Outbound Wiki

Article

How to Choose an Outsourced SDR Company - Operatix

operatix.net

Open at publisher

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

  1. Conclusion “However, by considering their location and their culture (and how those fit in with your ICP), then making sure you’re both working together and agree on how to measure performance, you can give yourself the best chance of success and take advantage of the many benefits of an outsourced SDR team.” Looking to use an outsourced SDR company to work alongside your internal team? Check out this blog:Internal & Outsourced SDRs: A Hybrid Approach to Sales Development

    In Working with an agency

  2. Cooperation “Outsourcing your SDR team isn’t a case of set it and forget it.” This is essential if you run into problems. They should feel that they can come to you, explain the problem, and come up with suggestions to move forward. If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one. By treating them like the extension of your company that they are and giving them input, you can work together for better results.

    In Working with an agency

  3. A standardized approach “There are three variables you have to manage when prospecting: The marketplace, the message, and the messenger.” The marketplace, or who you’re reaching out to, is straightforward. So, if the company you choose has a standardized process, with control of the messenger, the only variable you need to solve for is the message. This means you can easily troubleshoot any problems that come up and pinpoint the issues, allowing you to focus exclusively on optimizing the message.

    In Agency campaign launch

  4. Conclusion “However, by considering their location and their culture (and how those fit in with your ICP), then making sure you’re both working together and agree on how to measure performance, you can give yourself the best chance of success and take advantage of the many benefits of an outsourced SDR team.” Looking to use an outsourced SDR company to work alongside your internal team? Check out this blog:Internal & Outsourced SDRs: A Hybrid Approach to Sales Development

    In Agency campaign launch

  5. The location “Where is the company based? Offshore companies are cheaper (typically half the price), but local providers are generally better suited for outreach to enterprise-level businesses where a high level of English is required.” For example, if you need personalized emails and calls made to prospects in the US for a high-ticket product/service, then outsourcing to an offshore company could backfire. Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market. On the other hand, if you have a low-ticket offer and you’re looking to increase your outreach, then offshore will likely be sufficient for your needs.

    In Agency campaign launch

  6. Where is the company based? Offshore companies are cheaper (typically half the price), but local providers are generally better suited for outreach to enterprise-level businesses where a high level of English is required. “For example, if you need personalized emails and calls made to prospects in the US for a high-ticket product/service, then outsourcing to an offshore company could backfire.” Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market.

    In Agency campaign launch

  7. Where is the company based? Offshore companies are cheaper (typically half the price), but local providers are generally better suited for outreach to enterprise-level businesses where a high level of English is required. “Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market.” Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market.

    In Agency campaign launch

  8. The people “It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf.” When assessing a company, find out how their SDRs are recruited. Will you be able to communicate with and assess them directly? Will you be able to listen to recordings of their calls to hear how they interact with your prospects? The difference between an SDR who’s just dialling it in and one that’s highly motivated will have a huge impact on your results.

    In Agency campaign launch

  9. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “When assessing a company, find out how their SDRs are recruited.” Cooperation

    In Agency campaign launch

  10. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “Will you be able to communicate with and assess them directly?” Cooperation

    In Agency campaign launch

  11. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “Will you be able to listen to recordings of their calls to hear how they interact with your prospects?” Cooperation

    In Agency campaign launch

  12. There are three variables you have to manage when prospecting: The marketplace, the message, and the messenger. When you’re considering an outsourced SDR function, you have to choose a company that can help control those variables. “The marketplace, or who you’re reaching out to, is straightforward.” Agreed KPIs

    In Agency campaign launch

  13. There are three variables you have to manage when prospecting: The marketplace, the message, and the messenger. When you’re considering an outsourced SDR function, you have to choose a company that can help control those variables. “So, if the company you choose has a standardized process, with control of the messenger, the only variable you need to solve for is the message.” Agreed KPIs

    In Agency campaign launch

  14. There are three variables you have to manage when prospecting: The marketplace, the message, and the messenger. When you’re considering an outsourced SDR function, you have to choose a company that can help control those variables. “This means you can easily troubleshoot any problems that come up and pinpoint the issues, allowing you to focus exclusively on optimizing the message.” Agreed KPIs

