Salesforce Records
This record represents one person before conversion (SAL)
Lead
The Status the Lead/Contact needs to be updated to once the Discovery Call is scheduled
Discovery Scheduled
MapAnything’s functionality
A tool that links Google Maps to Salesforce data to see where Accounts are located
TalkDesk functionality
Click to dial, take actions, record calls, set dispositions
The function in Salesforce Inbox that allows you to insert a template from Salesforce
Insert a Salesforce Template
This record represents one person after conversion (SAL)
Contact
The Status the Lead/Contact needs to be updated to once you hand off the Lead to the AE
Discovery in Progress
The way you access MapAnything
Clicking on the Map It button on any record in Salesforce
The way you dial via TalkDesk
Click on the phone number or Call button OR Enter a number manually
The function that insets text, but is not formatted
Text Shortcut
This record is the parent or “umbrella” of all records in Salesforce
Account
The SAL Qualification Criteria
Verify that it meets segment criteria.
Verify that the Lead is in fact, one of the Key Buying Personas
Verify that there’s an issue to solve and a desire to explore further.
The mile radius that is set when you click on the Map It button
50 Miles
The process of the handoff call
Call RIP, Warm Transfer, Chat to AE, Add RIP to the call, Complete Transfer, Set Disposition to “Discovery in Progress”
The function in Salesforce Inbox that allows you to schedule an email to send at a specified time
Send Later
New way is to use the Send Later function from Gmail, next to the send button
This record contains the content of a specific Sale including:
Products & Pricing
Implementation
Underwriting
Opportunity
The fields in Salesforce that have to be filled in before updating the Lead Status
Lead's Name
Lead's Role
Organization Name (DBA)
Phone
Church Size
Church Size (Free Text)
Industry
Market
ZipCode (& Geo Territory)
Rating
The way you find out more information about the Accounts displayed on the map
List view
OR
Clicking on the pin
What should you do if TalkDesk is not working?
Post in the Slack channel Support-Salesforce, use Fuze to make calls until TalkDesk is working again.
Salesforce Inbox’s main function
A tool that logs Google emails to Salesforce records