Sales SOP

When marking a lead Unqualified due to bad info, what does that mean?

• No response when called or emailed

• Phone number didn't work, but the email went through.

• The phone number didn't work and the email bounced

• Phone number was not US based.

The Discovery Call

• is optional!

• Should be done a demo is completed.

• Should always be completed before qualifying or unqualifying a lead

• is just a chat about the weather

After you receive a new lead that has booked a demo time, you should...

• Call them immediately to confirm the meeting and gather information before the demo.

• Just wait and see if they show up to the booked time.

• Put them in a no show cadence

• Cancel the meeting because you don't think they will show up.

If you have completed a demo you should...

• Ghost them

• Qualify or unqualify a lead

• Follow up on plan of action

• Make the decision for them if we are a good fit

When making outbound calls you

• should always use my cell phone

• Make calls from Sales Loft.

• Why should I call people

• Call from Ring Central in Salesforce

The Success button in Salesloft...

• Removes a lead from a sales cadence

• gives Bonusly points

• Adds more work to your load

• It marks the lead as qualified.

When doing a discovery or a demo what should you focus on.

• What SkuVault Can't do for the customer

• The Clients Problem SkuVault can solve

• Our competitors

• What new features SkuVault will soon have.

When referring a partner we

• Check the sent to partner box

• Select the partner(s) you are referring.

• Connect the the lead and partner

• We don't refer partners

Salesloft is used for

• only running no show cadences

• Only for Outbound calls

• I don't use Salesloft

• For running sales cadences and outbound calls

Client mentions they are a consultant

• I keep it to myself and tell them to send potentials to me.

• Loop in Kim and Mady

• Just work the lead and unqualify

• Tell them good job.