How SDR teams use AI to book more meetings, faster (with Avoma)
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If you’re an SDR, you know the grind: researching prospects, crafting personalized outreach, following up across channels, and making sure every handoff counts. Every minute spent on admin is a minute you’re not booking meetings or building pipeline.
That’s why more SDR teams are turning to AI tools like Avoma to take care of the manual stuff so you can focus on real selling.
Here’s how SDRs, managers, and sales leaders use Avoma every day to automate their workflows, speed up response times, and create more predictable pipeline.
How outbound SDRs use AI to personalize outreach and improve productivity
Outbound SDRs use Avoma’s AI meeting assistant to capture every detail of prospect calls and personalize follow-ups faster. They also use Avoma’s outbound handoff router to instantly schedule AE demos during live calls, seeing AE availability across time zones and teams, and booking the meeting while the prospect is still on the call.
AEs can listen to calls, read notes, and take over from there. SDRs don't have to do anything there. That means no extra follow-ups, no manual recaps, and no lost context between stages.
Outbound reps thrive on timing and relevance, but when you’re juggling dozens of prospects, taking notes, and updating the CRM, things get messy fast.
Avoma works seamlessly across Zoom, Google Meet, Microsoft Teams, and popular dialers like Outreach so every discovery or cold call is automatically captured and summarized, no matter where it happens.
Focus on conversations. Avoma handles the notes and CRM updates
With Avoma’s AI meeting assistant, every discovery or cold call is automatically recorded, transcribed, and summarized. It captures everything, including key pain points, objections, competitor mentions, and next steps. Then it syncs that information straight to HubSpot, Salesforce, or any other CRM it integrates with natively.
That means:
- No more pausing mid-call to take notes.
- Instant summaries for personalized follow-ups.
- Clear action items that never slip through the cracks.
“As an SDR, Avoma helps me quickly understand how my meetings went. The audio transcript makes it easy to review conversations, and the interface is simple and intuitive. It saves me time and helps me prepare better for the next call.”
Book AE handoffs instantly with the outbound handoff router
When an outbound SDR qualifies a prospect, Avoma’s handoff router lets them instantly book the next meeting with the right AE, right there during the call.
No “I’ll email you a few timeslots.” No lost momentum. Just one click to schedule the next step while the conversation’s still warm.
Here’s how one AE describes the handoff experience:
“The SDR-to-rep handoff is seamless with Avoma. I can listen to the meeting, review the notes, and follow along with the transcript — everything I need is right there.”
— Adam R., Senior Account Executive
How inbound SDRs use AI to speed up lead response
Inbound SDRs use Avoma to route leads instantly, schedule meetings automatically, and remove friction from the buying experience. The result is faster response times, smoother handoffs, and more qualified meetings booked every week.
Inbound SDRs live and die by speed-to-lead. When a high-intent prospect fills out your demo form, minutes matter, but manual scheduling or slow routing can cause leads to slip through the cracks.
Automate scheduling, qualification, and lead routing with Avoma Scheduler
Avoma’s scheduler and lead router automate the entire booking process. When a lead submits a form, Avoma instantly checks CRM ownership, qualifies and routes based on form fields, and books time with the right rep — all while the prospect is still on the page.
Here’s how inbound SDRs use it every day:
- Unlimited 1:1 scheduling: Automate your scheduling with personalized meeting types, custom agendas, and tailored details for every meeting you book.
- Instant lead booking: Automatically book and confirm meetings as soon as a lead submits a form.
- Lead qualification and routing: Qualify and route the right leads to your SDRs based on rules like territory, industry, company size, and more.
- CRM ownership check: Automatically send existing customers or active opportunities back to their assigned representative.
- Round-robin scheduling: Distribute meetings fairly across representatives.
- Smart reminders and agendas: Automatically send personalized reminders that cut down on no-shows and keep meetings on track.
- Track every meeting outcome: Know whether meetings are held, cancelled, or no-showed, and keep your CRM and reports up to date automatically.
Instead of waiting hours, prospects book meetings in minutes, creating a frictionless, “wow” experience for both the buyer and the SDR.
Case study: How HiHello doubled scheduling efficiency with Avoma
HiHello, a fast-growing digital business card company, needed to connect inbound leads to the right salesperson without manual work.
