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WIP: Clarified lead qual process.

Chad Malchow requested to merge lead_qualification into master

Here are my thoughts on improving the lead qual process, from qualification data to process to ensure discovery calls happen.

Need just 7 points of data. Removed soft-bant. Suggest we have a standard lead qualification template in Salesforce.com the BDR's can use when emailing prospect to introduce AE, summarize data collected and confirm meeting.

May want to see how we can improve efficiency with creating meetings. Example just create an event with SFDC but will need to have salesforce.com calendar synced up to google calendar.

We can talk about what to do with "small" deals. Right now a deal that has less than 100 potential seats (meaning less than 100 developers/IT in the company) would be small and may want to think about how to guide them to the web portal and creating a pipeline view for a BDR to become an Inside Sales Rep.

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