Onboarding at any new job can be stressful and tedious, and the resources needed for success can get lost among the mountain of tasks one is given as a new hire.

If you’re in a customer-facing role, you also have to learn what resources are okay to share with customers. Having a centralized resource for these templates can make onboarding easier for new employees and allow for a more seamless transition into an unfamiliar workplace. 

As a new SDR at Matik, a sales presentation software, I experienced the value of this firsthand. All of the decks that we share with customers, from outbound prospecting to renewal conversations, live in one place. I found this helped me in a variety of ways.

To start, my role as an SDR at Matik is my first job as a university graduate, so everything (including the tech landscape) has been brand new to me. Having all of our customer collateral in one place allowed me to learn about the types of presentations that are typically shared with customers in a software sales model from Day 1. 

This was especially important because I onboarded with Matik remotely. All of the social and industry context I would have picked up naturally in person was absent. Being able to see not only the collateral that was relevant to my workflow, but also those that our Account Executives and Technical Account Managers share with customers gave me a much better understanding of how my SDR role fits into the overall sales process and customer journey here at Matik. 

Having one location for our marketing-approved collateral also empowered me to start sharing that collateral with my prospects from my very first cold email. I felt confident knowing that if I shared an ROI 1-pager or a customer case study that these materials were on-brand, accurate, and already successfully tested in the field.

All of this led me to book my first outbound meeting with a target account after only about a week and a half of starting to send cold emails! It also allowed me to engage with inbound prospects in a more personalized way by sharing relevant collateral. Within six days of being added to the inbound leads queue, I had booked a disco, run it, and passed my first qualified opportunity on to our AEs.

Thanks in large part to the centralization of our customer resources in Matik, I exceeded my ramp quota and felt confident in my role, and was able to hit the ground running post-ramp as a first-time SDR.