Maven
How many specialties can you include on a Salesforce contact?
3
Day 2 call 2
What are the names of the 7 current iSDRs?
Corey, Julia, Shylar,Anya,Ben,Josephine,Carina
What are the 2 ways to schedule a meeting
(hint we've only been trained on 1 of these processes)
Live Transfer/Set an actual meeting
What is the first step when scrubbing a new lead?
Ensure the company name field is filled in and if it's not, copy/paste the name into the company field
Name 2 main reasons an opportunity is passed to the enterprise team.
15+ providers and shared decision making for purchases/marketing
What is the average minutes from inbound speed to lead to conversion goal?
15 minutes or less
How long is the free trial period for practices?
45 days from activation
What is the last step we do when setting a meeting
sending a confirmation email
What piece of information is added to the opportunity name during lead conversion?
The State Abbreviation
What automation is put into action when you select "yes" in the "Qualification Completed" field?
Your opportunity stage is automatically updated to stage 4. Meeting Set
What is the inbound reschedule cadence?
Day 1: 1 call, 1 email
Day 2: 1 call, 1 email
Day 3: 1 call, 1 email
When should PTO be submitted?
at least 2 weeks out
What is the cadence when rescheduling a meeting?
6 touches over 3 days
What are 3 factors you would consider when reviewing potential duplicate accounts and contacts to determine if they are a match for your lead?
Practice Name, phone number, email, specialty
True or False: You can still work in pulse even if you're not connected to the VPN as long as you have logged into Salesforce through single-sign on in the last hour.
False: You must be connected to the VPN in order to access pulse
How many total touches are there in a full inbound cadence? Across how many days?
9 touches across 3 days
What are the 4 Salesforce Objects we covered in SF 101
Lead, Contact, Account, Opportunity
What are the three Maven stakeholder notification steps you must take on your opportunity after setting a meeting?
1) Add MAVEN to the end of your opportunity name
2) Check the Maven Pilot checkbox under opp details
3) Chatter "@Maven this opportunity is ready to be qualified" in the opportunity feed
If an existing account is pulled in the duplicate search during lead scrubbing, what are the two items you need to check before getting the green light to pursue a cadence on your opportunity?
Check the "is active practice" field and check the opportunities under the related tab for open opps
What is maven and why is it important
It speeds up the time to get a provider active on the site
Name three valid reasons you may extend cadence (either extra days or extra touches)
specific CBT, provider OOO, gained access and got CBT on 3.2 call, provider has super high intent and it's just been a crossing of paths situation, etc.
Which contacts should appear in the "Contact Roles" section on your opportunity once your process is completed? Which of them should have a DSP created?
Any and all providers at the practice should be located in that section. All providers should have a DSP created (OMs/admin staff/spouses do not need to have DSPs created)
When creating the meeting tracker whose name do we put in "assigned to"
True or False: When scrubbing and converting you select " choose existing opportunity" when there is a duplicate
False: you will ALWAYS choose create new.