SDR Module 2

How to move from SDR to Account Executive | taught by Kristen Habacht

Module 2:
How to Move from SDR to Account Executive
CRM Mastery and Managing Up

Congratulations on completing Module 1 of the Sales Development Fundamentals. By now you should understand some key strategies for calling, emailing and leveraging the other tools at your disposal.

In this next module we will help you understand how to master the all-knowing CRM, how to manage up and what you can do to position yourself for promotion.

We will cover CRM, give you an introduction to sales forecasting and spend a good amount of time discussing what you can do to earn a promotion and continue to grow your career.

  • How to Master CRM
  • How to Manage Up
  • How to position yourself for a Promotion

Includes videos, quizzes and downloadable PDFs and templates.


Your Instructor


Kristen Habacht
Kristen Habacht

Kristen is a sales executive in the technology space who has a history of building teams and growing companies through new client acquisition, increased account management, marketing and sales process implementation and improvement.


Course Curriculum


  Intro to SDR Module 2
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  Lesson 2: CRM Advanced - What Does Every SDR Needs To Know About CRM
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  Lesson 3: Sales Forecasting 101 - What Will You Need To Know As A Salesperson To Be Effective?
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  Lesson 4: Top Skills That An SDR Has That Translate—And Those That Are Missing
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  Lesson 5: How Can You Start Working On Your Sales Skills In Your Current Role?
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  Lesson 6: What Is Your AE Manager Looking For?
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  Lesson 8: Managing Up
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  Lesson 9: What Are The Ten Things You Need To Start Doing Today To Get There?
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!