Tool
Time
Time
A tool that helps reps track sample follow-ups, quote status, and open leads in one view.
What is the Opportunities page?
This weekly sales metric includes data on follow-ups, external samples, and active quotes.
What is the Pipeline Pulse in the MD Weekly Thread?
The new & faster way to mark a follow-up as complete.
What is the checkbox on Opportunities?
A reminder to reach back out to a client.
What is a follow-up?
This current onboarding format is being used for new sales reps.
What is 1:1 Zoom training?
This communication tool gives MD weekly insight into team performance.
What is the MD Weekly Thread?
The goal metric on opportunities 'sales today'.
What is $/day to plan?
This mid-term Sales Enablement initiative will align onboarding to clear learning paths.
What is the new hire training program?
The quote status that indicates a hot opportunity.
What is new & active?
An upcoming training initiative is designed specifically for AEs.
What is AE Bootcamp?
A tool that allows you to capture client interaction for lead nurturing.
What is the Contact Log?
A tool on the website that shows fulfillment ranking and PO status for a backorder.
What is the Backorder Tab in the Backorder Monitor?
The process that is being reinforced through the Hunter/Gather communication strategy.
What is differentiating AE and SSR responsibilities?
This list helps track client-requested samples and prompts timely follow-up.
What is the External Samples tab in Opportunities?
The best way to submit feedback or questions related to the website.
What is a Zendesk ticket to Webfeedback?
This upcoming tool update will allow reps to scan and request samples on the go.
What is the Mobile Scanner App?
This status notifies you of everything that should ship out that day.
What is preparing for shipment?
A recent update that enabled better integration and navigation of all tools on web.
What is the new sales dashboard navigation?
A field on a sample, reserve, or quote that signals it's tied to a real client project.
What is a sidemark?
A place that stores all web release training guides and video walk-throughs.
What is the Sales Intranet?
This new set of tools provides a full account overview including sales data and engagement metrics.
What is the Account Overview and Monitor?
This metric section on opportunities indicates how many new leads you've generated.
What is Goals Today?
This upcoming tool update will simplify logging follow-ups on a lead, like fulfilling a project shop.
What is contact log threading?
The 'sign of life' criteria for 'needs attention accounts' in Opportunities.
What is a single sample, quote, reserve or product purchase since Jan 24.
The crucial aspect of any training session to ensure full engagement & participation.
What is laptops closed & off the showroom floor?