Book a Stand Lead Qualification

Last updated 7 years ago

First published 01 December, 2016

English Rating: Above 18 Shortest path: 5 nodes Longest path: 9 nodes Possible solutions: 8

Peter Clifton

Is the contact already in Salesforce? Yes. No.
Is there a campaign or opportinuty in salesforce for their company? In Opportunity Stage. In other campaigns but not progressed.
1. Merge contact details to ensure the contact details are enriched from the form information. 2.Contact Sales Manager to agree which Campaign they should be allocated to based on Never exhibited/New, Lost, Lapsed, Region, Company size/revenue etc..
Is the form submitter the primary contact. Yes. No.
1. Merge contact details to ensure the contact details are enriched from the form information. 2.Add a note to the Opportunity and inform the assigned Sales Exec that the form submission has come through.
1. Merge contact details to ensure the contact details are enriched from the form information. 2.Add the contact to the opportunity and add a note to say that the contact had submitted a form to the assigned sales Exec.
Is the company In Salesforce (and associated to the brand)? Yes. No.
Are there any campaigns Associated to the Company for your brand? Yes. No.
Contact Sales Manager to agree which Campaign they should be allocated to based on Never exhibited/New, Lost, Lapsed, Region, Company size/revenue etc..
Are they a Brand fit? This should be agreed at a kick-off meeting with the sales manager when implementing the process.. No. Yes.
Reject Lead and add note as to why rejected. Initially, the sales Manager should be informed to vet whether the Sales Ops decision was correct..
1. Associate contact to company in Salesforce 2. Contact Sales Manager to agree which Campaign they should be allocated to based on Never exhibited/New, Lost, Lapsed, Region, Company size/revenue etc..
Are they a Brand fit? This should be agreed at a kick-off meeting with the sales manager when implementing the process.. No. Yes.
Reject Lead and add note as to why rejected. Initially, the sales Manager should be informed to vet whether the Sales Ops decision was correct..
Add Contact to a new Business campaign or any predefined Campaign that the Sales Manager would like you to add to. This will be a heavily used decision path based on the forms that have come through over the past year..