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Transcript

OK12: How to build an effective SDR Comp Plan for 2025: Point-Based System and Innovative Spiffs

W/ Anastasia Chihai, Sr. Director, Sales Development at Upland

Listen now on Spotify, YouTube, and Apple.

Chef's specials:

  • Comp plans that keep your BDRs motivated and drive business results.

  • Spiffs that fire them up and deliver short-term wins.

  • How to present this to your CRO

Discover how Anastasia Chihai, Sr. Director of Sales Development at Upland, revamped her comp plan for 2025.

In this conversation, learn how to implement a point-based system that aligns SDR performance with revenue goals. Uncover innovative spiff strategies, master the art of motivating distributed teams, and optimize your sales development structure for maximum ROI.

Whether you're a founder, GTM leader, or sales executive, this video is packed with actionable insights to transform your SDR team's performance in 2025 and beyond.


Who is Anastasia Chihai?

Sr. Director, Sales Development at Upland, and Founder, ATX SDR Leaders.

Connect with Anastasia on LinkedIn and for the coming events in Austin, Texas.

More context about the Upland sales team:

  • Markets: NA, and EMEA

  • Segment: SMB, Mid-market, and enterprise

  • Buyer personas: IT, Sales, Marketing, Customer Service, and Operations

  • Industries: BPO, contact centers, Financial Services, Healthcare, Media and Publishing, Consumer Goods, and Telecommunications

Referenced:


Some takeaways

Innovative Compensation Model

Anastasia implemented a point-based system for SDR compensation, moving away from traditional models:

  • SDRs earn points based on the seniority of prospects they engage (e.g., C-level = 10 points, Manager = 5 points)

  • Quota is set in points rather than number of meetings or opportunities

  • This incentivizes SDRs to target higher-level decision-makers, potentially improving deal quality and close rates

Separation of Inbound and Outbound Teams

  • For 2025, Anastasia is separating inbound and outbound teams completely

  • Only "hand-raisers" (direct inquiries) will be considered true inbound leads

  • Content downloads, webinar registrations, etc. will be treated as outbound leads requiring more nurturing

Rethinking Inbound Lead Handling

  • Inbound team will focus solely on hand-raisers

  • The outbound team will handle other marketing-generated leads (content downloads, etc.)

  • This approach aims to improve conversion rates and ensure proper lead nurturing

Creative SPIFFs and Motivation Techniques

  • Monthly SPIFF programs with themed challenges (e.g., Bingo card, race to the top)

  • Use of physical rewards like trophies and rings for top performers

  • Spinning wheel with lottery tickets as instant rewards for booking meetings

Balancing Short-term and Long-term Incentives

  • Implemented a year-long SPIFF focused on pipeline quality (opportunities progressing to stage 4)

  • This encourages SDRs to focus on deal quality alongside quantity

Challenges with Distributed Teams

  • Noted that UK team members were less responsive to SPIFF programs that worked well in North America

  • Suggests the need for localized or team-based incentives for distributed teams

Compensation Plan Design Process

  • Uses a combination of top-down (based on company goals) and bottom-up (based on historical performance) approaches

  • Involves multiple stakeholders including Finance and Operations to ensure viability and prevent gaming the system


In this live, we cover:

00:00 Sales Motivation with Anastasia Chihai

00:54 Revamping the Compensation Plan

03:21 Complexities of Managing Multiple Business Units

05:59 Designing a Point-Based System

06:38 Focusing on Target Accounts and Seniority

10:14 Defining Sales Qualified Leads (SQL)

13:06 Adapting Quotas for Different Segments

22:07 Gaining Approval for the New Compensation Plan

28:11 Implementing Safeguards Against System Gaming

30:37 Short-Term Incentives: Holiday Spiffs

31:46 The Impact of Short-Term Spiffs

32:19 Planning for December Spiffs

32:51 November Bingo Card Success

33:37 December Personalized Stickers

36:28 Monthly and Weekly Spiffs Strategy

40:05 Lessons from Failed Spiffs

42:49 Spinning Wheel Success

45:31 Managing Spiffs Fatigue

50:37 Inbound vs. Outbound Teams

55:03 Balancing Quotas for Inbound and Outbound