What are the best tools and platforms to share feedback between SDRs and marketing?

1 CRM system

A CRM system is the cornerstone of any sales and marketing organization, storing and tracking all data and interactions related to prospects and customers. It allows you to measure and analyze performance, as well as share feedback between SDRs and marketing. The CRM system provides a single source of truth for lead qualification, scoring, and routing, enabling SDRs to log calls, emails, and notes in sync with marketing campaigns. Marketing can monitor SDR activity and follow-up to adjust lead generation and nurturing efforts. Reports and dashboards generated by the CRM system will demonstrate the impact of SDRs and marketing on pipeline and revenue.

2 Communication tools

Communication tools are a must for SDRs and marketing teams to stay connected, collaborate, and exchange information and ideas. They also help to build trust and rapport between the two teams. Communication tools can allow SDRs and marketing to chat, call, or video conference in real time or asynchronously, as well as share files, documents, and feedback forms. Additionally, they can create channels or groups for specific topics, projects, or campaigns, and integrate with your CRM system and other tools to streamline workflows and notifications.

3 Feedback platforms

Feedback platforms are designed to collect, manage, and act on feedback from various sources in order to gain insights, identify issues, and implement solutions. These platforms can help to improve customer experience and satisfaction by enabling SDRs and marketing to solicit feedback from prospects and customers via surveys, polls, or reviews. Additionally, feedback platforms allow for the sharing of ratings, comments, or suggestions between SDRs and marketing. Furthermore, they create feedback loops that trigger actions, alerts, or workflows based on feedback data and analyze the data to generate insights and recommendations.

4 Learning tools

Learning tools are an effective way to enhance the skills and knowledge of SDRs and marketing. They facilitate learning from each other, experts, and best practices, while also promoting a culture of continuous improvement and innovation. Learning tools can enable SDRs and marketing to access online courses, webinars, podcasts, or blogs on sales and marketing topics, as well as create and share content, quizzes, or badges for teaching or testing purposes. Additionally, they can help create learning paths or goals that align with SDRs and marketing objectives and feedback. Furthermore, they can integrate with your CRM system and other tools to track and reward learning progress and outcomes.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?