Overview: This guide will help you generate and utilize the Prospect Fast-Track Insights for BDRs report in Skarbe, designed to provide actionable insights to optimize your outreach and move prospects through the sales pipeline efficiently.
Steps:
Navigate to the Reports Section:
On the left-hand menu, click on "Reports."
Initiate Report Generation:
Click on the "Generate report" button.
Fill in Report Details:
Enter a report name.
Select "Prospect Fast-Track Insights for BDRs" as the report template.
Add Sources:
Click the "Add sources" button to select relevant contacts.
Generate the Report:
Click the "Generate" button to create your report.
Review the Report:
Once generated, review the report for actionable insights, including prospect snapshot, outreach performance, sentiment, and next steps.