The Tools SDRs Need for a Successful Campaign

Picture of Lauren Newalani

Lauren Newalani

Content Writer for Whistle with multidisciplinary experience spanning over a decade.


Table of Contents

Having a successful prospecting campaign is largely dependent on the SDR. However, there are certain tools available to expedite and make this process easier. Asana, HubSpot and Gong are just a few examples of sales tools that SDRs have come to rely on daily. Let’s take a look at some of them here and how they help you:



Asana is a versatile cloud-based, collaboration software that lets users collaborate on projects, follow task progress and engage in project management actions. Asana takes care of most of the dreary day-to-day task organizing that most SDRs love to hate. Routine tasks, business objectives, task allocation, responsibilities and real-time tracking are just some of the superpowers of this project management software. Now, before you get excited and say that sales isn’t a project, I would just like to clarify that Asana is cloud-based and coordinates with numerous applications like email, communication, and calendar, which makes it a pretty nifty CRM solution at a smaller scale.



HubSpot is Whistle’s CRM tool of choice. In fact, we have obtained Platinum status in the HubSpot Solutions Partner Program.  It is an incredibly rich and versatile resource for any SDR as it contains  all the tools any SDR would need for marketing, sales, content management, and customer service processes. While management of these four processes individually would no doubt yield great results, integrating them shows immediately that the whole is much greater than the sum of its parts. HubSpot is an end-to-end system that lets SDRs track their sales progress. HubSpot gives SDRs a more holistic understanding of their sales pipelines and the ability to manage client relations better than ever. The storing, tracking, managing, and reporting of tasks and activities has never been easier.



Gong goes beyond just a call recording system.  It uses its serious number-crunching power to deliver statistics on almost every stage of the sales process. With these stats available to an SDR,  it becomes possible to identify risks to the sales process as well as pinpoint the variables that contributed to sales won and lost. Gong provides a steady stream of real-time customer engagement data that can be used to send trigger communications. No SDR wants to have to toggle between interfaces and programs to get their day on track. Gong puts all your controls in one place so that SDRs have all their CRM tools in one convenient place. Not only are recordings accessible to anyone with permission, Gong also measures individual talk time percentages and question rate per conversation. Having access to the recordings allows a more coordinated approach to sales and fosters an environment where learning is accomplished through the mindset of the entire organization.

The success of any sales campaign relies on the ability of SDRs to perform their abilities at optimum efficiency. A large factor in achieving their targets is their reliance on various CRM tools. We looked at Asana, HubSpot and Gong as just a few examples of tools that SDRs can count on to ensure the smooth running of their day-to-day operations.