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 ...
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 ...
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, ...
Content Naming Convention
‘Client name from Salesforce – Facility ID found in Salesforce’
There is a space, dash, space between the two pieces of ...
Content SOP
An SOP describing content best practices, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks and Service ...
Proposed Subscription Products
Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage ...
Tire Pros IO Process
Tire Pros IO Process
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if ...