BDR Technical Training Assessment

Trainee Name: Fill-in Date: _______________

Thank you for joining Salary.com’s new BDR training. Please finish the assessment within 1hour and 45m and
hand in with answers.  Please send to Qingqing, Helena, Lizzy and CC to Julia, Minnie, Kennis;

1 Today, Ms. Lizzy Zhang (lead) agreed to attend our demo, we know our AE is Helena (AE), need a Solution
Consultant (SC) Liliana to assist our AE to finish Demo, please send a meeting invitation and CC to Julia,
Qingqing, Minnie and Kennis. (Ignore if you find lead duplicate time & date for meeting, and continue send)

1.1 Please also pay attention to :

---- For Survey (IPAS,Compdata), CompAnalyst, select compensation
---- For Job Architect, select job description
1.2 Double check AE’s name to avoid misspelling Using AE’s Zoom meeting link, turn off “Teams
Meeting” toggle AFTER you add meeting attendees in calendar invite on web/mobile outlook.
[IMPORTANT]
1.3 Use AE meeting link as: https://salary.zoom.us/j/abdcefghijk
1.4 Account Name: Abbott
1.5 Use Meeting invite template below:
1.6 Find your own assigned time zone and lead local time in following table:
________________________________________________________________________________________

Subject: Zoom Meeting with Salary.com + Account Name

 
Hi ____,

Thank you for scheduling a meeting with Salary.com!

Please accept this calendar invite for the proposed time on (Date) at (Time) [Timezone].
Our Product Specialist, ______ is looking forward to meeting with you to discuss your Compensation / Job
Description process and share how we may be able to help.
Please include anyone else who may benefit from joining this call.  We are looking forward to speaking with
you soon!
 
Join Salary.com Meeting
[AE’s Zoom Meeting Link]

 [AE’s Meeting Info]

 
[YOUR SIGNATURE]

________________________________________________________________________________________
 Column
BDR Lead Time zone Demo Date Lead Time Product
1
1 Abby.Leon Pacific Sep 5th 10:00 JA
2 Alyssa.Tercan Pacific Sep 5th 11:00 JA
3 Ann.Maghibon Pacific Sep 5th 13:00 JA
4 April.Alagasi Pacific Sep 5th 14:00 JA
5 Jannie.Panis Pacific Sep 5th 14:30 JA
6 Kevin.Ligad Mountain Sep 6th 9:00 CA/CAMD
7 Kim.Nuqui Mountain Sep 6th 11:00 CA/CAMD
8 Lorence.Lorilla Mountain Sep 6th 13:00 CA/CAMD
9 Lowey.Ababol Mountain Sep 6th 14:00 CA/CAMD
10 Maria.Pereira Mountain Sep 6th 15:00 CA/CAMD
11 Michelle.Abalos Central Sep 7th 9:00 IPAS
12 Nancy.Torreno Central Sep 7th 10:00 IPAS
13 Nick.Alvarez Central Sep 7th 13:00 IPAS
14 Patricia.Camerino Central Sep 7th 14:00 IPAS
15 Pilar.Caballes Central Sep 7th 15:00 IPAS

2 Please confirm the identity of each:

Luke Wilson is ___________ [Lead/Contact/Account/Opportunity]

Steve Wilcox is ___________ [Lead/Contact/Account/Opportunity]
Exxon is ____________ [Lead/Contact/Account/Opportunity]
General Motors/Q3/2022/ New Business is____________

[Lead /Contact /Account /Opportunity]

3 What's the difference and relationship between lead, contact, opportunity, and account?

4 What should the BDR do before converting the lead to the opportunity?
5 In lead view list below, please write down the No. of the lead, which are NOT qualified lead for BDR to call

6 If the lead says that the contract ends on November 30th, and his company is now using Glassdoor for
compensation structure, what should the BDR do to the Lead in Salesforce?
7 If the lead asks you to stop calling and emailing, what should the BDR do to the Lead in Salesforce?

8 If the phone pick up by lead’s assistant when the BDR calls, the assistant promised that she is going to
delivery the information to lead, which activity type Should the BDR choose?

9 How to log a call in Salesforce? Please select the correct ways(s): ______

a. b. c.

10 In Call Cadence below, if the lead is working in a company with 245 employees, which call cadence should
the BDR choose?

11 Describe the whole process of making the first call?

12 Where should BDR Create a new task for AE after converting lead to opportunity?
A. Violet Evans B. Christine Liu C. Love Conquers All/Q3/2022

13 What should the BDR do if the lead doesn’t show up in the demo and is KICKED BACK by AE?
14 What should the BDR do if the lead gives no response after you send out meeting invitation?

15 This is a demo task BDR Lizzy booked for AE Helena. Please check if it’s created correctly. If not, please list
the errors.

1)
2)
3)
……

16 This is an opportunity BDR Lizzy created for AE Helena. Please check if it’s created correctly. If not, please
list the errors.
1)…
2)…
3)…

……

17 What is the first step when we login to the zoominfo?

18 Which key items should the BDR to choose or fill in in the left column in zoominfo?
19 When exporting leads from ZoomInfo to Salesforce, which option do you need to select in below?

20 When there’s duplicate contact found in zoominfo, which option to select for exporting?
21 If the BDR wants to create the JA email sequence, please describe the key steps briefly.