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Best practices for creating a program for SDR role

Question asked by b80746847c28d476053c7a58732bebb962b00c75 on Sep 26, 2013
Latest reply on Sep 27, 2013 by 33699
We recently hired a Sales Development Rep and her first project is to start calling on cold leads.  She will be using PowerDialer to initiate the conversations and based on the responses she receives, will send Marketo emails in Sales Insight. 

We currently have 2 Engagement programs running and we will need to make sure this subset of cold leads are excluded from these programs.

Once she has finished sending emails, the leads will need to be pulled into a Keep Warm Engagement program we are setting up.

I'm trying to determine the best way to set up a program like this, which involves manual and automatic controllers, to ensure the leads are handled correctly.  Anyone have best practices or ideas on this?

Thanks!

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