Challenge: Workato saw the effectiveness of phone conversations and wanted to double down
Cody Tse, Senior Director of Sales Development, came to Workato when the company only had four sales reps. He was excited about building out the team. But when the COVID-19 pandemic hit, Cody and his team recognized that traditional methods of email outreach were not driving the results the team needed.
“During the pandemic, inboxes were getting flooded. We were trying all different kinds of emails, but not a lot of our efforts generated replies from prospects” said Cody. The team began using phone conversations as a strategic part of their sales approach and found that it was a fruitful way to book more meetings.
The sales team was thrilled about the success and wanted to continue to invest in connecting with prospects through phone conversations, but the team’s process was inefficient– they were dialing each prospect manually – and they weren’t sure how they could drive more efficiency.
Solution: A seamless implementation & integration of an AI live conversation platform
In a previous role, Cody had seen a demo of Orum and was extremely impressed. Orum is an AI-driven live conversation platform that allows sales reps to connect with their target prospects on the phone more efficiently. The Orum team did a live demo where they actually made calls and booked meetings for Cody’s team.
After an internal ROI analysis, the team decided to move forward with implementation. Cody reports that the implementation was seamless and that Orum worked well with Outreach and Salesforce. Soon, the reps were using Orum to connect with prospects.
Results: More calls + more meetings = ARR goals reached
Now that Workato’s SDRs have Orum, they’ve been able to successfully double down on cold calling. The dialing solution has allowed Workato to increase efficiency, have more conversations, and ultimately book more meetings.
Preparing SDRs for AE roles
Not only is the Workato team getting sales results, but the SDRs have more time to focus on other efforts.
“The reps now have more time in their day to spend on personalization, research, syncing with peers, and checking in with account executives about target accounts,” said Cody. These are the skills that prepare SDRs to be ready to be in closing roles like Account Executive, which is essential as these SDRs are an integral part of Workato’s talent pipeline.
Cody is confident that Orum would have the same results for others. He’s recommended Orum to several sales development leaders and has two that are currently evaluating the tool.
