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 ...
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 ...
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 ...
Negative Review Responses
An SOP describing the standard for responding to clients’ negative reviews.
Screenshot the negative review and insert into an email to ...
Negative Review Responses
An SOP describing the standard for responding to clients’ negative reviews.
Screenshot the negative review and insert into an email to ...
ACCOUNT UPDATE EXPECTATIONS
Account Update Expectations
Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...
Reference sheet for the TireConnect Form
ODM Account Manager:
Who is filling this form out. This also is the person who put the product(s) in Salesforce
Lead Information:
Company ...
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, ...