Build quality pipeline faster with an SDR command center

Create a smart sales workbench to supercharge prospecting.

Teams: Sales
Sources:
[LinkedIn](/content/docs/signals/community-and-social-integrations/ "LinkedIn"/index.html)
[X](/content/docs/signals/community-and-social-integrations/twitter/ "X"/index.html)
[Slack](/content/docs/signals/community-and-social-integrations/slack/ "Slack"/index.html)

Overview

Sales teams are drowning in salestech that doesn’t do them much good.
Instead of knocking on more doors and booking more meetings, reps are struggling with siloed point solutions and overly complex workflows.
Wouldn’t it be nice if SDRs had one user-friendly interface to help them hit their numbers instead of tabbing back and forth between tools? Well, now they do.
In this playbook, we’ll show you how to create an SDR command center that will help reps discover, research, and action on leads all from one place.
Let’s get this party started 🥳

What you’ll need:

• Common Room (this is how we’ll create customized workspaces for sales reps— Request a demo to follow along)
• Access to digital channels (in this example we’ll use LinkedIn, Twitter, and Slack)

Step 1: Connect data sources

Common Room helps reps uncover opportunities they would otherwise miss by providing full visibility into hard-to-see buyer signals across digital channels.
In this example we’ll connect LinkedIn, Twitter, and Slack to Common Room, but keep in mind that the more data sources you connect, the more buyer identity, intent, and context you’ll uncover.
💡 Common Room provides dozens of natively built and fully managed integrations with popular digital channels so you can get full visibility into your buyer ecosystem.

Log in to Common Room, click on Settings in the left sidebar, and navigate to Sources.
Select LinkedIn.
Once you hit Connect LinkedIn and authenticate your account, you’re all set. Data will start flowing into Common Room 😎
We’d follow the same general process for Twitter and Slack.

Step 2: Create segments for different sales plays

Click Back to app to leave the Settings menu, then click on Segments in the left sidebar.
We can create automated segments for both leads and accounts, making them as broad or as granular as we want. This allows us to automatically surface and sort people and organizations for different sales plays.

💡 Segments in Common Room are fully customizable, allowing you to build tailored prospect lists you can track, report on, and engage at scale.

For instance, we could quickly create segments for product-qualified leads from enterprise organizations.
Or we could build segments for people with certain job titles who work in particular industries.
We could even create a segment for companies that meet a predetermined annual revenue threshold and have specific tools in their tech stacks.
The possibilities are endless.

💡 Common Room’s filters and tags make it easy to slice and dice your data with the click of a button.

In this case, we’ll start with a segment for economic buyers who match our ideal persona and recently changed jobs.
Hit New segment and select Create new segment for contacts.

Step 3: Customize segment views and notifications

First let’s add our segments to the Home screen so they’re always the first thing we see when we log in.
Click the three-dot ( …) icon for any segment and choose Add to Home. Once we’ve added all our segments, we’ll click Home in the left sidebar. Voilà—now all our segments are in one easily accessible location.
We can customize the layout however we want. We’d just hit Edit segment layout and drag and drop until we're satisfied.

Now comes the fun part. Click into any segment and toggle on Task view.
This turns the segment into an interactive burn-down list you can work your way through.
Each person (or account) in a segment is now either part of a Tasks, Completed, or Snoozed list.
Simply hit the check mark icon (✔️) on the people you’ve followed up with in the Tasks list to move them to the Completed list or snooze them (the clock icon) so they’re added to the Snoozed list for a set period of time before being moved back to your pending tasks.

Step 4: Streamline prospecting

Click into any segment and make sure Task view is toggled on.
Now click the dropdown arrow over any individual in the segment to open up your list of options. Depending on which integrations we have set up and where buyers are active, we can add people to personalized Outreach sequences, send them Slack DMs, visit their LinkedIn profiles, sync their records with Salesforce, and more—all from the same place 😍

Let’s say we have a preprogrammed email sequence for leads who recently switched jobs.
We’ll navigate to a lead in our segment, click the dropdown menu arrow, and select Add to Outreach sequence.
We’d then choose which sequence we want to add them to and which email address we want the message to come from.

Prospecting just went from painful to painless.

Wrapping up

And there you have it—a quick, easy way to create an SDR command center for each and every sales play.
Empowering reps to go for the gold has never been easier 🥇