Getting Started in Optimize HQ
Step 1: Create Users
Begin by creating user accounts for all individuals who will be using Optimize HQ.
Select Management > Users ...
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 ...
Upsell Strategy, Tips, and Tricks
Upsell Strategy
Build personal relationships
Rapport, rapport, rapport!
A true desire to help a client goes a lot further than a magnetic personality
Prepare ...