Proposed Subscription Products
Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage ...
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 ...
Client Referral Credit SOP
If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a ...
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 ...
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 ...
Tire Pros IO SOP
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if there is any ...
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 ...