion: Your Next Steps

Ready to jump into your SDR career? Start with these immediate actions:

  1. Update your LinkedIn profile
  2. Complete a sales certification
  3. Start networking with SDR managers
  4. Practice your pitch
  5. Apply to growing tech companies

Want more insights? 

Now get out there and start your SDR journey. The market needs good SDRs, and with these skills and strategies, you could be one of them.

5 min read
Why Your SDRs Don't Need to Be Subject Matter Experts

(And What They Need Instead)

Ali Friar - Client Manager

Keagan Stevenson - SDR Lead

Written by Keagan and Ali. With years of experience and a track record of helping clients generate thousands of qualified leads, we’ve seen firsthand what makes SDRs succeed—and what holds them back. Here’s our perspective on why your SDRs don’t need to be subject matter experts and what they actually need to excel.

[blog_at_glance]

Let us tell you about Sarah.

Sarah was our "star" SDR hire last year. Physics degree, 3 years of engineering experience, and technical knowledge that would make some of our solution architects blush. On paper, she was perfect for selling clients’ complex B2B software.

Spoiler alert: She lasted 4 months.

Why? Because she kept getting stuck in hour-long technical discussions about API integrations and systems architecture instead of, you know, actually booking meetings. (Sound familiar?)

The Weird Truth About Technical Expertise in SDR Roles

Here's the thing nobody tells you: Being too knowledgeable can actually make you a worse SDR.

We've spent 10 years managing SDR teams, and I've noticed a bizarre pattern: The more technical expertise an SDR has, the harder it becomes for them to do their actual job – booking qualified meetings.Think about it like this: You wouldn't hire Gordon Ramsay to be your drive-thru operator. Sure, he could do it, but he'd probably try to explain the molecular gastronomy behind the McFlurry instead of just taking the order.

The "Just Enough" Knowledge Sweet Spot

So what's the right amount of knowledge? We use what I call the "cocktail party rule":

SDRs should know enough to have an intelligent conversation at a cocktail party about your product, but not enough to fix someone's specific technical problems.

Conversational Skills and Why They Matter 

Want to know what correlates most strongly with SDR success? According to a recent study by Gong.io, and in our experience running SDR programmes that have generated 1077% ROI, it's not product knowledge – it's conversation skills.

The top-performing SDRs excel at:

  • Reading the room (or Zoom, let's be real)
  • Asking questions that make prospects go "huh, I never thought about it that way"
  • Knowing when to shut up (seriously, this is like 50% of the job)
  • Managing conversations like a boss

The Technical Question Trap (And How to Escape It)

Here's a scenario: A prospect asks, "Can your platform integrate with our custom-built PostgreSQL database using OAuth 2.0?"

Bad SDR response: "Well actually, our REST API supports multiple authentication methods including OAuth 2.0, and we have a custom middleware layer that..."

Good SDR response: "That's exactly the kind of technical detail our solutions architect would love to dive into. They've helped dozens of companies with similar integration needs. When would be a good time for that conversation?"

See what happened there? We turned a technical rabbit hole into a meeting opportunity. (Not saying it's magic, but... 🪄)

What Your SDRs Actually Need to Know

Instead of deep technical expertise, focus on teaching your SDRs:

  1. The top 3-5 problems your solution solves (not HOW it solves them)
  2. Basic industry terminology (so they don't sound like they're reading from a script written by ChatGPT)
  3. Which questions to ask to identify pain points
  4. When to shut up and book the meeting (seriously, I cannot stress this enough)

In a perfect world, every SDR would be a genius-level expert who could also charm the socks off a prospect in 30 seconds flat.

But here's the truth bomb: Your SDRs don't need to be subject matter experts. They need to be meeting-booking experts.

As Mark Roberge (former CRO of HubSpot) once said, "The best salespeople are the ones who know how to make complex things simple, not simple things complex."

What To Do Next

If you're building or managing an SDR team:

  1. Stop trying to turn them into mini-product managers
  2. Focus on conversation skills and qualification abilities
  3. Teach them when to pass the technical baton
  4. Give them clear boundaries on technical discussions

(And if you're thinking "this all sounds great but I don't have time to build this kind of program" – well, that's literally why companies like Punch! exist. Just saying.)

Remember: Your SDRs are your conversation starters, not your solution architects. Keep it simple, keep it focused, and watch those meeting numbers climb.

Because at the end of the day, a great SDR is like a great first date – they should leave the prospect wanting to know more, not feeling like they've heard your entire life story.

P.S. For those wondering about Sarah? She's now a top solution architect at a great company, just not ours. Sometimes the wrong seat on the bus is just the right person in the wrong role.

5 min read
The B2B Sales Trend Report: 2025

After deep-diving with 10 industry-leading experts, we've uncovered the trends that are actually reshaping sales - and they're not what you'd expect.

Inside this report:

  • 6 major trends changing the game (backed by real data)
  • Direct insights from sales leaders crushing it right now
  • Step-by-step deployment guides (no fluff, just action)
  • Tech recommendations you can implement today
  • Common pitfalls and how to avoid them

Whether you're leading a sales team or building one, this is your practical roadmap to staying ahead of the curve.

No theory. No jargon. Just real insights and actionable strategies.

[Perfect for: Sales Leaders, Revenue Officers, SDR Managers, Sales Operations]

5 min read
Creating Urgency in B2B Sales

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Creating urgency in B2B sales isn't about cheap tricks or lying through your teeth. It's about strategically positioning your offer so that your ideal clients are scrambling to work with you.

