What is one of the roles of Sales Development Representatives (SDR) in Agentforce Sales Agents?

Sales Development Representatives (SDRs) play a crucial role in the sales process by focusing on lead qualification and initial outreach. Their primary responsibility is to identify and engage potential customers, ensuring that leads are vetted before they reach the sales team. By conducting research and reaching out through various communication channels, SDRs help in nurturing prospects and determining their interest level, which is essential for effective sales conversion.

In this context, lead qualification involves assessing the potential of a prospect based on criteria such as budget, need, timing, and authority to make purchasing decisions. This early engagement allows the sales team to focus their efforts on high-quality leads, ultimately improving overall sales efficiency.

The other roles mentioned in the choices do not align with the primary focus of SDRs. Managing customer service interactions is typically handled by customer support teams, overseeing financial reporting falls under the responsibilities of financial analysts or accountants, and creating AI training modules is generally associated with training and development roles within the organization. These functions do not pertain to the core activities of SDRs, which center around initiating contact with potential clients and qualifying leads.