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This is Course 4 in the Salesforce Sales Development Representative Professional Certificate. In order to successfully complete the course, please ensure you have taken Course 1: Groundwork for Success in Sales Development, Course 2: Foundations for Interviewing with Confidence, and 3: Conversational Selling Playbook for SDRs.
This course demonstrates how to enhance productivity by implementing tech tools that streamline your SDR workflow. You’ll be introduced to a variety of best-in-class sales software that will help you achieve the most optimal results — every time. By the end of the course, you’ll feel confident in formulating bulletproof outreach strategies in order to engage with prospective customers.
In this assignment, learners will:
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Part 1 – Research on LinkedIn:
Did they find a prospect with the appropriate title level and department?
Did they clearly explain step-by-step how they would use LinkedIn to conduct research on this prospect?
Did they explain how they would share the value proposition in response to this prospect’s goals, problems, and needs?
Did they clearly explain step-by-step how they would use LinkedIn to engage with this prospect without simply sending a message to ask for a meeting?
Part 2 – Prospecting Video:
Did they list at least 2 creative strategies for how they would use Loom or Vidyard to create a prospecting video for this prospect?
Did they clearly describe (using the PACE framework) how they would craft the content for their prospecting video?
Part 3 – Sharing the video with the prospect in a LinkedIn message:
Did they create intrigue around the prospecting video in a way that makes the prospect want to watch it?
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The primary aim of this assignment is to practice leveraging LinkedIn and Loom or Vidyard to research and prospect for your mock company, BizQ. This assignment will be completed in 3 parts: 1) Research on LinkedIn, 2) Prospecting Video, and 3) Sharing the Video on LinkedIn.
In this assignment, we’re going to make use of the base functions of LinkedIn and Loom or Vidyard. Please create accounts for both these tools, if you haven’t already done so.
Part 1 – Research on LinkedIn
Step 1: Refer back to the BizQ company information document below.
Step 2: In LinkedIn, spend 10 minutes finding an ideal prospect with the appropriate title and department (e.g. Director, VP, Head, or C-level titles, and Operations or Marketing departments). Record the name of your prospect, their title, department, and current company.
Step 3: Make use of the strategies you’ve learned throughout this course, and create a step-by-step strategy for how you would use LinkedIn to research this prospect. Your steps should refer to the specific functions on LinkedIn. List at least 3 steps.
Step 4: In a few sentences, explain how you would share a tailored value proposition that responds to this prospect’s goals, problems, and needs.
Step 5: Create a step-by-step strategy for how you would leverage LinkedIn to engage this prospect beyond simply sending a message to ask for a meeting. Consider the types of messaging, the prospect’s activity and content, and cadence of your message. List at least 4 steps.
Part 2 – Prospecting Video
Note: You do not need to record a video for this assignment.
Step 6: Time to plan a prospecting video! To begin, choose either Loom or Vidyard.
For Loom: check out the Loom website for 10 minutes, to learn how and why the tool works. Look at these use cases and examples as well.
For Vidyard: check out the Vidyard website for 10 minutes, to learn how and why the tool works. Look at these use cases and examples as well.
Step 7: Create a list of strategies for how you will make use of Loom or Vidyard to create a prospecting video for this prospect. Be creative; be bold. List two ways you would approach this video.
Step 8: Reflect on how you will use each part of the PACE framework (Personalized, Actionable, Clear/Concise, Empathetic) to craft video content for this prospect. Ie. How will you make your video personalized? How will you make the video actionable? How will you make your video clear and concise? How will you make your video empathetic to the prospect? Your reflection should touch on each element of PACE.
Part 3 – Sharing the video with the prospect in a LinkedIn message:
Step 9: Returning to LinkedIn, it’s time to strategize sending the video to your prospect in a LinkedIn message. Your video will be most effective with a message that creates intrigue around the video in a way that makes them want to watch it. In 2–3 sentences, create a short message that will make the prospect click your video.
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This course is intended for audiences of all experiences who are interested in learning about new skills in a business context; there are no prerequisite courses.
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