Call Recording Analysis

Recording calls and analyzing them afterward is a tried and true approach to effective coaching.

Hindsight is 20/20, and when managers can walk their reps through their very own calls, the reps tend to have a lot of insight and self-feedback into what they said, why they said it, and how they communicated it.

This gives reps the opportunity to develop their own coaching muscles so they can be more independent as they grow in self-awareness and self-correction.

Another benefit of using call recordings is the ability to assemble a "win library" full of your team's top calls, codifying best practices and tribal knowledge into a singular database for new hires to reference as they learn the ropes.

Conversely, a "fail library" is a great way for new hires to learn what not to do, and also be exposed to the reality of cold calls - sometimes, no matter how good you are on the phones, you mess up, and that's okay!

Post-call coaching has become an industry in itself, with AI-based technologies like Gong, Chorus, and our favorite, ExecVision, 90% of the coaching is done for you.

These technologies transcribe conversations to highlight positive and negative trends, such as talk-time, active listening, and objection handling, allowing reps and managers alike to score their performance on actual data.

So, where does coaching via call recordings fall short?

• These tools are not designed for SDR teams, they are generally optimized for Account Executives (AE) facilitating demos and discovery calls. Outbound cold calling is certainly supported, but it is not the primary use case.

• It is time-consuming for both the manager and the rep. For an AE and AE Manager, there are only a handful of calls to review each week, granted, these calls are longer in length compared to a cold call, but, for an SDR and SDR Manager, the SDR should have 10-20 conversations a week (roughly 3-5% connect rate on 80 dials/day). There is no way an SDR Manager can review 10-20 conversations, times the number of reps they have, every week, with quality. It is simply too much ground to cover for one manager.

• Proficiency with cold calling comes through repetition (10,000 hours, right?). Coaching cold calls via call recordings is always after the call. It is easy to nitpick a cold call and talk about theories and what a rep should have done, but in all likelihood, the rep being coached is only going to remember one thing from the coaching session, and, hopefully, apply it to their next call, whenever that happens to be. There is no warranty on getting the coaching to stick, you are just hoping they follow through.

Again, call recordings play a crucial role in rep development, especially when reps become more experienced and are fine-tuning their pitches and value props later on.

But to rely on post-call coaching alone is an ineffective coaching plan, and the reactive feedback without repetition is going to be out of sight and out of mind for your reps as they embark on their next solo dialing adventure.

This brings us to our last option...baptism by fire.

Baptism by Fire

We are all familiar with it; on-the-job training (OJT), sink or swim, learning by experience. Baptism by fire is the default training program for most companies of all industries that don't have dedicated resources to train and invest in their reps.

But you, as a responsible sales manager/eager sales rep, scoff at the idea of not having a structured, well-supported training program, because you know how silly it would be to skip over this.

At the same time, the best learning we can do is OJT. There is no quicker way to ramp or better way to learn than by diving in headfirst. But, just like the other options above, to rely on baptism by fire alone would be a foolish choice.

Why not throw reps into the fire?

• Constant feedback and coaching are a must. Throwing reps into the fire might sound like an effective way to train them, but without their manager's support and advice, it won't be long before they run out of ambition and sputter out. Defeat turns into self-doubt, which turns into hopelessness, which turns into attrition, and we all know sales development reps (especially new hires) come with a high flight risk.

• Your reps are the face of your company (hot take: it's not your CEO or anyone else in the C-Suite). They are leaving the first impression on everyone they talk to in your market, whether you realize it or not. The quality of their outreach, their conversations, and their skills, all reflect the quality of your company - make sure you are showing your best.

• Lastly, managers can do better. Often as managers, we like to focus on strategy, operations, or trying to optimize our CRMs and sales engagement platforms to be more efficient. Granted, these things are crucial to a high-performing sales development team, but managers often forget one of the main reasons they were hired is to coach and train. Coaching is complex, challenging, and exhausting, especially in a remote environment but your SDR program relies on you and your ability to upskill your reps. Between attrition, underperformance, and lack of pipeline development, there is simply too much at stake to neglect the importance of coaching on a regular basis. Plus, there are plenty of tools, resources, and classes out there that basically do the coaching for managers! There is no excuse.

Real-Time Call Coaching

Real-time coaching is tricky for a remote sales team. Our options are limited by the technologies we have available to us.

Methods include managers "eavesdropping" on live cold calls via dialer technologies, jumping on a 1:1 Zoom to have a rep make dials, or, with recent advancements in technology, gathering an entire team together in one Zoom meeting to do live call blitzes and power hours together.

The obvious benefit of real-time coaching is that feedback loops are relevant, timely, and actionable for the SDR on the receiving end.

Plus, coaching is best done hands-on.

Ask any athletics coach if they would rather watch game film of their players and share written feedback with them, or if they'd prefer to be on the field with that player while they are in action.

The downside to real-time coaching is that a manager can only be with one sales rep at a time. It can be difficult for a manager to know who to listen live to and when especially when they have 8+ reps to manage.

Additionally, 1:1 coaching sessions don't allow for peer-to-peer coaching, which is arguably more effective than manager-to-rep coaching.

When sales teams were in person, everyone could gather around a table and make calls together, sharing wins, losses, and live feedback, without being disruptive or having to deal with technological limits.

Fortunately for remote sales teams, technology has caught up, and remote sales teams can re-create that in-person sales floor experience using real-time call coaching tools.

This allows for remote teams to gather on a single video meeting and run power hours together without disruption, enabling real-time coaching, live feedback loops, and the community and camaraderie that bond SDR teams and bring them closer together.

No Silver Bullets

While there is no silver bullet to remote cold call coaching, by combining the coaching methods above, you can build a scalable, sustainable, and effective coaching program, even in a remote setting.

Mock calls will expose your reps to common cold call scenarios in a safe and controlled environment, giving them the foresight and experience to handle live calls later on.

Call recording analysis will help your reps fine-tune their calling skills and also teach them how to coach themselves over time.

Baptism by fire will be the ultimate driver in your reps' development. There is no better way to learn how to cold call than to just DO.

Real-time call coaching is a must, and being remote shouldn't be an obstacle to providing reps with relevant and timely feedback.

The methods above may never directly replicate the in-person sales floor we once used to cherish so much, but with real-time call coaching software, you can blend all of the methods above to supercharge your sales coaching and turn your reps into high-performing outbound machines.

Whatever you do as you embark on your remote SDR management journey, don't stop coaching. Your team depends on it.