We're about to dive into some FOMO (Fear of Missing Out) tactics that'll have your prospects signing on the dotted line faster than you can say "limited time offer."

Table of contents

1. The Art of Artificial Scarcity

First things first: artificial scarcity isn't about creating false limitations. It's about structuring your offerings in a way that naturally limits availability.

Think about it like this: You're not lying about only having 5 spots left. You're actually only opening 5 spots because that's all you can handle while maintaining the quality of your work. 

Here's how to do it right:

  • Limited Enrollment Periods: Only open your services for new clients quarterly. This creates natural cycles of demand.
  • Capacity Caps: Be upfront about only taking on X new clients per month/quarter/year.
  • Tiered Access: Create different levels of access to your services, with the highest tier being the most limited.

Remember: the key is authenticity. Don't say you only have 3 spots left if you're willing to take on 30 clients. Your prospects can smell BS from a mile away.

2. The "Oversubscribed" Mindset Shift

Here's a mind-bender for you: what if instead of chasing clients, they were chasing you?

That's the essence of the oversubscribed model. It's about creating so much value and desirability that demand naturally exceeds your supply.

(I know, I know. Easier said than done. But stick with me here.)

How to make it happen:

  1. Niche Down: Become THE go-to expert in a specific area. (Generalists are a dime a dozen. Specialists command premium rates.)
  2. Create a Waitlist: Nothing says "in-demand" like a queue of people waiting to work with you.
  3. Leverage Social Proof: Testimonials, case studies, and name-dropping (tactfully, of course) can create serious FOMO.

Daniel Priestley, author of "Oversubscribed," puts it like this: "The goal is to have people lining up to buy from you." (Sounds pretty good, right?)

3. The Power of Transparent Capacity Limits

Let's get real for a second. You're not Amazon. You can't fulfil unlimited orders. So why pretend like you can?

Being upfront about your capacity limits isn't a weakness – it's a strength. It shows that you're committed to quality over quantity. (And let's be honest, it makes you look like a total boss.)

How to leverage this:

  • Communicate Clearly: "We only take on 5 new clients per quarter to ensure we can deliver exceptional results."
  • Create Urgency: "Our Q3 slots are filling up fast. Book a call now to secure your spot."
  • Use it in your Marketing: "Limited availability" should be plastered all over your website and marketing materials.

Aaron Ross, co-author of "Predictable Revenue," says it best: "Scarcity drives action. If there's no scarcity, there's no urgency to change."

4. The Launch Phase Frenzy

Want to create a feeding frenzy for your services? Try the launch phase approach.

Instead of having your services available 24/7, open them up for enrollment only at specific times. This creates concentrated bursts of excitement and FOMO.

Here's how to nail it:

  1. Build Anticipation: Tease the upcoming launch well in advance. (Think Apple and their product launches.)
  2. Create Bonuses: Offer special perks for those who sign up during the launch period.
  3. Use a Countdown Timer: Nothing creates urgency like watching the seconds tick away.

Jeff Walker, the guy who literally wrote the book on launch strategies ("Launch"), swears by this approach. And let me tell you, it works like gangbusters.

5. Premium Positioning (AKA Playing Hard to Get)

Here's a radical idea: what if instead of trying to appeal to everyone, you positioned yourself as the premium, hard-to-get option?

This isn't about being arrogant. It's about confidently owning your value and attracting the clients who are willing to pay for excellence.

How to pull it off:

  • Raise Your Prices: (Seriously. You're probably charging too little.)
  • Create an Application Process: Make prospects prove they're a good fit for you.
  • Leverage Exclusivity: "We only work with industry leaders who are committed to X, Y, and Z."

As Blair Enns says in "The Win Without Pitching Manifesto" (required reading, by the way): "When we position ourselves as the prize to be won, we create desire in our clients to win us."

The Bottom Line

Creating urgency in B2B sales isn't about manipulation. It's about clearly communicating your value, your limitations, and the opportunity cost of not working with you.

Remember: True FOMO comes from genuine scarcity and real value. Focus on creating an offering so irresistible that prospects can't help but feel like they're missing out if they don't jump on board.

Now, if you'll excuse me, I've got some limited spots to fill. (See what I did there?)

5 min read
Scaling Your SDR Team for 2025: An Onboarding Blueprint For SDRs

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Look, I get it. You're reading this because you're either:

a) Drowning in a sea of SDR resumes and wondering how the hell you're going to onboard them all without losing your sanity, or 

b) Realising your current onboarding process is about as effective as a chocolate teapot.

Either way, you're in the right place. Grab a coffee (or something stronger, I won't judge), and let's dive into the nitty-gritty of scaling your SDR team like a boss.

Why Your Current Onboarding Process Probably Sucks

Let's be real. Most onboarding processes aren’t exciting or particularly well thought out. You throw a bunch of information at your new hires, cross your fingers, and hope they don't run screaming for the hills by day three.

(Spoiler alert: They're probably updating their LinkedIn profiles during your "fun" company history presentation.)

But here's the thing - a solid onboarding process isn't just nice to have. It's the difference between an SDR team that crushes quotas and one that... well, crushes your dreams of early retirement.

Pre-Onboarding: Setting the Stage

Before your shiny new SDR even steps foot in the office, you've got work to do.