“We wanted prospects visiting our website to have a seamless way to book a meeting with sales,” said Tara Theoharis, Sales Director at HiHello. “But as our team grew, we needed to make sure leads were routed to the right person.”
HiHello initially used HubSpot and then Chili Piper for lead routing. But both were complex to manage. When Avoma introduced its integrated lead router and scheduler, the team switched.
“It was very easy to switch! We started with one page on our site, confirmed it worked, then rolled it out everywhere.”
Now, HiHello runs its entire inbound scheduling flow through Avoma.
“Avoma’s product is logical, easy to use, and reliable. It’s been a great experience.”
See how HiHello switched from Chili Piper to Avoma in under a day. Read the full story here.
How SDR managers use AI to coach smarter and ramp faster
SDR leaders use Avoma to see what’s happening in every call, identify top performers, and coach reps based on real conversations.
Managing a sales team is tough when visibility is limited. Without hearing every call, you can’t tell what’s working, where reps struggle, or how consistent the talk tracks are.
Turn conversations into actionable coaching with conversation intelligence
Avoma’s conversation intelligence gives managers a complete picture of every rep’s calls. You can see:
- Talk-to-listen ratios
- Objection handling patterns
- Keyword trends (like “pricing” or “budget”)
- Rep talk tracks that consistently turn conversations into meetings
- Speed-to-lead and conversion rates
- Consistent qualification and handoffs across the team
- Meetings held and qualified opportunities passed to AEs — automatically tracked in the CRM
You can also clip top-performing calls to create a training library for new hires.
“I use Avoma’s call analytics to review words per minute and talk ratios with my SDRs every week. It’s incredible how much awareness this gives the team — they can see when they’re talking too fast or not giving the prospect enough space to respond. These insights have been instrumental in our SDR coaching. Plus, it’s so easy to set up and get the team running.”
How sales and RevOps leaders use AI to improve forecasting and efficiency
Sales and RevOps leaders use Avoma to connect every part of the sales motion, right from inbound routing to meeting activity to revenue tracking in one place. That means more accurate forecasting, cleaner data, and better pipeline predictability.
When you run a growing team, it’s easy to lose visibility into where deals come from or how leads are handled. Avoma gives you a single, unified picture.
Want a deeper dive into how RevOps use AI for forecasting and efficiency?
Check out our article: How RevOps uses AI to improve forecasting and efficiency
Combine scheduler, lead router, and revenue intelligence for full-funnel visibility
Here’s what leaders get from Avoma’s AI-powered stack:
- Lead distribution reporting: See which reps, sources, or campaigns create the most pipeline.
- Pipeline inspection: Real-time view of deal progress across stages.
- AI forecasting: Health scores that flag at-risk deals automatically.
- Win-loss analysis: Understand what’s driving conversions or drop-offs.
Why SDR teams love using Avoma
SDRs don’t need more tools. They need tools that work together.
Avoma replaces disconnected apps for scheduling, note-taking, and pipeline tracking with one platform that automates the admin and amplifies performance.
It helps inbound reps book meetings instantly, outbound reps personalize faster, and managers coach with real data.
Frequently Asked Questions
AI for SDR refers to artificial intelligence tools that automate repetitive sales development tasks, like note-taking, scheduling, and CRM updates, so SDRs can focus on building relationships and booking meetings. With platforms like Avoma, AI captures and analyzes every sales conversation, helping teams work smarter and faster.
Yes. With Avoma’s AI-powered lead router and scheduler, inbound leads are automatically qualified, routed to the right rep, and scheduled in seconds, reducing response time and ensuring no opportunity is lost.
SDR managers use Avoma’s call analytics and conversation intelligence to track talk ratios, objection handling, and keyword trends. This data helps identify coaching opportunities, replicate top performer behaviors, and ramp new reps faster.
Avoma integrates natively with major CRMs like Salesforce and HubSpot, as well as meeting and dialer tools like Zoom, Google Meet, Microsoft Teams, and Outreach, ensuring a fully connected SDR workflow.
By automatically capturing every conversation and syncing data to the CRM, Avoma eliminates manual entry errors and ensures that your pipeline, forecasting, and performance metrics stay accurate and up to date.
Yes. Most teams can set up Avoma in less than a day. It connects seamlessly with your existing tools and starts capturing and summarizing calls right away so that there is no heavy onboarding or technical setup required.
What's stopping you from turning every conversation into actionable insights?
