Case Study

How Sage Increased SDR Conversion Rates After Sales Training

Sage
Industry: Accounting Software
Company Size: Global Enterprise
 
Sage is the market leader for AI and machine learning-enhanced integrated solutions for accounting, payroll, and payments, supporting the ambition of the world’s entrepreneurs.
Sales Training Case Studies

The Challenge

  • After implementing a new dialer program, call counts increased but call quality decreased
  • Connect to QDC* (Qualified Discovery Call) rates dropped to 6.1% conversion. Their goal was 9%. (*Approved Set Appointment with AE)
  • Entire inbound SDR team and 5 out of 6 managers turned over in 1 year

The Solution

  • Three onsite interactive rep training workshops
  • Weekly virtual training reinforcement for reps
  • Four-month Sales Leader Bootcamp
  • Three months of joint call coaching sessions with managers and reps

The Results

6.1% → 8.9%

Connect-to-QDC Conversion Rate

+46%

Increase in Conversion Rate

Record Month

Total Qualified Discovery Calls (QDCs)

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