Salesforce Contact Accuracy
Confirm the clients current contacts during every Quarterly ROI Call
Verify:
a. Name-First & Lastb. Role/Titlec. Contact Orderd. Emaile. Phone Number (ask ...
Quick Tasks Q&A
Can I set these up for reoccurring tasks?
Not currently. This is set up to just quickly log an action that ...
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, ...
Warm Sales Transfer SOP
An Optimize Territory Sales Representative sells a new client on our services.
The new client begins the Onboarding process.
Onboarding Initial Call ...
Account Transfer Email Template
Dear NAME ,
I would like to take the time to introduce myself as your new Account Manager. I am looking ...
Epicor FAQs
What is the set-up fee for Epicor services?
The Epicor set-up fee is typically $500, but our clients receive $500 off ...
Adding Appointment link to a GMB profile
Adding in the Appointment Link:
Access your client’s Google Business profile from the Google Business profile Manager by searching for, and ...