  1. Book Those Training Sessions: Don't wing it. Schedule every damn training session in advance. Your future self will thank you.
  2. Assign Training on Your Sales Training Platform: (We use Allego, but whatever floats your boat). Pro tip: Make it engaging. If your training content is putting you to sleep, imagine what it's doing to your new hires.
  3. Allocate a Line Manager and Buddy: Because everyone needs a work bestie and someone to impress.
  4. Block Out Their First Two Weeks: Trust me, an empty calendar is the devil's playground. Fill it up!
  5. Invite Them to Recurring Team Meetings: Nothing says "welcome to the family" like being voluntold to attend weekly status updates.
  6. Set Up All the Tech: Email, sales enablement platform, internal chat, server access - get it all sorted before day one. There's nothing worse than a new hire twiddling their thumbs because IT "forgot" to set up their access.

Day One: The Make-or-Break Day

Ah, day one. The day when your new SDR is equal parts excited and terrified. Your job? Make sure excitement wins.

  1. Morning Team Call: Introduce your newbie to the team.
  2. Software & Server Demo: Show them where all the good stuff is hidden. And by good stuff, I mean the tools they'll need to crush their quotas.
  3. Onboarding Presentation: Keep it snappy. If you find yourself diving into the company's 50-year history, stop. Just stop.
  4. Line Manager Intro: Time for the "I'm not here to be your friend, but also please like me" chat.
  5. Client Manager Intro: Because they need to know who to impress (besides you, obviously).
  6. Knowledge Hub Readthrough: Give them time to actually read the stuff you're throwing at them. Novel concept, I know.
  7. Buddy Intro: Introduce them to their new work BFF. Choose wisely - this person will shape their entire experience.
  8. Q&A Session: Let them ask the burning questions. Like "Where's the bathroom?" and "Is it true that the last SDR who missed quota was never seen again?"

The Rest of Week One

The rest of the week is all about immersion. Call listening, live shadowing, training, and more training. But here's the kicker - end each day with a Q&A session. Why? Because if you don't, they'll be asking these questions on Slack at 11 PM, and nobody wants that.

The Secret Sauce: Continuous Learning

Here's where most companies drop the ball. They front-load all the training in the first week and then throw their SDRs to the wolves. Not us. We're smarter than that.

Set up a recurring "SDR Academy" session every Monday morning for the first six weeks. Cover a new module each week, from cold calling techniques to handling objections like a pro.

(Pro tip: Schedule these sessions for 9:15 AM. It's early enough to show you mean business, but late enough that your SDRs won't hate you... much.)

The 30-60-90 Day Plan

Don't just wing it after the first week. Have a solid plan for the first 30, 60, and 90 days. Include check-ins, advanced training, and gradually increasing quotas.

And for the love of all that is holy, schedule those 1:1 meetings. Weekly for the first month, then monthly after that. Your SDRs need face time with you more than they need another sales script.

The Bottom Line

Scaling your SDR team isn't just about hiring more people. It's about creating a well-oiled machine that can onboard, train, and retain top talent faster than your competitors can say "pipeline."

Remember, your onboarding process is the first real taste your new SDRs get of your company culture. Make it count. Make it engaging. And for Pete's sake, make it better than a two-hour PowerPoint presentation on your company's mission statement.

Now go forth and scale that team. Your future self (and your bottom line) will thank you.

P.S. If all of this sounds like too much work, well... that's why companies like Punch! exist. Just saying. 😉 And if you want to run the numbers, try our True Cost of Hiring and SDR calculator.

5 min read
A Comprehensive Beginner's Guide to Intent Data for SDRs

[blog_at_glance]

Ever feel like you're shooting in the dark when it comes to finding hot leads?

Understanding your prospects' behaviour and interests is crucial for sales success. This is where intent data comes into play. But what exactly is intent data, and why is it becoming an indispensable tool for Sales Development Representatives (SDRs)?

Table of contents

What is Intent Data, Anyway?

Imagine being able to peek over the shoulder of your potential customers as they browse the internet. That's essentially what intent data does for you. It's information that shows you what companies or individuals are researching online, particularly when it comes to products or services like yours.

Think of intent data as a way to spot window shoppers before they even enter your store. It tells you who's out there, actively looking for solutions that you provide. This information comes from tracking online activities like website visits, content downloads, or specific searches.

Unlike trigger events, which are specific changes or occurrences within a company (like a new CEO or a merger), intent data is all about online behavior. It's the digital footprints that potential customers leave behind as they research and explore their options.

By using intent data, you can reach out to prospects early in their buying journey, often before they've contacted any vendors. It's like getting a head start in the race to win new customers.

The Impact of Intent Data on Sales

Intent data offers unprecedented insights into prospect behaviour and interests. Let's dive deeper into how it's transforming various aspects of the sales journey:

Improved Lead Scoring

Traditionally, lead scoring was based on demographic data and basic engagement metrics. With intent data, we can now incorporate real-time intent signals for dynamic scoring. This results in more accurate prioritisation of leads, allowing sales teams to focus on prospects most likely to convert. For instance, a prospect researching "cloud migration strategies" might receive a higher score if you offer cloud services, ensuring that your sales efforts are directed towards the most promising opportunities.

Enhanced Account-Based Marketing (ABM)

While traditional ABM targeted accounts based on firmographic data and past interactions, intent-driven ABM identifies and prioritises accounts showing active interest in relevant topics. This approach leads to more precise account selection, improved timing of outreach, and higher engagement rates. A case study from an IT services company showed a 3x increase in engagement rates for their ABM campaigns after implementing intent data, demonstrating its powerful impact on ABM strategies.

