Mining
When can an AE mine a lead?
If it is 5 or more days neglected (no activity logged)
What is the difference between Log and Log and complete when logging activity?
Log and Complete will log your call, and move it to the next step in the cadence.
Log will just log the call, and will keep it on the same step of the cadence.
What are the core features that qualify a lead?
Employee Records, onboarding, PTO, reports, ESS
What do you do if you have a dupe of a lead that an SDR is already working?
Chat the SDR, mark the lead as a duplicate, and put it in their name
If a lead is a sister company to a current customer, does this go to expansion or sales?
Expansion
When can an SDR mine a lead?
If the lead is one day neglected. (this meaning it was due for a call/email and was not contacted, the following day it would be minable.
If we make contact with a lead, and they request a call back from us with a scheduled time, what do we do with this lead?
Send to your working cadence
What are the add-on features in Bamboo that are not apart of Core?
Performance Management, Time tracking, and Payroll
How do you search for duplicates when you are working a contact, not a lead?
Search the name of the company in the search bar
If a lead is a franchise of a company that already uses BHR, does this go to expansion or sales?
Sales
What is the rule for leads in Day 1 steps?
These cannot be mined within 24 hours of the last contact. Once lead has been neglected for 24 hours or more, the lead would become minable.
What do we want to make sure we do when sending emails through gmail, to make sure the activity logs on the lead?
Toggle the "loft it" button on
How quickly should we be calling our new leads?
As quick as possible, under 5 minutes.
What does it mean when there is an opportunity showing as Closed Won? What do we do with it?
This means that they are a current customer. We would fill out the current customer tab.
If the lead has already merged, and the current customer tab is not available, we would take this out of our cadence, and inform Cameron Hodges via email or slack.
If a lead comes in that has used BHR in the past, canceled and wants to sign up again, does this go to expansion or sales?
Expansion
What are the three steps you should take when you have an appointment scheduled with a lead that YOU are working to ensure you do not get mined?
1. Add a task on the lead record
2. Put them in your working cadence
3. Change the due date on the cadence step
If you have a lead that comes in with an invalid phone number, what do you do?
Check the related tab for a number, check if there is a website on the lead, search linked-in. If you still cannot find a phone number, place in the bad phone cadence.
What is the range of employees that we would support set?
1,000 to 2,500 EE
If there are two leads that came in around the same time, how do we confirm which SDR works it?
Check the MQL set date, whosever's lead is time stamped earlier will work the lead.
What do we do if a lead mentions she is doing GENERAL research for her clients, with no specific client in mind?
Send to our partners team - Contact is Mary Nelson
What three steps do you need to take BEFORE you are able to start mining?
1. Complete all your morning steps
2. Clear yourself off the reports
3. Chat your manager that you are moving to the reports.
What are the lead statuses that we work as SDRs?
Aware, Engage, Prioritized Demand, MQL, SQL, TQL
If someone specifically asks about payroll, what are the two things we need to confirm?
Are all their employees based in the US? Do they have under 500 employees total?
What does it mean when a new lead has come in as a contact instead of a lead?
This means that the system has merged the new lead with an existing opportunity, turning it into a contact.
What do we do if a lead is a current customer, and they want to talk to someone about adding on Performance Management?
Fill out the current customer tab, which sends the lead to expansion, and take it out of your cadence.