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How to Build a High-Performing Virtual SDR Team: A Comprehensive Guide

A Guide on How to Build a High-Performing Virtual SDR Team

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Have you ever considered building a virtual SDR team? It's becoming an increasingly popular option for businesses. 

Recent research found that companies employing virtual SDR teams generated 10% more revenue than traditional, in-office groups. That's a significant difference!

This post will give professional advice and best management practices for setting up and overseeing a productive virtual SDR team. So let's start if you're ready to learn more!

Challenges of Managing a Virtual SDR Team

Understanding the unique challenges of leading a virtual SDR crew is essential to ensuring your team's success. So, In this next bit, let's focus on some key challenges that come with managing a virtual SDR team and how to overcome them:

1. Overcoming Communication Barriers

Communication is vital in any team setting, and when your team is working remotely, it's even more important to stay connected.

Here are some tips for overcoming communication barriers:

  • Use technology to your advantage: Your team can stay informed and connected using resources like video conferencing, instant messaging, and project management software.
  • Set expectations: Make sure everyone on the team understands how often they need to communicate and what channels to use for different types of communication.
  • Encourage open communication: Establish a culture where team members can freely voice their opinions, exchange ideas, and ask questions.

2. Addressing Time Zone Differences

Finding times to connect and collaborate can be challenging if your team is spread across different time zones. 

Here are some tips for addressing time zone differences:

When arranging meetings, choosing a time that accommodates everyone is critical, even if it requires some team members to rise early or remain late.

  • Be flexible: If a team member needs to take a call during non-work hours, try to accommodate their schedule.
  • Use time zone converters: Tools like World Time Buddy or Time Zone Converter can help you quickly see what time it is in different parts of the world.

3. Ensuring Accountability

When your team is working remotely, keeping everyone on track and ensuring that tasks are being completed can be more challenging. 

Here are some tips for ensuring accountability:

  • Set clear goals: Check that everyone on the team knows their duty and the goals they must accomplish.
  • Use project management tools: You can track progress and ensure projects are finished on time using programs like Asana or Trello.
  • Check-in regularly: Schedule regular check-ins with team members to discuss progress and address any issues.

4. Avoiding Burnout

It can be simple for team members to blur the borders between work and personal life when they collaborate remotely, which could result in burnout. 

Here are some tips for avoiding burnout:

  • Encourage breaks: Make sure team members take regular short-term intervals throughout the working hours.
  • Set boundaries: Encourage team members to set boundaries between work and home life, such as not checking email after a specific time.
  • Provide support: Make sure team members know they can come to you for help if they feel overwhelmed.

Top 5 Processes for Building and Managing a Virtual SDR Team

When it comes to building and managing a virtual SDR team, it is essential to pay attention and evaluate and make the following points:

1. Finding and Hiring virtual SDR team Members

Putting together a virtual SDR team can prove difficult and time-consuming. That is why the ideal method will be described in this section. So, let's break it down into some simple steps:

1. Conducting A “Needs Assessment”

Before hiring, assessing your needs and determining what roles you need to fill on your virtual SDR team is essential. This can include everything from research executives to account managers to marketing specialists.

2. Preparing Job Descriptions

Once you've identified the places to fill, you can develop job descriptions that explicitly outline the duties, knowledge, and experience necessary for each position.

3. Posting Job Listings

With your virtual assistant job descriptions, it's time to post job listings on relevant job boards and websites. Again, make sure to contain all pertinent information, such as the position's title, prerequisites, and application guidelines.

4. Screening Resumes

As applications start rolling in, screening resumes carefully are crucial to ensure that candidates meet the requirements outlined in your job descriptions. Look for relevant experience, skills, and qualifications, and make notes on each candidate's strengths and weaknesses.

5. Virtual interviews

It should be held after you've reduced the number of applicants you're considering to understand their personalities and skill sets better. Prepare a list of interview questions to help you assess each candidate's fit for the role and the team.

2. Onboarding virtual SDR team Members

Now that you've hired your virtual SDR team members, it's time to onboard them and set them up for success. Here are some critical steps to follow:

1. Setting expectations

Ensure your new hires know what's expected of them from the start. It includes their job responsibilities, performance goals, communication expectations, and company policies they must know.

