TireConnect – Upsell
1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
TireConnect – New Sale
1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
High Risk Clients SOP
When a client is considered high risk:
Working with another 3rd party marketing company
Expresses a concern/frustration about our program
Asks for a ...
Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
NAPA Gold Funds - Internal Process
Gold Fund Products & Service implementation
Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ )
Open Member Site > Gold Program ...
Coaching Call Attempt Email Templates
1st Attempt Email Template – Send on first working day of the month:
Subject: Quarterly Coaching Appointment RequestHello ,Hope you are ...
BlueTie Email – New email with Enterprise already created
Website Update is needed. Double check the subscription product in Salesforce
Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout
Click on Enterprises on the left-hand corner ...