Personalised Outreach

Gone are the days of generic messaging based on broad segment characteristics. Intent-based approaches allow for tailoring messages to align with prospects' demonstrated interests and research patterns. This personalisation results in higher response rates, more meaningful initial conversations, and faster trust-building with prospects. For example, if intent data shows a prospect is researching "data security in finance," your outreach can focus on your solution's financial sector security features, immediately demonstrating relevance and expertise.

Shorter Sales Cycles

The traditional sales process often engaged prospects after they'd reached out or entered the consideration phase. Intent-driven processes, however, allow for identifying and engaging prospects earlier in their buying journey, often during the research phase. This early engagement can reduce time from initial contact to close, provide opportunities to shape the prospect's requirements, and increase win rates by being first-to-market.

Improved Sales and Marketing Alignment

A common challenge in many organisations is the misalignment between marketing-generated leads and sales team priorities. Intent data provides a common language and shared insights for both teams, leading to more efficient lead handoff processes, better-qualified marketing-generated leads, and increased trust between sales and marketing teams. A best practice is to hold regular meetings between sales and marketing to review intent data insights and align strategies, ensuring that both teams are working cohesively towards the same goals.

Predictive Sales Forecasting

Traditional sales forecasting often relied on historical data and sales team intuition. Intent-enhanced forecasting incorporates real-time market demand signals, resulting in more accurate revenue predictions, better resource allocation, and proactive identification of market trends. For example, a sudden spike in intent signals around a specific product category could indicate a potential increase in demand, allowing sales leaders to adjust forecasts and strategies accordingly, staying ahead of market shifts.

Competitive Intelligence

Without intent data, sales teams had limited visibility into a prospect's consideration of competitors. Intent data provides insights into which competitors' prospects are researching, offering several strategic advantages. Sales teams can address competitor comparisons proactively, refine their competitive positioning, and even identify at-risk accounts (current customers researching competitors). Tactically, if intent data shows a prospect is researching a specific competitor, sales reps can prepare targeted comparison materials, entering conversations fully prepared to differentiate their offering.

By leveraging intent data across these areas, sales teams can operate more efficiently, engage more effectively, and ultimately drive better results. As intent data technologies continue to evolve, their impact on the sales process is likely to become even more pronounced, making it an essential tool for forward-thinking sales organisations. The key to success lies in not just having access to intent data, but in effectively integrating it into your sales strategies and processes, always with an eye towards providing value to your prospects and customers.

Why Should SDRs Care About Intent Data?

According to a study by Gartner, the average conversion rate at the top of the marketing funnel is 6%, but organisations using intent data are two times more likely to have a 10% conversion rate. These impressive statistics highlight the transformative power of intent data, offering SDRs several key advantages in their prospecting efforts:

  1. Early-Stage Prospecting:
    Intent data helps you identify potential customers before they've even started evaluating vendors.
  2. Topic-Based Targeting:
    You’re able to understand the topics and solutions prospects are researching.

  3. Competitive Intelligence:
    You’re able to gain insights into which competitors your prospects might be considering based on their research patterns.

The Three Flavours of Intent Data

Intent data comes in several forms, each offering unique insights and advantages for SDRs. Let's explore the three main types of intent data and how they can be leveraged in your sales strategies:

1. Third-Party Intent Data

This is collected by external providers who track user behaviour across thousands of websites.

How it works:

  • Platforms like ZoomInfo, Bombora, and G2 monitor content consumption by placing tracking pixels across the web, mainly on publisher websites.
  • They look for spikes in research around specific topics related to your product or service.

How to use it:

  • Choose a provider (or multiple for broader coverage)
  • Set up keywords related to your product or service
  • Monitor for increased research activity around these topics

2. First-Party Intent Data

This is data you collect from your own digital properties. First-party intent data focuses on how prospects interact with your:

  • Website
  • Content
  • Emails
  • Ads

To leverage this:

  • Implement robust tracking on your digital assets
  • Analyse engagement patterns
  • Create a scoring system based on different interactions

3. Predictive Intent Data

This advanced approach uses AI and machine learning to predict future intent based on historical data and complex behaviour patterns. It goes beyond simple trigger events by attempting to forecast which accounts are likely to enter a buying cycle soon.

Recommended tools for predictive intent data:

  1. 6sense: Offers AI-powered insights and predictions about account behaviour and buying stages.
  2. Lattice Engines (now part of Dun & Bradstreet): Provides predictive analytics and AI-based recommendations for B2B sales and marketing.
  3. MadKudu: Uses machine learning to score leads and predict customer behaviour, integrating with popular CRM and marketing automation tools.
  4. Leadspace: Offers a B2B customer data platform with predictive analytics capabilities.
  5. TechTarget Priority Engine: Combines intent data with predictive analytics to identify accounts likely to make a purchase.
  6. Mintigo (now part of Anaplan): Provides predictive marketing and sales insights using AI and big data analytics.
  7. EverString: Offers a B2B predictive marketing platform that helps identify and prioritise potential customers.

When choosing a predictive intent data tool, consider factors such as integration capabilities with your existing tech stack, the breadth and quality of data sources used, and the tool's track record in your specific industry. It's also worth noting that many of these platforms offer features beyond just predictive intent data, so evaluate their full range of capabilities to ensure they align with your overall sales and marketing strategy.