    In Agency campaign launch

  15. Information sharing “You want to understand the processes and messaging they are using, and if successful, be able to use those with your own in-house SDR team.” Conclusion

    In Agency campaign launch

  16. Information sharing “You’ll want to develop or validate your SDR playbook with information gleaned from the outsourced team.” Conclusion

    In Agency campaign launch

  17. Cooperation “You need a strong relationship, where they have a seat at the table.” This is essential if you run into problems. They should feel that they can come to you, explain the problem, and come up with suggestions to move forward. If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one. By treating them like the extension of your company that they are and giving them input, you can work together for better results.

    In Agency campaign launch

  18. Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table. “They should feel that they can come to you, explain the problem, and come up with suggestions to move forward.” Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table.

    In Agency campaign launch

  19. Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table. “If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one.” Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table.

    In Agency campaign launch

  20. Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table. “By treating them like the extension of your company that they are and giving them input, you can work together for better results.” Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table.

    In Agency campaign launch

  21. Agreed KPIs “Traditionally, SDR performance is measured on how many meetings are booked.” It’s unlikely you’ll be offered any kind of guarantee (if you are, that’s a red flag). However, a good outsourcing company will work with you to agree on what is a reasonable result against your KPIs, then work hard to make it happen.

    In Agency campaign launch

  22. Agreed KPIs “To encourage a more meaningful approach, you might also monitor their meeting-to-opportunity acceptance rate as well as the meeting attendance rate.” It’s unlikely you’ll be offered any kind of guarantee (if you are, that’s a red flag). However, a good outsourcing company will work with you to agree on what is a reasonable result against your KPIs, then work hard to make it happen.

    In Agency campaign launch

  23. Traditionally, SDR performance is measured on how many meetings are booked. However, not all appointments are created equal. If your outsourced company is using hard-sell techniques on poor-fit prospects, you might get plenty of meetings… they just end up going nowhere. To encourage a more meaningful approach, you might also monitor their meeting-to-opportunity acceptance rate as well as the meeting attendance rate. “However, a good outsourcing company will work with you to agree on what is a reasonable result against your KPIs, then work hard to make it happen.” Information sharing

    In Agency campaign launch

  24. Cooperation “Outsourcing your SDR team isn’t a case of set it and forget it.” This is essential if you run into problems. They should feel that they can come to you, explain the problem, and come up with suggestions to move forward. If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one. By treating them like the extension of your company that they are and giving them input, you can work together for better results.

    In Agency campaign launch

  25. Cooperation “You can’t just hand the company a list and a few scripts and then walk away.” This is essential if you run into problems. They should feel that they can come to you, explain the problem, and come up with suggestions to move forward. If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one. By treating them like the extension of your company that they are and giving them input, you can work together for better results.

    In Agency campaign launch

  26. Information sharing “Ensure your outsourced firm doesn’t operate in a black box.” Conclusion

    In Agency campaign launch

  27. Agreed KPIs “However, not all appointments are created equal.” It’s unlikely you’ll be offered any kind of guarantee (if you are, that’s a red flag). However, a good outsourcing company will work with you to agree on what is a reasonable result against your KPIs, then work hard to make it happen.

    In Agency campaign launch

  28. Agreed KPIs “If your outsourced company is using hard-sell techniques on poor-fit prospects, you might get plenty of meetings… they just end up going nowhere.” It’s unlikely you’ll be offered any kind of guarantee (if you are, that’s a red flag). However, a good outsourcing company will work with you to agree on what is a reasonable result against your KPIs, then work hard to make it happen.

    In Agency campaign launch

  29. Traditionally, SDR performance is measured on how many meetings are booked. However, not all appointments are created equal. If your outsourced company is using hard-sell techniques on poor-fit prospects, you might get plenty of meetings… they just end up going nowhere. To encourage a more meaningful approach, you might also monitor their meeting-to-opportunity acceptance rate as well as the meeting attendance rate. “It’s unlikely you’ll be offered any kind of guarantee (if you are, that’s a red flag).” Information sharing

    In Agency campaign launch

  30. A standardized approach “There are three variables you have to manage when prospecting: The marketplace, the message, and the messenger.” The marketplace, or who you’re reaching out to, is straightforward. So, if the company you choose has a standardized process, with control of the messenger, the only variable you need to solve for is the message. This means you can easily troubleshoot any problems that come up and pinpoint the issues, allowing you to focus exclusively on optimizing the message.

