Pipeline generation workflows for SDR BDR and inside sales
Coordinate inbound response outbound outreach and qualification handoffs in one workflow layer built for new business teams.
Pipeline generation workflows for SDR, BDR, and inside sales
Teams responsible for new business lose momentum when inbound response, outbound targeting, activity tracking, and qualification handoffs all live in separate tools. Sanka helps SDR, BDR, and inside sales teams run both inbound and outbound motions in one governed workflow so qualified opportunities reach AEs with the right context.
Capture inbound requests, route them by SLA and territory, and make follow-up ownership explicit from the first touch.
Build outbound queues from ICP rules, enrich target accounts, and keep calls, emails, and next steps visible.
Pass meeting notes, objections, qualification status, and next actions forward without losing context.
Typical workflows
- Capture inbound demo requests, enrich company and contact data, and assign owners with response SLAs.
- Build outbound target lists from account criteria, research queues, and territory rules.
- Trigger calls, emails, follow-up tasks, and meeting booking workflows with clear activity history.
- Promote qualified leads to AEs with notes, buying signals, and a controlled handoff checklist.
[OK] New inbound lead captured
-> Enriching company, contact, and territory data
-> Routing owner based on region and segment
[WAIT] Qualification review required
[OK] Meeting booked and AE handoff prepared
-> Notes, objections, and next steps synchronized
Run inbound and outbound in one operating rhythm
Most teams start by fixing one motion, then standardize both inbound and outbound once routing rules, ownership, and handoff steps are proven.
Frequently asked questions
Can we start with inbound only or outbound only?
Can routing include territory, score, and account fit?
Related solutions
- Revenue Operations: Connect CRM, billing, and finance workflows with shared visibility.
- Order to Cash Automation: Standardize the path from approved deal to invoice, payment, and reconciliation.