Account Executives
With Base at 20%, Premium at 25%, and Platinum at 30%, these set us apart from our competitors
What are Partnership Packages / Commission Levels?
The first step taken when menus and photos need to be uploaded or updated in the app
What is Salesforce/Content Case creation
Priority number one for this team's goals with Account Executives
What is Setting Meetings?
A combination of shapes and letters, they are our newest alcohol delivery partner
What is Circle K?
When you're lost, you can always come here to find the answers; some might even call it a silver lining
What is the Sales Playbook
Not a meeting, not a phone call - Merchants get this friendly greeting from AEs in their market
What is a Drop In?
Something old, something new, something borrowed, something Favor blue - you could say this is a marriage of sorts when AMs team up with a merchant to spread the word with in-store customers
What is Co-Branding?
Some say you can hear him from a mile away, he's been leading the team since April 2019
Who is Austin Gauss?
This alcohol partner's name implies that all stores are related, and born on the same day
What is Twin Liquors?
You might not always be in agreement, but what we can agree on is their 1:1 ratio in salesforce
What are opportunities and agreements?
The Oil Boom has put this Texas city on the energy map, while this AE is putting their restaurants on the Favor map
Who is Katie Thorn?
We're month-to-month without any fees or long-term contracts, but this is the only one place invoices can be printed or downloaded
What is bill.com?
If a tree falls and no one is around to hear it... Similarly, nothing really happens if things are not logged here
What is Salesforce?
The most deceiving of Fleet partner names, this merchant doesn't make sounds with its fingers, and they don't prep any of the food on site
What is Snap Kitchen?
"Cathy" gets a bad rap, but everyone loves this Salesforce tool for quick communication
What is Chatter?
Opportunity is the name of the game - this stage occurs after a merchant sends their signed contract, photos, and menu
What is Closed Won?
Loyal to North Houston and South East Texas, not so loyal to his hog that's he just sold
Who is Dean Schlesinger?
Originally a Cheese Head, this SDR works exclusively with core markets, including The Woodlands and Fort Worth?
Who is Becca Jensen?
This partner straddles Fleet and merchant integration, and they are taking the "You" out of the expression, "You Only Live Once."
What is OLO?
An SDR's bread and butter, the salesforce action that turns one object turns into three (hint: a Contact is one of them)
What is lead conversion?
Communication, sales psychology, and establishing leverage are key factors in making this successful
What is Negotiation?
Samosas, Tikka Masala, and Naan - when partnered merchant Clay Pit wasn't happy with their AOV, their Account Manager created these
What are customized menu items / creating party packs?
Examples include Calls, Emails and Social Media messages; but they all drive the success of SDR's goals in Salesforce
What are logged activities?
This governing body is the law dog of bubbles, bottles, and bourbons in our home state
What is the TABC? (Texas Alcoholic Beverage Commission)
I like it when you call me Big Papa - if you're a restaurant group with multiple concepts, then we'll give you this title in Salesforce
What is Parent Account?