How Intent Data is Collected

Intent data providers use various methods to collect and analyse online behaviour:

  • Cookie Tracking: Monitoring user behaviour across multiple websites.
  • IP Address Identification: Linking online activity to specific companies.
  • Natural Language Processing (NLP): Analysing content consumption to understand topic interests.
  • Contextual Analysis: Evaluating the context in which content is consumed.

Implementing Intent Data in Your SDR Workflow

Now that we've explored the different types of intent data and their potential impact, it's time to roll up our sleeves and get practical. Implementing intent data into your SDR workflow isn't just about having access to the data—it's about strategically integrating it into your daily processes to maximise its value. The following steps will guide you through setting up a robust intent data strategy that can significantly boost your outreach effectiveness and conversion rates. 

  1. Choose Your Tools: Select intent data providers that integrate well with your existing tech stack.
  2. Define Your Ideal Customer Profile (ICP): Be specific about industry, company size, tech stack, and pain points.
  3. Select Relevant Topics and Keywords: Think beyond just product names. Include industry challenges and pain points.
  4. Set Up Tracking and Scoring: Implement a system to capture and score intent signals.
  5. Develop a Tiered Outreach Strategy: Create different approaches based on the strength and type of intent signals.

Best Practices for Using Intent Data

Implementing intent data in your SDR workflow is just the first step. To truly harness its power and drive meaningful results, it's crucial to follow best practices that have been proven effective across various industries. These guidelines will help you avoid common pitfalls, maximise the value of your intent data, and continuously improve your outreach strategies. 

  • Combine Multiple Data Types: Use a mix of third-party and first-party data for a more complete picture.
  • Act Quickly: Intent data has a short shelf life. Reach out within 24-48 hours of detecting strong signals.
  • Personalise Your Approach: Tailor your message based on the specific topics prospects are researching.
  • Align with Marketing: Collaborate on content creation that addresses the topics your high-intent accounts are exploring.
  • Continuous Learning: Stay updated on new intent data sources and strategies.

The Future of Intent Data

The landscape of intent data is rapidly evolving, driven by advancements in artificial intelligence and machine learning. As these technologies continue to mature, we can anticipate significant enhancements in the accuracy and applicability of intent data.

 In the near future, we're likely to see more sophisticated and accurate predictive models that can forecast buyer behaviour with unprecedented precision. Additionally, we can expect a seamless integration of intent data across all customer touchpoints, providing a holistic view of the customer journey. 

This integration will enable real-time personalisation based on intent signals, allowing SDRs and marketers to tailor their approach dynamically as prospects interact with various channels. These advancements promise to make intent data an even more powerful tool for sales and marketing professionals, further blurring the line between predictive and reactive strategies.

Wrapping Up

Intent data is a powerful tool that complements other sales intelligence strategies like monitoring trigger events. By focusing on prospects' research behaviour and interests, you can identify opportunities earlier in the buying cycle and tailor your approach more effectively.

Remember, the key to success with intent data is to use it as a starting point for meaningful conversations, not as a shortcut to skip building genuine relationships with your prospects.

5 min read
How to Leverage Trigger Events for B2B Sales Success

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Remember that time you impulse-bought a gym membership in January? Yeah, that's a trigger event in action. (Don't worry, we've all been there. My unused yoga mat is judging me as we speak.)

But in B2B sales, trigger events are less about New Year's resolutions and more about spotting golden opportunities to swoop in and save the day with your product or service. It's like being a superhero, but instead of a cape, you're wearing a perfectly tailored suit.

Table of contents

What is a Trigger Event Anyway?

A trigger event is basically anything that happens to a company that might make them more likely to buy your stuff. It's like when your neighbour gets a new car, and suddenly you're eyeing your beat-up sedan with disdain. Except in this case, it's more like when a company gets a new CEO, and suddenly they're eyeing their outdated software with disdain.

There are a few different types of trigger events:

  1. Account-level events:
    This is stuff that happens to a specific company. Like when they hire a new CMO who's all about digital transformation. (Cue the "We need to innovate!" speeches.)
  2. Market-level events:
    These are bigger picture things that affect a whole industry. Like when GDPR dropped and every company scrambled to become compliant. (Remember those frantic "We've updated our privacy policy" emails? Good times.)
  3. Middle-ground events:
    These fall somewhere in between. Like when a competitor launches a game-changing product and everyone else is left scrambling to catch up.
  4. 1st party events:
    This is when someone interacts directly with your company. Like when they visit your website or download a whitepaper. (Pro tip: If they're downloading your whitepaper at 2 AM, they're either really interested or really bored. Either way, it's an opportunity.)
  5. 2nd party events:
    This is when someone engages with your content or community. Like when they comment on your LinkedIn post or join your Slack channel.
  6. 3rd party events:
    These are external events that you find out about through other sources. Like M&A activity, growth spurts, or new regulations. 

Why Should You Care?

Back in my early sales days, I was struggling to hit my quota. I was cold calling like a madman, sending out generic emails, and basically throwing spaghetti at the wall to see what stuck. 

Then, one day, I stumbled upon a LinkedIn post from a potential client. They were complaining about a problem that our product could solve. It was like the heavens opened up and the sales gods smiled upon me. I reached out with a personalised message addressing their specific issue, and boom! Meeting booked, deal closed, commission check cashed.

That, my friends, is the power of trigger events. It's like having a crystal ball that tells you exactly when a prospect is ready to buy.