2. Providing training and resources

Give your new hires the tools and training they require to do their tasks well. It could include tools for handling leads and contacts, sales strategies, and product training.

3. Establishing communication protocols

Ensure your team knows how to communicate with each other and clients. It could include setting up regular team meetings, using messaging apps for quick communication, and establishing email and phone communication guidelines.

4. Setting goals and KPIs

Setting clear goals and key performance indicators (KPIs) is critical to monitor your team's progress. Some KPIs include time to first sale, sales performance, customer feedback, retention rate, and training completion rate.

3. Managing virtual SDR team Members

Now that your virtual SDR team members are onboarded, it's time to manage them effectively. In this next bit, you will find the steps you need:

1. Establishing regular check-ins

Make regular check-ins with your team members to discuss their progress, issues, and goals going forward. It could be helpful to ensure that everyone is working toward the same objectives and on the same page.

2. Providing ongoing coaching and feedback

To assist your team members in developing their abilities and accomplishing their objectives, provide them with continual coaching and feedback. It can include individual coaching sessions, group training, and regular feedback on their performance.

3. Encouraging collaboration and teamwork

To effectively cooperate and learn from one another, encourage your team members to collaborate and exchange ideas. It could improve team spirit and result in more excellent performance all around.

4. Addressing performance issues

If you notice any performance issues, addressing them swiftly is essential. It could include a lack of communication, misaligned goals, technology issues, lack of accountability, or difficulty with training and development.

5. Monitoring and evaluating performance

Finally, monitor and evaluate your team's performance regularly so that you can identify any areas that need improvement and adjust your strategy accordingly.

4. Technology and Tools For virtual SDR teams

Furthermore, having the right technology and tools can make all the difference when managing a virtual SDR team. Here are some crucial resources to think about:

1. Communication tools

It's critical to have efficient communication tools because your team members probably operate remotely, making it difficult for them to maintain a connection. It could include video conferencing software like Zoom or Google Meet, instant messaging tools like Slack or Microsoft Teams, and email software like Gmail or Outlook.

2. Project management tools

You'll need efficient project management tools to keep your team on task and ensure everyone works toward the same objectives. It could include software like Trello or Asana, which can help you organize tasks and track progress.

3. Sales enablement tools

To help your team members sell more effectively, consider investing in sales enablement tools like HubSpot or SalesLoft. These tools can help your team members automate workflows, track leads, and close more deals.

4. CRM software

Finally, it's essential to have solid CRM (customer relationship management) software in place. You can operate your sales funnel, keep track of client interactions, and evaluate your team's effectiveness with its assistance.

5. Building a Strong virtual SDR team Culture

Any sales team must establish a strong team culture, but managing a virtual SDR team requires extra effort. Therefore,  In this next section, we will be looking at 5 points:

1. Creating a sense of belonging

Make sure that your team members feel like they're part of a team, even if they're working remotely. It could involve organizing virtual team-building activities or creating a team chat group where everyone can connect.

2. Encouraging teamwork and collaboration

To effectively cooperate and learn from one another, encourage your team members to collaborate and exchange ideas. It could boost team spirit and result in more incredible performance all around.

3. Recognizing and rewarding accomplishments

Celebrate your team member's accomplishments and hard work. It could make the team feel more motivated and proud of itself.

4. Promoting open communication

To collaborate effectively, encourage your team members to be honest and open with one another. It could involve regular check-ins or creating a team chat group where everyone can share their thoughts and ideas.

5. Promoting work-life balance

Lastly, guarantee that everyone on your team enjoys a balanced life outside work. Encourage them to take breaks when necessary and prioritize their mental and physical health.


A virtual SDR team's creation and management process requires careful strategy, execution, and continuous assistance. 

If you want to shave all the above steps and save time, you can hire an outsourced SDR agency like Revnew to do everything for you. From building a new database to outreaching out to your prospects and booking appointments with your decision-makers, Revnew got you covered. 

Read more helpful content here: Outsourced SDR Services: How to Cut Marketing Spend by 70%

Outsourced SDR Team and Sales Executives Vs. In-House Hiring: Which Is Better

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