Technology & Services
Lead & Activity Management Process (LAMP)
Bring All Leads to a Resolution with a Closed-loop Calling Process:
- Task & Activity Outcome Package - Automatically adjust the lead status based on the activity outcome.
- Exception Reporting - Identify issues with the closed-loop calling process.
- Meeting Influence Tracking - Automatically track scheduled and completed meetings by TPG Fuel Lines for campaign attribution.
Predictable Pipeline Development
Create the SDR Conversion Waterfall:
- Track dials, conversations, scheduled meetings, completed meetings, pipeline generated, and closed won business.
- Monitor SDR trends, Sales Rep performance, and conversion rates.
- Generate key activity and performance metrics directly from Salesforce.
A Content Management System for SDR Messaging:
- Allow SDRs to take notes in structured text for automatic nurturing via the marketing automation system.
- The Agent Console combines the CRM, the Automated Dialer (ADT), and the Conversation Guide in a single user interface for the SDR.
- Record the answers to discovery and qualification questions for reporting.
Configure Price Quote & Measure:
- Quote Quickly - Generate customer ready Quotes in minutes, all within the Salesforce environment.
- Automate Efficiently - Reduce duplication of effort and map your business to proven SaaS industry process automation with an intuitive point and click interface.
- Measure with Confidence - Whether it's Churn Rates, Upgrades, Renewal Forecasting, or any of the xRR metrics we've got you covered - straight out of the box.
Partner Deal Registration
- Architect deal registration process and flow, and tag partner accounts.
- Create a separate lead record type for partners to support the deal registration process
- Build an external site for partners to submit leads for deal registrations and referrals
- Adjust lead routing rules to appropriate owner and assign lead source and campaigns for tracking - Partner Dashboard & Reporting – Architect partner tracking, reporting, and dashboard
Custom List Builds and Enrich and Append Services:
- Human-verified data; phone & email
- 100% Guarantee on contact data if bad data returned within 30 days of delivery.
- Bad data purged from the system and replaced with new data matching ICP criteria.
- Largest information security contact database on the planet.
CRM Administration Services
Administer Salesforce.com on a day-to-day basis:
- Manage data assignments and data migrations
- Provide Salesforce CRM support for sales, finance, and marketing
- Prepare reports, views, dashboards, for sales, finance, and marketing
Marketing Automation Services
Administer Marketing Automation on a day-to-day basis:
- MA data and list upload, deduplication, and on-going management
- Manage hard and soft bounces, and other data errors
- Suppression list management, including unsubscribes and competitors MA Program Execution
- Operationalize nurture programs and mass emails as requested by marketing
- Instrument all necessary workflow rules and suppression lists for custom campaign execution
- Provide MA reporting and campaign ROI reporting
Sales Playbooks & Kick-offs
- Debunking Sales Mythology, Territory & Account Planning (ICP), Common Sales Challenges, Prospecting & Objection Handling, Qualifying Prospects & Opportunities, Discovery Call, Closing, Sales Process, Forecasting & Opportunity Management.
- Presentation of the Sales Playbook.