Sources of Trigger Events

Now that you're all jazzed up about trigger events, you're probably wondering where to find them. Don't worry, I've got you covered. Here are some go-to sources:

  1. LinkedIn Sales Navigator:
    This is like the Swiss Army knife of sales tools. It's got everything you need to stalk... I mean, research your prospects.
  2. Industry-specific regulatory bodies:
    Boring? Maybe. Goldmine of information? Absolutely. (Just don't fall asleep reading FDA regulations.)
  3. Competitor actions:
    Keep your friends close and your enemies closer, right? Set up Google Alerts for your competitors.
  4. Technographic information:
    Find out what tech stack your prospects are using. It's like peeking into their digital underwear drawer.
  5. Crunchbase:
    For all your funding and M&A gossip needs. It's like TMZ for startups.

Some examples of juicy trigger events:

  • Senior leadership changes (Time to butter up the new boss!)
  • Mergers and acquisitions (Nothing says "We need new software" like two companies trying to merge their incompatible systems.)
  • New headcount changes (More people = more problems = more opportunities for you to swoop in and save the day.)
  • New product launches (Because every new product needs a supporting cast of tools and services.)
  • Regulatory guideline changes (Nothing strikes fear into the hearts of executives like new compliance requirements.)
  • Competitor product sunsetting (One man's trash is another man's treasure... or in this case, one company's abandoned customers are your new best friends.)

Automating Your Trigger Event Hunt

Now, I know what you're thinking. "This sounds great, but I barely have time to eat lunch, let alone stalk hundreds of companies." Fear not. Automation is here to save the day.

Here are some tools to make your life easier:

  1. Sales Navigator:
    I know I mentioned it before, but it bears repeating.
  2. Owler:
    For all your company stalking needs. It's like having a personal gossip columnist for every company you're interested in.
  3. ZoomInfo's Insight tool:
    Because knowing is half the battle. (The other half is actually doing something with that knowledge, but we'll get to that.)
  4. CommonRoom:
    For keeping tabs on your community engagement. Because sometimes the best leads are right under your nose.

Pro tip: Set up automated alerts and updates. Aim for daily email digests with the latest info. It's like having a personal assistant, but without the awkward water cooler conversations.

Using Trigger Events Like a Boss

Alright, so you've got all this juicy info. Now what? Here's where the rubber meets the road, folks.

  1. Personalise, personalise, personalise:
    And I don't mean that weak sauce "I noticed you live in London" stuff. Dig deeper. If they just launched a new product, congratulate them and ask about the challenges they faced. Show that you've done your homework.
  2. Find unique angles:
    Everyone and their mother is sending "Congrats on the new role!" messages. Stand out by mentioning a specific challenge they might be facing in their new position.
  3. Be human:
    Remember, you're not a robot. Inject some personality into your outreach. Share a relevant anecdote or crack a (appropriate) joke.
  4. Timing is everything:
    Don't wait too long to reach out after a trigger event. Strike while the iron is hot, as they say. (But maybe wait a day or two after a mass layoff announcement. Read the room, people.)

The Step-by-Step Guide to Trigger Event Domination

  1. Define your Ideal Customer Profile (ICP):
    Who's your perfect customer? Get specific. We're talking industry, company size, tech stack, the works.
  2. Identify relevant trigger events:
    What events would make your ICP more likely to buy? Make a list. Check it twice.
  3. Find your sources:
    Where can you find info on these events? Set up your listening posts.
  4. Automate, automate, automate:
    Use tools to gather this info automatically. Your future self will thank you.
  5. Develop your game plan:
    How will you use this info? Create templates, but keep them flexible enough to personalise.

The Bottom Line

Leveraging trigger events in B2B sales is like having a superpower. It's the difference between shouting into the void and whispering into the ear of someone who's actually interested in what you have to say.

But remember, with great power comes great responsibility. Don't be creepy, don't be pushy, and don't send generic "I noticed you breathe oxygen" messages.

Use trigger events to start genuine conversations, offer real value, and build lasting relationships. Because at the end of the day, that's what sales is all about. (Well, that and crushing your quota. Let's be real.)

5 min read
Local vs Global SDR Teams: Which Set Up Works Best?

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In today's remote-first business landscape, the decision between building a local or global team of Sales Development Representatives (SDRs) has taken on new dimensions. With the rise of hybrid and fully remote work environments, geographical boundaries have blurred, opening up fresh opportunities and challenges for sales teams. This shift has reignited the debate on whether to prioritise local expertise or leverage global talent in your SDR strategy.

Let's dive into the nuances of this conundrum and explore some often-overlooked factors.

Table of contents

Enterprise or SME?

The size of the company you're targeting plays a significant factor in deciding whether to approach prospects with English speakers or native language speakers. Let's break it down:

When targeting enterprise accounts, particularly in Europe, we've found that using English can be just as effective as employing local language speakers. This might seem counterintuitive, but in many multinational corporations, English serves as the lingua franca of business. However, don't make the mistake of thinking this is a one-size-fits-all solution. Cultural nuances still play a crucial role. As Erin Meyer points out in her book "The Culture Map," understanding the subtle differences in communication styles across cultures can make or break a deal.

For Small and Medium Enterprises (SMEs), the game changes dramatically. Here, a local language speaker can provide that personal touch that often makes the difference between a booked meeting and a missed opportunity. It's not just about language; it's about understanding the local business ecosystem, regulations, and cultural norms. Personalization at scale is key to modern sales success. This becomes exponentially more effective when done with local knowledge and language skills.