    In Briefing an outsourced SDR agency

  31. The location “Where is the company based? Offshore companies are cheaper (typically half the price), but local providers are generally better suited for outreach to enterprise-level businesses where a high level of English is required.” For example, if you need personalized emails and calls made to prospects in the US for a high-ticket product/service, then outsourcing to an offshore company could backfire. Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market. On the other hand, if you have a low-ticket offer and you’re looking to increase your outreach, then offshore will likely be sufficient for your needs.

    In Briefing an outsourced SDR agency

  32. Where is the company based? Offshore companies are cheaper (typically half the price), but local providers are generally better suited for outreach to enterprise-level businesses where a high level of English is required. “For example, if you need personalized emails and calls made to prospects in the US for a high-ticket product/service, then outsourcing to an offshore company could backfire.” Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market.

    In Briefing an outsourced SDR agency

  33. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “When assessing a company, find out how their SDRs are recruited.” Cooperation

    In Briefing an outsourced SDR agency

  34. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “Will you be able to communicate with and assess them directly?” Cooperation

    In Briefing an outsourced SDR agency

  35. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “Will you be able to listen to recordings of their calls to hear how they interact with your prospects?” Cooperation

    In Briefing an outsourced SDR agency

  36. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “The difference between an SDR who’s just dialling it in and one that’s highly motivated will have a huge impact on your results.” Cooperation

    In Briefing an outsourced SDR agency

  37. Cooperation “You need a strong relationship, where they have a seat at the table.” This is essential if you run into problems. They should feel that they can come to you, explain the problem, and come up with suggestions to move forward. If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one. By treating them like the extension of your company that they are and giving them input, you can work together for better results.

    In Briefing an outsourced SDR agency

  38. Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table. “They should feel that they can come to you, explain the problem, and come up with suggestions to move forward.” Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table.

    In Briefing an outsourced SDR agency

  39. Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table. “By treating them like the extension of your company that they are and giving them input, you can work together for better results.” Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table.

    In Briefing an outsourced SDR agency

  40. Where is the company based? Offshore companies are cheaper (typically half the price), but local providers are generally better suited for outreach to enterprise-level businesses where a high level of English is required. “Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market.” Trying to ‘save money’ by going for a cheaper option is a false economy if they’re not suitable for your target market.

    In Briefing an outsourced SDR agency

  41. Cooperation “You can’t just hand the company a list and a few scripts and then walk away.” This is essential if you run into problems. They should feel that they can come to you, explain the problem, and come up with suggestions to move forward. If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one. By treating them like the extension of your company that they are and giving them input, you can work together for better results.

    In Briefing an outsourced SDR agency

  42. Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table. “If they don’t come forward, they’re either acting as a commodity, or you’re treating them like one.” Outsourcing your SDR team isn’t a case of set it and forget it. You can’t just hand the company a list and a few scripts and then walk away. You need a strong relationship, where they have a seat at the table.

    In Briefing an outsourced SDR agency

  43. It’s common to view an outsourced service like a machine, producing leads on demand. However, that machine is made up of people, people who’ll be directly contacting leads on your behalf. “Will you be able to listen to recordings of their calls to hear how they interact with your prospects?” Cooperation

    In Outsourced SDR quality assurance

  44. Agreed KPIs “To encourage a more meaningful approach, you might also monitor their meeting-to-opportunity acceptance rate as well as the meeting attendance rate.” It’s unlikely you’ll be offered any kind of guarantee (if you are, that’s a red flag). However, a good outsourcing company will work with you to agree on what is a reasonable result against your KPIs, then work hard to make it happen.

    In Outsourced SDR reporting

Quotes are verbatim and belong to their publishers. Where a quote has been translated, the original wording is kept below it.