Market Nuances

Our experience has shown that market nuances can significantly impact the effectiveness of local versus global teams. In the US and France, for instance, we've seen local SDRs consistently outperform their global counterparts. The reasons range from cultural alignment to understanding of local business practices.

Conversely, in markets like Scandinavia and the UK, global talent in certain english speaking regions can often hold their own against local teams. This could be attributed to the high level of English proficiency and the international outlook of businesses in these regions.

The Remote Work Factor

The rise of remote work has added another layer of complexity to this decision. If you're running a hybrid team with some members in-office and others remote, consider the potential impact on team cohesion and individual motivation.

Research from Gallup shows that remote workers can be 20% more productive than their office counterparts, but only when managed effectively. Ensuring your remote SDRs feel connected and motivated is crucial. Tools like Slack, Zoom, and Allego can help bridge the gap, but nothing beats the energy of a collaborative office environment for many SDRs.

Leveraging Global Talent

For fully remote teams, hiring talent from different regions can be a significant advantage. It allows for 24/7 coverage and brings diverse perspectives to your team. However, this approach comes with its own set of challenges.

One often overlooked factor is the importance of language alignment between SDRs and their managers. If managers can't understand the nuances of their SDRs' conversations, coaching becomes incredibly challenging. While call transcripts and translations can help, they don't capture the full essence of the interaction.

Legal and Regulatory Considerations

The legal landscape adds another layer of complexity to the local vs. global debate. Different regions have varying regulations around sales practices, data protection, and communication.

For instance, Germany's double opt-in legislation for unsolicited email communication necessitates a more telephone-heavy approach. In certain US states, call recording laws require consent from all parties, which can impact your ability to monitor and coach SDRs effectively.

The EU's General Data Protection Regulation (GDPR) also plays a significant role in how you can approach and communicate with prospects in European countries. Ensuring compliance across multiple jurisdictions can be a significant challenge for global teams.

Technology and Tools

Advancements in sales technology have somewhat levelled the playing field between local and global teams. Tools like Gong.io for call analysis, SalesLoft for sales engagement, and ZoomInfo for data enrichment can enhance the capabilities of both local and global SDRs.

However, the effective use of these tools often requires a deep understanding of the local market and cultural context. A global SDR might have access to the same tools as a local one, but the local SDR's ability to interpret and act on the data within the correct cultural framework can make a significant difference.

The Hybrid Approach

Given the complexities involved, many companies are finding success with a hybrid approach. This involves maintaining a core team of local SDRs for key markets while supplementing with a global team for broader coverage and round-the-clock operations.

This approach allows for the cultural sensitivity and local knowledge needed for complex or culturally specific markets, while also providing the scalability and cost-effectiveness of a global team.

Testing and Optimisation

Ultimately, the most effective approach will depend on your specific business needs, target markets, and resources. The key is to continually test and optimise your strategy.

Implement A/B testing in your outreach efforts, comparing the performance of local versus global SDRs. Track key metrics like response rates, meeting booking rates, and ultimately, closed deals. Use tools like Salesforce Einstein Analytics or Tableau to visualise and analyse your data.

Remember, what works today might not work tomorrow. The world is constantly evolving, and your SDR strategy should evolve with it.

Conclusion: Flexibility is the Name of the Game

In the ever-changing world of sales development, flexibility is crucial. Whether you opt for a local, global, or hybrid approach, be prepared to adapt your strategy based on results and changing market conditions.

As Aaron Ross, author of "Predictable Revenue," often says, "The key to scalable growth is creating predictable, repeatable processes." Whether those processes are executed by local or global teams, the focus should always be on what delivers the best results for your unique situation.

In the end, the local vs. global debate isn't about finding a universal answer, but about discovering what works best for your business, your markets, and your customers. Keep testing, keep learning, and most importantly, keep selling!

5 min read
The Ultimate Guide to Closing Deals and Maximising Meeting Show Rates

[blog_at_glance]

Ever feel like you're crushing it on sales calls, only to fumble at the finish line? Or maybe you're booking meetings left and right, but your prospects are pulling vanishing acts worthy of Houdini? Don't worry, you're not alone. And more importantly, you're about to become a closing and show-rate superstar.

In this guide, we're going to walk you through the entire process - from smoothly transitioning to your close, to booking that meeting, and making sure your prospect actually shows up. Buckle up, because your sales game is about to level up.

Table of contents

The Link Technique

Picture this: You've just had an amazing chat with a CEO about their inventory issues. You're vibing, they're nodding, and then... you awkwardly mumble, "So... uh... wanna buy?" Ouch. We've all been there, and it sucks.

But what if I told you there's a smooth operator's way to glide from chat to close?

Enter: The Link.

A Link is your golden ticket to transition without sounding like a pushy car salesman. It's simple yet powerful. For example: "Sounds like these inventory issues are costing you big time. Let's set up a demo to show you how we can fix that."

Why should you care about Links? Because you're in sales to close deals, not make friends (though that's a nice bonus). Sales Hacker reports that reps using link techniques close 27% more deals. That's a lot of extra zeros on your paycheck.

Here's how to craft a Link that doesn't suck:

  1. Acknowledge what you've discussed.
  2. Suggest a next step that makes sense based on the conversation.

Try this: "Given the issues you mentioned with late deliveries, talking more with our logistics experts would really help." See how smooth that is?

The key is confidence. Use strong phrases like "it makes sense" or "it sounds like." Don't ask, "Would you maybe want to possibly meet again?" Instead, assert, "Let's schedule a follow-up to dive deeper into this."

Practice makes perfect. You might fumble at first, but keep at it. Soon, you'll be linking like a pro and closing deals left and right.

The Alternative Close

Ever tried to schedule a meeting and ended up in email ping-pong hell? What if you could book meetings faster than you can say "synergize our paradigms"?

Enter the alternative close.

Here's the deal: Instead of asking "When are you free?", hit 'em with "Does Tuesday at 2 PM or Thursday at 10 AM work better for you?" Boom. You've just made their life easier and your close rate higher.

Why does this work? It's all about brain science. Open-ended questions make brains go into overdrive. But give a couple options, and suddenly it's easier than choosing between Netflix or sleep.

Don't believe me? Try this:

  • "Where do you want to go for dinner?" (Cue awkward silence and blank stares)
  • "Italian or sushi?" (Watch how fast a decision is made)

That's the power of the alternative close in action. It works because:

  1. It narrows choices. No more decision paralysis.
  2. It prompts a simple response. No essays required.
  3. It gives you a clear endpoint. No more rambling.

But here's the kicker: Once you drop those options, keep your mouth shut. At Punch!, we call this "Shut the EFF up!" Let the silence do the heavy lifting.

For example:

You: "Based on our chat, it makes sense to dive deeper. Does tomorrow at 2 PM or Friday at 10 AM work better?" 

Them: "Hmm... Let's do tomorrow at 2." You: "Perfect, I'll send an invite. Looking forward to it!"

Notice the lack of begging, justifying, or nervous chatter. 

Closing Considerations

So, you've mastered link phrases and the alternative close. You're feeling like a sales Jedi, right? Well, hold onto your lightsaber, because we're about to level up your game even more.

Here are five closing considerations:

  1. Are you talking to the right person?
    Make sure you're chatting with someone who can actually make decisions. You wouldn't ask the intern to approve a million-dollar deal, would you? Ask straight up, "Are you the one who makes decisions about [your solution]?" If not, find out who is and get them on the phone.
  2. Dig for pain points
    You're not a mind reader. Ask questions. Lots of them. Find out what keeps your prospect up at night. Is it missed deadlines? Shrinking budgets? The more you know about their problems, the better you can position your solution.
  3. Keep your cool
    Confidence is key. When closing, own it. Don't ask for a meeting like you're asking for a pity date to prom. State it like it's the obvious next step. Because it is.
    Wrong: "Um, would you maybe want to possibly meet sometime?"
    Right: "Based on what we've discussed, the next step is to schedule a deeper dive. How's Tuesday at 2?"
  4. Objections are your friends
    When a prospect objects, celebrate! Objections mean they're engaged. They're thinking about your offer. That's half the battle right there. Turn that objection into a reason to meet.
  5. If at first you don't succeed, try again
    Most sales aren't closed on the first try. Or the second. Or even the third. So keep at it. Be like a dog with a bone (a polite, professional dog, of course). Try closing up to three times in a call. Any more might make you sound desperate. But any less, and you're leaving money on the table.

Reduce No-Shows

You've nailed the call, linked to a close, and booked the meeting. But getting a "yes" is only half the battle. Now you've got to make sure they actually show up. 

Here are 8 legendary tactics to make sure your prospect doesn't pull a Houdini:

  1. Qualify like a boss:
    Don't just ask questions - dig deep. The more invested they are, the more likely they'll show. It's like dating - if they're not that into you, they'll probably ghost.
  2. Strike while the iron's hot:
    Book that meeting within 2-3 days. Any longer and they might forget why they were excited in the first place.
  3. Reaffirm:
    Before you hang up, confirm everything. Email, date, time, video or in-person. Then tell them you're sending a calendar invite. It's not nagging, it's being thorough.
  4. Stay on the line:
    After you send the invite, stay on the line until they accept it. It's like watching them sign the contract. No wiggle room for "Oh, I never got that invite."
  5. Personalise that calendar invite:
    After the call, jazz up that invite. Remind them of their pain points and how you're gonna solve them. Make it so enticing they can't wait for the meeting.
  6. The 24-hour reminder call:
    A day before, give 'em a ring. Remind them why they were excited. If needed, close again. It's not pushy, it's professional.
  7. The email backup plan:
    Can't reach 'em by phone? Send a quick email. Ask if there's anything else they want to cover. It's like leaving a trail of breadcrumbs to your meeting.
  8. Coffee's on you:
    If your client's got a gifting platform, send a coffee voucher.

Here's how it looks in action:

You: "Just confirming - Thursday, May 18th, 2pm BST, Zoom call. Your email is j.snider@company.com, right?"

Them: "Yep, that's right."

You: "Great, sending the invite now. Can you accept it while we're on the line?"

Them: "Sure... Done."

You: "Awesome. Anything else you want me to add to the agenda?"

Them: "Nope, we're good."

You: "Perfect. Looking forward to Thursday!"

See how smooth that was? No room for slip-ups or no-shows.

Conclusion

There you have it, sales warriors - your ultimate guide to closing deals and making sure those meetings actually happen. From the art of the Link to the science of the alternative close, from Jedi-level closing considerations to show-rate maximising tactics, you're now armed with everything you need to crush your targets.

Remember, in sales, the follow-through is just as important as the pitch. It's not just about getting the "yes" - it's about turning that "yes" into real, revenue-generating meetings. 

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